Tortuga Wealth Management, Inc
Sector Allocation
- Technology38.4%$50.6M
- Other27.4%$36.1M
- Healthcare7.7%$10.2M
- Financials6.1%$8.0M
- Consumer Staples6.0%$7.9M
- Consumer Discretionary5.5%$7.3M
- Communication Services2.8%$3.7M
- Industrials2.1%$2.8M
- Energy2.0%$2.7M
- Utilities1.7%$2.2M
AUM History
13fpro.ai/research/fund/tortuga-wealth-management-inc-2118051
Conviction and streaks
Diversifying · top 10 = 40.7%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
NVDA
$9.0MAAPL
$8.3MGOOG
$7.6MMSFT
$7.1MMCK
$5.9MAMZN
$4.0MSPY
$3.5MIBM
$3.1MAMGN
$2.6MJPM
$2.6MJNJ
$2.4MAVGO
$2.0MBAC
$1.8MQQQ
$1.7MCSCO
$1.7MQCOM
$1.6M- AMERICAN$1.6M
META
$1.6MVZ
$1.5MTSLA
$1.5M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/tortuga-wealth-management-inc-2118051
Tortuga Wealth Management, Inc 13F holdings — Q2 2026
$131.8M portfolio (+23.3% QoQ) · 135 holdings · Q2 2026 13F · top 10 are 41% of the stock portfolio
$9.0M
6.9% of stocks
+2%This quarter+7.6%Since filed3+ qtrsHeld$8.3M
6.3% of stocks
+0.9%This quarter+11.3%Since filed3+ qtrsHeld$7.6M
5.8% of stocks
-20%This quarter-11.9%Since filed3+ qtrsHeld$7.1M
5.4% of stocks
+7%This quarter+14.6%Since filed3+ qtrsHeld$5.9M
4.4% of stocks
+17%This quarter+16.0%Since filed3+ qtrsHeld$4.0M
3.0% of stocks
-4%This quarter-8.3%Since filed3+ qtrsHeld$3.5M
2.6% of stocks
+35%This quarter+2.5%Since filed3+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 2 qtrs in a row$3.1M
2.3% of stocks
+12%This quarter+13.3%Since filed3+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 2 qtrs in a row$2.6M
2.0% of stocks
+15%This quarter+15.4%Since filed3+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 2 qtrs in a row$2.6M
1.9% of stocks
-3%This quarter-5.0%Since filed3+ qtrsHeld
All holdings — Tortuga Wealth Management, Inc (Q2 2026)
135 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | JOHNSON & JOHNSON | Healthcare | $2.4M | 1.8% | 9,482 | +28% | 3+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | Broadcom Inc. | Technology | $2.0M | 1.5% | 5,291 | -22% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | BANK OF AMERICA CORP /DE/ | Financials | $1.8M | 1.4% | 32K | +0.5% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | INVESCO QQQ TRUST, SERIES 1etf/fund | — | $1.7M | 1.3% | 2,327 | -2% | 3+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | CISCO SYSTEMS, INC. | Technology | $1.7M | 1.3% | 14K | -16% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | QUALCOMM INC/DE | Technology | $1.6M | 1.2% | 8,775 | -8% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | — | AMERICAN CENTY ETF TR - US SML CP VALUetf/fund | — | $1.6M | 1.2% | 13K | +3% | — | — | 13F |
| 18 | Meta Platforms, Inc. | Technology | $1.6M | 1.2% | 2,772 | +12% | 3+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | VERIZON COMMUNICATIONS INC | Communication Services | $1.5M | 1.1% | 36K | -0.4% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | Tesla, Inc. | Consumer Discretionary | $1.5M | 1.1% | 3,585 | +22% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | — | VANGUARD INDEX FDS - TOTAL STK MKTetf/fund | — | $1.5M | 1.1% | 4,054 | +6% | — | — | 13F |
| 22 | — | PACER FDS TR - TRENDP US LAR CP | — | $1.4M | 1.1% | 25K | +19% | — | — | 13F |
| 23 | Alphabet Inc. | Technology | $1.3M | 1.0% | 3,606 | +7% | 3+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | — | SPDR SERIES TRUST - ST STR BL 12 ETFetf/fund | — | $1.3M | 1.0% | 13K | +368% | — | — | 13F |
| 25 | STARBUCKS CORP | Consumer Discretionary | $1.2M | 0.9% | 12K | New | 1 qtr | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | — | AB ACTIVE ETFS INC - ULTRA SHORT INCM | — | $1.2M | 0.9% | 24K | +59% | |||
| 27 | $CVX | CHEVRON CORP | Energy | $1.2M | 0.9% | 7,259 | +0.4% | |||
| 28 | — | NORTHERN LTS FD TR IV - MAIN BUYWRITE | — | $1.2M | 0.9% | 80K | +9% | |||
| 29 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $1.1M | 0.9% | 1,224 | -5% | |||
| 30 | — | SPDR SERIES TRUST - ST STR BLO 1 ETF | — | $1.1M | 0.8% | 12K | New | |||
| 31 | $DUK | Duke Energy CORP | Utilities | $1.1M | 0.8% | 8,540 | +5% | |||
| 32 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $1.1M | 0.8% | 2,154 | +38% | |||
| 33 | $ABBV | AbbVie Inc. | Healthcare | $1.0M | 0.8% | 4,133 | +17% | |||
| 34 | $PLTR | Palantir Technologies Inc. | Technology | $1.0M | 0.8% | 8,806 | New | |||
| 35 | — | ISHARES TR - EXPANDED TECH | — | $918K | 0.7% | 10K | -28% | |||
| 36 | — | GLOBAL X FDS - NASDAQ 100 COVER | — | $916K | 0.7% | 50K | +0.0% | |||
| 37 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF | — | $912K | 0.7% | 18K | +43% | |||
| 38 | — | GOLDMAN SACHS ETF TR - S&P 500 PREMIUM | — | $883K | 0.7% | 16K | +259% | |||
| 39 | $SO | SOUTHERN CO | Utilities | $860K | 0.7% | 8,988 | +0.0% | |||
| 40 | $T | AT&T INC. | Communication Services | $849K | 0.6% | 41K | +0.6% | |||
| 41 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $805K | 0.6% | 5,886 | +55% | |||
| 42 | — | CAPITAL GROUP GROWTH ETF - SHS CREAT UNIT | — | $801K | 0.6% | 17K | -3% | |||
| 43 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $786K | 0.6% | 1,891 | -18% | |||
| 44 | — | PACER FDS TR - TRENDPILOT 100 | — | $786K | 0.6% | 8,866 | — | |||
| 45 | — | BLACKROCK ETF TRUST II - ISHA SH TERM ETF | — | $766K | 0.6% | 15K | +86% | |||
| 46 | $BMY | BRISTOL MYERS SQUIBB CO | Healthcare | $762K | 0.6% | 13K | +4% | |||
| 47 | $LLY | ELI LILLY & Co | Healthcare | $756K | 0.6% | 630 | +33% | |||
| 48 | $INTC | INTEL CORP | Technology | $742K | 0.6% | 5,312 | -38% | |||
| 49 | — | INNOVATOR ETFS TRUST - QUITY MANAGD FLR | — | $738K | 0.6% | 19K | +215% | |||
| 50 | $RTX | RTX Corp | Industrials | $733K | 0.6% | 3,861 | -0.2% | |||
| 51 | $NFLX | NETFLIX INC | Communication Services | $702K | 0.5% | 9,836 | +40% | |||
| 52 | — | BLACKROCK ETF TRUST II - SHOR DURA HI ETF | — | $698K | 0.5% | 31K | New | |||
| 53 | $SPOT | Spotify Technology S.A. | Communication Services | $672K | 0.5% | 1,464 | +18% | |||
| 54 | — | CAPITAL GRP FIXED INCM ETF T - SHORT DURATION | — | $661K | 0.5% | 26K | -1% | |||
| 55 | $PFE | PFIZER INC | Healthcare | $613K | 0.5% | 25K | +16% | |||
| 56 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | — | $591K | 0.5% | 3,101 | -15% | |||
| 57 | — | FIRST TR EXCHANGE-TRADED FD - FIRST TR ENH NEW | — | $572K | 0.4% | 9,573 | +10% | |||
| 58 | $ORCL | ORACLE CORP | Technology | $568K | 0.4% | 3,873 | +16% | |||
| 59 | $C | CITIGROUP INC | Financials | $554K | 0.4% | 3,958 | +0.3% | |||
| 60 | — | FIRST TR EXCHNG TRADED FD VI - FT LADD BUFF ETF | — | $546K | 0.4% | 15K | -0.7% | |||
| 61 | — | VANECK ETF TRUST - SEMICONDUCTR ETF | — | $540K | 0.4% | 822 | -22% | |||
| 62 | $MRVL | Marvell Technology, Inc. | Technology | $537K | 0.4% | 1,802 | New | |||
| 63 | — | CAPITAL GROUP GBL GROWTH EQT - SHS CREAT UNIT | — | $529K | 0.4% | 13K | New | |||
| 64 | $MUC | BLACKROCK MUNIHOLDINGS CALIFORNIA QUALITY FUND, INC. | Other | $517K | 0.4% | 47K | -7% | |||
| 65 | $CRM | Salesforce, Inc. | Technology | $505K | 0.4% | 3,224 | -8% | |||
| 66 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $502K | 0.4% | 864 | New | |||
| 67 | $NVO | NOVO NORDISK A S | Healthcare | $491K | 0.4% | 10K | +87% | |||
| 68 | — | ISHARES TR - RUS 1000 VAL ETF | — | $484K | 0.4% | 1,997 | -13% | |||
| 69 | — | AMERICAN CENTY ETF TR - US EQT ETF | — | $463K | 0.3% | 3,615 | +10% | |||
| 70 | — | PACER FDS TR - US CASH COWS 100 | — | $460K | 0.3% | 7,394 | -4% | |||
| 71 | $BKNG | Booking Holdings Inc. | Consumer Discretionary | $456K | 0.3% | 2,561 | +2436% | |||
| 72 | $ENB | ENBRIDGE INC | Energy | $439K | 0.3% | 8,095 | +3% | |||
| 73 | $GE | GENERAL ELECTRIC CO | Industrials | $439K | 0.3% | 1,174 | -14% | |||
| 74 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $433K | 0.3% | 906 | +39% | |||
| 75 | $GS | GOLDMAN SACHS GROUP INC | Financials | $432K | 0.3% | 427 | +6% | |||
| 76 | $CVS | CVS HEALTH Corp | Healthcare | $410K | 0.3% | 3,966 | -11% | |||
| 77 | $CAT | CATERPILLAR INC | Industrials | $409K | 0.3% | 384 | +1% | |||
| 78 | $MU | MICRON TECHNOLOGY INC | Technology | $407K | 0.3% | 353 | New | |||
| 79 | — | ISHARES TR - SELECT DIVID ETF | — | $399K | 0.3% | 2,553 | -6% | |||
| 80 | $TXN | TEXAS INSTRUMENTS INC | Technology | $398K | 0.3% | 1,336 | +24% | |||
| 81 | — | ISHARES TR - CORE S&P TTL STK | — | $394K | 0.3% | 2,396 | +6% | |||
| 82 | — | FIRST TR EXCH TRADED FD III - PFD SECS INC ETF | — | $392K | 0.3% | 22K | — | |||
| 83 | — | FIRST TR EXCHANGE-TRADED FD - FT VEST RIS | — | $389K | 0.3% | 13K | +18% | |||
| 84 | — | FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV | — | $383K | 0.3% | 4,720 | -0.2% | |||
| 85 | $BA | BOEING CO | Industrials | $366K | 0.3% | 1,692 | +11% | |||
| 86 | — | ISHARES TR - CORE DIV GRWTH | — | $366K | 0.3% | 4,829 | New | |||
| 87 | $TGT | TARGET CORP | Consumer Staples | $365K | 0.3% | 2,798 | +3% | |||
| 88 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $364K | 0.3% | 504 | New | |||
| 89 | $PANW | Palo Alto Networks Inc | Technology | $364K | 0.3% | 1,066 | -28% | |||
| 90 | $GEV | GE Vernova Inc. | Industrials | $363K | 0.3% | 309 | -6% | |||
| 91 | $MRK | Merck & Co., Inc. | Healthcare | $354K | 0.3% | 2,757 | +9% | |||
| 92 | — | GLOBAL X FDS - S&P 500 COVERED | — | $349K | 0.3% | 8,549 | — | |||
| 93 | — | AMERICAN CENTY ETF TR - INTL EQT ETF | — | $348K | 0.3% | 3,897 | New | |||
| 94 | — | SELECT SECTOR SPDR TR - ST STR FINL ETF | — | $347K | 0.3% | 6,473 | +19% | |||
| 95 | — | SELECT SECTOR SPDR TR - ST STR UTIL ETF | — | $346K | 0.3% | 7,631 | +64% | |||
| 96 | — | VANECK ETF TRUST - BDC INCOME ETF | — | $336K | 0.3% | 27K | +73% | |||
| 97 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHT MUNCPL | — | $334K | 0.3% | 6,548 | -7% | |||
| 98 | $HUBB | HUBBELL INC | Technology | $332K | 0.3% | 634 | — | |||
| 99 | $O | REALTY INCOME CORP | Real Estate | $327K | 0.3% | 5,274 | +4% | |||
| 100 | — | AB ACTIVE ETFS INC - SHOR DU YIEL ETF | — | $321K | 0.2% | 8,994 | +31% | |||
| 101 | — | CAPITAL GRP FIXED INCM ETF T - CORE PLUS INCM | — | $318K | 0.2% | 14K | +0.1% | |||
| 102 | $TOST | Toast, Inc. | Technology | $316K | 0.2% | 11K | -28% | |||
| 103 | $MS | MORGAN STANLEY | Financials | $311K | 0.2% | 1,486 | +6% | |||
| 104 | — | CAPITAL GROUP DIVIDEND VALUE - SHS CREAT UNIT | — | $306K | 0.2% | 6,218 | -2% | |||
| 105 | — | ISHARES TR - RUS MID CAP ETF | — | $303K | 0.2% | 2,744 | +0.1% | |||
| 106 | $NAC | Nuveen California Quality Municipal Income Fund | Other | $291K | 0.2% | 24K | +4% | |||
| 107 | $V | VISA INC. | Financials | $291K | 0.2% | 848 | +16% | |||
| 108 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $290K | 0.2% | 1,978 | +2% | |||
| 109 | $ASML | ASML HOLDING NV | Technology | $284K | 0.2% | 142 | New | |||
| 110 | $AEP | AMERICAN ELECTRIC POWER CO INC | Utilities | $280K | 0.2% | 2,048 | +0.4% | |||
| 111 | $PFH | PRUDENTIAL FINANCIAL INC | Financials | $279K | 0.2% | 2,586 | +13% | |||
| 112 | — | ISHARES TR - CORE S&P SCP ETF | — | $263K | 0.2% | 1,772 | — | |||
| 113 | — | ISHARES TR - CORE S&P MCP ETF | — | $261K | 0.2% | 3,390 | — | |||
| 114 | — | NUVEEN CALIF AMT FREE MUNI I - COM | — | $258K | 0.2% | 21K | +41% | |||
| 115 | — | VICTORY PORTFOLIOS II - SHS FR CA FL ETF | — | $256K | 0.2% | 5,600 | -10% | |||
| 116 | — | ISHARES TR - MSCI USA QLT FCT | — | $254K | 0.2% | 1,158 | New | |||
| 117 | — | FIRST TR EXCHANGE-TRADED FD - FT VEST S&P 500 | — | $252K | 0.2% | 4,982 | New | |||
| 118 | — | ISHARES TR - CORE S&P500 ETF | — | $249K | 0.2% | 332 | — | |||
| 119 | $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | Energy | $245K | 0.2% | 6,669 | +0.1% | |||
| 120 | — | AMPLIFY ETF TR - CWP ENHANCED DIV | — | $242K | 0.2% | 5,303 | New | |||
| 121 | $BITW | Bitwise 10 Crypto Index ETF | Financials | $237K | 0.2% | 6,300 | New | |||
| 122 | $RKLB | Rocket Lab Corp | Industrials | $237K | 0.2% | 2,328 | New | |||
| 123 | $OKTA | Okta, Inc. | Technology | $232K | 0.2% | 1,700 | New | |||
| 124 | $ALL | ALLSTATE CORP | Financials | $225K | 0.2% | 944 | New | |||
| 125 | $LRCX | LAM RESEARCH CORP | Technology | $221K | 0.2% | 509 | New | |||
| 126 | — | FIRST TR EXCHANGE-TRADED FD - SHS | — | $218K | 0.2% | 4,535 | -1% | |||
| 127 | — | VANGUARD INDEX FDS - VALUE ETF | — | $216K | 0.2% | 991 | New | |||
| 128 | $EMR | EMERSON ELECTRIC CO | Industrials | $216K | 0.2% | 1,507 | New | |||
| 129 | $SIVR | abrdn Silver ETF Trust | Financials | $214K | 0.2% | 3,800 | -16% | |||
| 130 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETF | — | $212K | 0.2% | 3,999 | +0.3% | |||
| 131 | $WMT | Walmart Inc. | Consumer Staples | $207K | 0.2% | 1,828 | +7% | |||
| 132 | $OCSL | Oaktree Specialty Lending Corp | Other | $194K | 0.1% | 16K | -7% | |||
| 133 | — | VOYA GLBL EQTY DIV & PREM OP - COM | — | $104K | 0.1% | 17K | -9% | |||
| 134 | $AUR | Aurora Innovation, Inc. | Technology | $89K | 0.1% | 13K | — | |||
| 135 | $MLCO | Melco Resorts & Entertainment LTD | Consumer Discretionary | $72K | 0.1% | 14K | +1% |
What changed in Q2 2026
Against the previous quarter's 13F: 22 new, 69 added to, 36 trimmed, 6 sold out. Share-count changes; largest moves by dollar size first.
New positions (22)
$SBUXSTARBUCKS CORP$1.2M
first bought this quarter
- SPDR SERIES TRUST - ST STR BLO 1 ETF$1.1M
first bought this quarter
$PLTRPalantir Technologies Inc.$1.0M
first bought this quarter
- BLACKROCK ETF TRUST II - SHOR DURA HI ETF$698K
first bought this quarter
$MRVLMarvell Technology, Inc.$537K
first bought this quarter
- CAPITAL GROUP GBL GROWTH EQT - SHS CREAT UNIT$529K
first bought this quarter
+16 more in the Excel export
Added to (69)
- SPDR SERIES TRUST - ST STR BL 12 ETF+368%
now $1.3M
now $3.5M · held 3+ qtrs, 2 adds in a row
now $5.9M · held 3+ qtrs
- GOLDMAN SACHS ETF TR - S&P 500 PREMIUM+259%
now $883K
now $2.4M · held 3+ qtrs, 2 adds in a row
- INNOVATOR ETFS TRUST - QUITY MANAGD FLR+215%
now $738K
+63 more in the Excel export
Trimmed (36)
now $7.6M · held 3+ qtrs
now $2.0M · held 3+ qtrs
$INTCINTEL CORP-38%
now $742K · held 3+ qtrs, 2 trims in a row
- ISHARES TR - EXPANDED TECH-28%
now $918K
now $1.7M · held 3+ qtrs
$UNHUNITEDHEALTH GROUP INC-18%
now $786K · held 3+ qtrs
+30 more in the Excel export
Holdings by quarter
Every 13F Tortuga Wealth Management, Inc has filed, 2 earlier quarters. Pick one to see what it held then.
Is it too late to follow Tortuga Wealth Management?
Q2 2026 13F filed with the SEC on Jul 31, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Tortuga Wealth Management's top 20 holdings: 75/100 (our AI quality score, weighted by position size; 18 of the 20 are scored)
Top 10 since filing
+5.8%
Value-weighted move of the 10 largest stock positions
Turnover
5%
Last quarter
Top 10 weight
41%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
0%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2025 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Tortuga Wealth Management, Inc disclosed 135 positions worth $131.8M in its Form 13F-HR for Q2 2026, led by $NVDA (NVIDIA CORP) at 6.9% of the equity portfolio, followed by $AAPL and $GOOG. During the quarter the fund opened 22 new positions and exited 6 — including a new stake in $SBUX. The portfolio is most concentrated in Technology (38.4% of disclosed assets). All figures are sourced directly from Tortuga Wealth Management, Inc’s Form 13F-HR filing with the SEC under CIK 2118051.
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