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Portfolio (Quarterly) Guide ↗

Tortuga Wealth Management, Inc

· CIK 0002118051
13F Portfolio $132M AUM 135 positions Filed Jul 31, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 135 New 8 Exited
Page 4 of 7  ·  135 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 SMH VANECK ETF TRUST 822.0 $540K 0.41% NEW $656.33 -15.7%
62 MRVL MARVELL TECHNOLOGY INC Technology 1,802.0 $537K 0.41% NEW $298.03 -27.3%
63 CGGO CAPITAL GROUP GBL GROWTH EQT 12,509.0 $529K 0.40% NEW $42.33 -4.5%
64 MUC BLACKROCK MUNIHLDNGS CALI Financial Services 47,047.0 $517K 0.39% NEW $10.99 -3.3%
65 CRM SALESFORCE INC Technology 3,224.0 $505K 0.38% NEW $156.77 +63.3%
66 AMD ADVANCED MICRO DEVICES INC Technology 864.0 $502K 0.38% NEW $580.91 -19.9%
67 NVO NOVO-NORDISK A S Healthcare 10,250.0 $491K 0.37% NEW $47.94 -4.9%
68 IWD ISHARES TR 1,997.0 $484K 0.37% NEW $242.40 +6.6%
69 AVUS AMERICAN CENTY ETF TR 3,615.0 $463K 0.35% NEW $127.97 +2.0%
70 COWZ PACER FDS TR 7,394.0 $460K 0.35% NEW $62.20 +16.4%
71 BKNG BOOKING HOLDINGS INC Consumer Cyclical 2,561.0 $456K 0.35% NEW $178.24 +15.4%
72 ENB ENBRIDGE INC Energy 8,095.0 $439K 0.33% NEW $54.21 -7.4%
73 GE GE AEROSPACE Industrials 1,174.0 $439K 0.33% NEW $373.68 -8.3%
74 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 906.0 $433K 0.33% NEW $477.76 -12.6%
75 GS GOLDMAN SACHS GROUP INC Financial Services 427.0 $432K 0.33% NEW $1012.65 +2.1%
76 CVS CVS HEALTH CORP Healthcare 3,966.0 $410K 0.31% NEW $103.45 -10.0%
77 CAT CATERPILLAR INC Industrials 384.0 $409K 0.31% NEW $1064.90 -24.9%
78 MU MICRON TECHNOLOGY INC Technology 353.0 $407K 0.31% NEW $1154.31 -19.2%
79 DVY ISHARES TR 2,553.0 $399K 0.30% NEW $156.39 +4.7%
80 TXN TEXAS INSTRS INC Technology 1,336.0 $398K 0.30% NEW $298.07 -13.2%
Page 4 of 7  ·  135 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 42.7%
Healthcare 17.2%
Financial Services 14.3%
Consumer Cyclical 7.8%
Communication Services 7.1%
Industrials 2.9%
Utilities 2.8%
Energy 2.6%
Consumer Defensive 2.2%
Real Estate 0.4%