Tortuga Wealth Management, Inc
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed April 16, 2026), Tortuga Wealth Management, Inc reported 104 stock positions worth $94.9 million. Its top holding was Alphabet Class C (GOOG) at 8.0% of the portfolio, followed by Nvidia (NVDA, 8.0%) and Apple (AAPL, 7.5%).
- Most Recent 13F
- Q2 2026
- Location
- TORRANCE, CA
- CIK
- 0002118051
- Portfolio Value
- $94.9M (Q4 2025)
- SEC Filing
- 0001172661-26-001502 ↗ filed Apr 16, 2026
Holdings Value
Holdings 104 stocks · $94.9M
| GOOG Alphabet Inc. Class C | 7.98% | 24,128 | $7.6M | — |
| NVDA Nvidia Corp. | 7.95% | 40,445 | $7.5M | — |
| AAPL Apple Inc. | 7.46% | 26,046 | $7.1M | — |
| MSFT Microsoft Corp. | 6.02% | 11,802 | $5.7M | — |
| MCK McKesson Corp. | 5.72% | 6,620 | $5.4M | — |
| AMZN Amazon.com Inc. | 3.90% | 16,043 | $3.7M | — |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 2.75% | 8,816 | $2.6M | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.46% | 3,419 | $2.3M | — |
| JPM JPMorgan Chase & Co. | 2.38% | 7,022 | $2.3M | — |
| AMGN Amgen Inc. | 1.83% | 5,309 | $1.7M | — |
| CVX Chevron Corp. | 1.79% | 11,161 | $1.7M | — |
| QQQ Invesco QQQ Trust Series 1 | 1.64% | 2,531 | $1.6M | — |
| META Meta Platforms Inc. Class A | 1.61% | 2,308 | $1.5M | — |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 1.60% | 27,673 | $1.5M | — |
| VZ Verizon Communications Inc. | 1.53% | 35,724 | $1.5M | — |
| TSLA Tesla Inc. | 1.44% | 3,046 | $1.4M | — |
| AVUV Avantis US Small Cap Value | 1.39% | 12,910 | $1.3M | — |
| JNJ Johnson & Johnson | 1.37% | 6,266 | $1.3M | — |
| VTI VG Morningstar TS MKT ETF-US | 1.32% | 3,723 | $1.2M | — |
| AVGO Broadcom Inc. | 1.23% | 3,366 | $1.2M | — |
| PTLC Pacer Trendpilot US Large Ca | 1.23% | 20,960 | $1.2M | — |
| COST Costco Wholesale Corp. | 1.11% | 1,221 | $1.1M | — |
| CSCO Cisco Systems Inc. | 1.11% | 13,650 | $1.1M | — |
| QCOM Qualcomm Inc. | 1.06% | 5,855 | $1.0M | — |
| T AT&T Inc. | 1.05% | 40,208 | $999K | — |
| GOOGL Alphabet Inc. Class A | 1.05% | 3,174 | $994K | — |
| QYLD Global X Nasd 100 Cov Call | 0.94% | 50,685 | $896K | — |
| SO The Southern Co. | 0.82% | 8,928 | $779K | — |
| ABBV Abbvie Inc. | 0.79% | 3,272 | $748K | — |
| PTNQ Pacer Trendpilot 100 ETF | 0.75% | 9,062 | $713K | — |
| SPOT Spotify Technology SA | 0.75% | 1,223 | $710K | — |
| CGGR Cap Group Growth Equity | 0.71% | 15,241 | $678K | — |
| CRM Salesforce Inc. | 0.67% | 2,389 | $633K | — |
| BRK.B Berkshire Hathaway Inc. Class B | 0.65% | 1,226 | $617K | — |
| INTC Intel Corp. | 0.64% | 16,325 | $602K | — |
| YEAR AB Ultra Short Income ETF filed as AB ACTIVE ETFS INC | 0.63% | 11,893 | $600K | — |
| BMY Bristol-Myers Squibb Co. | 0.62% | 10,827 | $584K | — |
| RTX RTX Corp. | 0.58% | 3,016 | $553K | — |
| XLK SS Technology Select Sector | 0.58% | 3,815 | $549K | — |
| BKNG Booking Holdings Inc. | 0.56% | 100 | $536K | — |
| CGSD Cap Group Short Duration | 0.56% | 20,294 | $528K | — |
| UNH Unitedhealth Group Inc. | 0.55% | 1,589 | $525K | — |
| BUFR FT Vest Lad Buffervetf-Usd I | 0.54% | 15,033 | $515K | — |
| JPST JPMorgan Ultra-Short Income | 0.54% | 10,086 | $510K | — |
| IWD iShares Russell 1000 Value E | 0.51% | 2,299 | $483K | — |
| PFE Pfizer Inc. | 0.50% | 19,073 | $475K | — |
| COWZ Pacer US Cash Cows 100 ETF | 0.50% | 7,891 | $475K | — |
| NFLX Netflix Inc. | 0.50% | 5,016 | $470K | — |
| FTSM First Trust Enh Short Mat FD | 0.49% | 7,762 | $465K | — |
| XOM Exxon Mobil Corp. | 0.49% | 3,830 | $461K | — |
| SIVR Abrdn Physical Silver Shares | 0.48% | 6,700 | $453K | — |
| FPE FT-Preferred Secur & Inc. ETF | 0.45% | 23,466 | $428K | — |
| DVY iShares Select Dividend ETF | 0.43% | 2,877 | $406K | — |
| XYLD Global X S&P 500 Cove Call E | 0.42% | 9,854 | $400K | — |
| SMH Vaneck Semiconductor ETF | 0.41% | 1,088 | $392K | — |
| LLY Eli Lilly & Co. | 0.41% | 361 | $388K | — |
| TOST Toast Inc. Class A | 0.40% | 10,650 | $378K | — |
| ORCL Oracle Corp. | 0.40% | 1,933 | $377K | — |
| AVUS Avantis U.S. Equity ETF | 0.40% | 3,365 | $376K | — |
| OXY Occidental Petroleum Corp. | 0.39% | 8,902 | $366K | — |
| CVS CVS Health Corp. | 0.38% | 4,493 | $357K | — |
| GS Goldman Sachs Group Inc. | 0.37% | 397 | $349K | — |
| RDVY First Trust Rising Dividend | 0.35% | 4,835 | $336K | — |
| SFLR Innovator Eqty MGD Floor ETF | 0.34% | 8,830 | $326K | — |
| CGCP Cap Group Core Plus Income | 0.34% | 14,239 | $322K | — |
| TGT Target Corp. | 0.34% | 3,290 | $322K | — |
| XBFZX BlackRock Ca Muni Inc. TR | 0.34% | 29,800 | $320K | — |
| BA The Boeing Co. | 0.33% | 1,428 | $310K | — |
| RDVI FT Vest Rising Dividend Achi | 0.31% | 11,225 | $295K | — |
| XLF SS Financial Select Sector | 0.31% | 5,324 | $292K | — |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 0.30% | 6,629 | $289K | — |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.29% | 5,465 | $278K | — |
| IWR iShares Russell Mid-Cap ETF | 0.28% | 2,741 | $264K | — |
| IVV iShares Core S&P 500 ETF | 0.28% | 382 | $262K | — |
| SYFI AB SHRT Duration HGH YLD ETF filed as AB ACTIVE ETFS INC | 0.27% | 7,027 | $253K | — |
| ITOT iShares Core S&P Total U.S. | 0.27% | 1,697 | $252K | — |
| NVO Novo-Nordisk A/S-Spons ADR | 0.26% | 4,797 | $244K | — |
| GPIX GLDM SA S&P 500 PR in ETF-US | 0.25% | 4,551 | $240K | — |
| MS Morgan Stanley | 0.25% | 1,350 | $240K | — |
| IJH iShares Core S&P Midcap ETF | 0.25% | 3,623 | $239K | — |
| OCSL Oaktree Specialty Lending Co. | 0.25% | 18,446 | $235K | — |
| O Realty Income Corp. | 0.24% | 4,094 | $231K | — |
| COIN Coinbase Global Inc. Class A | 0.24% | 1,007 | $228K | — |
| VFLO Victoryshares Free Cash Flow | 0.24% | 5,700 | $224K | — |
| V Visa Inc. Class A | 0.24% | 636 | $223K | — |
| C Citigroup Inc. | 0.23% | 1,893 | $221K | — |
| FVD First Trust Value Line DVD | 0.23% | 4,730 | $218K | — |
| XLE SS Energy Select Sector | 0.23% | 4,799 | $215K | — |
| NAC Nuveen Ca QLTY Muni Inc. | 0.23% | 18,122 | $214K | — |
| EPD Enterprise Products Partners | 0.22% | 6,657 | $213K | — |
| INCM Franklin Income Focus ETF | 0.22% | 7,600 | $213K | — |
| IJR iShares Core S&P Small-Cap E | 0.22% | 1,768 | $213K | — |
| ADBE Adobe Inc. | 0.22% | 602 | $211K | — |
| PLTR Palantir Technologies Inc. Class A | 0.22% | 1,176 | $209K | — |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.22% | 1,823 | $207K | — |
| CAT Caterpillar Inc. | 0.22% | 362 | $207K | — |
| RKLB Rocket Lab Corp. | 0.22% | 2,928 | $204K | — |
| BIZD Vaneck BDC Income ETF | 0.19% | 12,976 | $184K | — |
| MUC BlackRock Munihold Ca QLTY | 0.19% | 17,000 | $180K | — |
| FFWM First Foundation Inc. | 0.17% | 26,250 | $162K | — |
Options reported separately and not counted above: PLTR puts ($71K).
Portfolio Sells Q4 2025
No earlier filing to compare with.
Portfolio Buys Q4 2025
No earlier filing to compare with.