Torrey-Payne Wealth Management, LLC
Torrey-Payne Wealth Management, LLC reported 39 positions worth $121.6M as of June 30, 2026 (13F filed July 23, 2026). Largest holding: SPY (13.9%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SPY | SH | $16.9M | 13.86% | 22,568 | — | — | |
| ▸ 2 | EFA | SH | $12.8M | 10.51% | 123,016 | — | — | |
| ▸ 3 | BSV | SH | $11.4M | 9.34% | 145,726 | — | — | |
| ▸ 4 | MDY | SH | $11.2M | 9.23% | 15,961 | — | — | |
| ▸ 5 | USMV | SH | $8.4M | 6.94% | 87,462 | — | — | |
| ▸ 6 | LQD | SH | $8.2M | 6.77% | 75,511 | — | — | |
| ▸ 7 | IWM | SH | $7.5M | 6.18% | 25,001 | — | — | |
| ▸ 8 | AAPL | SH | $7.4M | 6.11% | 25,656 | — | — | |
| ▸ 9 | SDY | SH | $6.0M | 4.90% | 39,173 | — | — | |
| ▸ 10 | IVV | SH | $5.2M | 4.28% | 6,953 | — | — |
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Frequently Asked Questions
What stocks does Torrey-Payne Wealth Management, LLC hold as of Q2 2026?
Torrey-Payne Wealth Management, LLC reported 39 positions worth $121.6M in its Q2 2026 13F filing. Largest positions: SPY (13.9%), EFA (10.5%), BSV (9.3%), MDY (9.2%) and USMV (6.9%).
What did Torrey-Payne Wealth Management, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Torrey-Payne Wealth Management, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.