Tortuga Wealth Management, Inc

Est. AUM

$94.9M

13F long equity, this entity only

Positions

105

Period

Dec 2025 (Q4)

SEC EDGAR

View filings ↗

Dec 2025 (Q4)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ALPHABET INC	CAP STK CL C	$7.6M	24128	7.98%	SOLE
2	NVIDIA CORPORATION	COM	$7.5M	40445	7.95%	SOLE
3	APPLE INC	COM	$7.1M	26046	7.46%	SOLE
4	MICROSOFT CORP	COM	$5.7M	11802	6.01%	SOLE
5	MCKESSON CORP	COM	$5.4M	6620	5.72%	SOLE
6	AMAZON COM INC	COM	$3.7M	16043	3.90%	SOLE
7	INTERNATIONAL BUSINESS MACHS	COM	$2.6M	8816	2.75%	SOLE
8	SPDR S&P 500 ETF TR	TR UNIT	$2.3M	3419	2.46%	SOLE
9	JPMORGAN CHASE & CO.	COM	$2.3M	7022	2.38%	SOLE
10	AMGEN INC	COM	$1.7M	5309	1.83%	SOLE
11	CHEVRON CORP NEW	COM	$1.7M	11161	1.79%	SOLE
12	INVESCO QQQ TR	UNIT SER 1	$1.6M	2531	1.64%	SOLE
13	META PLATFORMS INC	CL A	$1.5M	2308	1.61%	SOLE
14	BANK AMERICA CORP	COM	$1.5M	27673	1.60%	SOLE
15	VERIZON COMMUNICATIONS INC	COM	$1.5M	35724	1.53%	SOLE
16	TESLA INC	COM	$1.4M	3046	1.44%	SOLE
17	AMERICAN CENTY ETF TR	US SML CP VALU	$1.3M	12910	1.39%	SOLE
18	JOHNSON & JOHNSON	COM	$1.3M	6266	1.37%	SOLE
19	VANGUARD INDEX FDS	TOTAL STK MKT	$1.2M	3723	1.31%	SOLE
20	PACER FDS TR	TRENDP US LAR CP	$1.2M	20960	1.23%	SOLE
21	BROADCOM INC	COM	$1.2M	3366	1.23%	SOLE
22	COSTCO WHSL CORP NEW	COM	$1.1M	1221	1.11%	SOLE
23	CISCO SYS INC	COM	$1.1M	13650	1.11%	SOLE
24	QUALCOMM INC	COM	$1.0M	5855	1.06%	SOLE
25	AT&T INC	COM	$999K	40208	1.05%	SOLE
26	ALPHABET INC	CAP STK CL A	$994K	3174	1.05%	SOLE
27	GLOBAL X FDS	NASDAQ 100 COVER	$896K	50685	0.94%	SOLE
28	SOUTHERN CO	COM	$779K	8928	0.82%	SOLE
29	ABBVIE INC	COM	$748K	3272	0.79%	SOLE
30	PACER FDS TR	TRENDPILOT 100	$713K	9062	0.75%	SOLE
31	SPOTIFY TECHNOLOGY S A	SHS	$710K	1223	0.75%	SOLE
32	CAPITAL GROUP GROWTH ETF	SHS CREATION UNI	$678K	15241	0.71%	SOLE
33	SALESFORCE INC	COM	$633K	2389	0.67%	SOLE
34	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$617K	1226	0.65%	SOLE
35	INTEL CORP	COM	$602K	16325	0.63%	SOLE
36	AB ACTIVE ETFS INC	ULTRA SHORT INCM	$600K	11893	0.63%	SOLE
37	BRISTOL-MYERS SQUIBB CO	COM	$584K	10827	0.62%	SOLE
38	RTX CORPORATION	COM	$553K	3016	0.58%	SOLE
39	SELECT SECTOR SPDR TR	STATE STREET TEC	$549K	3815	0.58%	SOLE
40	BOOKING HOLDINGS INC	COM	$536K	100	0.56%	SOLE
41	CAPITAL GRP FIXED INCM ETF T	SHORT DURATION	$528K	20294	0.56%	SOLE
42	UNITEDHEALTH GROUP INC	COM	$525K	1589	0.55%	SOLE
43	FIRST TR EXCHNG TRADED FD VI	FT VEST LADDERED	$515K	15033	0.54%	SOLE
44	J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$510K	10086	0.54%	SOLE
45	ISHARES TR	RUS 1000 VAL ETF	$483K	2299	0.51%	SOLE
46	PACER FDS TR	US CASH COWS 100	$475K	7891	0.50%	SOLE
47	PFIZER INC	COM	$475K	19073	0.50%	SOLE
48	NETFLIX INC	COM	$470K	5016	0.50%	SOLE
49	FIRST TR EXCHANGE-TRADED FD	FIRST TR ENH NEW	$465K	7762	0.49%	SOLE
50	EXXON MOBIL CORP	COM	$461K	3830	0.49%	SOLE

1–50 of 105

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.