Torrey-Payne Wealth Management, LLC
All 13F Filings
- Location
- Pasadena, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 121,595
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/23/2026 | 39 | 121,595 | 13F-HR | Torrey-Payne Wealth Management, LLC |
| Q1 2026 | 5/5/2026 | 40 | 109,026 | 13F-HR | Torrey-Payne Wealth Management, LLC |
| Q4 2025 | 2/19/2026 | 39 | 111,599 | 13F-HR | Torrey-Payne Wealth Management, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 18.87 K | 15.5% | 1.863 K | 0 | 1.863 K |
| ETFs | 91.38 K | 75.1% | 10.26 K | 0 | 10.26 K |
| Debt | 11.35 K | 9.3% | 450 | 0 | 450 |
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Fund Snapshot
Q2 2026
Latest filed
7/23/2026
Total value ($000)
121,595
Holdings
39
QoQ value change ($000)
12,569
(11.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.