Masso Torrence Wealth Management Inc. 13F Holdings · last filed Q3 2025
Masso Torrence Wealth Management Inc. reported 108 securities worth $240.33M in its SEC 13F filing for Q3 2025 (period ended 2025-09-30). Top holdings: NVDA (12.57%), AAPL (6.33%), XMHQ (5.91%). Among its top 25 positions this quarter: 1 new, 18 added, 6 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $30.2M | 12.57% | 161,860 | Added |
| 2 | AAPL | APPLE INC | $15.2M | 6.33% | 59,772 | Trimmed |
| 3 | XMHQ | INVESCO EXCHANGE TRADED FD T | $14.2M | 5.91% | 135,415 | Added |
| 4 | DIVB | ISHARES TR | $12.5M | 5.21% | 239,475 | Added |
| 5 | QQQ | INVESCO QQQ TR | $9.3M | 3.86% | 15,438 | Trimmed |
| 6 | JEPI | J P MORGAN EXCHANGE TRADED F | $8.8M | 3.67% | 154,386 | Added |
| 7 | AVGO | BROADCOM INC | $8.6M | 3.58% | 26,066 | Added |
| 8 | DGRW | WISDOMTREE TR | $8.3M | 3.46% | 93,483 | Added |
| 9 | USTB | VICTORY PORTFOLIOS II | $7.1M | 2.96% | 139,571 | Added |
| 10 | MSFT | MICROSOFT CORP | $7.0M | 2.93% | 13,573 | Trimmed |
| 11 | VOO | VANGUARD INDEX FDS | $7.0M | 2.92% | 11,457 | Trimmed |
| 12 | AMZN | AMAZON COM INC | $7.0M | 2.91% | 31,798 | Added |
| 13 | FBND | FIDELITY MERRIMACK STR TR | $6.4M | 2.68% | 139,292 | Added |
| 14 | GOOG | ALPHABET INC | $6.2M | 2.56% | 25,288 | Added |
| 15 | BINC | BLACKROCK ETF TRUST II | $4.5M | 1.89% | 85,163 | Added |
| 16 | IQQQ | PROSHARES TR | $4.4M | 1.83% | 99,671 | Added |
| 17 | KCE | SPDR SERIES TRUST | $3.7M | 1.55% | 24,438 | Trimmed |
| 18 | ACN | ACCENTURE PLC IRELAND | $3.4M | 1.42% | 13,881 | Added |
| 19 | GRNY | TIDAL TRUST I | $3.4M | 1.41% | 135,683 | Added |
| 20 | JSI | JANUS DETROIT STR TR | $3.3M | 1.39% | 64,068 | Added |
| 21 | JPM | JPMORGAN CHASE & CO. | $3.2M | 1.31% | 10,007 | Added |
| 22 | TSLA | TESLA INC | $3.1M | 1.30% | 7,019 | Added |
| 23 | XLI | SELECT SECTOR SPDR TR | $2.8M | 1.16% | 18,046 | Trimmed |
| 24 | PULS | PGIM ETF TR | $2.5M | 1.04% | 50,143 | Added |
| 25 | GMUB | GOLDMAN SACHS ETF TR | $2.3M | 0.95% | 44,875 | New |
Source: SEC Form 13F filings · as of 2025-09-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR