Tortuga Wealth Management
Tortuga Wealth Management reported 141 stocks worth $141M in its 13F filing for Q3 2026, filed Oct 27, 2026. Its largest holdings are NVDA (7.8%), MSFT (7.4%) and AAPL (6.9%). Compared with Q2 2026, the fund opened new positions in XOM, SPYM and SNDK, added to NVDA, MSFT and AAPL, trimmed MCK, SPY and JPM and sold out of XOM, JMST and RKLB.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 4 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  NVDA Nvidia Corporation | $11M | 7.8% | 48K | +3,148 (+7%) | 4 of 4 | |
| 2 |  MSFT Microsoft Corp | $10.4M | 7.4% | 20K | +1,153 (+6%) | 4 of 4 | |
| 3 |  AAPL Apple Inc | $9.7M | 6.9% | 29K | +473 (+2%) | 4 of 4 | |
| 4 |  GOOG Alphabet Inc | $8.3M | 5.9% | 24K | +3,046 (+14%) | 4 of 4 | |
| 5 |  MCK Mckesson Corp | $5.8M | 4.1% | 6,748 | −999 (−13%) | 4 of 4 | |
| 6 |  AMZN Amazon Com Inc | $4.4M | 3.1% | 18K | +910 (+5%) | 4 of 4 | |
| 7 |  SPY Spdr S&P 500 ETF TR | $3.3M | 2.3% | 4,274 | −382 (−8%) | 4 of 4 | |
| 8 |  AVGO Broadcom Inc | $3.1M | 2.2% | 8,910 | +3,619 (+68%) | 4 of 4 | |
| 9 |  IBM Ibm Corp | $2.9M | 2.0% | 13K | +2,208 (+20%) | 4 of 4 | |
| 10 |  JPM Jpmorgan Chase & Co. | $2.6M | 1.8% | 7,776 | −94 (−1%) | 4 of 4 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 XOM Exxon Mobil Corp | $805K | 5,886 |
 JMST J P Morgan Exchange Traded F | $334K | 6,548 |
 RKLB Rocket Lab Corp | $237K | 2,328 |
 OKTA Okta Inc | $232K | 1,700 |
 LRCX Lam Research Corp | $221K | 509 |
🔒 Free account: see all 6.
Reported value
last 4 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 27, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Tortuga Wealth Management 13F FAQ
What does Tortuga Wealth Management own?
Tortuga Wealth Management reported 141 stocks worth $141M in its 13F filing for Q3 2026, filed Oct 27, 2026. Its largest holdings are NVDA (7.8%), MSFT (7.4%) and AAPL (6.9%). The table above lists every position in the filing (the top 10 without an account).
What did Tortuga Wealth Management buy and sell in Q3 2026?
Compared with Q2 2026: 12 new positions, 61 added to, 47 trimmed and 6 sold out. New positions include XOM, SPYM and SNDK. It sold all of XOM, JMST and RKLB.
When will Tortuga Wealth Management file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Tortuga Wealth Management's portfolio worth?
The Q3 2026 filing reports $141M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.