Investor
Tortuga Wealth Management, Inc
CIK 0002118051 · filed 2026-04-16 · SEC filing
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Alphabet Inc | — | 24.1K | $7.57M | 8.0% | — | Held |
| Nvidia Corp | NVDA | 40.4K | $7.54M | 7.9% | — | Held |
| Apple Inc. | AAPL | 26K | $7.08M | 7.5% | — | Held |
| Microsoft Corp | MSFT | 11.8K | $5.71M | 6.0% | — | Held |
| Mckesson Corp | MCK | 6.62K | $5.43M | 5.7% | — | Held |
| Amazon Com Inc | AMZN | 16K | $3.7M | 3.9% | — | Held |
| International Business Machs | — | 8.82K | $2.61M | 2.8% | — | Held |
| Spdr S&P 500 Etf Tr | — | 3.42K | $2.33M | 2.5% | — | Held |
| Jpmorgan Chase & Co. | — | 7.02K | $2.26M | 2.4% | — | Held |
| Amgen Inc | AMGN | 5.31K | $1.74M | 1.8% | — | Held |
| Chevron Corp New | CVX | 11.2K | $1.7M | 1.8% | — | Held |
| Invesco Qqq Tr | — | 2.53K | $1.56M | 1.6% | — | Held |
| Meta Platforms, Inc. | META | 2.31K | $1.52M | 1.6% | — | Held |
| Bank America Corp | — | 27.7K | $1.52M | 1.6% | — | Held |
| Verizon Communications Inc | VZ | 35.7K | $1.46M | 1.5% | — | Held |
| Tesla, Inc. | TSLA | 3.05K | $1.37M | 1.4% | — | Held |
| American Centy Etf Tr | — | 12.9K | $1.32M | 1.4% | — | Held |
| Johnson & Johnson | JNJ | 6.27K | $1.3M | 1.4% | — | Held |
| Vanguard Index Fds | — | 3.72K | $1.25M | 1.3% | — | Held |
| Broadcom Inc. | AVGO | 3.37K | $1.16M | 1.2% | — | Held |
| Pacer Fds Tr | — | 21K | $1.16M | 1.2% | — | Held |
| Costco Whsl Corp New | — | 1.22K | $1.05M | 1.1% | — | Held |
| Cisco Sys Inc | — | 13.7K | $1.05M | 1.1% | — | Held |
| Qualcomm Inc | — | 5.86K | $1M | 1.1% | — | Held |
| At&T Inc | — | 40.2K | $998.8K | 1.1% | — | Held |
| Alphabet Inc | — | 3.17K | $993.7K | 1.0% | — | Held |
| Global X Fds | — | 50.7K | $895.6K | 0.9% | — | Held |
| Southern Co | — | 8.93K | $778.6K | 0.8% | — | Held |
| AbbVie Inc. | ABBV | 3.27K | $747.8K | 0.8% | — | Held |
| Pacer Fds Tr | — | 9.06K | $712.8K | 0.8% | — | Held |
| Spotify Technology S.A. | SPOT | 1.22K | $710.2K | 0.7% | — | Held |
| Capital Group Growth Etf | — | 15.2K | $677.8K | 0.7% | — | Held |
| Salesforce, Inc. | CRM | 2.39K | $632.9K | 0.7% | — | Held |
| Berkshire Hathaway Inc Del | — | 1.23K | $616.8K | 0.7% | — | Held |
| Intel Corp | INTC | 16.3K | $602.4K | 0.6% | — | Held |
| Ab Active Etfs Inc | — | 11.9K | $600.4K | 0.6% | — | Held |
| Bristol-Myers Squibb Co | — | 10.8K | $584K | 0.6% | — | Held |
| RTX Corp | RTX | 3.02K | $553.1K | 0.6% | — | Held |
| Select Sector Spdr Tr | — | 3.81K | $549.5K | 0.6% | — | Held |
| Booking Holdings Inc. | BKNG | 100 | $535.5K | 0.6% | — | Held |
| Capital Grp Fixed Incm Etf T | — | 20.3K | $527.8K | 0.6% | — | Held |
| Unitedhealth Group Inc | UNH | 1.59K | $524.6K | 0.6% | — | Held |
| First Tr Exchng Traded Fd Vi | — | 15K | $515K | 0.5% | — | Held |
| J P Morgan Exchange Traded F | — | 10.1K | $510.2K | 0.5% | — | Held |
| Ishares Tr | — | 2.3K | $483.1K | 0.5% | — | Held |
| Pfizer Inc | PFE | 19.1K | $474.9K | 0.5% | — | Held |
| Pacer Fds Tr | — | 7.89K | $474.8K | 0.5% | — | Held |
| Netflix Inc | NFLX | 5.02K | $470.3K | 0.5% | — | Held |
| First Tr Exchange-Traded Fd | — | 7.76K | $465.2K | 0.5% | — | Held |
| Exxon Mobil Corp | — | 3.83K | $461K | 0.5% | — | Held |
| Abrdn Silver Etf Trust | SIVR | 6.7K | $453.2K | 0.5% | — | Held |
| First Tr Exch Traded Fd Iii | — | 23.5K | $427.6K | 0.4% | — | Held |
| Ishares Tr | — | 2.88K | $406K | 0.4% | — | Held |
| Global X Fds | — | 9.85K | $400.4K | 0.4% | — | Held |
| Vaneck Etf Trust | — | 1.09K | $392K | 0.4% | — | Held |
| Eli Lilly & Co | LLY | 361 | $388K | 0.4% | — | Held |
| Toast, Inc. | TOST | 10.7K | $378.2K | 0.4% | — | Held |
| Oracle Corp | — | 1.93K | $376.8K | 0.4% | — | Held |
| American Centy Etf Tr | — | 3.37K | $376K | 0.4% | — | Held |
| Occidental Pete Corp | — | 8.9K | $366.1K | 0.4% | — | Held |
| Cvs Health Corp | CVS | 4.49K | $356.7K | 0.4% | — | Held |
| Goldman Sachs Group Inc | — | 397 | $349.4K | 0.4% | — | Held |
| First Tr Exchange Traded Fd | — | 4.83K | $335.8K | 0.4% | — | Held |
| Innovator Etfs Trust | — | 8.83K | $325.6K | 0.3% | — | Held |
| Capital Grp Fixed Incm Etf T | — | 14.2K | $322.4K | 0.3% | — | Held |
| Target Corp | TGT | 3.29K | $321.6K | 0.3% | — | Held |
| Blackrock Calif Mun Income T | — | 29.8K | $320.1K | 0.3% | — | Held |
| Boeing Co | — | 1.43K | $310K | 0.3% | — | Held |
| First Tr Exchange-Traded Fd | — | 11.2K | $294.6K | 0.3% | — | Held |
| Select Sector Spdr Tr | — | 5.32K | $291.6K | 0.3% | — | Held |
| Capital Group Dividend Value | — | 6.63K | $289.3K | 0.3% | — | Held |
| J P Morgan Exchange Traded F | — | 5.46K | $278.4K | 0.3% | — | Held |
| Ishares Tr | — | 2.74K | $263.8K | 0.3% | — | Held |
| Ishares Tr | — | 382 | $262.3K | 0.3% | — | Held |
| Ab Active Etfs Inc | — | 7.03K | $252.5K | 0.3% | — | Held |
| Ishares Tr | — | 1.7K | $252.4K | 0.3% | — | Held |
| Novo-Nordisk A S | — | 4.8K | $244K | 0.3% | — | Held |
| Goldman Sachs Etf Tr | — | 4.55K | $240.2K | 0.3% | — | Held |
| Morgan Stanley | — | 1.35K | $239.6K | 0.3% | — | Held |
| Ishares Tr | — | 3.62K | $239.1K | 0.3% | — | Held |
| Oaktree Specialty Lending Corp | OCSL | 18.4K | $235K | 0.2% | — | Held |
| Realty Income Corp | O | 4.09K | $230.8K | 0.2% | — | Held |
| Coinbase Global, Inc. | COIN | 1.01K | $227.7K | 0.2% | — | Held |
| Victory Portfolios Ii | — | 5.7K | $224.5K | 0.2% | — | Held |
| Visa Inc. | V | 636 | $223.1K | 0.2% | — | Held |
| Citigroup Inc | — | 1.89K | $220.9K | 0.2% | — | Held |
| First Tr Exchange-Traded Fd | — | 4.73K | $217.9K | 0.2% | — | Held |
| Select Sector Spdr Tr | — | 4.8K | $214.6K | 0.2% | — | Held |
| Nuveen Ca Qualty Mun Income | — | 18.1K | $214K | 0.2% | — | Held |
| Enterprise Prods Partners L | — | 6.66K | $213.4K | 0.2% | — | Held |
| Franklin Templeton Etf Tr | — | 7.6K | $213.1K | 0.2% | — | Held |
| Ishares Tr | — | 1.77K | $212.6K | 0.2% | — | Held |
| Adobe Inc. | ADBE | 602 | $210.7K | 0.2% | — | Held |
| Palantir Technologies Inc. | PLTR | 1.18K | $209K | 0.2% | — | Held |
| Disney Walt Co | — | 1.82K | $207.5K | 0.2% | — | Held |
| Caterpillar Inc | CAT | 362 | $207.4K | 0.2% | — | Held |
| Rocket Lab Corp | RKLB | 2.93K | $204.3K | 0.2% | — | Held |
| Vaneck Etf Trust | — | 13K | $184K | 0.2% | — | Held |
| Blackrock Munihldngs Cali Ql | — | 17K | $180.2K | 0.2% | — | Held |
| First Fndtn Inc | — | 26.3K | $161.7K | 0.2% | — | Held |
| Nuveen California Amt Qlt Mu | — | 12.6K | $156.7K | 0.2% | — | Held |
| Voya Glbl Eqty Div & Prem Op | — | 18.6K | $106.3K | 0.1% | — | Held |
| Melco Resorts And Entmnt Ltd | — | 10K | $75.7K | 0.1% | — | Held |
| Aurora Innovation Inc | — | 14.4K | $55.1K | 0.1% | — | Held |
Positions as of Q4 2025. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.