Turtle Creek Wealth Advisors, LLC Portfolio Holdings
Turtle Creek Wealth Advisors, LLC
- $1.12 Trillion
- Q3 2025
Turtle Creek Wealth Advisors, LLC has filed its 13F form on October 29, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.12 Trillion distributed in 365 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $72.2B, Ishares Tr with a value of $48B, Apple Inc. with a value of $46.9B, Nvidia Corp with a value of $45.2B, and Microsoft Corp with a value of $44.2B.
Examining the 13F form we can see an increase of $272B in the current position value, from $847B to 1.12T.
Turtle Creek Wealth Advisors, LLC is based out at Dallas, TX
Below you can find more details about Turtle Creek Wealth Advisors, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 365
- Current Value $1.12 Trillion
- Prior Value $847 Billion
- Filing
- Period Q3 2025
- Filing Date October 29, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 102 stocks
- Additional Purchases 193 stocks
- Sold out of 0 stocks
- Reduced holdings in 28 stocks