Tortuga Wealth Management, Inc Top Holdings and 13F Report (2026)

About Tortuga Wealth Management, Inc

Investment Activity

Tortuga Wealth Management, Inc has $131.81 million in total holdings as of June 30, 2026.
Tortuga Wealth Management, Inc owns shares of 135 different stocks, but just 58 companies or ETFs make up 80% of its holdings.
Approximately 15.83% of the portfolio was purchased this quarter.
About 4.90% of the portfolio was sold this quarter.
This quarter, Tortuga Wealth Management, Inc has purchased 119 new stocks and bought additional shares in 69 stocks.
Tortuga Wealth Management, Inc sold shares of 36 stocks and completely divested from 6 stocks this quarter.

Largest Holdings

NVIDIA: $9,038,581
Apple: $8,291,326
Alphabet: $7,572,722
Microsoft: $7,126,371
McKesson: $5,853,634

Largest New Holdings this Quarter

855244109 - Starbucks: $1,246,572 Holding
78468R663 - SPDR Bloomberg 1-3 Month T-Bill ETF: $1,104,899 Holding
69608A108 - PALANTIR TECHNOLOGIES INC: $1,027,396 Holding
092528108 - iShares High Yield Muni Income Active ETF: $698,008 Holding
573874104 - Marvell Technology: $537,058 Holding

Largest Purchases this Quarter

Starbucks: 12,199 shares (about $1.25M)
SPDR Bloomberg 1-3 Month T-Bill ETF: 12,057 shares (about $1.10M)
PALANTIR TECHNOLOGIES INC: 8,806 shares (about $1.03M)
SPDR Bloomberg 3-12 Month T-Bill ETF: 10,093 shares (about $1.00M)
SPDR S&P 500 ETF Trust: 1,200 shares (about $896.74K)

Largest Sales this Quarter

Alphabet: 5,222 shares (about $1.85M)
Broadcom: 1,486 shares (about $561.39K)
Intel: 3,275 shares (about $457.33K)
iShares Expanded Tech-Software Sector ETF: 4,015 shares (about $363.77K)
Cisco Systems: 2,601 shares (about $305.51K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
NVDA NVIDIA	$9,038,581	$177,498 â–²	2.0%	45,168	6.9%	Technology
AAPL Apple	$8,291,326	$76,394 â–²	0.9%	28,653	6.3%	Technology
GOOG Alphabet	$7,572,722	$1,845,299 â–¼	-19.6%	21,430	5.7%	Communication Services
MSFT Microsoft	$7,126,371	$443,579 â–²	6.6%	19,102	5.4%	Technology
MCK McKesson	$5,853,634	$847,028 â–²	16.9%	7,747	4.4%	Healthcare
AMZN Amazon.com	$4,003,874	$160,403 â–¼	-3.9%	16,799	3.0%	Consumer Discretionary
SPY SPDR S&P 500 ETF Trust	$3,479,342	$896,738 â–²	34.7%	4,656	2.6%	ETF
IBM International Business Machines	$3,071,547	$331,284 â–²	12.1%	10,922	2.3%	Technology
AMGN Amgen	$2,587,479	$338,190 â–²	15.0%	7,146	2.0%	Healthcare
JPM JPMorgan Chase & Co.	$2,576,062	$90,997 â–¼	-3.4%	7,870	2.0%	Finance
JNJ Johnson & Johnson	$2,407,869	$523,372 â–²	27.8%	9,482	1.8%	Healthcare
AVGO Broadcom	$1,998,848	$561,385 â–¼	-21.9%	5,291	1.5%	Technology
BAC Bank of America	$1,822,742	$9,174 â–²	0.5%	31,990	1.4%	Finance
QQQ Invesco QQQ	$1,715,382	$37,595 â–¼	-2.1%	2,327	1.3%	ETF
CSCO Cisco Systems	$1,661,559	$305,508 â–¼	-15.5%	14,146	1.3%	Technology
QCOM Qualcomm	$1,621,643	$145,809 â–¼	-8.2%	8,775	1.2%	Technology
AVUV Avantis U.S. Small Cap Value ETF	$1,575,857	$52,899 â–²	3.5%	12,631	1.2%	ETF
META Meta Platforms	$1,562,462	$163,461 â–²	11.7%	2,772	1.2%	Communication Services
VZ Verizon Communications	$1,512,546	$6,266 â–¼	-0.4%	35,724	1.1%	Communication Services
TSLA Tesla	$1,507,675	$271,255 â–²	21.9%	3,585	1.1%	Consumer Discretionary
VTI Vanguard Total Stock Market ETF	$1,500,460	$91,049 â–²	6.5%	4,054	1.1%	ETF
PTLC Pacer Trendpilot US Large Cap ETF	$1,444,169	$233,043 â–²	19.2%	24,788	1.1%	ETF
GOOGL Alphabet	$1,288,817	$83,276 â–²	6.9%	3,606	1.0%	Communication Services
BILS SPDR Bloomberg 3-12 Month T-Bill ETF	$1,275,640	$1,002,963 â–²	367.8%	12,837	1.0%	ETF
SBUX Starbucks	$1,246,572	$1,246,572 â–²	New Holding	12,199	0.9%	Consumer Discretionary
YEAR AB Ultra Short Income ETF	$1,217,891	$453,066 â–²	59.2%	24,193	0.9%	ETF
CVX Chevron	$1,203,323	$4,973 â–²	0.4%	7,259	0.9%	Energy
BUYW Main BuyWrite ETF	$1,150,718	$90,544 â–²	8.5%	79,634	0.9%	ETF
COST Costco Wholesale	$1,145,070	$58,002 â–¼	-4.8%	1,224	0.9%	Consumer Staples
BIL SPDR Bloomberg 1-3 Month T-Bill ETF	$1,104,899	$1,104,899 â–²	New Holding	12,057	0.8%	ETF
DUK Duke Energy	$1,081,036	$50,507 â–²	4.9%	8,540	0.8%	Utilities
BRK.B Berkshire Hathaway	$1,078,136	$297,313 â–²	38.1%	2,154	0.8%	Finance
ABBV AbbVie	$1,039,912	$153,986 â–²	17.4%	4,133	0.8%	Healthcare
PALANTIR TECHNOLOGIES INC	$1,027,396	$1,027,396 â–²	New Holding	8,806	0.8%	CL A
IGV iShares Expanded Tech-Software Sector ETF	$917,810	$363,772 â–¼	-28.4%	10,130	0.7%	ETF
QYLD Global X Nasdaq 100 Covered Call ETF	$915,508	$37 â–²	0.0%	49,674	0.7%	ETF
JPST JPMorgan Ultra-Short Income ETF	$912,471	$276,315 â–²	43.4%	18,047	0.7%	ETF
GOLDMAN SACHS ETF TR	$882,852	$636,658 â–²	258.6%	15,886	0.7%	S&P 500 PREMIUM
SO Southern	$860,258	$383 â–²	0.0%	8,988	0.7%	Utilities
T AT&T	$848,697	$5,465 â–²	0.6%	40,999	0.6%	Communication Services
XOM ExxonMobil	$804,516	$286,624 â–²	55.3%	5,886	0.6%	Energy
CGGR Capital Group Growth ETF	$801,297	$28,321 â–¼	-3.4%	16,976	0.6%	ETF
UNH UnitedHealth Group	$786,422	$169,262 â–¼	-17.7%	1,891	0.6%	Healthcare
PTNQ Pacer Trendpilot 100 ETF	$785,966		0.0%	8,866	0.6%	ETF
BLACKROCK ETF TRUST II	$765,535	$354,090 â–²	86.1%	15,149	0.6%	ISHA SH TERM ETF
BMY Bristol Myers Squibb	$762,219	$26,679 â–²	3.6%	13,228	0.6%	Healthcare
LLY Eli Lilly and Company	$755,642	$189,510 â–²	33.5%	630	0.6%	Healthcare
INTC Intel	$741,780	$457,329 â–¼	-38.1%	5,312	0.6%	Technology
SFLR Innovator Equity Managed Floor ETF	$738,284	$503,830 â–²	214.9%	19,133	0.6%	ETF
RTX RTX	$732,586	$1,328 â–¼	-0.2%	3,861	0.6%	Industrials
NFLX Netflix	$702,290	$202,205 â–²	40.4%	9,836	0.5%	Communication Services
HYMU iShares High Yield Muni Income Active ETF	$698,008	$698,008 â–²	New Holding	31,092	0.5%	ETF
SPOT Spotify Technology	$672,168	$104,682 â–²	18.4%	1,464	0.5%	Communication Services
CGSD Capital Group Short Duration Income ETF	$661,084	$7,719 â–¼	-1.2%	25,693	0.5%	ETF
PFE Pfizer	$613,207	$85,145 â–²	16.1%	25,466	0.5%	Healthcare
XLK Technology Select Sector SPDR Fund	$590,633	$107,042 â–¼	-15.3%	3,101	0.4%	ETF
FTSM First Trust Enhanced Short Maturity ETF	$571,795	$53,757 â–²	10.4%	9,573	0.4%	ETF
ORCL Oracle	$567,519	$79,713 â–²	16.3%	3,873	0.4%	Technology
C Citigroup	$553,931	$1,400 â–²	0.3%	3,958	0.4%	Finance
BUFR FT Vest Laddered Buffer ETF	$545,515	$3,653 â–¼	-0.7%	14,933	0.4%	ETF
SMH VanEck Semiconductor ETF	$539,502	$156,206 â–¼	-22.5%	822	0.4%	ETF
MRVL Marvell Technology	$537,058	$537,058 â–²	New Holding	1,802	0.4%	Technology
CGGO Capital Group Global Growth Equity ETF	$529,475	$529,475 â–²	New Holding	12,509	0.4%	ETF
MUC BlackRock MuniHoldings California Quality Fund	$517,047	$38,531 â–¼	-6.9%	47,047	0.4%	Finance
CRM Salesforce	$505,417	$42,170 â–¼	-7.7%	3,224	0.4%	Technology
AMD Advanced Micro Devices	$501,908	$501,908 â–²	New Holding	864	0.4%	Technology
NVO Novo Nordisk A/S	$491,334	$227,979 â–²	86.6%	10,250	0.4%	Healthcare
IWD iShares Russell 1000 Value ETF	$484,074	$71,266 â–¼	-12.8%	1,997	0.4%	ETF
AVUS Avantis U.S. Equity ETF	$462,606	$40,310 â–²	9.5%	3,615	0.4%	ETF
COWZ Pacer US Cash Cows 100 ETF	$459,914	$18,660 â–¼	-3.9%	7,394	0.3%	ETF
BKNG Booking	$456,473	$438,471 â–²	2,435.6%	2,561	0.3%	Consumer Discretionary
ENB Enbridge	$438,827	$11,818 â–²	2.8%	8,095	0.3%	Energy
GE GE Aerospace	$438,696	$71,372 â–¼	-14.0%	1,174	0.3%	Industrials
TSM Taiwan Semiconductor Manufacturing	$432,849	$120,395 â–²	38.5%	906	0.3%	Technology
GS The Goldman Sachs Group	$432,403	$23,291 â–²	5.7%	427	0.3%	Finance
CVS CVS Health	$410,267	$52,033 â–¼	-11.3%	3,966	0.3%	Healthcare
CAT Caterpillar	$408,922	$4,260 â–²	1.1%	384	0.3%	Industrials
MU Micron Technology	$407,473	$407,473 â–²	New Holding	353	0.3%	Technology
DVY iShares Select Dividend ETF	$399,256	$24,553 â–¼	-5.8%	2,553	0.3%	ETF
TXN Texas Instruments	$398,220	$77,200 â–²	24.0%	1,336	0.3%	Technology
ITOT iShares Core S&P Total U.S. Stock Market ETF	$393,702	$20,868 â–²	5.6%	2,396	0.3%	ETF
FPE First Trust Preferred Securities and Income ETF	$392,257		0.0%	21,938	0.3%	ETF
RDVI FT Vest Rising Dividend Achievers Target Income ETF	$388,823	$58,801 â–²	17.8%	13,225	0.3%	ETF
RDVY First Trust Rising Dividend Achievers ETF	$382,585	$892 â–¼	-0.2%	4,720	0.3%	ETF
BA Boeing	$366,270	$35,285 â–²	10.7%	1,692	0.3%	Industrials
DGRO iShares Core Dividend Growth ETF	$365,977	$365,977 â–²	New Holding	4,829	0.3%	ETF
TGT Target	$365,369	$9,794 â–²	2.8%	2,798	0.3%	Consumer Staples
AMAT Applied Materials	$364,392	$364,392 â–²	New Holding	504	0.3%	Technology
PANW Palo Alto Networks	$363,528	$138,113 â–¼	-27.5%	1,066	0.3%	Technology
GE VERNOVA INC	$363,031	$24,672 â–¼	-6.4%	309	0.3%	COM
MRK Merck & Co., Inc.	$354,218	$30,321 â–²	9.4%	2,757	0.3%	Healthcare
XYLD Global X S&P 500 Covered Call ETF	$348,727		0.0%	8,549	0.3%	ETF
AVDE Avantis International Equity ETF	$347,527	$347,527 â–²	New Holding	3,897	0.3%	ETF
XLF Financial Select Sector SPDR Fund	$347,002	$55,966 â–²	19.2%	6,473	0.3%	ETF
XLU Utilities Select Sector SPDR Fund	$346,086	$134,471 â–²	63.5%	7,631	0.3%	ETF
BIZD VanEck BDC Income ETF	$335,521	$141,232 â–²	72.7%	26,503	0.3%	ETF
JMST JPMorgan Ultra-Short Municipal ETF	$333,966	$24,736 â–¼	-6.9%	6,548	0.3%	ETF
HUBB Hubbell	$331,709		0.0%	634	0.3%	Industrials
O Realty Income	$326,805	$11,402 â–²	3.6%	5,274	0.2%	Real Estate
AB ACTIVE ETFS INC	$321,259	$75,582 â–²	30.8%	8,994	0.2%	SHOR DU YIEL ETF

Showing largest 100 holdings. View all holdings.

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Tortuga Wealth Management, Inc Top Holdings and 13F Report (2026)

About Tortuga Wealth Management, Inc

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

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Tortuga Wealth Management, Inc Top Holdings and 13F Report (2026)

About Tortuga Wealth Management, Inc

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofTortuga Wealth Management, Inc

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools