Turtle Creek Wealth Advisors
$1.3B Assets Reported
514 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 169,680 | $101M | 7.7% |
| IEFA | ISHARES TR | 656,151 | $59M | 4.5% |
| AAPL | APPLE INC | 217,546 | $55M | 4.2% |
| NVDA | NVIDIA CORPORATION | 291,449 | $51M | 3.8% |
| MSFT | MICROSOFT CORP | 106,226 | $39M | 3.0% |
| GOOGL | ALPHABET INC | 91,384 | $26M | 2.0% |
| CAT | CATERPILLAR INC | 33,847 | $24M | 1.8% |
| LLY | ELI LILLY & CO | 25,592 | $24M | 1.8% |
| AMZN | AMAZON COM INC | 112,406 | $23M | 1.8% |
| IJH | ISHARES TR | 327,582 | $22M | 1.7% |
Track Turtle Creek Wealth Advisors's 13F portfolio: $1.3B in reported holdings, 514 positions. Top holdings, AUM, and quarterly changes on SentiSense.