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 |
13 positions ·
$28,641,885 total
· Technology only
· as of Dec 31, 2025
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
First | 40,445 | $7,542,992 | 26.34% | |
| AAPL |
Apple Inc.
Technology
|
First | 26,046 | $7,080,865 | 24.72% | |
| MSFT |
Microsoft Corp
Technology
|
First | 11,802 | $5,707,683 | 19.93% | |
| IBM |
International Business Machines Corp
Technology
|
First | 8,816 | $2,611,387 | 9.12% | |
| AVGO |
Broadcom Inc.
Technology
|
First | 3,366 | $1,164,972 | 4.07% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
First | 13,650 | $1,051,459 | 3.67% | |
| QCOM |
Qualcomm Inc/De
Technology
|
First | 5,855 | $1,001,497 | 3.50% | |
| CRM |
Salesforce, Inc.
Technology
|
First | 2,389 | $632,869 | 2.21% | |
| INTC |
Intel Corp
Technology
|
First | 16,325 | $602,392 | 2.10% | |
| TOST |
Toast, Inc.
Technology
|
First | 10,650 | $378,181 | 1.32% | |
| ORCL |
Oracle Corp
Technology
|
First | 1,933 | $376,761 | 1.32% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
First | 1,576 | $280,134 | 0.98% | |
| ADBE |
Adobe Inc.
Technology
|
First | 602 | $210,693 | 0.74% |