Tortuga Wealth Management, Inc ETF holdings
Torrance, CA
Reported $35.2M in 55 ETFs in its Form 13F for June 30, 2026.
ETF value
$35.2M
ETFs held
55
Change from prior quarter
+64.6%
With price moves
ETFs as a share of its 13F
26.7%
of $131.8M
Top 10 of 55 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| SPY | State Street SPDR S&P 500 ETF Trust | $3.5M | 4,656 | +1,237 shares |
| QQQ | Invesco QQQ Trust | $1.7M | 2,327 | −204 shares |
| AVUV | Avantis US Small Cap Value ETF | $1.6M | 12,631 | −279 shares |
| VTI | Vanguard Morningstar Total Stock Market ETF | $1.5M | 4,054 | +331 shares |
| PTLC | Pacer Trendpilot US Large Cap ETF | $1.4M | 24,788 | +3,828 shares |
| BILS | State Street SPDR Bloomberg 3-12 Month T-Bill ETF | $1.3M | 12,837 | New position |
| YEAR | AB Ultra Short Income ETF | $1.2M | 24,193 | +12,300 shares |
| BUYW | Main Buywrite ETF | $1.2M | 79,634 | New position |
| BIL | State Street SPDR Bloomberg 1-3 Month T-Bill ETF | $1.1M | 12,057 | New position |
| IGV | iShares Expanded Tech-Software Sector ETF | $918K | 10,130 | New position |
45 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002118051. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Tortuga Wealth Management, Inc own?
Tortuga Wealth Management, Inc reported 55 ETF positions worth $35.2M in its Form 13F for June 30, 2026. The largest was SPY, at $3.5M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.