account_balance
Investment manager · 13F filer · SEC CIK 1599511
Tortoise Investment Management, LLC
Reported value$1.33Bas of Sep 30, 2026
Positions256 12 new, 8 sold out
Top 10 weight34.5%IVV alone is 8%
FiledNov 637 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Tr
8.1%
STIPiShares Tr
5.7%Trimmed −15%
AVUSAmerican Centy ETF Tr
4.2%Added +5%
SCHPSchwab Strategic Tr
3.3%Added +80%
JMTGJ P Morgan Exchange Traded F
2.7%Added +6%
LTPZPimco ETF Tr
2.5%Added +926%
BTTBlackRock Mun Target Term Tr
2.5%Added +6%
BOXXEa Series Trust
2.0%Added +51%
IEMGiShares Inc
1.8%
SCHXSchwab Strategic Tr
1.6%
DFAUDimensional ETF Trust
1.6%
VTVVanguard Index FDS
1.5%
IVViShares Tr
8.1%
STIPiShares Tr
5.7%Trimmed −15%
AVUS4.2%
SCHP3.3%
JMTG2.7%
LTPZ2.5%
BTT2.5%BOXX2.0%
IEMG1.8%
SCHX1.6%
DFAU1.6%
VTV1.5%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IVV iShares Tr 8.1% Held
STIP iShares Tr 5.7% Trimmed −15%
AVUS American Centy ETF Tr 4.2% Added +5%
SCHP Schwab Strategic Tr 3.3% Added +80%
JMTG J P Morgan Exchange Traded F 2.7% Added +6%
LTPZ Pimco ETF Tr 2.5% Added +926%
BTT BlackRock Mun Target Term Tr 2.5% Added +6%BOXX Ea Series Trust 2.0% Added +51%
IEMG iShares Inc 1.8% Held
SCHX Schwab Strategic Tr 1.6% Held
DFAU Dimensional ETF Trust 1.6% Held
VTV Vanguard Index FDS 1.5% Held
What changed
Biggest moves since Jun 30, 2026
add_circleNew
- VTEL $8.92M
- NYF $2.57M
- GMUB $647K
- TAFL $620K
arrow_upwardAdded
- VTIP +1152%
- LTPZ +926%
- MUNI +334%
- JPIE +211%
arrow_downwardTrimmed
- JMUB −38%
- PZA −32%
- MINO −31%
- SGOV −30%
remove_circleSold out
- MTBA $25.9M
- TLT $2.64M
- SPTL $1.81M
- SRLN $265K