Tortuga Wealth Management, Inc
Filing Date
Global Rank
#6,182
/ 8,623
▲ 332
· as of Mar 2026
Top Industry
Semiconductors
16.0%
3Y Alpha vs SPY
+1.6%
Period ended 4 months ago
Filed Jul 17, 2026 · 13d
2 quarters · since Dec 2025
Clone Performance
Feb 2026–Jul 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Cloned portfolio
+10.6%
SPY
+9.0%
Annualised alpha
+3.9%
Max drawdown
−7.4%
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 2 quarters. Past performance does not predict future results.
Portfolio Concentration
73 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
9.9%
−0.9 pts
Top 5
39.6%
−2.5 pts
Top 10
54.0%
−3.3 pts
HHI
427
Diversified−47
Portfolio Trend
2 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 39.9% | $31,155,583 |
| Healthcare | 17.6% | $13,771,393 |
| Financial Services | 10.0% | $7,801,291 |
| Communication Services | 8.8% | $6,850,199 |
| Consumer Cyclical | 6.2% | $4,878,766 |
| Unclassified | 5.0% | $3,942,354 |
| Energy | 3.6% | $2,817,108 |
| Industrials | 3.0% | $2,306,199 |
| Utilities | 2.8% | $2,200,389 |
| Consumer Defensive | 2.7% | $2,102,493 |
| Real Estate | 0.4% | $311,406 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| MUC | Blackrock Muniholdings California Quality Fund, Inc. | +33,553 | 50,553 | $525,751 | |
| MSFT | Microsoft Corp | +6,111 | 17,913 | $6,630,855 | |
| TOST | Toast, Inc. | +5,200 | 15,850 | $420,183 | |
| NAC | Nuveen California Quality Municipal Income Fund | +4,850 | 22,972 | $267,623 | |
| BAC | Bank Of America Corp /De/ | +4,156 | 31,829 | $1,551,663 | |
| NVDA | Nvidia Corp | +3,836 | 44,281 | $7,722,606 | |
| QCOM | Qualcomm Inc/De | +3,709 | 9,564 | $1,231,651 | |
| AVGO | Broadcom Inc. | +3,411 | 6,777 | $2,097,549 | |
| MLCO | Melco Resorts & Entertainment LTD | +3,400 | 13,400 | $76,112 | |
| CSCO | Cisco Systems, Inc. | +3,097 | 16,747 | $1,299,399 | |
| PFE | Pfizer Inc | +2,857 | 21,930 | $615,794 | |
| AAPL | Apple Inc. | +2,343 | 28,389 | $7,204,844 | |
| C | Citigroup Inc | +2,055 | 3,948 | $447,742 | |
| NKX | Nuveen California Amt-Free Quality Municipal Income Fund | +2,000 | 14,600 | $173,740 | |
| NFLX | Netflix Inc | +1,988 | 7,004 | $673,434 | |
| BMY | Bristol Myers Squibb Co | +1,938 | 12,765 | $774,197 | |
| AMZN | Amazon Com Inc | +1,429 | 17,472 | $3,638,893 | |
| ORCL | Oracle Corp | +1,396 | 3,329 | $489,729 | |
| JNJ | Johnson & Johnson | +1,155 | 7,421 | $1,813,989 | |
| JPM | Jpmorgan Chase & Co | +1,126 | 8,148 | $2,396,815 | |
| CRM | Salesforce, Inc. | +1,104 | 3,493 | $652,038 | |
| O | Realty Income Corp | +996 | 5,090 | $311,406 | |
| IBM | International Business Machines Corp | +928 | 9,744 | $2,361,848 | |
| AMGN | Amgen Inc | +903 | 6,212 | $2,185,692 | |
| RTX | RTX Corp | +852 | 3,868 | $746,137 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
10 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| INTC | Intel Corp | −7,738 | 8,587 | $378,944 | |
| CVX | Chevron Corp | −3,932 | 7,229 | $1,495,680 | |
| SIVR | abrdn Silver ETF Trust | −2,200 | 4,500 | $322,245 | |
| AUR | Aurora Innovation, Inc. | −1,300 | 13,060 | $53,807 | |
| OCSL | Oaktree Specialty Lending Corp | −921 | 17,525 | $198,032 | |
| TGT | Target Corp | −567 | 2,723 | $330,027 | |
| QQQ | Invesco Qqq Trust, Series 1 | −153 | 2,378 | $1,372,534 | |
| TSLA | Tesla, Inc. | −106 | 2,940 | $1,092,945 | |
| XOM | ExxonMobil Holdings Corp | −41 | 3,789 | $642,841 | |
| CVS | CVS HEALTH Corp | −24 | 4,469 | $320,963 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
13 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| DUK | Duke Energy CORP | 8,141 | $1,065,982 | |
| ENB | Enbridge Inc | 7,877 | $426,460 | |
| GE | General Electric Co | 1,365 | $387,346 | |
| HUBB | Hubbell Inc | 634 | $311,129 | |
| MRK | Merck & Co., Inc. | 2,521 | $303,251 | |
| GEV | GE Vernova Inc. | 330 | $288,057 | |
| PG | PROCTER & GAMBLE Co | 1,931 | $278,913 | |
| AEP | American Electric Power Co Inc | 2,039 | $267,272 | |
| PANW | Palo Alto Networks Inc | 1,471 | $235,830 | |
| PRU | Prudential Financial Inc | 2,296 | $224,296 | |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | 654 | $221,019 | |
| WMT | Walmart Inc. | 1,707 | $212,145 | |
| TXN | Texas Instruments Inc | 1,077 | $209,088 | |
| No positions match the current search. | ||||
73 tracked positions ·
$78,137,181 total
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 73 positions by value
· page 1 of 2
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
Added | 44,281 | $7,722,606 | 9.88% | |
| AAPL |
Apple Inc.
Technology
|
Added | 28,389 | $7,204,844 | 9.22% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 17,913 | $6,630,855 | 8.49% | |
| MCK |
Mckesson Corp
Healthcare
|
Added | 6,626 | $5,733,875 | 7.34% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 17,472 | $3,638,893 | 4.66% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 8,148 | $2,396,815 | 3.07% | |
| IBM |
International Business Machines Corp
Technology
|
Added | 9,744 | $2,361,848 | 3.02% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 3,456 | $2,247,575 | 2.88% | |
| AMGN |
Amgen Inc
Healthcare
|
Added | 6,212 | $2,185,692 | 2.80% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 6,777 | $2,097,549 | 2.68% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 7,421 | $1,813,989 | 2.32% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Added | 35,872 | $1,800,774 | 2.30% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Added | 31,829 | $1,551,663 | 1.99% | |
| CVX |
Chevron Corp
Energy
|
Reduced | 7,229 | $1,495,680 | 1.91% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 2,482 | $1,420,026 | 1.82% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Reduced | 2,378 | $1,372,534 | 1.76% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Added | 16,747 | $1,299,399 | 1.66% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Added | 1,286 | $1,281,408 | 1.64% | |
| QCOM |
Qualcomm Inc/De
Technology
|
Added | 9,564 | $1,231,651 | 1.58% | |
| T |
At&T Inc.
Communication Services
|
Added | 40,735 | $1,180,907 | 1.51% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Reduced | 2,940 | $1,092,945 | 1.40% | |
| DUK |
Duke Energy CORP
Utilities
|
NEW | 8,141 | $1,065,982 | 1.36% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 3,373 | $969,939 | 1.24% | |
| SO |
Southern Co
Utilities
|
Added | 8,984 | $867,135 | 1.11% | |
| BMY |
Bristol Myers Squibb Co
Healthcare
|
Added | 12,765 | $774,197 | 0.99% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 3,521 | $765,782 | 0.98% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 1,560 | $747,552 | 0.96% | |
| RTX |
RTX Corp
Industrials
|
Added | 3,868 | $746,137 | 0.95% | |
| NFLX |
Netflix Inc
Communication Services
|
Added | 7,004 | $673,434 | 0.86% | |
| CRM |
Salesforce, Inc.
Technology
|
Added | 3,493 | $652,038 | 0.83% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Reduced | 3,789 | $642,841 | 0.82% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Added | 2,298 | $621,815 | 0.80% | |
| PFE |
Pfizer Inc
Healthcare
|
Added | 21,930 | $615,794 | 0.79% | |
| SPOT |
Spotify Technology S.A.
Communication Services
|
Added | 1,236 | $599,348 | 0.77% | |
| MUC |
Blackrock Muniholdings California Quality Fund, Inc.
Financial Services
|
Added | 50,553 | $525,751 | 0.67% | |
| ORCL |
Oracle Corp
Technology
|
Added | 3,329 | $489,729 | 0.63% | |
| C |
Citigroup Inc
Financial Services
|
Added | 3,948 | $447,742 | 0.57% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 472 | $434,131 | 0.56% | |
| ENB |
Enbridge Inc
Energy
|
NEW | 7,877 | $426,460 | 0.55% | |
| TOST |
Toast, Inc.
Technology
|
Added | 15,850 | $420,183 | 0.54% | |
| GE |
General Electric Co
Industrials
|
NEW | 1,365 | $387,346 | 0.50% | |
| INTC |
Intel Corp
Technology
|
Reduced | 8,587 | $378,944 | 0.48% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Added | 404 | $341,779 | 0.44% | |
| TGT |
Target Corp
Consumer Defensive
|
Reduced | 2,723 | $330,027 | 0.42% | |
| SIVR |
abrdn Silver ETF Trust
|
Reduced | 4,500 | $322,245 | 0.41% | |
| CVS |
CVS HEALTH Corp
Healthcare
|
Reduced | 4,469 | $320,963 | 0.41% | |
| O |
Realty Income Corp
Real Estate
|
Added | 5,090 | $311,406 | 0.40% | |
| HUBB |
Hubbell Inc
Industrials
|
NEW | 634 | $311,129 | 0.40% | |
| BA |
Boeing Co
Industrials
|
Added | 1,529 | $304,316 | 0.39% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
NEW | 2,521 | $303,251 | 0.39% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.