Tortuga Wealth Management
TORRANCE, CAfiles as Tortuga Wealth Management, Inc
$132m in 135 US stocks at the end of 30 June 2026. The top 10 are 40.7% of the money. It changed about 12.1% of the portfolio this quarter.
Value
$132m
Stocks
135
Top 10 share
40.7%
Turnover
12.1%
What changed this quarter
New
Bought for the first time this quarter.
- StarbucksSBUX0.9% of the fund
- Spdr Series TrustBIL0.8% of the fund
- Palantir TechnologiesPLTR0.8% of the fund
- Blackrock ETF Trust IISHYM0.5% of the fund
- Marvell TechnologyMRVL0.4% of the fund
- Capital Group GBL Growth EQTCGGO0.4% of the fund
- Advanced Micro DevicesAMD0.4% of the fund
- Micron TechnologyMU0.3% of the fund
- Ishares TRDGRO0.3% of the fund
- Applied MaterialsAMAT0.3% of the fund
- American Centy ETF TRAVDE0.3% of the fund
- ASML Holding NVASML0.2% of the fund
- Ishares TRQUAL0.2% of the fund
- First TR Exchange-Traded FDKNG0.2% of the fund
- Amplify ETF TRDIVO0.2% of the fund
- Bitwise 10 Crypto Index ETFBITW0.2% of the fund
- Rocket LabRKLB0.2% of the fund
- OktaOKTA0.2% of the fund
- AllstateALL0.2% of the fund
- Lam ResearchLRCX0.2% of the fund
- Vanguard Index FDSVTV0.2% of the fund
- Emerson ElectricEMR0.2% of the fund
Added
Bought more of a stock they already held.
- NvidiaNVDA6.9% of the fund+2%
- MicrosoftMSFT5.4% of the fund+7%
- MckessonMCK4.4% of the fund+17%
- State STR Spdr S&P 500 ETF TSPY2.6% of the fund+35%
- International Business MachinesIBM2.3% of the fund+12%
- AmgenAMGN2.0% of the fund+15%
- Johnson & JohnsonJNJ1.8% of the fund+28%
- American Centy ETF TRAVUV1.2% of the fund+3%
- Meta PlatformsMETA1.2% of the fund+12%
- TeslaTSLA1.1% of the fund+22%
- Vanguard Index FDSVTI1.1% of the fund+6%
- Pacer FDS TRPTLC1.1% of the fund+19%
- AlphabetGOOGL1.0% of the fund+7%
- Spdr Series TrustBILS1.0% of the fund+368%
- AB Active EtfsYEAR0.9% of the fund+59%
- Northern LTS FD TR IVBUYW0.9% of the fund+9%
- Duke EnergyDUK0.8% of the fund+5%
- Berkshire HathawayBRK-B0.8% of the fund+38%
- AbbVieABBV0.8% of the fund+17%
- J P Morgan Exchange Traded FJPST0.7% of the fund+43%
- Goldman Sachs ETF TRGPIX0.7% of the fund+259%
- ExxonMobil HoldingsXOM0.6% of the fund+55%
- Blackrock ETF Trust IICALI0.6% of the fund+86%
- Bristol-Myers SquibbBMY0.6% of the fund+4%
- Eli LillyLLY0.6% of the fund+33%
Cut
Sold some of their stake.
- AlphabetGOOG5.7% of the fund-20%
- Amazon.comAMZN3.0% of the fund-4%
- JPMorgan ChaseJPM2.0% of the fund-3%
- BroadcomAVGO1.5% of the fund-22%
- Invesco QQQ TRQQQ1.3% of the fund-2%
- Cisco SystemsCSCO1.3% of the fund-16%
- QualcommQCOM1.2% of the fund-8%
- Costco WholesaleCOST0.9% of the fund-5%
- Ishares TRIGV0.7% of the fund-28%
- Capital Group Growth ETFCGGR0.6% of the fund-3%
- UnitedHealth GroupUNH0.6% of the fund-18%
- IntelINTC0.6% of the fund-38%
- Select Sector Spdr TRXLK0.4% of the fund-15%
- Vaneck ETF TrustSMH0.4% of the fund-22%
- Blackrock Muniholdings California Quality FundMUC0.4% of the fund-7%
- SalesforceCRM0.4% of the fund-8%
- Ishares TRIWD0.4% of the fund-13%
- Pacer FDS TRCOWZ0.3% of the fund-4%
- General ElectricGE0.3% of the fund-14%
- CVS HealthCVS0.3% of the fund-11%
- Ishares TRDVY0.3% of the fund-6%
- Palo Alto NetworksPANW0.3% of the fund-28%
- GE VernovaGEV0.3% of the fund-6%
- J P Morgan Exchange Traded FJMST0.3% of the fund-7%
- ToastTOST0.2% of the fund-28%
Sold out
Sold their entire stake.
- Ishares TRCMF-100%
- Franklin Templeton ETF TRINCM-100%
- Coinbase GlobalCOIN-100%
- Walt DisneyDIS-100%
- Principal Exchange Traded FDPREF-100%
- First Fndtn-100%
Holdings
- State STR Spdr S&P 500 ETF TSPY
- Share
- 2.6%
- Value
- $3m
- Shares
- 4,656
+35%
- Invesco QQQ TRQQQ
- Share
- 1.3%
- Value
- $2m
- Shares
- 2,327
-2%
- American Centy ETF TRAVUV
- Share
- 1.2%
- Value
- $2m
- Shares
- 12,631
+3%
- Vanguard Index FDSVTI
- Share
- 1.1%
- Value
- $2m
- Shares
- 4,054
+6%
- Pacer FDS TRPTLC
- Share
- 1.1%
- Value
- $1m
- Shares
- 24,788
+19%
- Spdr Series TrustBILS
- Share
- 1.0%
- Value
- $1m
- Shares
- 12,837
+368%
- AB Active EtfsYEAR
- Share
- 0.9%
- Value
- $1m
- Shares
- 24,193
+59%
- Northern LTS FD TR IVBUYW
- Share
- 0.9%
- Value
- $1m
- Shares
- 79,634
+9%
- Spdr Series TrustBIL
- Share
- 0.8%
- Value
- $1m
- Shares
- 12,057
New
- Ishares TRIGV
- Share
- 0.7%
- Value
- $917,810
- Shares
- 10,130
-28%
- Global X FDSQYLD
- Share
- 0.7%
- Value
- $915,508
- Shares
- 49,674
Held
- J P Morgan Exchange Traded FJPST
- Share
- 0.7%
- Value
- $912,471
- Shares
- 18,047
+43%
- Goldman Sachs ETF TRGPIX
- Share
- 0.7%
- Value
- $882,852
- Shares
- 15,886
+259%
- Capital Group Growth ETFCGGR
- Share
- 0.6%
- Value
- $801,297
- Shares
- 16,976
-3%
- Pacer FDS TRPTNQ
- Share
- 0.6%
- Value
- $785,966
- Shares
- 8,866
Held
- Blackrock ETF Trust IICALI
- Share
- 0.6%
- Value
- $765,535
- Shares
- 15,149
+86%
- Innovator Etfs TrustSFLR
- Share
- 0.6%
- Value
- $738,284
- Shares
- 19,133
+215%
- Blackrock ETF Trust IISHYM
- Share
- 0.5%
- Value
- $698,008
- Shares
- 31,092
New
- Capital GRP Fixed Incm ETF TCGSD
- Share
- 0.5%
- Value
- $661,084
- Shares
- 25,693
Held
- Select Sector Spdr TRXLK
- Share
- 0.4%
- Value
- $590,633
- Shares
- 3,101
-15%
- First TR Exchange-Traded FDFTSM
- Share
- 0.4%
- Value
- $571,795
- Shares
- 9,573
+10%
- First TR Exchng Traded FD VIBUFR
- Share
- 0.4%
- Value
- $545,515
- Shares
- 14,933
Held
- Vaneck ETF TrustSMH
- Share
- 0.4%
- Value
- $539,502
- Shares
- 822
-22%
- Capital Group GBL Growth EQTCGGO
- Share
- 0.4%
- Value
- $529,475
- Shares
- 12,509
New
- Blackrock Muniholdings California Quality FundMUC
- Share
- 0.4%
- Value
- $517,047
- Shares
- 47,047
-7%
- Ishares TRIWD
- Share
- 0.4%
- Value
- $484,074
- Shares
- 1,997
-13%
- American Centy ETF TRAVUS
- Share
- 0.4%
- Value
- $462,606
- Shares
- 3,615
+10%
- Pacer FDS TRCOWZ
- Share
- 0.3%
- Value
- $459,914
- Shares
- 7,394
-4%
- Ishares TRDVY
- Share
- 0.3%
- Value
- $399,256
- Shares
- 2,553
-6%
- Ishares TRITOT
- Share
- 0.3%
- Value
- $393,702
- Shares
- 2,396
+6%
- First TR Exch Traded FD IIIFPE
- Share
- 0.3%
- Value
- $392,257
- Shares
- 21,938
Held
- First TR Exchange-Traded FDRDVI
- Share
- 0.3%
- Value
- $388,823
- Shares
- 13,225
+18%
- First TR Exchange Traded FDRDVY
- Share
- 0.3%
- Value
- $382,585
- Shares
- 4,720
Held
- Ishares TRDGRO
- Share
- 0.3%
- Value
- $365,977
- Shares
- 4,829
New
- Global X FDSXYLD
- Share
- 0.3%
- Value
- $348,727
- Shares
- 8,549
Held
- American Centy ETF TRAVDE
- Share
- 0.3%
- Value
- $347,527
- Shares
- 3,897
New
- Select Sector Spdr TRXLF
- Share
- 0.3%
- Value
- $347,002
- Shares
- 6,473
+19%
- Select Sector Spdr TRXLU
- Share
- 0.3%
- Value
- $346,086
- Shares
- 7,631
+64%
- Vaneck ETF TrustBIZD
- Share
- 0.3%
- Value
- $335,521
- Shares
- 26,503
+73%
- J P Morgan Exchange Traded FJMST
- Share
- 0.3%
- Value
- $333,966
- Shares
- 6,548
-7%
- AB Active EtfsSYFI
- Share
- 0.2%
- Value
- $321,259
- Shares
- 8,994
+31%
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| NvidiaNVDA | 6.9% | $9m | 45,168 | +2% |
| AppleAAPL | 6.3% | $8m | 28,653 | Held |
| AlphabetGOOG | 5.7% | $8m | 21,430 | -20% |
| MicrosoftMSFT | 5.4% | $7m | 19,102 | +7% |
| MckessonMCK | 4.4% | $6m | 7,747 | +17% |
| Amazon.comAMZN | 3.0% | $4m | 16,799 | -4% |
| State STR Spdr S&P 500 ETF TSPY | 2.6% | $3m | 4,656 | +35% |
| International Business MachinesIBM | 2.3% | $3m | 10,922 | +12% |
| AmgenAMGN | 2.0% | $3m | 7,146 | +15% |
| JPMorgan ChaseJPM | 2.0% | $3m | 7,870 | -3% |
| Johnson & JohnsonJNJ | 1.8% | $2m | 9,482 | +28% |
| BroadcomAVGO | 1.5% | $2m | 5,291 | -22% |
| Bank of AmericaBAC | 1.4% | $2m | 31,990 | Held |
| Invesco QQQ TRQQQ | 1.3% | $2m | 2,327 | -2% |
| Cisco SystemsCSCO | 1.3% | $2m | 14,146 | -16% |
| QualcommQCOM | 1.2% | $2m | 8,775 | -8% |
| American Centy ETF TRAVUV | 1.2% | $2m | 12,631 | +3% |
| Meta PlatformsMETA | 1.2% | $2m | 2,772 | +12% |
| Verizon CommunicationsVZ | 1.1% | $2m | 35,724 | Held |
| TeslaTSLA | 1.1% | $2m | 3,585 | +22% |
| Vanguard Index FDSVTI | 1.1% | $2m | 4,054 | +6% |
| Pacer FDS TRPTLC | 1.1% | $1m | 24,788 | +19% |
| AlphabetGOOGL | 1.0% | $1m | 3,606 | +7% |
| Spdr Series TrustBILS | 1.0% | $1m | 12,837 | +368% |
| StarbucksSBUX | 0.9% | $1m | 12,199 | New |
| AB Active EtfsYEAR | 0.9% | $1m | 24,193 | +59% |
| ChevronCVX | 0.9% | $1m | 7,259 | Held |
| Northern LTS FD TR IVBUYW | 0.9% | $1m | 79,634 | +9% |
| Costco WholesaleCOST | 0.9% | $1m | 1,224 | -5% |
| Spdr Series TrustBIL | 0.8% | $1m | 12,057 | New |
| Duke EnergyDUK | 0.8% | $1m | 8,540 | +5% |
| Berkshire HathawayBRK-B | 0.8% | $1m | 2,154 | +38% |
| AbbVieABBV | 0.8% | $1m | 4,133 | +17% |
| Palantir TechnologiesPLTR | 0.8% | $1m | 8,806 | New |
| Ishares TRIGV | 0.7% | $917,810 | 10,130 | -28% |
| Global X FDSQYLD | 0.7% | $915,508 | 49,674 | Held |
| J P Morgan Exchange Traded FJPST | 0.7% | $912,471 | 18,047 | +43% |
| Goldman Sachs ETF TRGPIX | 0.7% | $882,852 | 15,886 | +259% |
| Southern CompanySO | 0.7% | $860,258 | 8,988 | Held |
| AT&TT | 0.6% | $848,697 | 40,999 | Held |
| ExxonMobil HoldingsXOM | 0.6% | $804,516 | 5,886 | +55% |
| Capital Group Growth ETFCGGR | 0.6% | $801,297 | 16,976 | -3% |
| UnitedHealth GroupUNH | 0.6% | $786,422 | 1,891 | -18% |
| Pacer FDS TRPTNQ | 0.6% | $785,966 | 8,866 | Held |
| Blackrock ETF Trust IICALI | 0.6% | $765,535 | 15,149 | +86% |
| Bristol-Myers SquibbBMY | 0.6% | $762,219 | 13,228 | +4% |
| Eli LillyLLY | 0.6% | $755,642 | 630 | +33% |
| IntelINTC | 0.6% | $741,780 | 5,312 | -38% |
| Innovator Etfs TrustSFLR | 0.6% | $738,284 | 19,133 | +215% |
| RTXRTX | 0.6% | $732,586 | 3,861 | Held |
| NetflixNFLX | 0.5% | $702,290 | 9,836 | +40% |
| Blackrock ETF Trust IISHYM | 0.5% | $698,008 | 31,092 | New |
| Spotify TechnologySPOT | 0.5% | $672,168 | 1,464 | +18% |
| Capital GRP Fixed Incm ETF TCGSD | 0.5% | $661,084 | 25,693 | Held |
| PfizerPFE | 0.5% | $613,207 | 25,466 | +16% |
| Select Sector Spdr TRXLK | 0.4% | $590,633 | 3,101 | -15% |
| First TR Exchange-Traded FDFTSM | 0.4% | $571,795 | 9,573 | +10% |
| OracleORCL | 0.4% | $567,519 | 3,873 | +16% |
| CitigroupC | 0.4% | $553,931 | 3,958 | Held |
| First TR Exchng Traded FD VIBUFR | 0.4% | $545,515 | 14,933 | Held |
| Vaneck ETF TrustSMH | 0.4% | $539,502 | 822 | -22% |
| Marvell TechnologyMRVL | 0.4% | $537,058 | 1,802 | New |
| Capital Group GBL Growth EQTCGGO | 0.4% | $529,475 | 12,509 | New |
| Blackrock Muniholdings California Quality FundMUC | 0.4% | $517,047 | 47,047 | -7% |
| SalesforceCRM | 0.4% | $505,417 | 3,224 | -8% |
| Advanced Micro DevicesAMD | 0.4% | $501,908 | 864 | New |
| Novo Nordisk A SNVO | 0.4% | $491,334 | 10,250 | +87% |
| Ishares TRIWD | 0.4% | $484,074 | 1,997 | -13% |
| American Centy ETF TRAVUS | 0.4% | $462,606 | 3,615 | +10% |
| Pacer FDS TRCOWZ | 0.3% | $459,914 | 7,394 | -4% |
| Booking HoldingsBKNG | 0.3% | $456,473 | 2,561 | Held |
| EnbridgeENB | 0.3% | $438,827 | 8,095 | +3% |
| General ElectricGE | 0.3% | $438,696 | 1,174 | -14% |
| Taiwan Semiconductor ManufacturingTSM | 0.3% | $432,849 | 906 | +39% |
| Goldman Sachs GroupGS | 0.3% | $432,403 | 427 | +6% |
| CVS HealthCVS | 0.3% | $410,267 | 3,966 | -11% |
| CaterpillarCAT | 0.3% | $408,922 | 384 | Held |
| Micron TechnologyMU | 0.3% | $407,473 | 353 | New |
| Ishares TRDVY | 0.3% | $399,256 | 2,553 | -6% |
| Texas InstrumentsTXN | 0.3% | $398,220 | 1,336 | +24% |
| Ishares TRITOT | 0.3% | $393,702 | 2,396 | +6% |
| First TR Exch Traded FD IIIFPE | 0.3% | $392,257 | 21,938 | Held |
| First TR Exchange-Traded FDRDVI | 0.3% | $388,823 | 13,225 | +18% |
| First TR Exchange Traded FDRDVY | 0.3% | $382,585 | 4,720 | Held |
| BoeingBA | 0.3% | $366,270 | 1,692 | +11% |
| Ishares TRDGRO | 0.3% | $365,977 | 4,829 | New |
| TargetTGT | 0.3% | $365,369 | 2,798 | +3% |
| Applied MaterialsAMAT | 0.3% | $364,392 | 504 | New |
| Palo Alto NetworksPANW | 0.3% | $363,528 | 1,066 | -28% |
| GE VernovaGEV | 0.3% | $363,031 | 309 | -6% |
| MerckMRK | 0.3% | $354,218 | 2,757 | +9% |
| Global X FDSXYLD | 0.3% | $348,727 | 8,549 | Held |
| American Centy ETF TRAVDE | 0.3% | $347,527 | 3,897 | New |
| Select Sector Spdr TRXLF | 0.3% | $347,002 | 6,473 | +19% |
| Select Sector Spdr TRXLU | 0.3% | $346,086 | 7,631 | +64% |
| Vaneck ETF TrustBIZD | 0.3% | $335,521 | 26,503 | +73% |
| J P Morgan Exchange Traded FJMST | 0.3% | $333,966 | 6,548 | -7% |
| HubbellHUBB | 0.3% | $331,709 | 634 | Held |
| Realty IncomeO | 0.2% | $326,805 | 5,274 | +4% |
| AB Active EtfsSYFI | 0.2% | $321,259 | 8,994 | +31% |
Showing the largest 100 of 135.
Over time and by industry
Value over time
Dec '25
Jun '26
Value is up 38.9% since 31 December 2025.
Where the money is
Technology29.7%
Health care12.2%
Media & telecom10.7%
Financial services6.0%
Retail & consumer5.5%
Industrials2.6%
Utilities1.9%
Energy1.9%
Everyday goods1.5%
Real estate0.2%
Other27.8%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.