DOSSIER · 13F-HR · Q3 2025

Masso Torrence Wealth Management Inc.

$240M in tracked AUM across 108 positions as of Q3 2025.

MT
CIK 0001903153 · last filed Sep 30, 2025
Total AUM
$240M
as of Q3 2025
Holdings
108
—
positions
Whale Score
42
42
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2025

Masso Torrence Wealth Management Inc. filed its latest 13F-HR for Q3 2025. See the latest holdings and position changes below.

Quarter at a glance — Q3 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2025.

#HoldingValueSharesWeight
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Filing history

2025Q3Sep 30
$240M▲ 11.1%
108 positionsLocked
2025Q2Jun 30
$216M▲ 15.6%
100 positionsLocked
2025Q1Mar 31
$187M▼ 1.6%
99 positionsLocked
2024Q4Dec 31
$190M▲ 2.7%
99 positionsLocked
2024Q3Sep 30
$185M▲ 2.8%
93 positionsLocked
2024Q2Jun 30
$180M▲ 7.0%
94 positionsLocked
2024Q1Mar 31
$169M▲ 15.1%
93 positionsLocked
2023Q4Dec 31
$146M▲ 12.6%
90 positionsLocked
2023Q3Sep 30
$130M▼ 6.2%
84 positionsLocked
2023Q2Jun 30
$139M▲ 9.8%
85 positionsLocked
2023Q1Mar 31
$126M▲ 0.6%
91 positionsLocked
2022Q4Dec 31
$125M▲ 10.8%
90 positionsLocked
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