StockDriftsStockDriftsTop 40 Torrey-Payne Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | 13.67% | 22.9K | $14.9M | -0.77%(-179) | $674.05(+10.49%) | 2026-03-31 | |
| EFA | ISHARES TR | 10.84% | 121.7K | $11.8M | +6.01%(+6.90K) | $94.81(+10.09%) | 2026-03-31 | |
| BSV | VANGUARD BD INDEX FDS | 10% | 139.1K | $10.9M | +1.11%(+1.53K) | $78.86(-1.40%) | 2026-03-31 | |
| MDY | STATE STR SPDR S&P MIDCAP 40 | 8.96% | 15.8K | $9.8M | +0.23%(+36) | $599.68(+15.68%) | 2026-03-31 | |
| USMV | ISHARES TR | 7.41% | 87.1K | $8.1M | +1.57%(+1.34K) | $94.63(+3.44%) | 2026-03-31 | |
| LQD | ISHARES TR | 7.31% | 73.2K | $8.0M | +2.94%(+2.09K) | $110.79(-1.94%) | 2026-03-31 | |
| AAPL | APPLE INC | 5.96% | 25.6K | $6.5M | -0.08%(-20) | $263.24(+17.24%) | 2026-03-31 | |
| IWM | ISHARES TR | 5.69% | 25.0K | $6.2M | -0.08%(-21) | $244.06(+21.93%) | 2026-03-31 | |
| SDY | SPDR SERIES TRUST | 4.93% | 36.8K | $5.4M | +1.09%(+398) | $139.64(+11.48%) | 2026-03-31 | |
| IVV | ISHARES TR | 3.76% | 6.3K | $4.1M | +6.00%(+355) | $676.66(+10.61%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -7.29% | -20.32% |
| Top 20 Holdings Unweighted | -16.16% | -41.07% |
Sign up free to track Torrey-Payne Wealth Management LLC, compare funds side by side, and get alerts the moment positions change.