Turtle Creek Wealth Advisors
$1.9B 13F equity value
561 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Turtle Creek Wealth Advisors covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 181,718 | $125M | 6.6% |
| SPY | STATE STR SPDR S&P 500 ETF T | 121,496 | $91M | 4.8% |
| IEFA | ISHARES TR | 761,616 | $74M | 3.9% |
| AAPL | APPLE INC | 240,977 | $70M | 3.7% |
| CVX | CHEVRON CORPORATION | 394,845 | $66M | 3.5% |
| NVDA | NVIDIA CORPORATION | 318,478 | $64M | 3.4% |
| XOM | EXXON MOBIL CORP | 369,126 | $50M | 2.7% |
| MSFT | MICROSOFT CORP | 119,704 | $45M | 2.4% |
| LRCX | LAM RESEARCH CORP | 86,112 | $37M | 2.0% |
| CAT | CATERPILLAR INC | 34,662 | $37M | 1.9% |
Track Turtle Creek Wealth Advisors's 13F portfolio: $1.9B in reported holdings, 561 positions. Top holdings and quarterly changes on SentiSense.
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