Tortuga Wealth Management, Inc quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Tortuga Wealth Management, Inc opened 12 positions, added to 41, reduced 18, sold out of 3 and left 2 unchanged. The largest increase in value was NVDA (+$1,315,483); the largest decrease was T (-$332,218).
- NVDA: Country of operation United States; Class COM; Shares 2026-03-31 44,281; Shares 2026-06-30 45,168.
- AAPL: Country of operation United States; Class COM; Shares 2026-03-31 28,389; Shares 2026-06-30 28,653.
- IBM: Country of operation United States; Class COM; Shares 2026-03-31 9,744; Shares 2026-06-30 10,922.
- JNJ: Country of operation United States; Class COM; Shares 2026-03-31 7,421; Shares 2026-06-30 9,482.
Two Form 13F-HR filings compared (SEC CIK 2118051): 2026-03-31 (filed 2026-07-17) and 2026-06-30 (filed 2026-07-31). 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; share change is the position change.
| Stock | Country of operation | Class | Shares 2026-03-31 | Shares 2026-06-30 | Share change | Value 2026-03-31 | Value 2026-06-30 | Value change |
|---|
NVDA
NVIDIA CORPORATION | United States | COM | 44,281 | 45,168 | +887 | $7,723,098 | $9,038,581 | +$1,315,483 |
|---|
AAPL
APPLE INC | United States | COM | 28,389 | 28,653 | +264 | $7,204,588 | $8,291,326 | +$1,086,738 |
|---|
IBM
INTERNATIONAL BUSINESS MACHS | United States | COM | 9,744 | 10,922 | +1,178 | $2,361,894 | $3,071,547 | +$709,653 |
|---|
JNJ
JOHNSON & JOHNSON | United States | COM | 7,421 | 9,482 | +2,061 | $1,813,622 | $2,407,869 | +$594,247 |
|---|
MSFT
MICROSOFT CORP | United States | COM | 17,913 | 19,102 | +1,189 | $6,631,664 | $7,126,371 | +$494,707 |
|---|
TSLA
TESLA INC | United States | COM | 2,940 | 3,585 | +645 | $1,092,790 | $1,507,675 | +$414,885 |
|---|
AMGN
AMGEN INC | United States | COM | 6,212 | 7,146 | +934 | $2,185,381 | $2,587,479 | +$402,098 |
|---|
T
AT&T INC | United States | COM | 40,735 | 40,999 | +264 | $1,180,915 | $848,697 | -$332,218 |
|---|
BRKB
BERKSHIRE HATHAWAY INC DEL | | CL B NEW | 1,560 | 2,154 | +594 | $747,829 | $1,078,136 | +$330,307 |
|---|
LLY
ELI LILLY & CO | United States | COM | 472 | 630 | +158 | $434,131 | $755,642 | +$321,511 |
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GOOGL
ALPHABET INC | United States | CAP STK CL A | 3,373 | 3,606 | +233 | $970,034 | $1,288,817 | +$318,783 |
|---|
CVX
CHEVRON CORPORATION | United States | COM | 7,229 | 7,259 | +30 | $1,496,041 | $1,203,323 | -$292,718 |
|---|
ABBV
ABBVIE INC | United States | COM | 3,521 | 4,133 | +612 | $765,703 | $1,039,912 | +$274,209 |
|---|
BAC
BANK OF AMER CORP | United States | COM | 31,829 | 31,990 | +161 | $1,551,652 | $1,822,742 | +$271,090 |
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TXN
TEXAS INSTRS INC | United States | COM | 1,077 | 1,336 | +259 | $209,089 | $398,220 | +$189,131 |
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XOMXXXX
EXXON MOBIL CORP | | COM | 3,789 | 5,886 | +2,097 | $642,924 | $804,516 | +$161,592 |
|---|
META
META PLATFORMS INC | United States | CL A | 2,482 | 2,772 | +290 | $1,421,100 | $1,562,462 | +$141,362 |
|---|
CAT
CATERPILLAR INC | United States | COM | 380 | 384 | +4 | $269,216 | $408,922 | +$139,706 |
|---|
MCK
MCKESSON CORP | United States | COM | 6,626 | 7,747 | +1,121 | $5,733,875 | $5,853,634 | +$119,759 |
|---|
C
CITIGROUP INC | United States | COM NEW | 3,948 | 3,958 | +10 | $447,697 | $553,931 | +$106,234 |
|---|
GS
GOLDMAN SACHS GROUP INC | United States | COM | 404 | 427 | +23 | $342,239 | $432,403 | +$90,164 |
|---|
MS
MORGAN STANLEY | United States | COM NEW | 1,408 | 1,486 | +78 | $231,721 | $310,757 | +$79,036 |
|---|
ORCL
ORACLE CORP | United States | COM | 3,329 | 3,873 | +544 | $489,729 | $567,519 | +$77,790 |
|---|
SPOT
SPOTIFY TECHNOLOGY S A | | SHS | 1,236 | 1,464 | +228 | $599,349 | $672,168 | +$72,819 |
|---|
V
VISA INC | United States | COM CL A | 730 | 848 | +118 | $220,593 | $290,776 | +$70,183 |
|---|
BA
BOEING CO | United States | COM | 1,529 | 1,692 | +163 | $304,318 | $366,270 | +$61,952 |
|---|
PRU
PRUDENTIAL FINL INC | United States | COM | 2,296 | 2,586 | +290 | $224,264 | $279,072 | +$54,808 |
|---|
MRK
MERCK & CO INC | United States | COM | 2,521 | 2,757 | +236 | $303,140 | $354,218 | +$51,078 |
|---|
TGT
TARGET CORP | United States | COM | 2,723 | 2,798 | +75 | $330,057 | $365,369 | +$35,312 |
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BKNG
BOOKING HOLDINGS INC | United States | COM | 101 | 2,561 | +2,460 | $425,242 | $456,473 | +$31,231 |
|---|
NFLX
NETFLIX INC. | United States | COM | 7,004 | 9,836 | +2,832 | $673,439 | $702,290 | +$28,851 |
|---|
O
REALTY INCOME CORP | United States | COM | 5,090 | 5,274 | +184 | $311,415 | $326,805 | +$15,390 |
|---|
DUK
DUKE ENERGY CORP NEW | United States | COM NEW | 8,141 | 8,540 | +399 | $1,066,028 | $1,081,036 | +$15,008 |
|---|
AEP
AMERICAN ELEC PWR CO INC | United States | COM | 2,039 | 2,048 | +9 | $267,272 | $280,186 | +$12,914 |
|---|
ENB
ENBRIDGE INC | | COM | 7,877 | 8,095 | +218 | $426,467 | $438,827 | +$12,360 |
|---|
BMY
BRISTOL-MYERS SQUIBB CO | United States | COM | 12,765 | 13,228 | +463 | $774,219 | $762,219 | -$12,000 |
|---|
PG
PROCTER & GAMBLE CO | United States | COM | 1,931 | 1,978 | +47 | $278,962 | $290,103 | +$11,141 |
|---|
EPD
ENTERPRISE PRODS PARTNERS L | United States | COM | 6,663 | 6,669 | +6 | $252,095 | $245,116 | -$6,979 |
|---|
SO
SOUTHERN CO | United States | COM | 8,984 | 8,988 | +4 | $867,158 | $860,258 | -$6,900 |
|---|
WMT
WALMART INC | United States | COM | 1,707 | 1,828 | +121 | $212,146 | $207,041 | -$5,105 |
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PFE
PFIZER INC | United States | COM | 21,930 | 25,466 | +3,536 | $615,789 | $613,207 | -$2,582 |
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