account_balance

Investment manager · 13F filer · SEC CIK 2112151

Torrey-Payne Wealth Management, LLC

Reported value$123Mas of Sep 30, 2026

Positions40 2 new, 1 sold out

Top 10 weight77.6%SPY alone is 13%

FiledNov 940 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

SPYSPDR S&P 500 ETF Trust

13.4%Trimmed −5%

EFAiShares Tr

10.4%

BSVVanguard Bd Index FDS

9.6%Added +6%

MDYSPDR S&P Midcap 400 ETF Trust

8.4%

AAPLApple Inc.

7.0%

USMViShares Tr

6.8%Trimmed −3%

LQDiShares Tr

6.6%Added +5%

IWMiShares Tr

5.6%

SDYSPDR Series Trust

4.9%Added +5%

IVViShares Tr

4.8%+10%

HYGiShares Tr

3.3%Added +7%

NVDANVIDIA Corp

3.2%

SPYSPDR S&P 500 ETF Trust

13.4%Trimmed −5%

EFAiShares Tr

10.4%

BSVVanguard Bd Index FDS

9.6%Added +6%

MDYSPDR S&P Midcap 400 ETF Trust

8.4%

AAPLApple Inc.

7.0%

USMViShares Tr

6.8%

LQDiShares Tr

6.6%

IWMiShares Tr

5.6%

SDYSPDR Series Trust

4.9%

IVViShares Tr

4.8%

HYG

NVDA

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list

SPY SPDR S&P 500 ETF Trust 13.4% Trimmed −5%

EFA iShares Tr 10.4% Held

BSV Vanguard Bd Index FDS 9.6% Added +6%

MDY SPDR S&P Midcap 400 ETF Trust 8.4% Held AAPL Apple Inc. 7.0% Held

USMV iShares Tr 6.8% Trimmed −3%

LQD iShares Tr 6.6% Added +5%

IWM iShares Tr 5.6% Held

SDY SPDR Series Trust 4.9% Added +5%

IVV iShares Tr 4.8% Added +10%

HYG iShares Tr 3.3% Added +7%

NVDA NVIDIA Corp 3.2% Held

What changed

Biggest moves since Jun 30, 2026

Filed Nov 9, 2026, compared with the Jul 23, 2026 filing

add_circleNew

XOM $443K
XLE $229K

arrow_upwardAdded

GLD +40%
BIV +34%
IVV +10%
HYG +7%

arrow_downwardTrimmed

AGG −25%
SPY −5%
BNDX −4%
VOLT −3%

remove_circleSold out

RKLB $213K

Torrey-Payne Wealth Management, LLC

Where the money is

Biggest moves since Jun 30, 2026

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