StockDriftsStockDriftsTop 50 Masso Torrence Wealth Management Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 12.57% | 161.9K | $30.2M | +0.65%(+1.04K) | $27.88(+583.39%) | 2025-09-30 | |
| AAPL | APPLE INC | 6.33% | 59.8K | $15.2M | -0.34%(-204) | $160.32(+70.53%) | 2025-09-30 | |
| XMHQ | INVESCO EXCHANGE TRADED FD T | 5.91% | 135.4K | $14.2M | +0.97%(+1.30K) | $83.60(+25.24%) | 2025-09-30 | |
| DIVB | ISHARES TR | 5.21% | 239.5K | $12.5M | +0.89%(+2.12K) | $48.87(+9.95%) | 2025-09-30 | |
| QQQ | INVESCO QQQ TR | 3.86% | 15.4K | $9.3M | -0.55%(-86) | $310.16(+101.15%) | 2025-09-30 | |
| JEPI | J P MORGAN EXCHANGE TRADED F | 3.67% | 154.4K | $8.8M | +1.78%(+2.70K) | $58.02(-0.01%) | 2025-09-30 | |
| AVGO | BROADCOM INC | 3.58% | 26.1K | $8.6M | +1.37%(+352) | $72.62(+384.88%) | 2025-09-30 | |
| DGRW | WISDOMTREE TR | 3.46% | 93.5K | $8.3M | +0.01%(+6) | $65.54(+37.94%) | 2025-09-30 | |
| USTB | VICTORY PORTFOLIOS II | 2.96% | 139.6K | $7.1M | +6.21%(+8.16K) | $50.43(+0.72%) | 2025-09-30 | |
| MSFT | MICROSOFT CORP | 2.93% | 13.6K | $7.0M | -3.03%(-424) | $328.70(+48.38%) | 2025-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (12 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +27.19% | +105.76% | — | — | +105.76% |
| Top 20 Holdings Unweighted | +24.66% | +93.74% | — | — | +93.74% |
Masso Torrence Wealth Management Inc. reports $240.33M in US-listed equity holdings across 108 positions in its most recent 13F filing. Its largest disclosed positions are NVDA (12.6%), AAPL (6.3%) and XMHQ (5.9%). The top 20 holdings account for 71.04% of reported assets. Its disclosed equity book has returned +105.76% on a three-year cumulative basis. Figures reflect the Q3 2025 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Masso Torrence Wealth Management Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1903153). View Masso Torrence Wealth Management Inc.’s 13F filings on SEC