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
$506B
$30.2 Million 13.87% of portfolio
161,860
Q3 2025 Added 0.65%
$4.36T
$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%
$152B
$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%
$3.92T
$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%
$2.27T
$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%
$1.72T
$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%
$157B
$3.42 Million 1.57% of portfolio
13,881
Q3 2025 Added 1.07%
$1.39T
$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%
$485B
$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%
$207B
$1.53 Million 0.7% of portfolio
10,262
Q3 2025 Added 3.52%
$564B
$1.4 Million 0.64% of portfolio
4,090
Q3 2025 Added 8.81%
$277B
$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%
$199B
$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%
$494B
$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%
$2.38B
$1.03 Million 0.47% of portfolio
3,210
Q3 2025 Reduced 3.02%
$382B
$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%
$257B
$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%
$140B
$736,000 0.34% of portfolio
1,992
Q3 2025 Reduced 13.43%
$308B
$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%
$299B
$607,000 0.28% of portfolio
8,873
Q3 2025 Reduced 27.17%
$244B
$604,000 0.28% of portfolio
3,610
Q2 2025 Reduced 2.83%
$354B
$578,000 0.27% of portfolio
3,766
Q3 2025 Reduced 9.69%
$407B
$578,000 0.27% of portfolio
625
Q3 2025 Added 5.04%
$223B
$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
Track This Portfolio

Track Masso Torrence Wealth Management Inc. Portfolio

Follow Masso Torrence Wealth Management Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Masso Torrence Wealth Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Masso Torrence Wealth Management Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email