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Manager record

Torrey-Payne Wealth Management, LLC

Pasadena, CA · CIK 2112151 · 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.

$121.59MReported 13F valueQ2 2026 · as filed
39Holdings listed
+11.5%vs prior quartervalue change includes market moves
3Quarters on record
Jul 23Latest filed
Reported 13F value by quarter, Q4 2025 to Q2 2026Q4 2025: $111.6M$111.6MQ4 202539 holdingsQ1 2026: $109.0M$109.0MQ1 202640 holdingsQ2 2026: $121.6M$121.6MQ2 202639 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
Jul 23 2026 13F-HR · period Q2 2026

$121.59M · 39 holdings listed · View original SEC filing ↗
May 05 2026 13F-HR · period Q1 2026

$109.03M · 40 holdings listed · View original SEC filing ↗
Feb 19 2026 13F-HR · period Q4 2025

$111.60M · 39 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 Jul 23, 2026 · Change methodology