Tortuga Wealth Management, Inc
121 holdingsFiling period: 2026-03-31Current AUM: $121.4Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 44.3K | $7.7M | $8.9M | 7.32% | +3.8K | 2026-03-31 |
| 2 | GOOG | ALPHABET INC | 26.7K | $7.6M | $9.5M | 7.83% | +2.5K | 2026-03-31 |
| 3 | AAPL | APPLE INC | 28.4K | $7.2M | $8.8M | 7.22% | +2.3K | 2026-03-31 |
| 4 | MSFT | MICROSOFT CORP | 17.9K | $6.6M | $8.3M | 6.86% | +6.1K | 2026-03-31 |
| 5 | MCK | MCKESSON CORP | 6.6K | $5.7M | $5.7M | 4.67% | +6 | 2026-03-31 |
| 6 | AMZN | AMAZON COM INC | 17.5K | $3.6M | $4.7M | 3.91% | +1.4K | 2026-03-31 |
| 7 | JPM | JPMORGAN CHASE & CO | 8.1K | $2.4M | $2.9M | 2.36% | +1.1K | 2026-03-31 |
| 8 | IBM | INTERNATIONAL BUSINESS MACHS | 9.7K | $2.4M | $2.2M | 1.79% | +928 | 2026-03-31 |
| 9 | SPY | STATE STR SPDR S&P 500 ETF T | 3.5K | $2.2M | $2.6M | 2.13% | +37 | 2026-03-31 |
| 10 | AMGN | AMGEN INC | 6.2K | $2.2M | $2.4M | 1.97% | +903 | 2026-03-31 |
| 11 | AVGO | BROADCOM INC | 6.8K | $2.1M | $2.6M | 2.17% | +3.4K | 2026-03-31 |
| 12 | JNJ | JOHNSON & JOHNSON | 7.4K | $1.8M | $1.9M | 1.57% | +1.2K | 2026-03-31 |
| 13 | VZ | VERIZON COMMUNICATIONS INC | 35.9K | $1.8M | $1.7M | 1.38% | +148 | 2026-03-31 |
| 14 | BAC | BANK AMERICA CORP | 31.8K | $1.6M | $2.0M | 1.62% | +4.2K | 2026-03-31 |
| 15 | CVX | CHEVRON CORPORATION | 7.2K | $1.5M | $1.4M | 1.17% | -3,932 | 2026-03-31 |
| 16 | META | META PLATFORMS INC | 2.5K | $1.4M | $1.4M | 1.14% | +174 | 2026-03-31 |
| 17 | QQQ | INVESCO QQQ TR | 2.4K | $1.4M | $1.6M | 1.35% | -153 | 2026-03-31 |
| 18 | AVUV | AMERICAN CENTY ETF TR | 12.2K | $1.3M | $1.5M | 1.26% | -703 | 2026-03-31 |
| 19 | CSCO | CISCO SYS INC | 16.7K | $1.3M | $1.9M | 1.60% | +3.1K | 2026-03-31 |
| 20 | COST | COSTCO WHOLESALE CORPORATION | 1.3K | $1.3M | $1.2M | 1.01% | +65 | 2026-03-31 |
| 21 | QCOM | QUALCOMM INC | 9.6K | $1.2M | $1.4M | 1.16% | +3.7K | 2026-03-31 |
| 22 | VTI | VANGUARD INDEX FDS | 3.8K | $1.2M | $1.4M | 1.15% | +85 | 2026-03-31 |
| 23 | T | AT&T INC | 40.7K | $1.2M | $946K | 0.78% | +527 | 2026-03-31 |
| 24 | IGV | ISHARES TR | 14.1K | $1.1M | $1.3M | 1.10% | -- | 2026-03-31 |
| 25 | TSLA | TESLA INC | 2.9K | $1.1M | $914K | 0.75% | -106 | 2026-03-31 |
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