What does Torrey-Payne Wealth Management, LLC hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

Torrey-Payne Wealth Management, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

STATE STR SPDR S&P 500 ETF T

$15M23K13.7%

ISHARES TR

$12M122K10.8%

VANGUARD BD INDEX FDS

$11M139K10.0%

STATE STR SPDR S&P MIDCAP 40

$10M16K9.0%

ISHARES TR

$8M87K7.4%

ISHARES TR

$8M73K7.3%

APPLE INC

$7M26K6.0%

ISHARES TR

$6M25K5.7%

SPDR SERIES TRUST

$5M37K4.9%

ISHARES TR

$4M6K3.8%

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