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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 7 of 7  ·  135 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 BITW BITWISE 10 CRYPTO INDEX ETF Financial Services 6,300.0 $237K 0.18% NEW $37.58 +35.3%
122 RKLB ROCKET LAB CORP Industrials 2,328.0 $237K 0.18% NEW $101.69 -37.3%
123 OKTA OKTA INC Technology 1,700.0 $232K 0.18% NEW $136.45 +24.3%
124 ALL ALLSTATE CORP Financial Services 944.0 $225K 0.17% NEW $237.94 +9.3%
125 LRCX LAM RESEARCH CORP Technology 509.0 $221K 0.17% NEW $433.33 -29.5%
126 FVD FIRST TR EXCHANGE-TRADED FD 4,535.0 $218K 0.17% NEW $48.18 +4.7%
127 VTV VANGUARD INDEX FDS 991.0 $216K 0.16% NEW $218.08 +3.2%
128 EMR EMERSON ELEC CO Industrials 1,507.0 $216K 0.16% NEW $143.15 +8.2%
129 SIVR ABRDN SILVER ETF TRUST Financial Services 3,800.0 $214K 0.16% NEW $56.22 +12.4%
130 XLE SELECT SECTOR SPDR TR 3,999.0 $212K 0.16% NEW $53.09 +17.7%
131 WMT WALMART INC Consumer Defensive 1,828.0 $207K 0.16% NEW $113.26 -9.1%
132 OAKTREE SPECIALTY LENDING 16,282.0 $194K 0.15% NEW $11.94
133 IGD VOYA GLBL EQTY DIV & PREM OP Financial Services 16,873.0 $104K 0.08% NEW $6.14 +6.8%
134 AUR AURORA INNOVATION INC Technology 13,060.0 $89K 0.07% NEW $6.82 -15.3%
135 MLCO MELCO RESORTS AND ENTMNT LTD Consumer Cyclical 13,600.0 $72K 0.05% NEW $5.27 +0.9%
Page 7 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%