Torrey-Payne Wealth Management, LLC - Portfolio overview

Torrey-Payne Wealth Management, LLC has 40 reported holdings in this dataset, with the latest filing dated 2026-05-05.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. SPY - STATE STR SPDR S&P 500 ETF T, 13.67%
2. EFA - ISHARES TR, 10.84%
3. BSV - VANGUARD BD INDEX FDS, 10.00%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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