§ 13F · FUND PROFILE
Masso Torrence Wealth Management Inc..
AUM · $240M (13F)Positions · 108Turnover · n/a · Q3Filed · Oct 20, 2025
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q3 2025
FILED OCT 20, 2025
| # | Ticker | Name | Shares | $ value | % port | Δ Q3 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 162K | $30M | — | — |
| 2 | AAPL | APPLE INC | 60K | $15M | — | — |
| 3 | XMHQ | INVESCO EXCHANGE TRADED FD T | 135K | $14M | — | — |
| 4 | DIVB | ISHARES TR | 239K | $13M | — | — |
| 5 | QQQ | INVESCO QQQ TR | 15K | $9M | — | — |
| 6 | JEPI | J P MORGAN EXCHANGE TRADED F | 154K | $9M | — | — |
| 7 | AVGO | BROADCOM INC | 26K | $9M | — | — |
| 8 | DGRW | WISDOMTREE TR | 93K | $8M | — | — |
| 9 | USTB | VICTORY PORTFOLIOS II | 140K | $7M | — | — |
| 10 | MSFT | MICROSOFT CORP | 14K | $7M | — | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MASSO SIGNAL
AC read
Masso Torrence Wealth Management Inc. is a Other fund managing $240 million in assets. The fund runs a portfolio of 108 positions.
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