Masso Torrence Wealth Management Inc.
Filing Date
Global Rank
#5,336
/ 8,045
▲ 57
· as of Sep 2025
Top Industry
Semiconductors
34.3%
3Y Alpha vs SPY
+99.8%
Period ended 11 months ago
Filed Oct 20, 2025 · 11mo
16 quarters · since Dec 2021
Clone Performance
Sep 2023–Apr 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Cloned portfolio
+622.2%
SPY
+52.7%
Annualised alpha
+96.0%
Max drawdown
−25.4%
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends. Captured split ratios restate closes onto one basis; only an unusable ratio can exclude earlier closes for that listing. It tracks 100% of reported value on average across 10 quarters.Masso Torrence Wealth Management Inc. has stopped filing, so the simulation ends in Apr 2026 — where its last reported portfolio went stale — rather than trading that portfolio forward to today. Past performance does not predict future results.
Portfolio Concentration
67 tracked positions · as of Sep 30, 2025 · Δ vs Jun 30, 2025Top Position
23.3%
+1.5 pts
Top 5
54.1%
+2.4 pts
Top 10
72.4%
+2.4 pts
HHI
901
Diversified+86
Portfolio Trend
16 quarters · across all stocks
Sector Breakdown
As of Sep 30, 2025| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 57.8% | $75,088,750 |
| Consumer Cyclical | 9.3% | $12,030,383 |
| Unclassified | 9.0% | $11,673,364 |
| Communication Services | 8.7% | $11,236,463 |
| Financial Services | 7.1% | $9,195,253 |
| Healthcare | 4.0% | $5,244,752 |
| Consumer Defensive | 1.9% | $2,410,372 |
| Industrials | 0.9% | $1,226,915 |
| Utilities | 0.9% | $1,170,145 |
| Basic Materials | 0.3% | $379,492 |
| Energy | 0.2% | $219,114 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| QBTS | D-Wave Quantum Inc. | +5,150 | 15,150 | $374,356 | |
| AMZN | Amazon Com Inc | +1,418 | 31,798 | $6,981,886 | |
| CWI | State Street SPDR MSCI ACWI ex-US ETF | +1,215 | 30,786 | $1,075,047 | |
| NVDA | Nvidia Corp | +1,040 | 161,860 | $30,199,838 | |
| GOOGL | Alphabet Inc. | +1,013 | 28,869 | $7,029,433 | |
| ABT | Abbott Laboratories | +674 | 2,625 | $351,592 | |
| CRCL | Circle Internet Group, Inc. | +650 | 2,000 | $265,160 | |
| FTNT | Fortinet, Inc. | +522 | 6,332 | $532,394 | |
| TSLA | Tesla, Inc. | +515 | 7,019 | $3,121,489 | |
| META | Meta Platforms, Inc. | +419 | 2,666 | $1,957,857 | |
| SBUX | Starbucks Corp | +412 | 3,213 | $271,819 | |
| PLTR | Palantir Technologies Inc. | +396 | 5,491 | $1,001,668 | |
| AVGO | Broadcom Inc. | +352 | 26,066 | $8,599,434 | |
| SHOP | Shopify Inc. | +349 | 10,262 | $1,525,035 | |
| PEG | Public Service Enterprise Group Inc | +347 | 6,538 | $545,661 | |
| V | Visa Inc. | +331 | 4,090 | $1,396,244 | |
| JNJ | Johnson & Johnson | +269 | 5,784 | $1,072,469 | |
| JPM | Jpmorgan Chase & Co | +251 | 10,007 | $3,156,508 | |
| ABBV | AbbVie Inc. | +162 | 9,360 | $2,167,214 | |
| ACN | Accenture plc | +147 | 13,881 | $3,423,054 | |
| MCD | Mcdonalds Corp | +145 | 1,897 | $576,479 | |
| IBM | International Business Machines Corp | +144 | 1,132 | $319,405 | |
| IBIT | iShares Bitcoin Trust ETF | +140 | 10,665 | $693,225 | |
| ORCL | Oracle Corp | +115 | 1,558 | $438,171 | |
| CRM | Salesforce, Inc. | +112 | 3,863 | $915,531 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
14 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| CRVS | Corvus Pharmaceuticals, Inc. | −33,000 | 17,000 | $125,290 | |
| CSCO | Cisco Systems, Inc. | −3,311 | 8,873 | $607,090 | |
| TJX | Tjx Companies Inc /De/ | −1,000 | 1,696 | $245,139 | |
| AMAT | Applied Materials Inc /De | −664 | 2,683 | $549,317 | |
| MSFT | Microsoft Corp | −424 | 13,573 | $7,030,135 | |
| PG | PROCTER & GAMBLE Co | −404 | 3,766 | $578,645 | |
| BRK-B | Berkshire Hathaway Inc | −342 | 599 | $301,141 | |
| SYK | Stryker Corp | −309 | 1,992 | $736,382 | |
| AAPL | Apple Inc. | −204 | 59,772 | $15,219,744 | |
| MSTR | Strategy Inc | −100 | 3,210 | $1,034,294 | |
| QQQ | Invesco Qqq Trust, Series 1 | −86 | 15,438 | $9,268,512 | |
| VIG | Vanguard Dividend Appreciation ETF | −76 | 2,950 | $636,580 | |
| WMT | Walmart Inc. | −73 | 12,160 | $1,253,209 | |
| NFLX | Netflix Inc | −37 | 1,876 | $2,249,173 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
9 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| CAT | Caterpillar Inc | 1,375 | $656,081 | |
| GD | General Dynamics Corp | 1,674 | $570,834 | |
| CRWV | CoreWeave, Inc. | 3,050 | $417,392 | |
| ADP | Automatic Data Processing Inc | 825 | $242,137 | |
| CVX | Chevron Corp | 1,411 | $219,114 | |
| UNH | Unitedhealth Group Inc | 627 | $216,503 | |
| EXC | Exelon Corp | 4,487 | $201,959 | |
| QS | QuantumScape Corp | 15,400 | $189,728 | |
| LAC | Lithium Americas Corp. | 10,000 | $57,100 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
5 positions
67 tracked positions ·
$129,875,003 total
· filing declares
108 positions · $240,329,098
· as of Sep 30, 2025
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
Utilities
Showing 1–50
of 67 positions by value
· page 1 of 2
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
Added | 161,860 | $30,199,838 | 23.25% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 59,772 | $15,219,744 | 11.72% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Reduced | 15,438 | $9,268,512 | 7.14% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 26,066 | $8,599,434 | 6.62% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 13,573 | $7,030,135 | 5.41% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 28,869 | $7,029,433 | 5.41% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 31,798 | $6,981,886 | 5.38% | |
| ACN |
Accenture plc
Technology
|
Added | 13,881 | $3,423,054 | 2.64% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 10,007 | $3,156,508 | 2.43% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 7,019 | $3,121,489 | 2.40% | |
| NFLX |
Netflix Inc
Communication Services
|
Reduced | 1,876 | $2,249,173 | 1.73% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 9,360 | $2,167,214 | 1.67% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 2,666 | $1,957,857 | 1.51% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Added | 2,306 | $1,836,383 | 1.41% | |
| SHOP |
Shopify Inc.
Technology
|
Added | 10,262 | $1,525,035 | 1.17% | |
| V |
Visa Inc.
Financial Services
|
Added | 4,090 | $1,396,244 | 1.08% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 12,160 | $1,253,209 | 0.96% | |
| QCOM |
Qualcomm Inc/De
Technology
|
Added | 6,504 | $1,082,005 | 0.83% | |
| CWI |
State Street SPDR MSCI ACWI ex-US ETF
|
Added | 30,786 | $1,075,047 | 0.83% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 5,784 | $1,072,469 | 0.83% | |
| MSTR |
Strategy Inc
Technology
|
Reduced | 3,210 | $1,034,294 | 0.80% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Added | 5,491 | $1,001,668 | 0.77% | |
| CRM |
Salesforce, Inc.
Technology
|
Added | 3,863 | $915,531 | 0.70% | |
| SYK |
Stryker Corp
Healthcare
|
Reduced | 1,992 | $736,382 | 0.57% | |
| IBIT |
iShares Bitcoin Trust ETF
|
Added | 10,665 | $693,225 | 0.53% | |
| CAT |
Caterpillar Inc
Industrials
|
NEW | 1,375 | $656,081 | 0.51% | |
| VIG |
Vanguard Dividend Appreciation ETF
|
Reduced | 2,950 | $636,580 | 0.49% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Reduced | 8,873 | $607,090 | 0.47% | |
| MU |
Micron Technology Inc
Technology
|
Held | 3,610 | $604,025 | 0.47% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Reduced | 3,766 | $578,645 | 0.45% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Added | 625 | $578,518 | 0.45% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Added | 1,897 | $576,479 | 0.44% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 754 | $575,302 | 0.44% | |
| GD |
General Dynamics Corp
Industrials
|
NEW | 1,674 | $570,834 | 0.44% | |
| AMAT |
Applied Materials Inc /De
Technology
|
Reduced | 2,683 | $549,317 | 0.42% | |
| PEG |
Public Service Enterprise Group Inc
Utilities
|
Added | 6,538 | $545,661 | 0.42% | |
| MELI |
Mercadolibre Inc
Consumer Cyclical
|
Added | 232 | $542,170 | 0.42% | |
| FTNT |
Fortinet, Inc.
Technology
|
Added | 6,332 | $532,394 | 0.41% | |
| BX |
Blackstone Inc.
Financial Services
|
Added | 2,992 | $511,183 | 0.39% | |
| CRWD |
CrowdStrike Holdings, Inc.
Technology
|
Added | 980 | $480,572 | 0.37% | |
| ORCL |
Oracle Corp
Technology
|
Added | 1,558 | $438,171 | 0.34% | |
| CEG |
Constellation Energy Corp
Utilities
|
Held | 1,284 | $422,525 | 0.33% | |
| CRWV |
CoreWeave, Inc.
Technology
|
NEW | 3,050 | $417,392 | 0.32% | |
| KKR |
KKR & Co. Inc.
Financial Services
|
Held | 3,124 | $405,963 | 0.31% | |
| QBTS |
D-Wave Quantum Inc.
Technology
|
Added | 15,150 | $374,356 | 0.29% | |
| ABT |
Abbott Laboratories
Healthcare
|
Added | 2,625 | $351,592 | 0.27% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Added | 6,451 | $332,807 | 0.26% | |
| RS |
Reliance, Inc.
Basic Materials
|
Added | 1,148 | $322,392 | 0.25% | |
| IBM |
International Business Machines Corp
Technology
|
Added | 1,132 | $319,405 | 0.25% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 599 | $301,141 | 0.23% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.