13F Insight
DOSSIER · 13F-HR · Q3 2025

Masso Torrence Wealth Management Inc.

Masso Torrence Wealth's pension fund based in Chicago, IL — $240M in tracked AUM across 108 positions as of Q3 2025.

MT
Masso Torrence Wealth·Chicago, IL·Pension Fund
CIK 0001903153 · last filed Sep 30, 2025
Total AUM
$240M
▼ 16.5%
vs prior
Holdings
108
—
positions
Whale Score
45
45
tracked
Activity
—
no data
changes this Q
Top sector
Tech
6% weight
concentration
AI Analysis · Q3 2025 · 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
01
NVDA
NVIDIA CORPORATION
$30M162K12.6%
02
AAPL
APPLE INC
$15M60K6.3%
03
XMHQ
INVESCO EXCHANGE TRADED FD T
$14M135K5.9%
04
DIVB
ISHARES TR
$13M239K5.2%
05
QQQ
INVESCO QQQ TR
$9M15K3.9%
06
JEPI
J P MORGAN EXCHANGE TRADED F
$9M154K3.7%
07
AVGO
BROADCOM INC
$9M26K3.6%
08
DGRW
WISDOMTREE TR
$8M93K3.5%
09
USTB
VICTORY PORTFOLIOS II
$7M140K3.0%
10
MSFT
MICROSOFT CORP
$7M14K2.9%

Filing history

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