Tortuga Wealth Management, Inc historic quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), over 2 quarters from 2025-12-31 to 2026-06-30, Tortuga Wealth Management, Inc opened 24 positions, added to 84, reduced 26 and sold out of 8.
- Q2 2026: Stock NVDA; Country of operation United States; Class COM; Shares before 44,281.
- Q2 2026: Stock AAPL; Country of operation United States; Class COM; Shares before 28,389.
- Q2 2026: Stock IBM; Country of operation United States; Class COM; Shares before 9,744.
- Q2 2026: Stock JNJ; Country of operation United States; Class COM; Shares before 7,421.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2118051), 2 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-31); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-07-17). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2025-12-31.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q2 2026 | NVDA
NVIDIA CORPORATION | United States | COM | 44,281 | 45,168 | +887 | $7,723,098 | $9,038,581 | +$1,315,483 | 2026-07-31 |
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| Q2 2026 | AAPL
APPLE INC | United States | COM | 28,389 | 28,653 | +264 | $7,204,588 | $8,291,326 | +$1,086,738 | 2026-07-31 |
|---|
| Q2 2026 | IBM
INTERNATIONAL BUSINESS MACHS | United States | COM | 9,744 | 10,922 | +1,178 | $2,361,894 | $3,071,547 | +$709,653 | 2026-07-31 |
|---|
| Q2 2026 | JNJ
JOHNSON & JOHNSON | United States | COM | 7,421 | 9,482 | +2,061 | $1,813,622 | $2,407,869 | +$594,247 | 2026-07-31 |
|---|
| Q2 2026 | MSFT
MICROSOFT CORP | United States | COM | 17,913 | 19,102 | +1,189 | $6,631,664 | $7,126,371 | +$494,707 | 2026-07-31 |
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| Q2 2026 | TSLA
TESLA INC | United States | COM | 2,940 | 3,585 | +645 | $1,092,790 | $1,507,675 | +$414,885 | 2026-07-31 |
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| Q2 2026 | AMGN
AMGEN INC | United States | COM | 6,212 | 7,146 | +934 | $2,185,381 | $2,587,479 | +$402,098 | 2026-07-31 |
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| Q2 2026 | T
AT&T INC | United States | COM | 40,735 | 40,999 | +264 | $1,180,915 | $848,697 | -$332,218 | 2026-07-31 |
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| Q2 2026 | BRKB
BERKSHIRE HATHAWAY INC DEL | | CL B NEW | 1,560 | 2,154 | +594 | $747,829 | $1,078,136 | +$330,307 | 2026-07-31 |
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| Q2 2026 | LLY
ELI LILLY & CO | United States | COM | 472 | 630 | +158 | $434,131 | $755,642 | +$321,511 | 2026-07-31 |
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| Q2 2026 | GOOGL
ALPHABET INC | United States | CAP STK CL A | 3,373 | 3,606 | +233 | $970,034 | $1,288,817 | +$318,783 | 2026-07-31 |
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| Q2 2026 | CVX
CHEVRON CORPORATION | United States | COM | 7,229 | 7,259 | +30 | $1,496,041 | $1,203,323 | -$292,718 | 2026-07-31 |
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| Q2 2026 | ABBV
ABBVIE INC | United States | COM | 3,521 | 4,133 | +612 | $765,703 | $1,039,912 | +$274,209 | 2026-07-31 |
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| Q2 2026 | BAC
BANK OF AMER CORP | United States | COM | 31,829 | 31,990 | +161 | $1,551,652 | $1,822,742 | +$271,090 | 2026-07-31 |
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| Q2 2026 | TXN
TEXAS INSTRS INC | United States | COM | 1,077 | 1,336 | +259 | $209,089 | $398,220 | +$189,131 | 2026-07-31 |
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| Q2 2026 | XOMXXXX
EXXON MOBIL CORP | | COM | 3,789 | 5,886 | +2,097 | $642,924 | $804,516 | +$161,592 | 2026-07-31 |
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| Q2 2026 | META
META PLATFORMS INC | United States | CL A | 2,482 | 2,772 | +290 | $1,421,100 | $1,562,462 | +$141,362 | 2026-07-31 |
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| Q2 2026 | CAT
CATERPILLAR INC | United States | COM | 380 | 384 | +4 | $269,216 | $408,922 | +$139,706 | 2026-07-31 |
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| Q2 2026 | MCK
MCKESSON CORP | United States | COM | 6,626 | 7,747 | +1,121 | $5,733,875 | $5,853,634 | +$119,759 | 2026-07-31 |
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| Q2 2026 | C
CITIGROUP INC | United States | COM NEW | 3,948 | 3,958 | +10 | $447,697 | $553,931 | +$106,234 | 2026-07-31 |
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| Q2 2026 | GS
GOLDMAN SACHS GROUP INC | United States | COM | 404 | 427 | +23 | $342,239 | $432,403 | +$90,164 | 2026-07-31 |
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| Q2 2026 | MS
MORGAN STANLEY | United States | COM NEW | 1,408 | 1,486 | +78 | $231,721 | $310,757 | +$79,036 | 2026-07-31 |
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| Q2 2026 | ORCL
ORACLE CORP | United States | COM | 3,329 | 3,873 | +544 | $489,729 | $567,519 | +$77,790 | 2026-07-31 |
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| Q2 2026 | SPOT
SPOTIFY TECHNOLOGY S A | | SHS | 1,236 | 1,464 | +228 | $599,349 | $672,168 | +$72,819 | 2026-07-31 |
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| Q2 2026 | V
VISA INC | United States | COM CL A | 730 | 848 | +118 | $220,593 | $290,776 | +$70,183 | 2026-07-31 |
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| Q2 2026 | BA
BOEING CO | United States | COM | 1,529 | 1,692 | +163 | $304,318 | $366,270 | +$61,952 | 2026-07-31 |
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| Q2 2026 | PRU
PRUDENTIAL FINL INC | United States | COM | 2,296 | 2,586 | +290 | $224,264 | $279,072 | +$54,808 | 2026-07-31 |
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| Q2 2026 | MRK
MERCK & CO INC | United States | COM | 2,521 | 2,757 | +236 | $303,140 | $354,218 | +$51,078 | 2026-07-31 |
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| Q2 2026 | TGT
TARGET CORP | United States | COM | 2,723 | 2,798 | +75 | $330,057 | $365,369 | +$35,312 | 2026-07-31 |
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| Q2 2026 | BKNG
BOOKING HOLDINGS INC | United States | COM | 101 | 2,561 | +2,460 | $425,242 | $456,473 | +$31,231 | 2026-07-31 |
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| Q2 2026 | NFLX
NETFLIX INC. | United States | COM | 7,004 | 9,836 | +2,832 | $673,439 | $702,290 | +$28,851 | 2026-07-31 |
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| Q2 2026 | O
REALTY INCOME CORP | United States | COM | 5,090 | 5,274 | +184 | $311,415 | $326,805 | +$15,390 | 2026-07-31 |
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| Q2 2026 | DUK
DUKE ENERGY CORP NEW | United States | COM NEW | 8,141 | 8,540 | +399 | $1,066,028 | $1,081,036 | +$15,008 | 2026-07-31 |
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| Q2 2026 | AEP
AMERICAN ELEC PWR CO INC | United States | COM | 2,039 | 2,048 | +9 | $267,272 | $280,186 | +$12,914 | 2026-07-31 |
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| Q2 2026 | ENB
ENBRIDGE INC | | COM | 7,877 | 8,095 | +218 | $426,467 | $438,827 | +$12,360 | 2026-07-31 |
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| Q2 2026 | BMY
BRISTOL-MYERS SQUIBB CO | United States | COM | 12,765 | 13,228 | +463 | $774,219 | $762,219 | -$12,000 | 2026-07-31 |
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| Q2 2026 | PG
PROCTER & GAMBLE CO | United States | COM | 1,931 | 1,978 | +47 | $278,962 | $290,103 | +$11,141 | 2026-07-31 |
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| Q2 2026 | EPD
ENTERPRISE PRODS PARTNERS L | United States | COM | 6,663 | 6,669 | +6 | $252,095 | $245,116 | -$6,979 | 2026-07-31 |
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| Q2 2026 | SO
SOUTHERN CO | United States | COM | 8,984 | 8,988 | +4 | $867,158 | $860,258 | -$6,900 | 2026-07-31 |
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| Q2 2026 | WMT
WALMART INC | United States | COM | 1,707 | 1,828 | +121 | $212,146 | $207,041 | -$5,105 | 2026-07-31 |
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| Q2 2026 | PFE
PFIZER INC | United States | COM | 21,930 | 25,466 | +3,536 | $615,789 | $613,207 | -$2,582 | 2026-07-31 |
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| Q1 2026 | AVGO
BROADCOM INC | United States | COM | 3,366 | 6,777 | +3,411 | $1,164,970 | $2,097,706 | +$932,736 | 2026-07-17 |
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| Q1 2026 | MSFT
MICROSOFT CORP | United States | COM | 11,802 | 17,913 | +6,111 | $5,707,428 | $6,631,664 | +$924,236 | 2026-07-17 |
|---|
| Q1 2026 | JNJ
JOHNSON & JOHNSON | United States | COM | 6,266 | 7,421 | +1,155 | $1,296,565 | $1,813,622 | +$517,057 | 2026-07-17 |
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| Q1 2026 | AMGN
AMGEN INC | United States | COM | 5,309 | 6,212 | +903 | $1,737,313 | $2,185,381 | +$448,068 | 2026-07-17 |
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| Q1 2026 | VZ
VERIZON COMMUNICATIONS INC | United States | COM | 35,724 | 35,872 | +148 | $1,455,043 | $1,800,771 | +$345,728 | 2026-07-17 |
|---|
| Q1 2026 | MCK
MCKESSON CORP | United States | COM | 6,620 | 6,626 | +6 | $5,430,320 | $5,733,875 | +$303,555 | 2026-07-17 |
|---|
| Q1 2026 | IBM
INTERNATIONAL BUSINESS MACHS | United States | COM | 8,816 | 9,744 | +928 | $2,611,626 | $2,361,894 | -$249,732 | 2026-07-17 |
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| Q1 2026 | CSCO
CISCO SYS INC | United States | COM | 13,650 | 16,747 | +3,097 | $1,051,529 | $1,299,396 | +$247,867 | 2026-07-17 |
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| Q1 2026 | QCOM
QUALCOMM INC | United States | COM | 5,855 | 9,564 | +3,709 | $1,001,549 | $1,231,668 | +$230,119 | 2026-07-17 |
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| Q1 2026 | COST
COSTCO WHOLESALE CORPORATION | United States | COM | 1,221 | 1,286 | +65 | $1,052,959 | $1,281,621 | +$228,662 | 2026-07-17 |
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| Q1 2026 | C
CITIGROUP INC | United States | COM NEW | 1,893 | 3,948 | +2,055 | $220,914 | $447,697 | +$226,783 | 2026-07-17 |
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| Q1 2026 | NFLX
NETFLIX INC. | United States | COM | 5,016 | 7,004 | +1,988 | $470,300 | $673,439 | +$203,139 | 2026-07-17 |
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| Q1 2026 | RTX
RTX CORPORATION | United States | COM | 3,016 | 3,868 | +852 | $553,140 | $746,158 | +$193,018 | 2026-07-17 |
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| Q1 2026 | BMY
BRISTOL-MYERS SQUIBB CO | United States | COM | 10,827 | 12,765 | +1,938 | $583,990 | $774,219 | +$190,229 | 2026-07-17 |
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| Q1 2026 | T
AT&T INC | United States | COM | 40,208 | 40,735 | +527 | $998,799 | $1,180,915 | +$182,116 | 2026-07-17 |
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| Q1 2026 | NVDA
NVIDIA CORPORATION | United States | COM | 40,445 | 44,281 | +3,836 | $7,543,551 | $7,723,098 | +$179,547 | 2026-07-17 |
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| Q1 2026 | PFE
PFIZER INC | United States | COM | 19,073 | 21,930 | +2,857 | $474,927 | $615,789 | +$140,862 | 2026-07-17 |
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| Q1 2026 | JPM
JPMORGAN CHASE & CO | United States | COM | 7,022 | 8,148 | +1,126 | $2,262,288 | $2,396,591 | +$134,303 | 2026-07-17 |
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| Q1 2026 | BRKB
BERKSHIRE HATHAWAY INC DEL | | CL B NEW | 1,226 | 1,560 | +334 | $616,827 | $747,829 | +$131,002 | 2026-07-17 |
|---|
| Q1 2026 | AAPL
APPLE INC | United States | COM | 26,046 | 28,389 | +2,343 | $7,081,233 | $7,204,588 | +$123,355 | 2026-07-17 |
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| Q1 2026 | ORCL
ORACLE CORP | United States | COM | 1,933 | 3,329 | +1,396 | $376,761 | $489,729 | +$112,968 | 2026-07-17 |
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| Q1 2026 | SPOT
SPOTIFY TECHNOLOGY S A | | SHS | 1,223 | 1,236 | +13 | $710,208 | $599,349 | -$110,859 | 2026-07-17 |
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| Q1 2026 | BKNG
BOOKING HOLDINGS INC | United States | COM | 100 | 101 | +1 | $535,533 | $425,242 | -$110,291 | 2026-07-17 |
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| Q1 2026 | META
META PLATFORMS INC | United States | CL A | 2,308 | 2,482 | +174 | $1,524,801 | $1,421,100 | -$103,701 | 2026-07-17 |
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| Q1 2026 | UNH
UNITEDHEALTH GROUP INC | United States | COM | 1,589 | 2,298 | +709 | $524,554 | $621,997 | +$97,443 | 2026-07-17 |
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| Q1 2026 | SO
SOUTHERN CO | United States | COM | 8,928 | 8,984 | +56 | $778,553 | $867,158 | +$88,605 | 2026-07-17 |
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| Q1 2026 | O
REALTY INCOME CORP | United States | COM | 4,094 | 5,090 | +996 | $230,797 | $311,415 | +$80,618 | 2026-07-17 |
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| Q1 2026 | GOOG
ALPHABET INC | United States | CAP STK CL C | 24,128 | 26,652 | +2,524 | $7,572,680 | $7,646,363 | +$73,683 | 2026-07-17 |
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| Q1 2026 | AMZN
AMAZON COM INC | United States | COM | 16,043 | 17,472 | +1,429 | $3,703,048 | $3,638,898 | -$64,150 | 2026-07-17 |
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| Q1 2026 | CAT
CATERPILLAR INC | United States | COM | 362 | 380 | +18 | $207,379 | $269,216 | +$61,837 | 2026-07-17 |
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| Q1 2026 | LLY
ELI LILLY & CO | United States | COM | 361 | 472 | +111 | $387,958 | $434,131 | +$46,173 | 2026-07-17 |
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| Q1 2026 | TOST
TOAST INC | United States | CL A | 10,650 | 15,850 | +5,200 | $378,182 | $420,184 | +$42,002 | 2026-07-17 |
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| Q1 2026 | EPD
ENTERPRISE PRODS PARTNERS L | United States | COM | 6,657 | 6,663 | +6 | $213,397 | $252,095 | +$38,698 | 2026-07-17 |
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| Q1 2026 | BAC
BANK AMERICA CORP | United States | COM | 27,673 | 31,829 | +4,156 | $1,522,047 | $1,551,652 | +$29,605 | 2026-07-17 |
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| Q1 2026 | GOOGL
ALPHABET INC | United States | CAP STK CL A | 3,174 | 3,373 | +199 | $993,706 | $970,034 | -$23,672 | 2026-07-17 |
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| Q1 2026 | CRM
SALESFORCE INC | United States | COM | 2,389 | 3,493 | +1,104 | $632,944 | $652,181 | +$19,237 | 2026-07-17 |
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| Q1 2026 | ABBV
ABBVIE INC | United States | COM | 3,272 | 3,521 | +249 | $747,802 | $765,703 | +$17,901 | 2026-07-17 |
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| Q1 2026 | COIN
COINBASE GLOBAL INC | United States | COM CL A | 1,007 | 1,219 | +212 | $227,723 | $212,849 | -$14,874 | 2026-07-17 |
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| Q1 2026 | MS
MORGAN STANLEY | United States | COM NEW | 1,350 | 1,408 | +58 | $239,555 | $231,721 | -$7,834 | 2026-07-17 |
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| Q1 2026 | GS
GOLDMAN SACHS GROUP INC | United States | COM | 397 | 404 | +7 | $349,437 | $342,239 | -$7,198 | 2026-07-17 |
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| Q1 2026 | BA
BOEING CO | United States | COM | 1,428 | 1,529 | +101 | $310,047 | $304,318 | -$5,729 | 2026-07-17 |
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| Q1 2026 | V
VISA INC | United States | COM CL A | 636 | 730 | +94 | $223,112 | $220,593 | -$2,519 | 2026-07-17 |
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| Q1 2026 | DIS
DISNEY WALT CO | United States | COM | 1,823 | 2,135 | +312 | $207,451 | $205,768 | -$1,683 | 2026-07-17 |
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