StockDriftsStockDriftsTop 50 Tortuga Wealth Management, Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 6.86% | 45.2K | $9.0M | +2.00%(+887) | $185.95(+18.56%) | 2026-06-30 | |
| AAPL | APPLE INC | 6.29% | 28.7K | $8.3M | +0.93%(+264) | $263.25(+16.49%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 5.75% | 21.4K | $7.6M | -19.59%(-5.22K) | $280.73(+24.85%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 5.41% | 19.1K | $7.1M | +6.64%(+1.19K) | $468.76(+7.25%) | 2026-06-30 | |
| MCK | MCKESSON CORP | 4.44% | 7.7K | $5.9M | +16.92%(+1.12K) | $798.11(+12.47%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 3.04% | 16.8K | $4.0M | -3.85%(-673) | $224.73(+22.35%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 2.64% | 4.7K | $3.5M | +34.72%(+1.20K) | $677.94(+14.10%) | 2026-06-30 | |
| IBM | INTERNATIONAL BUSINESS MACHS | 2.33% | 10.9K | $3.1M | +12.09%(+1.18K) | $284.26(-16.88%) | 2026-06-30 | |
| AMGN | AMGEN INC | 1.96% | 7.1K | $2.6M | +15.04%(+934) | $315.80(+32.95%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & CO | 1.95% | 7.9K | $2.6M | -3.41%(-278) | $317.36(+13.91%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +3.79% |
| Top 20 Holdings Unweighted | — | — | — | — | +6.77% |
Tortuga Wealth Management, Inc reports $131.81M in US-listed equity holdings across 135 positions in its most recent 13F filing. Its largest disclosed positions are NVDA (6.9%), AAPL (6.3%) and GOOG (5.8%). The top 20 holdings account for 53.87% of reported assets. Its disclosed equity book has returned +3.79% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Tortuga Wealth Management, Inc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2118051). View Tortuga Wealth Management, Inc’s 13F filings on SEC