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Tortuga Wealth Management

Latest statistics and disclosures from Tortuga Wealth Management's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002118051

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Positions held by Tortuga Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Tortuga Wealth Management

Tortuga Wealth Management holds 104 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Alphabet Cap Stk Cl C (GOOG)	8.0	$7.6M	24k	313.85	View chart
NVIDIA Corporation (NVDA)	7.9	$7.5M	40k	186.51	View chart
Apple (AAPL)	7.5	$7.1M	26k	271.87	View chart
Microsoft Corporation (MSFT)	6.0	$5.7M	12k	483.60	View chart
McKesson Corporation (MCK)	5.7	$5.4M	6.6k	820.29	View chart
Amazon (AMZN)	3.9	$3.7M	16k	230.82	View chart
International Business Machines (IBM)	2.8	$2.6M	8.8k	296.24	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	2.5	$2.3M	3.4k	682.60	View chart
JPMorgan Chase & Co. (JPM)	2.4	$2.3M	7.0k	322.17	View chart
Amgen (AMGN)	1.8	$1.7M	5.3k	327.24	View chart
Chevron Corporation (CVX)	1.8	$1.7M	11k	152.41	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.6	$1.6M	2.5k	614.83	View chart
Meta Platforms Cl A (META)	1.6	$1.5M	2.3k	660.66	View chart
Bank of America Corporation (BAC)	1.6	$1.5M	28k	55.00	View chart
Verizon Communications (VZ)	1.5	$1.5M	36k	40.73	View chart
Tesla Motors (TSLA)	1.4	$1.4M	3.0k	449.63	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	1.4	$1.3M	13k	101.96	View chart
Johnson & Johnson (JNJ)	1.4	$1.3M	6.3k	206.92	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.3	$1.2M	3.7k	335.28	View chart
Broadcom (AVGO)	1.2	$1.2M	3.4k	346.10	View chart
Pacer Fds Tr Trendp Us Lar Cp (PTLC)	1.2	$1.2M	21k	55.58	View chart
Costco Wholesale Corporation (COST)	1.1	$1.1M	1.2k	862.37	View chart
Cisco Systems (CSCO)	1.1	$1.1M	14k	77.04	View chart
Qualcomm (QCOM)	1.1	$1.0M	5.9k	171.06	View chart
At&t (T)	1.1	$999k	40k	24.84	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.0	$994k	3.2k	313.08	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.9	$896k	51k	17.67	View chart
Southern Company (SO)	0.8	$779k	8.9k	87.20	View chart
Abbvie (ABBV)	0.8	$748k	3.3k	228.55	View chart
Pacer Fds Tr Trendpilot 100 (PTNQ)	0.8	$713k	9.1k	78.65	View chart
Spotify Technology S A SHS (SPOT)	0.7	$710k	1.2k	580.71	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.7	$678k	15k	44.47	View chart
salesforce (CRM)	0.7	$633k	2.4k	264.94	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.6	$617k	1.2k	503.12	View chart
Intel Corporation (INTC)	0.6	$602k	16k	36.90	View chart
Ab Active Etfs Ultra Short Incm (YEAR)	0.6	$600k	12k	50.48	View chart
Bristol Myers Squibb (BMY)	0.6	$584k	11k	53.94	View chart
Raytheon Technologies Corp (RTX)	0.6	$553k	3.0k	183.40	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.6	$550k	3.8k	144.02	View chart
Booking Holdings (BKNG)	0.6	$536k	100.00	5355.33	View chart
Capital Grp Fixed Incm Etf T Short Duration (CGSD)	0.6	$528k	20k	26.01	View chart
UnitedHealth (UNH)	0.6	$525k	1.6k	330.12	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.5	$515k	15k	34.26	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.5	$510k	10k	50.59	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.5	$483k	2.3k	210.14	View chart
Pfizer (PFE)	0.5	$475k	19k	24.90	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.5	$475k	7.9k	60.17	View chart
Netflix (NFLX)	0.5	$470k	5.0k	93.76	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.5	$465k	7.8k	59.93	View chart
Exxon Mobil Corporation (XOM)	0.5	$461k	3.8k	120.38	View chart
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR)	0.5	$453k	6.7k	67.64	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.5	$428k	24k	18.22	View chart
Ishares Tr Select Divid Etf (DVY)	0.4	$406k	2.9k	141.12	View chart
Global X Fds S&p 500 Covered (XYLD)	0.4	$400k	9.9k	40.63	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.4	$392k	1.1k	360.33	View chart
Eli Lilly & Co. (LLY)	0.4	$388k	361.00	1074.68	View chart
Toast Cl A (TOST)	0.4	$378k	11k	35.51	View chart
Oracle Corporation (ORCL)	0.4	$377k	1.9k	194.91	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.4	$376k	3.4k	111.74	View chart
Occidental Petroleum Corporation (OXY)	0.4	$366k	8.9k	41.12	View chart
CVS Caremark Corporation (CVS)	0.4	$357k	4.5k	79.38	View chart
Goldman Sachs (GS)	0.4	$349k	397.00	880.19	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.4	$336k	4.8k	69.46	View chart
Innovator Etfs Trust Quity Managd Flr (SFLR)	0.3	$326k	8.8k	36.87	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	0.3	$322k	14k	22.64	View chart
Target Corporation (TGT)	0.3	$322k	3.3k	97.76	View chart
Blackrock Calif Mun Income T Sh Ben Int (BFZ)	0.3	$320k	30k	10.74	View chart
Boeing Company (BA)	0.3	$310k	1.4k	217.12	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	0.3	$295k	11k	26.24	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.3	$292k	5.3k	54.77	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.3	$289k	6.6k	43.64	View chart
Palantir Technologies Cl A Put Option (PLTR)	0.3	$280k	1.6k	177.75	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.3	$278k	5.5k	50.94	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.3	$264k	2.7k	96.26	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.3	$262k	382.00	686.77	View chart
Ab Active Etfs Short Duration H (SYFI)	0.3	$253k	7.0k	35.94	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.3	$252k	1.7k	148.75	View chart
Novo-nordisk A S Adr (NVO)	0.3	$244k	4.8k	50.87	View chart
Goldman Sachs Etf Tr S&p 500 Premium (GPIX)	0.3	$240k	4.6k	52.78	View chart
Morgan Stanley Com New (MS)	0.3	$240k	1.4k	177.45	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.3	$239k	3.6k	65.99	View chart
Oaktree Specialty Lending Corp (OCSL)	0.2	$235k	18k	12.74	View chart
Realty Income (O)	0.2	$231k	4.1k	56.37	View chart
Coinbase Global Com Cl A (COIN)	0.2	$228k	1.0k	226.14	View chart
Victory Portfolios Ii Shares Free Cash (VFLO)	0.2	$225k	5.7k	39.38	View chart
Visa Com Cl A (V)	0.2	$223k	636.00	350.81	View chart
Citigroup Com New (C)	0.2	$221k	1.9k	116.70	View chart
First Tr Exchange-traded SHS (FVD)	0.2	$218k	4.7k	46.07	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.2	$215k	4.8k	44.72	View chart
Nuveen CA Dividend Advantage Muni. Fund (NAC)	0.2	$214k	18k	11.81	View chart
Enterprise Products Partners (EPD)	0.2	$213k	6.7k	32.06	View chart
Franklin Templeton Etf Tr Income Focus Etf (INCM)	0.2	$213k	7.6k	28.04	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$213k	1.8k	120.25	View chart
Adobe Systems Incorporated (ADBE)	0.2	$211k	602.00	349.99	View chart
Walt Disney Company (DIS)	0.2	$208k	1.8k	113.80	View chart
Caterpillar (CAT)	0.2	$207k	362.00	572.87	View chart
Rocket Lab Corp (RKLB)	0.2	$204k	2.9k	69.78	View chart
Vaneck Etf Trust Bdc Income Etf (BIZD)	0.2	$184k	13k	14.18	View chart
Blackrock MuniHoldings CA Insrd Fnd (MUC)	0.2	$180k	17k	10.60	View chart
First Fndtn	0.2	$162k	26k	6.16	View chart
Nuveen Ins Ca Tx Fr Adv Mun (NKX)	0.2	$157k	13k	12.44	View chart
Voya Global Eq Div & Pr Opp (IGD)	0.1	$106k	19k	5.72	View chart
Melco Resorts And Entmnt Adr (MLCO)	0.1	$76k	10k	7.57	View chart
Aurora Innovation Class A Com (AUR)	0.1	$55k	14k	3.84	View chart

Past Filings by Tortuga Wealth Management

SEC 13F filings are viewable for Tortuga Wealth Management going back to 2025

Tortuga Wealth Management 2025 Q4 filed April 16, 2026

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