Tortuga Wealth Management, Inc
All 13F Filings
- Location
- Torrance, CA
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 140,825
- Description
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- Website
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- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 10/27/2026 | 141 | 140,825 | 13F-HR | Tortuga Wealth Management, Inc |
| Q2 2026 | 7/30/2026 | 135 | 131,813 | 13F-HR | Tortuga Wealth Management, Inc |
| Q1 2026 | 7/17/2026 | 119 | 106,905 | 13F-HR | Tortuga Wealth Management, Inc |
| 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)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 113 K | 80.3% | 8.377 K | 0 | 8.377 K |
| ETFs | 27.8 K | 19.7% | 634 | 0 | 634 |
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Fund Snapshot
Q3 2026
Latest filed
10/27/2026
Total value ($000)
140,825
Holdings
141
QoQ value change ($000)
9,012
(6.8%)
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.