Tortuga Wealth Management, Inc
137 holdingsFiling period: 2026-06-30Current AUM: $135.8Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA Corporation | 45.2K | $9.0M | $8.4M | 6.21% | +887 | 2026-06-30 |
| 2 | AAPL | Apple Inc | 28.7K | $8.3M | $9.8M | 7.22% | +264 | 2026-06-30 |
| 3 | GOOG | Alphabet Inc | 21.4K | $7.6M | $6.1M | 4.48% | -5,222 | 2026-06-30 |
| 4 | MSFT | Microsoft Corp | 19.1K | $7.1M | $10.1M | 7.46% | +1.2K | 2026-06-30 |
| 5 | MCK | McKesson Corp | 7.7K | $5.9M | $8.2M | 6.05% | +1.1K | 2026-06-30 |
| 6 | AMZN | Amazon.com Inc | 16.8K | $4.0M | $4.4M | 3.21% | -673 | 2026-06-30 |
| 7 | SPY | State Str Spdr S&P 500 ETF T | 4.7K | $3.5M | $3.4M | 2.52% | +1.2K | 2026-06-30 |
| 8 | IBM | International Business Machs | 10.9K | $3.1M | $2.7M | 1.97% | +1.2K | 2026-06-30 |
| 9 | AMGN | Amgen Inc | 7.1K | $2.6M | $3.3M | 2.42% | +934 | 2026-06-30 |
| 10 | JPM | JPMorgan Chase & Co | 7.9K | $2.6M | $2.6M | 1.94% | -278 | 2026-06-30 |
| 11 | JNJ | Johnson & Johnson | 9.5K | $2.4M | $2.6M | 1.93% | +2.1K | 2026-06-30 |
| 12 | AVGO | Broadcom Inc | 5.3K | $2.0M | $1.6M | 1.14% | -1,486 | 2026-06-30 |
| 13 | BAC | Bank of Amer Corp | 32.0K | $1.8M | $1.6M | 1.16% | +161 | 2026-06-30 |
| 14 | QQQ | Invesco Qqq TR | 2.3K | $1.7M | $1.5M | 1.12% | -51 | 2026-06-30 |
| 15 | CSCO | Cisco Sys Inc | 14.1K | $1.7M | $1.3M | 0.98% | -2,601 | 2026-06-30 |
| 16 | QCOM | Qualcomm Inc | 8.8K | $1.6M | $1.5M | 1.07% | -789 | 2026-06-30 |
| 17 | AVUV | American Centy ETF TR | 12.6K | $1.6M | $1.5M | 1.11% | +424 | 2026-06-30 |
| 18 | META | Meta Platforms Inc | 2.8K | $1.6M | $1.7M | 1.25% | +290 | 2026-06-30 |
| 19 | VZ | Verizon Communications Inc | 35.7K | $1.5M | $1.6M | 1.20% | -148 | 2026-06-30 |
| 20 | TSLA | Tesla Inc | 3.6K | $1.5M | $1.3M | 0.94% | +645 | 2026-06-30 |
| 21 | VTI | Vanguard Index Fds | 4.1K | $1.5M | $1.5M | 1.08% | +246 | 2026-06-30 |
| 22 | PTLC | Pacer Fds TR | 24.8K | $1.4M | $1.4M | 1.05% | +4.0K | 2026-06-30 |
| 23 | GOOGL | Alphabet Inc | 3.6K | $1.3M | $1.0M | 0.76% | +233 | 2026-06-30 |
| 24 | BILS | Spdr Series Trust | 12.8K | $1.3M | $1.3M | 0.94% | +10.1K | 2026-06-30 |
| 25 | SBUX | Starbucks Corp | 12.2K | $1.2M | $1.3M | 0.95% | -- | 2026-06-30 |
← Scroll →
Page 1 of 6