Tortoise Investment Management, LLC
Q2 2026 13F filing
Updated 34 days ago255 disclosed positions worth $1.3B
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | E ETHA ISHARES TR | $107M | 142.9K | 7.98% | — |
| 2 | E ETHA ISHARES TR | $92M | 901.0K | 6.86% | — |
| 3 | ? N/A AMERICAN CENTY ETF TR | $53.2M | 415.6K | 3.97% | — |
| 4 | ? N/A J P MORGAN EXCHANGE TRADED F | $35.7M | 705.0K | 2.66% | — |
| 5 | J JPM-PM J P MORGAN EXCHANGE TRADED F | $33.6M | 664.2K | 2.51% | — |
| 6 | B BSTZ BLACKROCK MUN TARGET TERM TR | $32.3M | 1.42M | 2.41% | — |
| 7 | V VGES VANGUARD SCOTTSDALE FDS | $27.4M | 495.8K | 2.04% | — |
| 8 | E ETHA ISHARES TR | $26.5M | 262.9K | 1.97% | — |
| 9 | S SCHW-PJ SCHWAB STRATEGIC TR | $25.9M | 978.7K | 1.93% | — |
| 10 | ? N/A SIMPLIFY EXCHANGE TRADED FUN | $25.9M | 527.4K | 1.93% | — |
| 11 | E ETHA ISHARES INC | $24.5M | 295.5K | 1.82% | — |
| 12 | S SCHW-PJ SCHWAB STRATEGIC TR | $21.7M | 737.7K | 1.62% | — |
| 13 | ? N/A DIMENSIONAL ETF TRUST | $20.9M | 404.4K | 1.56% | — |
| 14 | V VGES VANGUARD INDEX FDS | $19.7M | 90.6K | 1.47% | — |
| 15 | E ETHA ISHARES TR | $19.1M | 116.4K | 1.42% | — |
| 16 | E ETHA ISHARES TR | $19M | 46.5K | 1.42% | — |
| 17 | V VGES VANGUARD SCOTTSDALE FDS | $18.8M | 319.2K | 1.40% | — |
| 18 | S SPY STATE STR SPDR S&P 500 ETF T | $18M | 24.1K | 1.34% | — |
| 19 | ? N/A EA SERIES TRUST | $17.8M | 152.4K | 1.33% | — |
| 20 | S SCHW-PJ SCHWAB STRATEGIC TR | $17.6M | 365.3K | 1.31% | — |
| 21 | S STT-PG SPDR INDEX SHS FDS | $17.4M | 336.1K | 1.30% | — |
| 22 | S STT-PG SPDR SERIES TRUST | $16.7M | 190.2K | 1.25% | — |
| 23 | V VGES VANGUARD INSTL INDEX FD | $15.6M | 205.9K | 1.16% | — |
| 24 | A AAPL APPLE INC | $14.9M | 51.6K | 1.11% | — |
| 25 | E ETHA ISHARES TR | $14.7M | 152.5K | 1.10% | — |
| 26 | V VGES VANGUARD INDEX FDS | $14.3M | 38.8K | 1.07% | — |
| 27 | S STT-PG SPDR INDEX SHS FDS | $14.3M | 284.6K | 1.07% | — |
| 28 | E ETHA ISHARES TR | $14.3M | 96.2K | 1.06% | — |
| 29 | N NFLX DIMENSIONAL ETF TRUST | $14.2M | 354.3K | 1.06% | — |
| 30 | ? N/A DOUBLELINE ETF TRUST | $14.2M | 274.0K | 1.06% | — |
| 31 | A ARCC SPDR SERIES TRUST | $13.6M | 235.5K | 1.01% | — |
| 32 | ? N/A ANGEL OAK FUNDS TRUST | $13.5M | 651.0K | 1.01% | — |
| 33 | S SCHW-PJ SCHWAB STRATEGIC TR | $13.5M | 570.7K | 1.01% | — |
| 34 | ? N/A DIMENSIONAL ETF TRUST | $13.3M | 300.5K | 0.99% | — |
| 35 | ? N/A AMERICAN CENTY ETF TR | $12.8M | 184.7K | 0.95% | — |
| 36 | C CRDO DIMENSIONAL ETF TRUST | $12.8M | 310.1K | 0.95% | — |
| 37 | I IVZ INVESCO EXCH TRADED FD TR II | $12.5M | 464.7K | 0.93% | — |
| 38 | V VGES VANGUARD INDEX FDS | $11.9M | 34.5K | 0.88% | — |
| 39 | V VGES VANGUARD TAX-MANAGED FDS | $11.8M | 165.5K | 0.88% | — |
| 40 | ? N/A AMERICAN CENTY ETF TR | $11.7M | 121.1K | 0.87% | — |
| 41 | ? N/A DIMENSIONAL ETF TRUST | $11.3M | 292.4K | 0.85% | — |
| 42 | H HODL VANECK ETF TRUST | $11.3M | 634.4K | 0.84% | — |
| 43 | E ETHA ISHARES TR | $11M | 100.1K | 0.82% | — |
| 44 | V VGES VANGUARD INTL EQUITY INDEX F | $10.8M | 181.5K | 0.81% | — |
| 45 | ? N/A DIMENSIONAL ETF TRUST | $9.8M | 181.5K | 0.73% | — |
| 46 | B BRK-A BERKSHIRE HATHAWAY INC DEL | $9.1M | 18.2K | 0.68% | — |
| 47 | S SCHW-PJ SCHWAB STRATEGIC TR | $9M | 249.6K | 0.67% | — |
| 48 | ? N/A AMERICAN CENTY ETF TR | $8.9M | 71.5K | 0.66% | — |
| 49 | ? N/A DIMENSIONAL ETF TRUST | $8.6M | 105.3K | 0.64% | — |
| 50 | C COST DIMENSIONAL ETF TRUST | $8.5M | 199.8K | 0.64% | — |