Tortuga Wealth Management Portfolio Changes in Q1 2026

Key Portfolio Adjustments in Q1 2026

Tortuga Wealth Management Inc.'s portfolio underwent notable changes during the first quarter of 2026. The firm significantly increased its holdings in several stocks while also reducing exposure to one, reflecting strategic adjustments based on market opportunities and performance assessments.

Prominent Purchases

Tortuga demonstrated strong buying activity this quarter, particularly evident through substantial increases in existing positions:

• Microsoft (MSFT) saw its share count rise by a significant +51.78%, indicating renewed confidence or capitalizing on favorable price movements.
• The firm fully replenished its position in the fixed income ETF, Capital Group Fixed Income ETF T (CGSD), acquiring all shares previously held after a prior reduction.
• Intel (INTC), despite being reduced, still represents a notable position. However, the most significant purchase was the full acquisition of Northern LTS FD TR IV (BUYW), which increased its portfolio allocation to 0.97%.
• Tortuga also significantly boosted its position in IShares TIPS Trust ETF (IGV) by +100%, suggesting a strategic move into inflation-protected securities or capitalizing on recent price appreciation.
• Furthermore, the investor fully added Duke Energy Corp New (DUK) ETF Trust shares (+100%), adding another utility holding to its portfolio.
• The position in Enbridge Inc. (ENB) was also fully restored, increasing the allocation slightly.
• Additionally, the firm increased its stake in BlackRock Municipal Holdings California (MUC) by +197.37%, a substantial growth within its Financial Services sector holdings.
• Tortuga also added positions to other ETFs like Northern LTS FD TR IV (BUYW), IGV, CGSD, and Principal Exchange Traded Fund Trust (PREF). The fixed income ETF Northern LTS FD TR IV (BUYW) is particularly noteworthy due to its large position size relative to the portfolio.

Reduction in Position

In contrast, Tortuga reduced its holding of Intel Corporation (INTC) by -47.4%, a substantial decrease that likely reflects the stock's performance or strategic rebalancing decisions.

Overall Portfolio Dynamics

The portfolio now includes 118 holdings, with Technology remaining its largest sector allocation at approximately 29.3% of total value. The top five holdings by weight account for about 32.68% of the portfolio's assets as of March 31, 2026.

For further details on Tortuga Wealth Management Inc.'s investment strategy and performance, you can visit their profile at InsiderSet. To explore specific stock holdings like Microsoft (MSFT) or Intel (INTC), please refer to the respective company pages on InsiderSet.