Tortuga Wealth Management, Inc

Q1 2026 13F-HR Holdings

Location
Torrance, CA
Holdings as of
3/31/2026
Date filed
7/17/2026
Form type
13F-HR
Num holdings
119
Total value ($000)
$106,905
Net value change ($000)
+11,968 (12.6%)
New positions
20
Sold out positions
5
Turnover %
8.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/16/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
IGV 1,132 NEW
DUK 1,066 NEW
BUYW 1,033 NEW
AVGO 933 80.1%
MSFT 925 16.2%
JNJ 517 39.9%
AMGN 448 25.8%
ENB 426 NEW
CALI 411 NEW
GE 387 NEW
Top Reduces (Value $000, Stocks/ETFs)
OXY -366 -100.0%
BFZ -320 -100.0%
TSLA -277 -20.2%
IBM -250 -9.6%
INTC -223 -37.0%
ADBE -211 -100.0%
PLTR -209 -100.0%
CVX -205 -12.1%
RKLB -204 -100.0%
QQQ -182 -11.7%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type