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Showing Q3 2025 data
Masso Torrence Wealth Management Inc.'s Q4 2025 filing not yet available. Expected by Feb 14, 2026.
Masso Torrence Wealth Management Inc.
•CIK: 1903153•Filing: Q3 2025
**Masso Torrence Wealth Management Inc.** manages $240M across a diversified portfolio of 108 positions. The fund exhibits significant concentration in technology and growth names, notably holding NVDA at $30.2M and AAPL at $15.2M. Further allocations include substantial positions in XMHQ ($14.2M) and DIVB ($12.5M). This structure suggests a tactical approach blending high-conviction tech bets with income-generating assets.
Total AUM
$240.3M
QoQ Performance
+11.1%
Positions
89
Top 10 Concentration
50.5%
Latest Filing
Q3 2025
Top Holdings Allocation
NVDA
AAPL
XMHQ
DIVB
NVDA12.6%
AAPL6.3%
XMHQ5.9%
DIVB5.2%
NDQ3.9%
JEPI3.7%
AVGO3.6%
DGRW3.5%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other53.5%
Technology32.0%
Consumer5.3%
ETF3.0%
Financial2.9%
Healthcare1.8%
Communication0.9%
Industrial0.3%
🚪 Exited Positionssold since Q2 2025
Changes from Q2 2025
NEW13 new positions
↑58 increased
↓17 decreased
Historical Filings
Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023