Payne Capital Management, LLC - Portfolio overview
Payne Capital Management, LLC has 78 reported holdings in this dataset, with the latest filing dated 2026-05-11.
Its largest classified asset exposures are funds and stocks.
Its largest classified sector exposures are Technology and Financial Services.
Largest reported holdings by portfolio allocation
- SCHF - SCHWAB STRATEGIC TR, 11.53%
- MLPX - GLOBAL X FDS, 9.37%
- VEA - VANGUARD TAX-MANAGED FDS, 6.81%
These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.
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