Tortuga Wealth Management, Inc
All 13F Filings
- Location
- Torrance, CA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 94,937
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- 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 |
|---|---|---|---|---|---|
| Q4 2025 | 4/16/2026 | 105 | 94,937 | 13F-HR | Tortuga Wealth Management, Inc |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
71
(0.1% of total reported value)
· QoQ Δ:
+71
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 79.01 K | 83.3% | 79.01 K | 0 | 79.01 K |
| ETFs | 15.86 K | 16.7% | 15.86 K | 0 | 15.86 K |
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Fund Snapshot
Q4 2025
Latest filed
4/16/2026
Total value ($000)
94,937
Holdings
105
QoQ value change ($000)
—
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.