Red Tortoise LLC

All 13F Filings

Location
Atlanta, GA
Most recent 13F
Q1 2026
Holdings value ($000)
240,253
Description
Website
Founded
Chairman
CEO
All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q1 2026 4/21/2026 591 240,253 13F-HR Red Tortoise LLC
Q4 2025 1/22/2026 601 235,688 13F-HR Red Tortoise LLC
Q3 2025 10/22/2025 591 230,556 13F-HR Red Tortoise LLC
Q2 2025 7/22/2025 596 207,214 13F-HR Red Tortoise LLC
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000): 2.13 K (0.9% of total reported value) · QoQ Δ: -620
Type Value ($000) Share % Inflow Outflow Net
Stocks 14.39 K 6.0% 0 605 -605
ETFs 223.7 K 94.0% 5.797 K 0 5.797 K
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Fund Snapshot

Q1 2026
Latest filed
4/21/2026
Total value ($000)
240,253
Holdings
591
QoQ value change ($000)
4,565 (1.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.