Tortuga Wealth Management, Inc

CIK 0002118051 · TORRANCE, CA · Quarter end: 2026-06-30 · Filed on: 2026-07-31 · Open the SEC source

Tortuga Wealth Management, Inc reported 135 positions worth $131.8M as of June 30, 2026 (13F filed July 31, 2026). Largest holding: NVDA (6.9%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$131.8M
2026 Q2
Positions
135
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
40.7%
Est. Net Flow (Q)
2026 Q2
10 / 135 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1NVDANVIDIA CORPORATIONSH$9.0M6.86%45,168
2AAPLAPPLE INCSH$8.3M6.29%28,653
3GOOGALPHABET INCSH$7.6M5.75%21,430
4MSFTMICROSOFT CORPSH$7.1M5.41%19,102
5MCKMCKESSON CORPSH$5.9M4.44%7,747
6AMZNAMAZON COM INCSH$4.0M3.04%16,799
7SPYSTATE STR SPDR S&P 500 ETF TSH$3.5M2.64%4,656
8IBMINTERNATIONAL BUSINESS MACHSSH$3.1M2.33%10,922
9AMGNAMGEN INCSH$2.6M1.96%7,146
10JPMJPMORGAN CHASE & COSH$2.6M1.95%7,870

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Tortuga Wealth Management, Inc hold as of Q2 2026?

Tortuga Wealth Management, Inc reported 135 positions worth $131.8M in its Q2 2026 13F filing. Largest positions: NVDA (6.9%), AAPL (6.3%), GOOG (5.7%), MSFT (5.4%) and MCK (4.4%).

What did Tortuga Wealth Management, Inc buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Tortuga Wealth Management, Inc sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.