Tortuga Wealth Management, Inc

Tortuga Wealth Management, Inc reported 135 holdings worth US$132M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 ยท Filed Jul 31, 2026

Tortuga Wealth Management, Inc reported 135 holdings worth US$132M as of Jun 30, 2026. Largest: Nvidia Corporation, Alphabet Inc (google) Class C and Apple Inc. Filed Jul 31, 2026 (Form 13F).

Holdings
135
Value as reported
US$132M

The filing in full

CompanySharesValue as reported% of portfolio
Nvidia Corporation45,168US$9.04M6.9%
Alphabet Inc (google) Class C24,794US$8.86M6.7%
Apple Inc28,653US$8.29M6.3%
Microsoft Corp.19,102US$7.13M5.4%
Mckesson Corporation7,747US$5.85M4.4%
Amazon.com, Inc.16,799US$4M3.0%
International Business Machines Corporation10,922US$3.07M2.3%
Amgen Inc.7,146US$2.59M2.0%
Jp Morgan Chase & Co.7,870US$2.58M2.0%
Johnson & Johnson9,482US$2.41M1.8%
Broadcom Inc.5,291US$2M1.5%
Bank Of America Corporation31,990US$1.82M1.4%
Cisco Systems, Inc.14,146US$1.66M1.3%
Qualcomm Incorporated8,775US$1.62M1.2%
Meta Platforms, Inc.2,772US$1.56M1.2%
Verizon Communications Inc.35,724US$1.51M1.1%
Tesla, Inc.3,585US$1.51M1.1%
Starbucks Corporation12,199US$1.25M0.95%
Chevron Corporation7,259US$1.2M0.91%
Costco Wholesale Corporation1,224US$1.15M0.87%
Duke Energy Corporation (holding Company)8,540US$1.08M0.82%
Berkshire Hathaway Inc.2,154US$1.08M0.82%
Abbvie Inc.4,133US$1.04M0.79%
Palantir Technologies Inc.8,806US$1.03M0.78%
Southern Company (the)8,988US$860K0.65%
At&t Inc.40,999US$849K0.64%
Exxon Mobil Corporation5,886US$805K0.61%
Unitedhealth Group Incorporated1,891US$786K0.60%
Bristol-myers Squibb Company13,228US$762K0.58%
Eli Lilly And Company630US$756K0.57%
Intel Corporation5,312US$742K0.56%
Rtx Corporation3,861US$733K0.56%
Netflix, Inc.9,836US$702K0.53%
Pfizer, Inc.25,466US$613K0.47%
Oracle Corporation3,873US$568K0.43%
Citigroup, Inc.3,958US$554K0.42%
Marvell Technology, Inc.1,802US$537K0.41%
Salesforce, Inc.3,224US$505K0.38%
Advanced Micro Devices Inc864US$502K0.38%
Novo Nordisk A/s Class B10,250US$491K0.37%
Booking Holdings Inc. Common Stock2,561US$456K0.35%
Enbridge Inc.8,095US$439K0.33%
Ge Aerospace1,174US$439K0.33%
Taiwan Semiconductor Manufacturing Co., Ltd.906US$433K0.33%
Goldman Sachs Group, Inc. (the)427US$432K0.33%
Cvs Health Corporation3,966US$410K0.31%
Caterpillar, Inc.384US$409K0.31%
Micron Technology, Inc.353US$407K0.31%
Texas Instruments Incorporated1,336US$398K0.30%
Boeing Company (the)1,692US$366K0.28%
Target Corporation2,798US$365K0.28%
Applied Materials, Inc.504US$364K0.28%
Palo Alto Networks, Inc.1,066US$364K0.28%
Ge Vernova Inc.309US$363K0.28%
Merck & Company, Inc.2,757US$354K0.27%
Hubbell Inc634US$332K0.25%
Realty Income Corporation5,274US$327K0.25%
Toast, Inc.11,350US$316K0.24%
Morgan Stanley1,486US$311K0.24%
Visa Inc.848US$291K0.22%
Procter & Gamble Company (the)1,978US$290K0.22%
Asml Holding Nv142US$284K0.22%
American Electric Power Company, Inc.2,048US$280K0.21%
Prudential Financial, Inc.2,586US$279K0.21%
Enterprise Products Partners L.p.6,669US$245K0.19%
Rocket Lab Corporation2,328US$237K0.18%
Okta, Inc.1,700US$232K0.18%
Allstate Corporation (the)944US$225K0.17%
Lam Research Corporation509US$221K0.17%
Emerson Electric Company1,507US$216K0.16%
Walmart Inc.1,828US$207K0.16%
Oaktree Specialty Lending Corporation16,282US$194K0.15%
Aurora Innovation, Inc.13,060US$89,0700.07%

Source

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