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Manager record

Payne Capital Management, LLC

New York, NY · CIK 1994332 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$375.04MReported 13F valueQ2 2026 · as filed
88Holdings listed
+13.5%vs prior quartervalue change includes market moves
4Quarters on record
Aug 17Latest filed
Reported 13F value by quarter, Q3 2025 to Q2 2026Q3 2025: $1.0B$1.0BQ3 2025294 holdingsQ4 2025: $316.8M$316.8MQ4 202581 holdingsQ1 2026: $330.5M$330.5MQ1 202679 holdingsQ2 2026: $375.0M$375.0MQ2 202688 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Aug 17 2026 13F-HR · period Q2 2026

$375.04M · 88 holdings listed · View original SEC filing ↗
May 11 2026 13F-HR · period Q1 2026

$330.50M · 79 holdings listed · View original SEC filing ↗
Feb 02 2026 13F-HR · period Q4 2025

$316.79M · 81 holdings listed · View original SEC filing ↗
Dec 01 2025 13F-HR · period Q3 2025

$310.53M · 77 holdings listed · View original SEC filing ↗
Nov 25 2025 13F-HR · period Q3 2025

$234.56M · 71 holdings listed · View original SEC filing ↗
Nov 25 2025 13F-HR · period Q3 2025

$231.79M · 69 holdings listed · View original SEC filing ↗
Nov 25 2025 13F-HR · period Q3 2025

$259.49M · 77 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Aug 17, 2026 · Change methodology