Universe · entity
Tortoise Investment Management, LLC
Institutional manager (13F) · CIK 1599511
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $938M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | ISHARES TR | $95M | 145,300 |
| 2 | ISHARES TR | $87M | 840,231 |
| 3 | AMERICAN CENTY ETF TR | $44M | 392,287 |
| 4 | BLACKROCK MUN TARGET TERM TR | $32M | 1,401,152 |
| 5 | J P MORGAN EXCHANGE TRADED F | $31M | 615,239 |
| 6 | J P MORGAN EXCHANGE TRADED F | $30M | 591,139 |
| 7 | ISHARES TR | $29M | 288,750 |
| 8 | SIMPLIFY EXCHANGE TRADED FUN | $25M | 515,238 |
| 9 | SCHWAB STRATEGIC TR | $25M | 929,663 |
| 10 | VANGUARD SCOTTSDALE FDS | $24M | 438,652 |
| 11 | ISHARES INC | $21M | 306,530 |
| 12 | SCHWAB STRATEGIC TR | $19M | 745,894 |
| 13 | DIMENSIONAL ETF TRUST | $18M | 401,124 |
| 14 | VANGUARD INDEX FDS | $17M | 89,094 |
| 15 | VANGUARD SCOTTSDALE FDS | $17M | 283,471 |
| 16 | SCHWAB STRATEGIC TR | $17M | 360,627 |
| 17 | EA SERIES TRUST | $17M | 144,816 |
| 18 | ISHARES TR | $17M | 46,963 |
| 19 | ISHARES TR | $16M | 115,343 |
| 20 | STATE STR SPDR S&P 500 ETF T | $16M | 24,387 |
| 21 | SPDR INDEX SHS FDS | $16M | 336,843 |
| 22 | VANGUARD INSTL INDEX FD | $16M | 205,702 |
| 23 | SPDR SERIES TRUST | $15M | 195,424 |
| 24 | DOUBLELINE ETF TRUST | $14M | 271,791 |
| 25 | ISHARES TR | $14M | 155,530 |
| 26 | ANGEL OAK FUNDS TRUST | $14M | 662,643 |
| 27 | APPLE INC | $13M | 50,826 |
| 28 | SPDR INDEX SHS FDS | $13M | 276,912 |
| 29 | VANGUARD INDEX FDS | $13M | 39,297 |
| 30 | ISHARES TR | $12M | 99,019 |
| 31 | SCHWAB STRATEGIC TR | $12M | 561,307 |
| 32 | DIMENSIONAL ETF TRUST | $12M | 308,575 |
| 33 | DIMENSIONAL ETF TRUST | $12M | 351,334 |
| 34 | INVESCO EXCH TRADED FD TR II | $12M | 428,478 |
| 35 | DIMENSIONAL ETF TRUST | $12M | 296,120 |
| 36 | AMERICAN CENTY ETF TR | $11M | 180,706 |
| 37 | VANGUARD TAX-MANAGED FDS | $11M | 170,559 |
| 38 | SPDR SERIES TRUST | $11M | 221,406 |
| 39 | VANECK ETF TRUST | $10M | 596,857 |
| 40 | ISHARES TR | $10M | 101,314 |
| 41 | VANGUARD INDEX FDS | $10M | 34,317 |
| 42 | DIMENSIONAL ETF TRUST | $10M | 290,014 |
| 43 | VANGUARD INTL EQUITY INDEX F | $10M | 185,778 |
| 44 | AMERICAN CENTY ETF TR | $10M | 123,355 |
| 45 | DIMENSIONAL ETF TRUST | $10M | 180,692 |
| 46 | BERKSHIRE HATHAWAY INC DEL | $8M | 17,683 |
| 47 | AMERICAN CENTY ETF TR | $8M | 72,935 |
| 48 | WISDOMTREE TR | $8M | 131,140 |
| 49 | NUVEEN AMT-FREE MUN VALUE FD | $8M | 525,107 |
| 50 | SCHWAB STRATEGIC TR | $7M | 254,119 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.