Masso Torrence Wealth Management Inc. Portfolio Holdings

Masso Torrence Wealth Management Inc.

  • $218 Million
  • Q3 2025

Masso Torrence Wealth Management Inc. has filed its 13F form on October 20, 2025 for Q3 2025 where it was disclosed a total value porftolio of $218 Million distributed in 108 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $30.2M, Apple Inc. with a value of $15.2M, Invesco Exchange Traded Fd Tr with a value of $14.2M, Ishares Tr U S Divid & Buyback with a value of $12.5M, and Invesco Qqq Trust, Series 1 with a value of $9.27M.

Examining the 13F form we can see an increase of $17.7M in the current position value, from $200M to 218M.

Below you can find more details about Masso Torrence Wealth Management Inc. portfolio as well as his latest detailed transactions.

Portfolio value $218 Million
ETFs: $101 Million
Technology: $74.4 Million
Consumer Cyclical: $12 Million
Communication Services: $11.2 Million
Financial Services: $8.67 Million
Healthcare: $5.24 Million
Consumer Defensive: $2.41 Million
Industrials: $1.47 Million
Other: $1.71 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$477B
$30.2 Million 13.87% of portfolio
161,860
Q3 2025 Added 0.65%
$4.32T
$15.2 Million 6.99% of portfolio
59,772
Q3 2025 Reduced 0.34%
$0
$14.2 Million 6.53% of portfolio
135,415
Q3 2025 Added 0.97%
$0
$12.5 Million 5.75% of portfolio
239,475
Q3 2025 Added 0.89%
$0
$9.27 Million 4.26% of portfolio
15,438
Q3 2025 Reduced 0.55%
$0
$8.82 Million 4.05% of portfolio
154,386
Q3 2025 Added 1.78%
$147B
$8.6 Million 3.95% of portfolio
26,066
Q3 2025 Added 1.37%
$0
$8.32 Million 3.82% of portfolio
93,483
Q3 2025 Added 0.01%
$0
$7.12 Million 3.27% of portfolio
139,571
Q3 2025 Added 6.21%
$3.96T
$7.03 Million 3.23% of portfolio
13,573
Q3 2025 Reduced 3.03%
$0
$7.02 Million 3.22% of portfolio
11,457
Q3 2025 Reduced 0.56%
$2.31T
$6.98 Million 3.21% of portfolio
31,798
Q3 2025 Added 4.67%
$0
$6.44 Million 2.96% of portfolio
139,292
Q3 2025 Added 1.51%
$1.64T
$6.16 Million 2.83% of portfolio
25,288
Q3 2025 Added 4.17%
$0
$3.74 Million 1.72% of portfolio
24,438
Q3 2025 Reduced 0.02%
$158B
$3.42 Million 1.57% of portfolio
13,881
Q3 2025 Added 1.07%
$1.43T
$3.12 Million 1.43% of portfolio
7,019
Q3 2025 Added 7.92%
$0
$2.78 Million 1.28% of portfolio
18,046
Q3 2025 Reduced 2.72%
$0
$2.5 Million 1.15% of portfolio
50,143
Q3 2025 Added 1.01%
$487B
$2.25 Million 1.03% of portfolio
1,876
Q3 2025 Reduced 1.93%
$403B
$2.17 Million 1.0% of portfolio
9,360
Q3 2025 Added 1.76%
$0
$2.15 Million 0.99% of portfolio
27,504
Q3 2025 Added 1.48%
$1.65T
$1.96 Million 0.9% of portfolio
2,666
Q3 2025 Added 18.65%
$0
$1.89 Million 0.87% of portfolio
96,524
Q3 2025 Added 0.21%
$0
$1.85 Million 0.85% of portfolio
7,483
Q3 2025 Added 16.0%
$270B
$1.84 Million 0.84% of portfolio
2,306
Q3 2025 Added 4.16%
$0
$1.79 Million 0.82% of portfolio
90,638
Q3 2025 Added 0.37%
$196B
$1.53 Million 0.7% of portfolio
10,262
Q3 2025 Added 3.52%
$569B
$1.4 Million 0.64% of portfolio
4,090
Q3 2025 Added 8.81%
$284B
$1.25 Million 0.58% of portfolio
12,160
Q3 2025 Reduced 0.6%
$0
$1.19 Million 0.55% of portfolio
47,364
Q2 2025 Reduced 2.62%
$211B
$1.08 Million 0.5% of portfolio
6,504
Q3 2025 Added 0.45%
$0
$1.08 Million 0.49% of portfolio
30,786
Q3 2025 Added 4.11%
$498B
$1.07 Million 0.49% of portfolio
5,784
Q3 2025 Added 4.88%
$0
$1.03 Million 0.47% of portfolio
26,540
Q3 2025 Added 0.57%
$2.77B
$1.03 Million 0.47% of portfolio
3,210
Q3 2025 Reduced 3.02%
$372B
$1 Million 0.46% of portfolio
5,491
Q3 2025 Added 7.77%
$0
$909,000 0.42% of portfolio
17,819
Q3 2025 Added 3.63%
$255B
$915,000 0.42% of portfolio
3,863
Q3 2025 Added 2.99%
$1.5T
$870,000 0.4% of portfolio
3,581
Q2 2025 Added 14.01%
$0
$816,000 0.37% of portfolio
31,995
Q1 2025 Reduced 40.89%
$145B
$736,000 0.34% of portfolio
1,992
Q3 2025 Reduced 13.43%
$278B
$656,000 0.3% of portfolio
1,375
Q3 2025 New
$0
$599,000 0.28% of portfolio
26,017
Q1 2025 Reduced 23.66%
$293B
$607,000 0.28% of portfolio
8,873
Q3 2025 Reduced 27.17%
$239B
$604,000 0.28% of portfolio
3,610
Q2 2025 Reduced 2.83%
$360B
$578,000 0.27% of portfolio
3,766
Q3 2025 Reduced 9.69%
$412B
$578,000 0.27% of portfolio
625
Q3 2025 Added 5.04%
$228B
$576,000 0.26% of portfolio
1,897
Q3 2025 Added 8.28%

Summary

  • Portfolio
  • No. of Stocks 108
  • Current Value $218 Million
  • Prior Value $200 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 20, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 13 stocks
  • Additional Purchases 58 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 17 stocks
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