Tortuga Wealth Management, Inc holds a diversified book of 135 reported positions worth $131.8M as of Q2 2026 (disclosed Jul 31, 2026, a ~31-day 13F lag). This quarter they opened Starbucks Corp and trimmed Alphabet Inc-CL C. Their largest long position is Nvidia Corp at 7% of the reported non-option book. Cloning the disclosed picks since 2026 would be +9% (+22.3%/yr). That is a simulation of the disclosed long book, not audited returns.
Tortuga Wealth Management, Inc is a wealth platform: this book aggregates client accounts across many advisers.
Growth of $10,000 cloning Tortuga Wealth Management, Inc's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~31 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
73% mapped to company sectors
+5 sectors below the cut, 3% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Tortuga Wealth Management, Inc
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlueSpruce Investments, LP | 8 / 80 | $639.4M |
| United American Securities Inc. (d/b/a UAS Asset Management) | 10 / 80 | $453.6M |
| Hoffman, Alan N Investment Management | 10 / 80 | $162.2M |
| Prospect Hill Management, LLC | 10 / 80 | $246.6M |
| Greenbrier Partners Capital Management, LLC | 9 / 80 | $1.3B |
| Howard Hughes Medical Institute | 21 / 80 | $404.8M |
| Ketron Financial | 20 / 80 | $284.2M |
| Ebert Capital Management Inc. | 17 / 80 | $94.1M |
Ranked by the share of each fund's own book sitting in the names it shares with Tortuga Wealth Management, Inc: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation COM | $9.0M | 45.2K | 6.9% | ▲+2.0% Added · +887 sh | |
| 2 | Apple Inc COM | $8.3M | 28.7K | 6.3% | ▲+0.9% Added · +264 sh | |
| 3 | Alphabet Inc CAP STK CL C | $7.6M | 21.4K | 5.7% | ▼−20% Reduced · −5K sh | |
| 4 | Microsoft Corp COM | $7.1M | 19.1K | 5.4% | ▲+6.6% Added · +1K sh | |
| 5 | McKesson Corp COM | $5.9M | 7.7K | 4.4% | ▲+17% Added · +1K sh | |
| 6 | Amazon Com Inc COM | $4.0M | 16.8K | 3.0% | ▼−3.9% Reduced · −673 sh | |
| 7 | State STR SPDR S&P 500 ETF T TR UNIT | $3.5M | 4.7K | 2.6% | ▲+35% Added · +1K sh | |
| 8 | International Business Machs COM | $3.1M | 10.9K | 2.3% | ▲+12% Added · +1K sh | |
| 9 | Amgen Inc COM | $2.6M | 7.1K | 2.0% | ▲+15% Added · +934 sh | |
| 10 | JPMorgan Chase & Co COM | $2.6M | 7.9K | 2.0% | ▼−3.4% Reduced · −278 sh | |
| 11 | Johnson & Johnson COM | $2.4M | 9.5K | 1.8% | ▲+28% Added · +2K sh | |
| 12 | Broadcom Inc COM | $2.0M | 5.3K | 1.5% | ▼−22% Reduced · −1K sh | |
| 13 | Bank Of Amer Corp COM | $1.8M | 32.0K | 1.4% | ▲+0.5% Added · +161 sh | |
| 14 | Invesco QQQ TR UNIT SER 1 | $1.7M | 2.3K | 1.3% | ▼−2.1% Reduced · −51 sh | |
| 15 | Cisco Sys Inc COM | $1.7M | 14.1K | 1.3% | ▼−16% Reduced · −3K sh | |
| 16 | Qualcomm Inc COM | $1.6M | 8.8K | 1.2% | ▼−8.2% Reduced · −789 sh | |
| 17 | American Centy ETF TR US SML CP VALU | $1.6M | 12.6K | 1.2% | ▲+3.5% Added · +424 sh | |
| 18 | Meta Platforms Inc CL A | $1.6M | 2.8K | 1.2% | ▲+12% Added · +290 sh | |
| 19 | Verizon Communications Inc COM | $1.5M | 35.7K | 1.1% | ▼−0.4% Reduced · −148 sh | |
| 20 | Tesla Inc COM | $1.5M | 3.6K | 1.1% | ▲+22% Added · +645 sh | |
| 21 | Vanguard Index FDS TOTAL STK MKT | $1.5M | 4.1K | 1.1% | ▲+6.5% Added · +246 sh | |
| 22 | Pacer FDS TR TRENDP US LAR CP | $1.4M | 24.8K | 1.1% | ▲+19% Added · +4K sh | |
| 23 | Alphabet Inc CAP STK CL A | $1.3M | 3.6K | 1.0% | ▲+6.9% Added · +233 sh | |
| 24 | SPDR Series Trust ST STR BL 12 ETF | $1.3M | 12.8K | 1.0% | ▲+368% Added · +10K sh | |
| 25 | Starbucks Corp COM | $1.2M | 12.2K | 0.9% | ▲New New position | |
| 26 | AB Active Etfs Inc ULTRA SHORT INCM | $1.2M | 24.2K | 0.9% | ▲+59% Added · +9K sh | |
| 27 | Chevron Corporation COM | $1.2M | 7.3K | 0.9% | ▲+0.4% Added · +30 sh | |
| 28 | Northern LTS FD TR IV MAIN BUYWRITE | $1.2M | 79.6K | 0.9% | ▲+8.5% Added · +6K sh | |
| 29 | Costco Wholesale Corporation COM | $1.1M | 1.2K | 0.9% | ▼−4.8% Reduced · −62 sh | |
| 30 | SPDR Series Trust ST STR BLO 1 ETF | $1.1M | 12.1K | 0.8% | ▲New New position | |
| 31 | Duke Energy Corp New COM NEW | $1.1M | 8.5K | 0.8% | ▲+4.9% Added · +399 sh | |
| 32 | Berkshire Hathaway Inc Del CL B NEW | $1.1M | 2.2K | 0.8% | ▲+38% Added · +594 sh | |
| 33 | Abbvie Inc COM | $1.0M | 4.1K | 0.8% | ▲+17% Added · +612 sh | |
| 34 | Palantir Technologies Inc CL A | $1.0M | 8.8K | 0.8% | ▲New New position | |
| 35 | Ishares TR EXPANDED TECH | $918K | 10.1K | 0.7% | ▼−28% Reduced · −4K sh | |
| 36 | Global X FDS NASDAQ 100 COVER | $916K | 49.7K | 0.7% | ▲~0% Added · +2 sh | |
| 37 | J P Morgan Exchange Traded F ULTRA SHRT ETF | $912K | 18.0K | 0.7% | ▲+43% Added · +5K sh | |
| 38 | Goldman Sachs ETF TR S&P 500 PREMIUM | $883K | 15.9K | 0.7% | ▲+259% Added · +11K sh | |
| 39 | Southern Co COM | $860K | 9.0K | 0.7% | ▲~0% Added · +4 sh | |
| 40 | AT&T Inc COM | $849K | 41.0K | 0.6% | ▲+0.6% Added · +264 sh | |
| 41 | Exxon Mobil Corp COM | $805K | 5.9K | 0.6% | ▲+55% Added · +2K sh | |
| 42 | Capital Group Growth ETF SHS CREAT UNIT | $801K | 17.0K | 0.6% | ▼−3.4% Reduced · −600 sh | |
| 43 | Unitedhealth Group Inc COM | $786K | 1.9K | 0.6% | ▼−18% Reduced · −407 sh | |
| 44 | Pacer FDS TR TRENDPILOT 100 | $786K | 8.9K | 0.6% | —Held | |
| 45 | BlackRock ETF Trust II ISHA SH TERM ETF | $766K | 15.1K | 0.6% | ▲+86% Added · +7K sh | |
| 46 | Bristol-Myers Squibb Co COM | $762K | 13.2K | 0.6% | ▲+3.6% Added · +463 sh | |
| 47 | Eli Lilly & Co COM | $756K | 630 | 0.6% | ▲+33% Added · +158 sh | |
| 48 | Intel Corp COM | $742K | 5.3K | 0.6% | ▼−38% Reduced · −3K sh | |
| 49 | Innovator Etfs Trust QUITY MANAGD FLR | $738K | 19.1K | 0.6% | ▲+215% Added · +13K sh | |
| 50 | RTX Corporation COM | $733K | 3.9K | 0.6% | ▼−0.2% Reduced · −7 sh |
This wealth platform page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2118051/holdings"
Use Arkolith to show Tortuga Wealth Management, Inc's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.