Institutions / Turtle Creek Wealth Advisors, LLC
Turtle Creek Wealth Advisors, LLC
CIK 2007171 · Institution · as of Dec 31, 2025
Portfolio value
$1.27B
Positions
385
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 385 →
| Company | Value | % of portfolio |
|---|---|---|
| Vanguard Index Fds | $88.77M | 7.0% |
| Apple Inc. | $54.11M | 4.3% |
| iShares Tr | $49.62M | 3.9% |
| NVIDIA Corp | $48.36M | 3.8% |
| Microsoft Corp | $46.52M | 3.7% |
| ELI LILLY & Co | $26.44M | 2.1% |
| Alphabet Inc. | $25.60M | 2.0% |
| Amazon.com Inc | $24.41M | 1.9% |
| JPMORGAN CHASE & CO | $21.49M | 1.7% |
| Broadcom Inc. | $20.91M | 1.6% |
| Meta Platforms Inc | $19.47M | 1.5% |
| Caterpillar Inc | $18.93M | 1.5% |
| iShares Tr | $18.54M | 1.5% |
| Alphabet Inc. | $17.42M | 1.4% |
| BlackRock, Inc. | $16.59M | 1.3% |
| SPDR S&P 500 ETF Tr | $16.40M | 1.3% |
| Lam Research Corp | $16.02M | 1.3% |
| Plains Gp Holdings LPPAGP | $15.32M | 1.2% |
| Mcdonald'S Corp | $15.28M | 1.2% |
| Vanguard Tax-Managed Fds | $14.78M | 1.2% |
| Visa Inc | $14.74M | 1.2% |
| iShares Tr | $14.39M | 1.1% |
| Amphenol Corp /De | $14.36M | 1.1% |
| Kla Corp | $13.96M | 1.1% |
| Enterprise Products Partners L.P.EPD | $13.16M | 1.0% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.