Tortuga Wealth Management, Inc Last Quarter Change: USA Stocks, Reduced

Tortuga Wealth Management, Inc quarter change: USA Stocks, Reduced

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).

QCOM: Country of operation United States; Class COM; Shares 2026-03-31 9,564; Shares 2026-06-30 8,775.
AMZN: Country of operation United States; Class COM; Shares 2026-03-31 17,472; Shares 2026-06-30 16,799.
INTC: Country of operation United States; Class COM; Shares 2026-03-31 8,587; Shares 2026-06-30 5,312.
CSCO: Country of operation United States; Class COM; Shares 2026-03-31 16,747; Shares 2026-06-30 14,146.

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
QCOM QUALCOMM INC	United States	COM	9,564	8,775	-789	$1,231,668	$1,621,643	+$389,975
AMZN AMAZON COM INC	United States	COM	17,472	16,799	-673	$3,638,898	$4,003,874	+$364,976
INTC INTEL CORP	United States	COM	8,587	5,312	-3,275	$378,970	$741,780	+$362,810
CSCO CISCO SYS INC	United States	COM	16,747	14,146	-2,601	$1,299,396	$1,661,559	+$362,163
VZ VERIZON COMMUNICATIONS INC	United States	COM	35,872	35,724	-148	$1,800,771	$1,512,546	-$288,225
JPM JPMORGAN CHASE & CO	United States	COM	8,148	7,870	-278	$2,396,591	$2,576,062	+$179,471
UNH UNITEDHEALTH GROUP INC	United States	COM	2,298	1,891	-407	$621,997	$786,422	+$164,425
CRM SALESFORCE INC	United States	COM	3,493	3,224	-269	$652,181	$505,417	-$146,764
COST COSTCO WHOLESALE CORPORATION	United States	COM	1,286	1,224	-62	$1,281,621	$1,145,070	-$136,551
PANW PALO ALTO NETWORKS INC	United States	COM	1,471	1,066	-405	$235,831	$363,528	+$127,697
TOST TOAST INC	United States	CL A	15,850	11,350	-4,500	$420,184	$315,757	-$104,427
AVGO BROADCOM INC	United States	COM	6,777	5,291	-1,486	$2,097,706	$1,998,848	-$98,858
CVS CVS HEALTH CORP	United States	COM	4,469	3,966	-503	$320,999	$410,267	+$89,268
GEV GE VERNOVA INC	United States	COM	330	309	-21	$288,057	$363,031	+$74,974
GOOG ALPHABET INC	United States	CAP STK CL C	26,652	21,430	-5,222	$7,646,363	$7,572,722	-$73,641
GE GE AEROSPACE	United States	COM NEW	1,365	1,174	-191	$387,267	$438,696	+$51,429
RTX RTX CORPORATION	United States	COM	3,868	3,861	-7	$746,158	$732,586	-$13,572
OCSL OAKTREE SPECIALTY LENDING	United States	COM	17,525	16,282	-1,243	$198,035	$194,414	-$3,621

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