Tortuga Wealth Management, Inc

TORRANCE, CA · CIK 2118051 · 13F filing filed 2026-07-31

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyTorrance, CA

$131.8m reported value +23.3% vs Q1 2026

135positions

40.7%in top 10

22 new 69 added 36 reduced 6 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	NVIDIA CORPORATION COM NVDA	NVDA	45,168	$9.0m6.86%	6.86%	Added +887	+887 2.0%
2	APPLE INC COM AAPL	AAPL	28,653	$8.3m6.29%	6.29%	Added +264	+264 0.9%
3	ALPHABET INC CAP STK CL C GOOG	GOOG	21,430	$7.6m5.75%	5.75%	Reduced -5.2k	-5,222 -19.6%
4	MICROSOFT CORP COM MSFT	MSFT	19,102	$7.1m5.41%	5.41%	Added +1.2k	+1,189 6.6%
5	MCKESSON CORP COM MCK	MCK	7,747	$5.9m4.44%	4.44%	Added +1.1k	+1,121 16.9%
6	AMAZON COM INC COM AMZN	AMZN	16,799	$4.0m3.04%	3.04%	Reduced -673	-673 -3.9%
7	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	4,656	$3.5m2.64%	2.64%	Added +1.2k	+1,200 34.7%
8	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	10,922	$3.1m2.33%	2.33%	Added +1.2k	+1,178 12.1%
9	AMGEN INC COM AMGN	AMGN	7,146	$2.6m1.96%	1.96%	Added +934	+934 15.0%
10	JPMORGAN CHASE & CO COM JPM	JPM	7,870	$2.6m1.95%	1.95%	Reduced -278	-278 -3.4%
11	JOHNSON & JOHNSON COM JNJ	JNJ	9,482	$2.4m1.83%	1.83%	Added +2.1k	+2,061 27.8%
12	BROADCOM INC COM AVGO	AVGO	5,291	$2.0m1.52%	1.52%	Reduced -1.5k	-1,486 -21.9%
13	BANK AMERICA CORP COM BAC	BAC	31,990	$1.8m1.38%	1.38%	Added +161	+161 0.5%
14	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	2,327	$1.7m1.30%	1.30%	Reduced -51	-51 -2.1%
15	CISCO SYS INC COM CSCO	CSCO	14,146	$1.7m1.26%	1.26%	Reduced -2.6k	-2,601 -15.5%
16	QUALCOMM INC COM QCOM	QCOM	8,775	$1.6m1.23%	1.23%	Reduced -789	-789 -8.2%
17	AMERICAN CENTY ETF TR US SML CP VALU AVUV	AVUV	12,631	$1.6m1.20%	1.20%	Added +424	+424 3.5%
18	META PLATFORMS INC CL A META	META	2,772	$1.6m1.19%	1.19%	Added +290	+290 11.7%
19	VERIZON COMMUNICATIONS INC COM VZ	VZ	35,724	$1.5m1.15%	1.15%	Reduced -148	-148 -0.4%
20	TESLA INC COM TSLA	TSLA	3,585	$1.5m1.14%	1.14%	Added +645	+645 21.9%
21	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	4,054	$1.5m1.14%	1.14%	Added +246	+246 6.5%
22	PACER FDS TR TRENDP US LAR CP PTLC	PTLC	24,788	$1.4m1.10%	1.10%	Added +4.0k	+4,000 19.2%
23	ALPHABET INC CAP STK CL A GOOGL	GOOGL	3,606	$1.3m0.98%	0.98%	Added +233	+233 6.9%
24	SPDR SER TR BLOOMBERG 3-12 M BILS	BILS	12,837	$1.3m0.97%	0.97%	Added +10.1k	+10,093 367.8%
25	STARBUCKS CORP COM SBUX	SBUX	12,199	$1.2m0.95%	0.95%	New
26	AB ACTIVE ETFS INC ULTRA SHORT INCM YEAR	YEAR	24,193	$1.2m0.92%	0.92%	Added +9.0k	+9,000 59.2%
27	CHEVRON CORP NEW COM CVX	CVX	7,259	$1.2m0.91%	0.91%	Added +30	+30 0.4%
28	NORTHERN LTS FD TR IV MAIN BUYWRITE BUYW	BUYW	79,634	$1.2m0.87%	0.87%	Added +6.3k	+6,266 8.5%
29	COSTCO WHSL CORP NEW COM COST	COST	1,224	$1.1m0.87%	0.87%	Reduced -62	-62 -4.8%
30	SPDR SER TR BLOOMBERG 1-3 MO BIL	BIL	12,057	$1.1m0.84%	0.84%	New
31	DUKE ENERGY CORP NEW COM NEW DUK	DUK	8,540	$1.1m0.82%	0.82%	Added +399	+399 4.9%
32	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	2,154	$1.1m0.82%	0.82%	Added +594	+594 38.1%
33	ABBVIE INC COM ABBV	ABBV	4,133	$1.0m0.79%	0.79%	Added +612	+612 17.4%
34	PALANTIR TECHNOLOGIES INC CL A PLTR	PLTR	8,806	$1.0m0.78%	0.78%	New
35	ISHARES TR EXPANDED TECH IGV	IGV	10,130	$917.8k0.70%	0.70%	Reduced -4.0k	-4,015 -28.4%
36	GLOBAL X FDS NASDAQ 100 COVER QYLD	QYLD	49,674	$915.5k0.69%	0.69%	Added +2	+2 0.0%
37	J P MORGAN EXCHANGE TRADED F ULTRA SHRT ETF JPST	JPST	18,047	$912.5k0.69%	0.69%	Added +5.5k	+5,465 43.4%
38	GOLDMAN SACHS ETF TR S&P 500 PREMIUM GPIX	GPIX	15,886	$882.9k0.67%	0.67%	Added +11.5k	+11,456 258.6%
39	SOUTHERN CO COM SO	SO	8,988	$860.3k0.65%	0.65%	Added +4	+4 0.0%
40	AT&T INC COM T	T	40,999	$848.7k0.64%	0.64%	Added +264	+264 0.7%
41	EXXON MOBIL CORP COM XOM	XOM	5,886	$804.5k0.61%	0.61%	Added +2.1k	+2,097 55.3%
42	CAPITAL GROUP GROWTH ETF SHS CREATION UNI CGGR	CGGR	16,976	$801.3k0.61%	0.61%	Reduced -600	-600 -3.4%
43	UNITEDHEALTH GROUP INC COM UNH	UNH	1,891	$786.4k0.60%	0.60%	Reduced -407	-407 -17.7%
44	PACER FDS TR TRENDPILOT 100 PTNQ	PTNQ	8,866	$786.0k0.60%	0.60%	Unchanged
45	BLACKROCK ETF TRUST II ISHARES SHORT-TE CALI	CALI	15,149	$765.5k0.58%	0.58%	Added +7.0k	+7,007 86.1%
46	BRISTOL-MYERS SQUIBB CO COM BMY	BMY	13,228	$762.2k0.58%	0.58%	Added +463	+463 3.6%
47	ELI LILLY & CO COM LLY	LLY	630	$755.6k0.57%	0.57%	Added +158	+158 33.5%
48	INTEL CORP COM INTC	INTC	5,312	$741.8k0.56%	0.56%	Reduced -3.3k	-3,275 -38.1%
49	INNOVATOR ETFS TRUST QUITY MANAGD FLR SFLR	SFLR	19,133	$738.3k0.56%	0.56%	Added +13.1k	+13,057 214.9%
50	RTX CORPORATION COM RTX	RTX	3,861	$732.6k0.56%	0.56%	Reduced -7	-7 -0.2%
51	NETFLIX INC COM NFLX	NFLX	9,836	$702.3k0.53%	0.53%	Added +2.8k	+2,832 40.4%
52	BLACKROCK ETF TRUST II SHORT DURATION H SHYM	SHYM	31,092	$698.0k0.53%	0.53%	New
53	SPOTIFY TECHNOLOGY S A SHS SPOT	SPOT	1,464	$672.2k0.51%	0.51%	Added +228	+228 18.4%
54	CAPITAL GRP FIXED INCM ETF T SHORT DURATION CGSD	CGSD	25,693	$661.1k0.50%	0.50%	Reduced -300	-300 -1.1%
55	PFIZER INC COM PFE	PFE	25,466	$613.2k0.47%	0.47%	Added +3.5k	+3,536 16.1%
56	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	3,101	$590.6k0.45%	0.45%	Reduced -562	-562 -15.3%
57	FIRST TR EXCHANGE-TRADED FD FIRST TR ENH NEW FTSM	FTSM	9,573	$571.8k0.43%	0.43%	Added +900	+900 10.4%
58	ORACLE CORP COM ORCL	ORCL	3,873	$567.5k0.43%	0.43%	Added +544	+544 16.3%
59	CITIGROUP INC COM NEW C	C	3,958	$553.9k0.42%	0.42%	Added +10	+10 0.2%
60	FIRST TR EXCHNG TRADED FD VI FT VEST LADDERED BUFR	BUFR	14,933	$545.5k0.41%	0.41%	Reduced -100	-100 -0.7%
61	VANECK ETF TRUST SEMICONDUCTR ETF SMH	SMH	822	$539.5k0.41%	0.41%	Reduced -238	-238 -22.4%
62	MARVELL TECHNOLOGY INC COM MRVL	MRVL	1,802	$537.1k0.41%	0.41%	New
63	CAPITAL GROUP GBL GROWTH EQT SHS CREATION UNI CGGO	CGGO	12,509	$529.5k0.40%	0.40%	New
64	BLACKROCK MUNIHLDNGS CALI QL COM MUC	MUC	47,047	$517.0k0.39%	0.39%	Reduced -3.5k	-3,506 -6.9%
65	SALESFORCE INC COM CRM	CRM	3,224	$505.4k0.38%	0.38%	Reduced -269	-269 -7.7%
66	ADVANCED MICRO DEVICES INC COM AMD	AMD	864	$501.9k0.38%	0.38%	New
67	NOVO-NORDISK A S ADR NVO	NVO	10,250	$491.3k0.37%	0.37%	Added +4.8k	+4,756 86.6%
68	ISHARES TR RUS 1000 VAL ETF IWD	IWD	1,997	$484.1k0.37%	0.37%	Reduced -294	-294 -12.8%
69	AMERICAN CENTY ETF TR US EQT ETF AVUS	AVUS	3,615	$462.6k0.35%	0.35%	Added +315	+315 9.6%
70	PACER FDS TR US CASH COWS 100 COWZ	COWZ	7,394	$459.9k0.35%	0.35%	Reduced -300	-300 -3.9%
71	BOOKING HOLDINGS INC COM BKNG	BKNG	2,561	$456.5k0.35%	0.35%	Added +36	+36 1.4%
72	ENBRIDGE INC COM ENB	ENB	8,095	$438.8k0.33%	0.33%	Added +218	+218 2.8%
73	GE AEROSPACE COM NEW GE	GE	1,174	$438.7k0.33%	0.33%	Reduced -191	-191 -14.0%
74	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	906	$432.8k0.33%	0.33%	Added +252	+252 38.5%
75	GOLDMAN SACHS GROUP INC COM GS	GS	427	$432.4k0.33%	0.33%	Added +23	+23 5.7%
76	CVS HEALTH CORP COM CVS	CVS	3,966	$410.3k0.31%	0.31%	Reduced -503	-503 -11.3%
77	CATERPILLAR INC COM CAT	CAT	384	$408.9k0.31%	0.31%	Added +4	+4 1.1%
78	MICRON TECHNOLOGY INC COM MU	MU	353	$407.5k0.31%	0.31%	New
79	ISHARES TR SELECT DIVID ETF DVY	DVY	2,553	$399.3k0.30%	0.30%	Reduced -157	-157 -5.8%
80	TEXAS INSTRS INC COM TXN	TXN	1,336	$398.2k0.30%	0.30%	Added +259	+259 24.1%
81	ISHARES TR CORE S&P TTL STK ITOT	ITOT	2,396	$393.7k0.30%	0.30%	Added +127	+127 5.6%
82	FIRST TR EXCH TRADED FD III PFD SECS INC ETF FPE	FPE	21,938	$392.3k0.30%	0.30%	Unchanged
83	FIRST TR EXCHANGE-TRADED FD FT VEST RIS RDVI	RDVI	13,225	$388.8k0.29%	0.29%	Added +2.0k	+2,000 17.8%
84	FIRST TR EXCHANGE TRADED FD RISNG DIVD ACHIV RDVY	RDVY	4,720	$382.6k0.29%	0.29%	Reduced -11	-11 -0.2%
85	BOEING CO COM BA	BA	1,692	$366.3k0.28%	0.28%	Added +163	+163 10.7%
86	ISHARES TR CORE DIV GRWTH DGRO	DGRO	4,829	$366.0k0.28%	0.28%	New
87	TARGET CORP COM TGT	TGT	2,798	$365.4k0.28%	0.28%	Added +75	+75 2.8%
88	APPLIED MATLS INC COM AMAT	AMAT	504	$364.4k0.28%	0.28%	New
89	PALO ALTO NETWORKS INC COM PANW	PANW	1,066	$363.5k0.28%	0.28%	Reduced -405	-405 -27.5%
90	GE VERNOVA INC COM GEV	GEV	309	$363.0k0.28%	0.28%	Reduced -21	-21 -6.4%
91	MERCK & CO INC COM MRK	MRK	2,757	$354.2k0.27%	0.27%	Added +236	+236 9.4%
92	GLOBAL X FDS S&P 500 COVERED XYLD	XYLD	8,549	$348.7k0.26%	0.26%	Unchanged
93	AMERICAN CENTY ETF TR INTL EQT ETF AVDE	AVDE	3,897	$347.5k0.26%	0.26%	New
94	SELECT SECTOR SPDR TR FINANCIAL XLF	XLF	6,473	$347.0k0.26%	0.26%	Added +1.0k	+1,044 19.2%
95	SELECT SECTOR SPDR TR SBI INT-UTILS XLU	XLU	7,631	$346.1k0.26%	0.26%	Added +3.0k	+2,965 63.5%
96	VANECK ETF TRUST BDC INCOME ETF BIZD	BIZD	26,503	$335.5k0.25%	0.25%	Added +11.2k	+11,156 72.7%
97	J P MORGAN EXCHANGE TRADED F ULTRA SHT MUNCPL JMST	JMST	6,548	$334.0k0.25%	0.25%	Reduced -485	-485 -6.9%
98	HUBBELL INC COM HUBB	HUBB	634	$331.7k0.25%	0.25%	Unchanged
99	REALTY INCOME CORP COM O	O	5,274	$326.8k0.25%	0.25%	Added +184	+184 3.6%
100	AB ACTIVE ETFS INC SHORT DURATION H SYFI	SYFI	8,994	$321.3k0.24%	0.24%	Added +2.1k	+2,116 30.8%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
ISHARES TR CMF	CMF	4,002	$227.6k4.0k shares
FRANKLIN TEMPLETON ETF TR INCM	INCM	7,600	$218.5k7.6k shares
COINBASE GLOBAL INC COIN	COIN	1,219	$212.8k1.2k shares
DISNEY WALT CO DIS	DIS	2,135	$205.8k2.1k shares
PRINCIPAL EXCHANGE TRADED FD PREF	PREF	10,859	$204.4k10.9k shares
FIRST FNDTN INC FFWM	FFWM	26,250	$154.9k26.2k shares