CIK 1910488
Red Tortoise LLC
Institutional 13F holdings & portfolio
Holdings
600
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 101–150 of 600
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| AMZN | AMAZON COM INC COM | 376 | $50K–$100K | SH |
| DFSE | DFA EMERGING MARKETS SUSTAINABILITY CORE 1 ETF | 2K | $50K–$100K | SH |
| LOW | LOWES COS INC COM | 313 | $50K–$100K | SH |
| MUNI | PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND | 1K | $50K–$100K | SH |
| MUB | ISHARES NATIONAL MUNI BOND ETF | 676 | $50K–$100K | SH |
| COST | COSTCO WHOLESALE CORPORATION COM | 81 | $50K–$100K | SH |
| HCA | HCA HEALTHCARE INC COM | 150 | $50K–$100K | SH |
| FCBC | FIRST CMNTY BANKSHARES INC VA COM | 2K | $50K–$100K | SH |
| EMXC | ISHARES MSCI EMERGING MARKETS EX CHINA ETF | 958 | $50K–$100K | SH |
| VIGI | VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF | 748 | $50K–$100K | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL CL B NEW | 132 | $50K–$100K | SH |
| AVAV | AEROVIRONMENT INC COM | 274 | $50K–$100K | SH |
| QDF | FLEXSHARES QUALITY DIVIDEND INDEX FUND | 783 | $50K–$100K | SH |
| ADP | AUTOMATIC DATA PROCESSING INC COM | 242 | $50K–$100K | SH |
| SPHQ | INVESCO S&P 500 QUALITY ETF | 826 | $50K–$100K | SH |
| META | META PLATFORMS INC CL A | 84 | $50K–$100K | SH |
| XOM | EXXON MOBIL CORP COM | 432 | $50K–$100K | SH |
| WMT | WALMART INC COM | 444 | $15K–$50K | SH |
| SPSM | STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF | 985 | $15K–$50K | SH |
| SHEL | SHELL PLC SPON ADS | 610 | $15K–$50K | SH |
| VV | VANGUARD LARGE-CAP ETF | 141 | $15K–$50K | SH |
| KLAC | KLA CORP COM NEW | 36 | $15K–$50K | SH |
| ORCL | ORACLE CORP COM | 222 | $15K–$50K | SH |
| GOOG | ALPHABET INC CAP STK CL C | 131 | $15K–$50K | SH |
| APH | AMPHENOL CORP NEW CL A | 300 | $15K–$50K | SH |
| MPC | MARATHON PETE CORP COM | 249 | $15K–$50K | SH |
| PG | PROCTER & GAMBLE CO COM | 270 | $15K–$50K | SH |
| SATS | ECHOSTAR CORP CL A | 346 | $15K–$50K | SH |
| DHR | DANAHER CORPORATION COM | 153 | $15K–$50K | SH |
| XLC | STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF | 278 | $15K–$50K | SH |
| YUMC | YUM CHINA HLDGS INC COM | 682 | $15K–$50K | SH |
| DELL | DELL TECHNOLOGIES INC CL C | 255 | $15K–$50K | SH |
| AMD | ADVANCED MICRO DEVICES INC COM | 149 | $15K–$50K | SH |
| WFC | WELLS FARGO CO NEW COM | 336 | $15K–$50K | SH |
| PTF | INVESCO DORSEY WRIGHT TECHNOLOGY MOMENTUM ETF | 390 | $15K–$50K | SH |
| UL | UNILEVER PLC SPON ADR NEW | 455 | $15K–$50K | SH |
| TSLA | TESLA INC COM | 65 | $15K–$50K | SH |
| PRFZ | INVESCO RAFI US 1500 SMALL-MID ETF | 625 | $15K–$50K | SH |
| NVS | NOVARTIS AG SPONSORED ADR | 207 | $15K–$50K | SH |
| PDP | INVESCO DORSEY WRIGHT MOMENTUM ETF | 245 | $15K–$50K | SH |
| MMKT | TEXAS CAPITAL GOVERNMENT MONEY MARKET ETF | 280 | $15K–$50K | SH |
| NAPR | INNOVATOR GROWTH-100 POWER BUFFER ETF - APRIL | 521 | $15K–$50K | SH |
| AIQ | GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF | 541 | $15K–$50K | SH |
| GILD | GILEAD SCIENCES INC COM | 224 | $15K–$50K | SH |
| C | CITIGROUP INC COM NEW | 233 | $15K–$50K | SH |
| BKR | BAKER HUGHES COMPANY CL A | 592 | $15K–$50K | SH |
| NFLX | NETFLIX INC. COM | 280 | $15K–$50K | SH |
| ALL | ALLSTATE CORP COM | 124 | $15K–$50K | SH |
| WSM | WILLIAMS SONOMA INC COM | 144 | $15K–$50K | SH |
| FV | FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF | 401 | $15K–$50K | SH |