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Fund Overview
13F Filed: 2026-04-16As of 2026 Q1, Tortuga Wealth Management, Inc manages $95M in reported 13F assets , holds 105 positions with +48.44% top-10 concentration . Filing 13F reports since 2026.
About
Investment Strategy
Official 13F Filings — SEC EDGAR
Key personnel and Fund Overview may contain mistakes
Activity Summary — 2026 Q1
Q1 2026 13F Filed:
Apr 16, 2026
Top Buys
%
$
| Stock | % Impact |
|---|---|
| GOOG ALPHABET INC.. | +7.98% |
| NVDA NVIDIA CORPORAT.. | +7.95% |
| AAPL APPLE INC.. | +7.46% |
| MSFT MICROSOFT CORP.. | +6.01% |
| MCK MCKESSON CORP.. | +5.72% |
| AMZN AMAZON COM INC.. | +3.90% |
Top Sells
%
$
| Stock | % Impact |
|---|---|
| No major sells detected | |
Activity Summary
Market Value
$95M
AUM Change
N/A
New Positions
104
Increased Positions
0
Closed Positions
0
Top 10 Concentration
+48.44%
Portfolio Turnover
+0.00%
Alt Turnover
+49.96%
Sector Allocation Trends
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history
Holdings Analysis
Size: % of Portfolio
Color: Last Full-Quarter Return
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Positions Dynamics
Visualizing Top 20 holdings weight history over the last 10 quarters.
Portfolio Analytics — Latest
Tortuga Wealth Management, Inc risk dashboard covering volatility, beta, value-at-risk, drawdowns, concentration, factor tilts, benchmark comparison, and stress testing for the latest disclosed portfolio.
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Real-time Analytics
High-Conviction Alpha
AAPL
92.4
NVDA
88.1
MSFT
74.3
Strategy Guardian
Style Drift
0.12
Sector Rotation
0.38
Tracking institutional benchmark deviation
Scenario Lab
2008 GFC
-32.4%
Covid-19
-18.1%
2022 Bear
-24.7%
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Returns
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Strategy Backtester: Tortuga Wealth Management, Inc
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Backtest Snapshot — Top 10 Holdings (Mn-Weighted)
The ticker-level breakdown shows how each of Tortuga Wealth Management, Inc's top holdings contributed to portfolio returns quarter by quarter. Current top positions: GOOG (8.0%), NVDA (7.9%), AAPL (7.5%), MSFT (6.0%) .
Frequently Asked Questions
What does Tortuga Wealth Management, Inc invest in?
Tortuga Wealth Management, Inc is a hedge fund that files quarterly 13F reports with the SEC disclosing its publicly traded equity holdings.
What is Tortuga Wealth Management, Inc's AUM?
Tortuga Wealth Management, Inc reported $95M in 13F assets as of 2026 Q1. Note: 13F AUM reflects only long equity positions reported to the SEC and may differ from total assets under management.
How concentrated is Tortuga Wealth Management, Inc's portfolio?
Tortuga Wealth Management, Inc holds 105 disclosed positions. The top 10 holdings represent +48.44% of the reported portfolio, indicating a diversified investment approach.
How to track Tortuga Wealth Management, Inc 13F filings?
Track Tortuga Wealth Management, Inc's quarterly filings on SEC EDGAR or on this page — data is updated within days of each filing deadline. Subscribe to 13Foresight for position-change alerts.
Disclaimer: 13Foresight is not a registered investment adviser, broker-dealer, or financial planner. All information on this site is provided solely for informational and educational purposes and does not constitute investment advice, a solicitation, or a recommendation to buy or sell any security. Portfolio backtests shown on this page are hypothetical and simulated — they do not represent actual trading results and were constructed with the benefit of hindsight. Actual results would differ materially. 13F filings disclose only long equity positions valued above $10,000, submitted up to 45 days after quarter-end; they do not capture short positions, options, bonds, cash, private investments, or non-U.S. securities. A fund's backtest performance may not reflect its actual returns, as managers frequently generate alpha through strategies not visible in 13F data. Past performance is not indicative of future results. All data sourced from public SEC EDGAR filings. Use at your own risk. Full Terms of Use.