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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$465B
$30.2 Million 13.87% of portfolio
161,860
Q3 2025 Added 0.65%
$4.3T
$15.2 Million 6.99% of portfolio
59,772
Q3 2025 Reduced 0.34%
$139B
$8.6 Million 3.95% of portfolio
26,066
Q3 2025 Added 1.37%
$3.78T
$7.03 Million 3.23% of portfolio
13,573
Q3 2025 Reduced 3.03%
$2.39T
$6.98 Million 3.21% of portfolio
31,798
Q3 2025 Added 4.67%
$1.74T
$6.16 Million 2.83% of portfolio
25,288
Q3 2025 Added 4.17%
$152B
$3.42 Million 1.57% of portfolio
13,881
Q3 2025 Added 1.07%
$881B
$3.16 Million 1.45% of portfolio
10,007
Q3 2025 Added 2.57%
$1.29T
$3.12 Million 1.43% of portfolio
7,019
Q3 2025 Added 7.92%
$49.1B
$2.25 Million 1.03% of portfolio
1,876
Q3 2025 Reduced 1.93%
$414B
$2.17 Million 1.0% of portfolio
9,360
Q3 2025 Added 1.76%
$1.37T
$1.96 Million 0.9% of portfolio
2,666
Q3 2025 Added 18.65%
$265B
$1.84 Million 0.84% of portfolio
2,306
Q3 2025 Added 4.16%
$174B
$1.53 Million 0.7% of portfolio
10,262
Q3 2025 Added 3.52%
$533B
$1.4 Million 0.64% of portfolio
4,090
Q3 2025 Added 8.81%
$279B
$1.25 Million 0.58% of portfolio
12,160
Q3 2025 Reduced 0.6%
$522B
$1.07 Million 0.49% of portfolio
5,784
Q3 2025 Added 4.88%
$1.87B
$1.03 Million 0.47% of portfolio
3,210
Q3 2025 Reduced 3.02%
$342B
$1 Million 0.46% of portfolio
5,491
Q3 2025 Added 7.77%
$237B
$915,000 0.42% of portfolio
3,863
Q3 2025 Added 2.99%
$1.65T
$870,000 0.4% of portfolio
3,581
Q2 2025 Added 14.01%
$136B
$736,000 0.34% of portfolio
1,992
Q3 2025 Reduced 13.43%
$291B
$656,000 0.3% of portfolio
1,375
Q3 2025 New
$319B
$607,000 0.28% of portfolio
8,873
Q3 2025 Reduced 27.17%
$268B
$604,000 0.28% of portfolio
3,610
Q2 2025 Reduced 2.83%
$346B
$578,000 0.27% of portfolio
3,766
Q3 2025 Reduced 9.69%
$404B
$578,000 0.27% of portfolio
625
Q3 2025 Added 5.04%
$224B
$576,000 0.26% of portfolio
1,897
Q3 2025 Added 8.28%
$94.5B
$570,000 0.26% of portfolio
1,674
Q3 2025 New
$971B
$575,000 0.26% of portfolio
754
Q3 2025 Added 3.29%
$103B
$542,000 0.25% of portfolio
232
Q3 2025 Added 7.41%
$197B
$549,000 0.25% of portfolio
2,683
Q3 2025 Reduced 19.84%
$41.3B
$545,000 0.25% of portfolio
6,538
Q3 2025 Added 5.6%
$64.9B
$532,000 0.24% of portfolio
6,332
Q3 2025 Added 8.98%
$98.1B
$511,000 0.23% of portfolio
2,992
Q3 2025 Added 1.91%
$115B
$480,000 0.22% of portfolio
980
Q3 2025 Added 2.3%
$593B
$438,000 0.2% of portfolio
1,558
Q3 2025 Added 7.97%
$111B
$422,000 0.19% of portfolio
1,284
Q2 2025 Reduced 7.09%
$103B
$405,000 0.19% of portfolio
3,124
Q2 2025 Reduced 1.51%
$2.6B
$374,000 0.17% of portfolio
15,150
Q3 2025 Added 51.5%
$228B
$351,000 0.16% of portfolio
2,625
Q3 2025 Added 34.55%
$413B
$332,000 0.15% of portfolio
6,451
Q3 2025 Added 0.48%
$266B
$319,000 0.15% of portfolio
1,132
Q3 2025 Added 14.57%
$15.9B
$322,000 0.15% of portfolio
1,148
Q3 2025 Added 3.33%
$662B
$301,000 0.14% of portfolio
599
Q3 2025 Reduced 36.34%
$148B
$289,000 0.13% of portfolio
3,623
Q2 2025 Reduced 1.28%
$270B
$254,000 0.12% of portfolio
1,601
Q2 2025 New
$97.3B
$271,000 0.12% of portfolio
3,213
Q3 2025 Added 14.71%
$59.6B
$269,000 0.12% of portfolio
1,256
Q3 2025 Added 6.35%

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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