Tortuga Wealth Management, Inc 13F Holdings · Q2 2026
Tortuga Wealth Management, Inc reported 135 securities worth $131.81M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: NVDA (6.86%), AAPL (6.29%), GOOG (5.75%). Among its top 25 positions this quarter: 1 new, 16 added, 8 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $9.0M | 6.86% | 45,168 | Added |
| 2 | AAPL | APPLE INC | $8.3M | 6.29% | 28,653 | Added |
| 3 | GOOG | ALPHABET INC | $7.6M | 5.75% | 21,430 | Trimmed |
| 4 | MSFT | MICROSOFT CORP | $7.1M | 5.41% | 19,102 | Added |
| 5 | MCK | MCKESSON CORP | $5.9M | 4.44% | 7,747 | Added |
| 6 | AMZN | AMAZON COM INC | $4.0M | 3.04% | 16,799 | Trimmed |
| 7 | SPY | STATE STR SPDR S&P 500 ETF T | $3.5M | 2.64% | 4,656 | Added |
| 8 | IBM | INTERNATIONAL BUSINESS MACHS | $3.1M | 2.33% | 10,922 | Added |
| 9 | AMGN | AMGEN INC | $2.6M | 1.96% | 7,146 | Added |
| 10 | JPM | JPMORGAN CHASE & CO | $2.6M | 1.95% | 7,870 | Trimmed |
| 11 | JNJ | JOHNSON & JOHNSON | $2.4M | 1.83% | 9,482 | Added |
| 12 | AVGO | BROADCOM INC | $2.0M | 1.52% | 5,291 | Trimmed |
| 13 | BAC | BANK OF AMER CORP | $1.8M | 1.38% | 31,990 | Added |
| 14 | QQQ | INVESCO QQQ TR | $1.7M | 1.30% | 2,327 | Trimmed |
| 15 | CSCO | CISCO SYS INC | $1.7M | 1.26% | 14,146 | Trimmed |
| 16 | QCOM | QUALCOMM INC | $1.6M | 1.23% | 8,775 | Trimmed |
| 17 | AVUV | AMERICAN CENTY ETF TR | $1.6M | 1.20% | 12,631 | Added |
| 18 | META | META PLATFORMS INC | $1.6M | 1.19% | 2,772 | Added |
| 19 | VZ | VERIZON COMMUNICATIONS INC | $1.5M | 1.15% | 35,724 | Trimmed |
| 20 | TSLA | TESLA INC | $1.5M | 1.14% | 3,585 | Added |
| 21 | VTI | VANGUARD INDEX FDS | $1.5M | 1.14% | 4,054 | Added |
| 22 | PTLC | PACER FDS TR | $1.4M | 1.10% | 24,788 | Added |
| 23 | GOOGL | ALPHABET INC | $1.3M | 0.98% | 3,606 | Added |
| 24 | BILS | SPDR SERIES TRUST | $1.3M | 0.97% | 12,837 | Added |
| 25 | SBUX | STARBUCKS CORP | $1.2M | 0.95% | 12,199 | New |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR