Red Tortoise LLC has filed its 13F form on July 22, 2025 for Q2 2025 where it was disclosed a total value porftolio of $205 Million distributed in 653 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Intl Eqty with a value of $24.2M, Schwab Fundamental Intl Large with a value of $16.5M, Ishares Core S&P 500 ETF with a value of $12M, Vanguard Long Term Treasury Et with a value of $9.37M, and Schwab Strategic Tr Us Emergin with a value of $9.1M.
Examining the 13F form we can see an increase of $12.9M in the current position value, from $192M to 205M.
Red Tortoise LLC is based out at Atlanta, GA
Below you can find more details about Red Tortoise LLC portfolio as well as his latest detailed transactions.
