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Torren Management, LLC — 13F Holdings & Portfolio

CIK 2096203 · latest 13F-HR filed 2026-04-30

Backtest portfolio

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM

$200.8M

Long-equity book

Holdings

983

Distinct positions

Period

2026-03-31

Filed 2026-04-30

Q/Q Activity

+21 / −513 / ↑94 / ↓800

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • Dimensional Ultrashort Fixed Income ETF$3.6M +154.8%
  • Dimensional Short-Duration Fixed Income ETF$1.1M +9.5%
  • Avantis U.S. Small Cap Value ETF$621.0K +8.5%
  • Dimensional Global ex US Core Fixed Income ETF$300.0K +5.1%
  • PIMCO 15 Year U.S. TIPS Index ETF$147.3K +5.4%
Show all 94 →

Top Trims

  • Avantis International Equity ETF-$7.3M -25.1%
  • INVESCO RAFI US 1500 SMALL-MID ETF-$1.6M -93.5%
  • NVIDIA CORPORATION COM-$1.5M -81.8%
  • ALPHABET INC CAP STK CL A-$1.4M -89.6%
  • MICROSOFT CORP COM-$1.3M -85.5%
Show all 800 →

New Positions

  • AVANTIS TOTAL EQUITY MARKETS ETF$58.3M
  • WISDOMTREE U.S. HIGH DIVIDEND FUND$93.8K
  • FIRST TRUST RISING DIVIDEND ACHIEVERS ETF$92.3K
  • STATE STREET SPDR PORTFOLIO S&P 500 ETF$62.9K
  • CAPITAL GROUP DIVIDEND VALUE ETF$57.9K
Show all 21 →

Exited Positions

  • UNITEDHEALTH GROUP INC COM$325.0K
  • APPLOVIN CORP COM CL A$297.8K
  • AVIDITY BIOSCIENCES INC COM$148.4K
  • FIRST CTZNS BANCSHARES INC DEL CL A$141.7K
  • UNITED AIRLS HLDGS INC COM$127.0K
Show all 513 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 AVANTIS TOTAL EQUITY MARKETS ETF AVTM 02507A606 $58.3M 29.03% 1,240,351 SH
2 Avantis U.S. Equity ETF AVUS 025072885 $21.9M 10.91% 197,066 SH
3 Avantis International Equity ETF AVDE 025072703 $21.7M 10.80% 255,555 SH
4 Dimensional Short-Duration Fixed Income ETF DFSD 25434V864 $13.2M 6.55% 274,652 SH
5 Avantis U.S. Quality ETF AVUQ 02507A507 $11.0M 5.48% 194,083 SH
6 Dimensional Core Fixed Income ETF DFCF 25434V872 $10.9M 5.41% 257,399 SH
7 Avantis Emerging Markets Equity ETF AVEM 025072604 $10.2M 5.06% 126,171 SH
8 Avantis U.S. Small Cap Value ETF AVUV 025072877 $7.9M 3.96% 71,942 SH
9 Dimensional Global ex US Core Fixed Income ETF DFGX 25434V575 $6.1M 3.06% 117,165 SH
10 Dimensional Ultrashort Fixed Income ETF DUSB 25434V591 $6.0M 2.99% 118,270 SH
11 Dimensional US High Profitability ETF DUHP 25434V831 $3.6M 1.79% 97,852 SH
12 Dimensional International Core Equity 2 ETF DFIC 25434V799 $3.1M 1.52% 86,022 SH
13 PIMCO 15 Year U.S. TIPS Index ETF LTPZ 72201R304 $2.9M 1.44% 56,485 SH
14 Dimensional US Core Equity 2 ETF DFAC 25434V708 $2.7M 1.32% 68,458 SH
15 Dimensional International High Profitability ETF DIHP 25434V765 $2.7M 1.32% 82,458 SH
16 iShares ESG Aware MSCI EAFE ETF ESGD 46435G516 $2.6M 1.29% 27,058 SH
17 Avantis International Small Cap Value ETF AVDV 025072802 $2.1M 1.04% 20,856 SH
18 Dimensional Emerging Markets Core Equity 2 ETF DFEM 25434V732 $1.8M 0.89% 51,992 SH
19 iShares ESG Aware MSCI EM ETF ESGE 46434G863 $1.2M 0.62% 27,185 SH
20 Schwab US Large-Cap ETF SCHX 808524201 $625.3K 0.31% 24,387 SH
21 SPDR S&P 500 ETF Trust SPY 78462F103 $547.9K 0.27% 843 SH
22 Dimensional International Small Cap Value ETF DISV 25434V781 $478.8K 0.24% 12,141 SH
23 Avantis Responsible U.S. Equity ETF AVSU 025072281 $438.1K 0.22% 5,926 SH
24 Avantis Responsible International Equity ETF AVSD 025072299 $366.3K 0.18% 4,973 SH
25 NVIDIA CORPORATION COM NVDA 67066G104 $337.3K 0.17% 1,934 SH
26 iShares USD Green Bond ETF BGRN 46435U440 $316.1K 0.16% 6,660 SH
27 APPLE INC COM AAPL 037833100 $233.0K 0.12% 918 SH
28 MICROSOFT CORP COM MSFT 594918104 $212.3K 0.11% 573 SH
29 Avantis Real Estate ETF AVRE 025072356 $198.5K 0.10% 4,509 SH
30 iShares Core S&P Mid-Cap ETF IJH 464287507 $179.2K 0.09% 2,654 SH
31 iShares Core MSCI Total International Stock ETF IXUS 46432F834 $176.9K 0.09% 2,042 SH
32 ALPHABET INC CAP STK CL A GOOGL 02079K305 $162.5K 0.08% 565 SH
33 Avantis Responsible Emerging Markets Equity ETF AVSE 025072315 $117.5K 0.06% 1,765 SH
34 Vanguard Short-Term Inflation-Protected Securities ETF VTIP 922020805 $116.1K 0.06% 2,324 SH
35 INVESCO RAFI US 1500 SMALL-MID ETF PRFZ 46137V597 $114.7K 0.06% 2,500 SH
36 HUNTINGTON BANCSHARES INC COM HBAN 446150104 $113.5K 0.06% 7,249 SH
37 Vanguard Small Cap Value ETF VBR 922908611 $108.4K 0.05% 499 SH
38 WISDOMTREE U.S. HIGH DIVIDEND FUND DHS 97717W208 $93.8K 0.05% 858 SH
39 FIRST TRUST RISING DIVIDEND ACHIEVERS ETF RDVY 33738R506 $92.3K 0.05% 1,352 SH
40 AMAZON COM INC COM AMZN 023135106 $91.2K 0.05% 438 SH
41 MICRON TECHNOLOGY INC COM MU 595112103 $86.3K 0.04% 256 SH
42 WESTERN DIGITAL CORP COM WDC 958102105 $83.3K 0.04% 308 SH
43 JOHNSON & JOHNSON COM JNJ 478160104 $75.2K 0.04% 308 SH
44 ALPHABET INC CAP STK CL C GOOG 02079K107 $73.9K 0.04% 258 SH
45 CHUBB LTD SWITZ COM CB H1467J104 $72.4K 0.04% 222 SH
46 BROADCOM INC COM AVGO 11135F101 $69.8K 0.03% 225 SH
47 STATE STREET SPDR PORTFOLIO S&P 500 ETF SPYM 78464A854 $62.9K 0.03% 822 SH
48 CAPITAL GROUP DIVIDEND VALUE ETF CGDV 14020W106 $57.9K 0.03% 1,361 SH
49 META PLATFORMS INC CL A META 30303M102 $55.1K 0.03% 96 SH
50 FT VEST GOLD STRATEGY TARGET INCOME ETF IGLD 33733E856 $51.2K 0.03% 2,005 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-04-30 $200.8M 983 0002096203-26-000002
2025-12-31 2026-01-30 $195.8M 1,475 0002096203-26-000001