Torrey-Payne Wealth Management, LLC

13F Portfolio Filings

Most recent 13F
Q1 2026
Location
Pasadena, CA
CIK
0002112151
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q1 2026 40 109,026 SPY, EFA, BSV, MDY 13F-HR 5/5/2026 000211215126000002
Q4 2025 39 111,598 SPY, EFA, BSV, MDY 13F-HR 2/19/2026 000211215126000001