Tortuga Wealth Management, Inc
Filing Date
Dec 31, 2025
Global Rank
#6,278
/ 8,420
Top Industry
Semiconductors
15.7%
3Y Alpha vs SPY
-9.2%
Period ended 6 months ago
Filed Apr 16, 2026 · 59d
Clone Performance
Feb 2026–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+6.5%
SPY
+9.1%
Annualised alpha
-9.2%
Max drawdown
−7.4%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
64 positions · as of Dec 31, 2025Top Position
10.8%
of portfolio value
Top 5
42.1%
of portfolio value
Top 10
57.3%
of portfolio value
HHI
474
Diversified
Sector Breakdown
As of Dec 31, 2025| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 40.9% | $28,641,885 |
| Healthcare | 16.8% | $11,784,437 |
| Financial Services | 9.6% | $6,715,192 |
| Communication Services | 9.1% | $6,358,663 |
| Consumer Cyclical | 8.2% | $5,739,267 |
| Unclassified | 6.2% | $4,339,490 |
| Energy | 3.9% | $2,741,423 |
| Consumer Defensive | 2.0% | $1,374,514 |
| Industrials | 1.8% | $1,274,816 |
| Utilities | 1.1% | $778,521 |
| Real Estate | 0.3% | $230,778 |
64 positions ·
$69,978,986 total
· as of Dec 31, 2025
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 64 positions by value
· page 1 of 2
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
First | 40,445 | $7,542,992 | 10.78% | |
| AAPL |
Apple Inc.
Technology
|
First | 26,046 | $7,080,865 | 10.12% | |
| MSFT |
Microsoft Corp
Technology
|
First | 11,802 | $5,707,683 | 8.16% | |
| MCK |
Mckesson Corp
Healthcare
|
First | 6,620 | $5,430,319 | 7.76% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
First | 16,043 | $3,703,045 | 5.29% | |
| IBM |
International Business Machines Corp
Technology
|
First | 8,816 | $2,611,387 | 3.73% | |
| SPY |
Spdr S&P 500 ETF Trust
|
First | 3,419 | $2,331,484 | 3.33% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
First | 7,022 | $2,262,628 | 3.23% | |
| AMGN |
Amgen Inc
Healthcare
|
First | 5,309 | $1,737,688 | 2.48% | |
| CVX |
Chevron Corp
Energy
|
First | 11,161 | $1,701,048 | 2.43% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
First | 2,531 | $1,554,818 | 2.22% | |
| META |
Meta Platforms, Inc.
Communication Services
|
First | 2,308 | $1,523,487 | 2.18% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
First | 27,673 | $1,522,015 | 2.17% | |
| VZ |
Verizon Communications Inc
Communication Services
|
First | 35,724 | $1,455,038 | 2.08% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
First | 3,046 | $1,369,847 | 1.96% | |
| JNJ |
Johnson & Johnson
Healthcare
|
First | 6,266 | $1,296,748 | 1.85% | |
| AVGO |
Broadcom Inc.
Technology
|
First | 3,366 | $1,164,972 | 1.66% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
First | 1,221 | $1,052,917 | 1.50% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
First | 13,650 | $1,051,459 | 1.50% | |
| QCOM |
Qualcomm Inc/De
Technology
|
First | 5,855 | $1,001,497 | 1.43% | |
| T |
At&T Inc.
Communication Services
|
First | 40,208 | $998,766 | 1.43% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
First | 3,174 | $993,462 | 1.42% | |
| SO |
Southern Co
Utilities
|
First | 8,928 | $778,521 | 1.11% | |
| ABBV |
AbbVie Inc.
Healthcare
|
First | 3,272 | $747,619 | 1.07% | |
| SPOT |
Spotify Technology S.A.
Communication Services
|
First | 1,223 | $710,208 | 1.01% | |
| CRM |
Salesforce, Inc.
Technology
|
First | 2,389 | $632,869 | 0.90% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
First | 1,226 | $616,248 | 0.88% | |
| INTC |
Intel Corp
Technology
|
First | 16,325 | $602,392 | 0.86% | |
| BMY |
Bristol Myers Squibb Co
Healthcare
|
First | 10,827 | $584,008 | 0.83% | |
| RTX |
RTX Corp
Industrials
|
First | 3,016 | $553,134 | 0.79% | |
| BKNG |
Booking Holdings Inc.
Consumer Cyclical
|
First | 100 | $535,533 | 0.77% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
First | 1,589 | $524,544 | 0.75% | |
| PFE |
Pfizer Inc
Healthcare
|
First | 19,073 | $474,917 | 0.68% | |
| NFLX |
Netflix Inc
Communication Services
|
First | 5,016 | $470,300 | 0.67% | |
| XOM |
Exxon Mobil Corp
Energy
|
First | 3,830 | $460,902 | 0.66% | |
| SIVR |
abrdn Silver ETF Trust
|
First | 6,700 | $453,188 | 0.65% | |
| LLY |
ELI LILLY & Co
Healthcare
|
First | 361 | $387,959 | 0.55% | |
| TOST |
Toast, Inc.
Technology
|
First | 10,650 | $378,181 | 0.54% | |
| ORCL |
Oracle Corp
Technology
|
First | 1,933 | $376,761 | 0.54% | |
| OXY |
Occidental Petroleum Corp /De/
Energy
|
First | 8,902 | $366,050 | 0.52% | |
| CVS |
CVS HEALTH Corp
Healthcare
|
First | 4,493 | $356,564 | 0.51% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
First | 397 | $348,963 | 0.50% | |
| TGT |
Target Corp
Consumer Defensive
|
First | 3,290 | $321,597 | 0.46% | |
| BA |
Boeing Co
Industrials
|
First | 1,428 | $310,047 | 0.44% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
First | 1,576 | $280,134 | 0.40% | |
| NVO |
Novo Nordisk A S
Healthcare
|
First | 4,797 | $244,071 | 0.35% | |
| MS |
Morgan Stanley
Financial Services
|
First | 1,350 | $239,665 | 0.34% | |
| OCSL |
Oaktree Specialty Lending Corp
Financial Services
|
First | 18,446 | $235,002 | 0.34% | |
| O |
Realty Income Corp
Real Estate
|
First | 4,094 | $230,778 | 0.33% | |
| COIN |
Coinbase Global, Inc.
Financial Services
|
First | 1,007 | $227,722 | 0.33% |