Tortuga Wealth Management, Inc

Q3 2026 13F-HR Holdings

Location
Torrance, CA
Holdings as of
9/30/2026
Date filed
10/27/2026
Form type
13F-HR
Num holdings
141
Total value ($000)
$140,825
Net value change ($000)
+9,012 (6.8%)
New positions
12
Sold out positions
6
Turnover %
4.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/30/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
MSFT 3,266 45.8%
NVDA 1,997 22.1%
AAPL 1,411 17.0%
AVGO 1,131 56.6%
EXXONMOBIL HOLDINGS CORP 999 NEW
GOOGL 770 10.2%
AMZN 408 10.2%
SPYM 381 NEW
SNDK 343 NEW
CALI 337 44.0%
Top Reduces (Value $000, Stocks/ETFs)
XOM -805 -100.0%
PLTR -685 -66.7%
JMST -334 -100.0%
IGV -275 -30.0%
MUC -275 -53.2%
AMGN -267 -10.3%
TSLA -244 -16.2%
RKLB -237 -100.0%
OKTA -232 -100.0%
LRCX -221 -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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type