13F Filings History of Torrey-Payne Wealth Management, LLC

Latest 13F report
Q4 2025 - 19 Feb 2026
Value $
$111,598,835
Signature - Title
Douglass McCrae - Compliance Manager/Inside Counsel
Location
Pasadena, CA
Summary
This page shows a list of all the recent 13F filings made by Torrey-Payne Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Torrey-Payne Wealth Management, LLC reported 39 stock holdings with total value $111,598,835 as of Q4 2025. Top holdings included SPY, EFA, BSV, MDY, and USMV.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 39 $111,598,835 $0 $0 $0 SPY, EFA, BSV, MDY, USMV 13F-HR 19 Feb 2026, 13:21