Torrey-Payne Wealth Management, LLC Long-Term Concentrated

Location: Pasadena, CA

CIK: 0002112151 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: May 5, 2026

Total Value: $109M (100.0% shares, 0.0% debt)

Holdings (40)

SPY STATE STR SPDR S&P 500 ETF T 13.7%
Value $14.91M Shares 22,920 Est. Cost $692.73 Unrealized
EFA ISHARES TR 10.8%
Value $11.82M Shares 121,727 Est. Cost $100.28 Unrealized
BSV VANGUARD BD INDEX FDS 10.0%
Value $10.9M Shares 139,066 Est. Cost $78.82 Unrealized
MDY STATE STR SPDR S&P MIDCAP 40 9.0%
Value $9.767M Shares 15,836 Est. Cost $635.83 Unrealized
USMV ISHARES TR 7.4%
Value $8.074M Shares 87,062 Est. Cost $95.48 Unrealized
LQD ISHARES TR 7.3%
Value $7.974M Shares 73,166 Est. Cost $110.87 Unrealized
AAPL APPLE INC 6.0%
Value $6.502M Shares 25,621 Est. Cost $268.34 Unrealized -2.1%
IWM ISHARES TR 5.7%
Value $6.206M Shares 25,025 Est. Cost $263.98 Unrealized
SDY SPDR SERIES TRUST 4.9%
Value $5.37M Shares 36,799 Est. Cost $146.71 Unrealized
IVV ISHARES TR 3.8%
Value $4.095M Shares 6,269 Est. Cost $693.47 Unrealized
HYG ISHARES TR 3.4%
Value $3.682M Shares 46,285 Est. Cost $81.14 Unrealized
NVDA NVIDIA CORPORATION 2.7%
Value $2.94M Shares 16,856 Est. Cost $186.13 Unrealized +0.3%
VOLT TEMA ETF TRUST 2.4%
Value $2.564M Shares 74,897 Est. Cost $31.72 Unrealized
XLK SELECT SECTOR SPDR TR 2.1%
Value $2.307M Shares 17,362 Est. Cost $145.74 Unrealized
GLD SPDR GOLD TR 1.0%
Value $1.1M Shares 2,556 Est. Cost $464.07 Unrealized
DIS DISNEY WALT CO 1.0%
Value $1.09M Shares 11,310 Est. Cost $109.53 Unrealized -0.1%
GOOG ALPHABET INC 1.0%
Value $1.04M Shares 3,627 Est. Cost $287.19 Unrealized +12.7%
ROK ROCKWELL AUTOMATION INC 0.7%
Value $813K Shares 2,264 Est. Cost $375.21 Unrealized +9.3%
HD HOME DEPOT INC 0.7%
Value $778K Shares 2,366 Est. Cost $364.59 Unrealized +3.4%
AMZN AMAZON COM INC 0.6%
Value $697K Shares 3,347 Est. Cost $228.64 Unrealized -0.8%
COST COSTCO WHOLESALE CORPORATION 0.5%
Value $549K Shares 551 Est. Cost $905.73 Unrealized +6.4%
MSFT MICROSOFT CORP 0.5%
Value $508K Shares 1,371 Est. Cost $499.38 Unrealized -13.0%
XOM EXXON MOBIL CORP 0.4%
Value $462K Shares 2,725 Est. Cost $115.49 Unrealized +20.1%
VEA VANGUARD TAX-MANAGED FDS 0.4%
Value $452K Shares 7,049 Est. Cost $66.08 Unrealized
AGG ISHARES TR 0.4%
Value $397K Shares 4,000 Est. Cost $100.26 Unrealized
GOOGL ALPHABET INC 0.4%
Value $397K Shares 1,380 Est. Cost $285.60 Unrealized +13.2%
VUG VANGUARD INDEX FDS 0.3%
Value $363K Shares 830 Est. Cost $486.78 Unrealized
VTV VANGUARD INDEX FDS 0.3%
Value $325K Shares 1,658 Est. Cost $198.26 Unrealized
IUSB ISHARES TR 0.3%
Value $322K Shares 6,976 Est. Cost $46.73 Unrealized
BNDX VANGUARD CHARLOTTE FDS 0.3%
Value $282K Shares 5,870 Est. Cost $48.53 Unrealized
BA BOEING CO 0.3%
Value $281K Shares 1,410 Est. Cost $205.66 Unrealized +16.0%
RTX RTX CORPORATION 0.2%
Value $264K Shares 1,368 Est. Cost $173.32 Unrealized +13.4%
QQQ INVESCO QQQ TR 0.2%
Value $257K Shares 446 Est. Cost $625.60 Unrealized
AVY AVERY DENNISON CORP 0.2%
Value $250K Shares 1,448 Est. Cost $172.31 Unrealized +9.8%
XLE SELECT SECTOR SPDR TR 0.2%
Value $228K Shares 3,720 Est. Cost $61.26 Unrealized
T AT&T INC 0.2%
Value $218K Shares 7,525 Est. Cost $25.75 Unrealized 0.0%
QUAL ISHARES TR 0.2%
Value $216K Shares 1,127 Est. Cost $203.73 Unrealized
AME AMETEK INC 0.2%
Value $214K Shares 1,000 Est. Cost $194.36 Unrealized +14.9%
ITOT ISHARES TR 0.2%
Value $204K Shares 1,431 Est. Cost $151.61 Unrealized
BIV VANGUARD BD INDEX FDS 0.2%
Value $202K Shares 2,621 Est. Cost $77.89 Unrealized