Tortuga Wealth Management, Inc

Q2 2026 13F-HR Holdings

Location
Torrance, CA
Holdings as of
6/30/2026
Date filed
7/30/2026
Form type
13F-HR
Num holdings
135
Total value ($000)
$131,813
Net value change ($000)
+24,908 (23.3%)
New positions
22
Sold out positions
6
Turnover %
8.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/17/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
NVDA 1,316 17.0%
SBUX 1,247 NEW
SPY 1,229 54.6%
BIL 1,105 NEW
AAPL 1,086 15.1%
PLTR 1,027 NEW
BILS 1,003 367.4%
IBM 710 30.1%
SHYM 698 NEW
GPIX 661 297.7%
Top Reduces (Value $000, Stocks/ETFs)
T -332 -28.1%
CVX -293 -19.6%
VZ -288 -16.0%
CMF -228 -100.0%
INCM -219 -100.0%
IGV -214 -18.9%
COIN -213 -100.0%
DIS -206 -100.0%
PREF -204 -100.0%
FFWM -155 -100.0%
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