Turtle Creek Wealth Advisors, LLC Portfolio Holdings

Turtle Creek Wealth Advisors, LLC

  • $847 Billion
  • Q2 2025

Turtle Creek Wealth Advisors, LLC has filed its 13F form on July 28, 2025 for Q2 2025 where it was disclosed a total value porftolio of $847 Billion distributed in 269 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 $77.3B, Ishares Tr with a value of $37B, Microsoft Corp with a value of $30.8B, Nvidia Corp with a value of $29.4B, and Apple Inc. with a value of $25.6B.

Examining the 13F form we can see an increase of $177B in the current position value, from $670B to 847B.

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.

Portfolio value $847 Billion
ETFs: $225 Billion
Technology: $166 Billion
Financial Services: $90.1 Billion
Energy: $70.9 Billion
Healthcare: $59.3 Billion
Consumer Cyclical: $57 Billion
Industrials: $48 Billion
Communication Services: $39.5 Billion
Other: $67.7 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$94.3B
$5.4 Billion 0.64% of portfolio
19,584
Q2 2025 Added 2.72%
$35.7B
$5.05 Billion 0.6% of portfolio
45,668
Q2 2025 Added 8.63%
$260B
$5.01 Billion 0.59% of portfolio
27,487
Q2 2025 Added 70.75%
$69.5B
$4.77 Billion 0.56% of portfolio
153,695
Q2 2025 Added 57.5%
$72.3B
$4.68 Billion 0.55% of portfolio
74,526
Q2 2025 Added 3.08%
$292B
$4.38 Billion 0.52% of portfolio
61,851
Q2 2025 Added 7.06%
$0
$4.31 Billion 0.51% of portfolio
36,349
Q2 2025 Reduced 8.04%
$251B
$4.03 Billion 0.48% of portfolio
57,730
Q2 2025 Added 31.84%
$0
$4 Billion 0.47% of portfolio
6,445
Q2 2025 Added 47.28%
$130B
$3.83 Billion 0.45% of portfolio
25,607
Q2 2025 Added 83.14%
$94B
$3.79 Billion 0.45% of portfolio
32,142
Q2 2025 Added 14.54%
$216B
$3.78 Billion 0.45% of portfolio
47,813
Q2 2025 Added 18.12%
$62B
$3.63 Billion 0.43% of portfolio
123,458
Q2 2025 Added 1.82%
$232B
$3.52 Billion 0.42% of portfolio
24,119
Q2 2025 Added 3.0%
$0
$3.35 Billion 0.4% of portfolio
49,901
Q1 2025 Added 0.21%
$91.5B
$3.32 Billion 0.39% of portfolio
15,008
Q2 2025 Added 2.63%
$0
$3.04 Billion 0.36% of portfolio
50,603
Q2 2025 Added 3.37%
$199B
$2.98 Billion 0.35% of portfolio
22,584
Q2 2025 Reduced 11.26%
$536B
$2.92 Billion 0.34% of portfolio
2,183
Q2 2025 New
$0
$2.87 Billion 0.34% of portfolio
26,077
Q2 2025 Reduced 4.02%
$51.2B
$2.84 Billion 0.34% of portfolio
55,209
Q2 2025 Added 365.94%
$637B
$2.83 Billion 0.33% of portfolio
5,832
Q2 2025 Added 14.58%
$65.3B
$2.69 Billion 0.32% of portfolio
9,545
Q2 2025 Added 5.43%
$143B
$2.65 Billion 0.31% of portfolio
7,436
Q2 2025 New
$161B
$2.52 Billion 0.3% of portfolio
4,643
Q2 2025 Added 12.78%
$232B
$2.58 Billion 0.3% of portfolio
18,989
Q2 2025 Added 16.69%
$1.16T
$2.49 Billion 0.29% of portfolio
7,830
Q2 2025 New
$0
$2.44 Billion 0.29% of portfolio
46,544
Q2 2025 Reduced 91.59%
$310B
$2.41 Billion 0.28% of portfolio
16,816
Q2 2025 Added 19.87%
$94.5B
$2.35 Billion 0.28% of portfolio
25,677
Q2 2025 Added 3.85%
$0
$2.28 Billion 0.27% of portfolio
5,373
Q2 2025 Reduced 18.93%
$0
$2.01 Billion 0.24% of portfolio
9,252
Q2 2025 New
$0
$2.02 Billion 0.24% of portfolio
18,033
Q2 2025 Added 0.09%
$133B
$1.96 Billion 0.23% of portfolio
8,528
Q2 2025 Reduced 40.28%
$279B
$1.87 Billion 0.22% of portfolio
19,138
Q2 2025 Added 44.3%
$123B
$1.86 Billion 0.22% of portfolio
4,018
Q2 2025 New
$0
$1.8 Billion 0.21% of portfolio
18,914
Q4 2023 New
$190B
$1.8 Billion 0.21% of portfolio
1,747
Q2 2025 New
$0
$1.75 Billion 0.21% of portfolio
8,968
Q2 2025 New
$389B
$1.7 Billion 0.2% of portfolio
9,149
Q2 2025 New
$131B
$1.71 Billion 0.2% of portfolio
8,139
Q2 2025 New
$145B
$1.72 Billion 0.2% of portfolio
7,395
Q2 2025 New
$0
$1.74 Billion 0.2% of portfolio
15,990
Q2 2025 New
$144B
$1.62 Billion 0.19% of portfolio
3,195
Q2 2025 New
$151B
$1.58 Billion 0.19% of portfolio
5,663
Q2 2025 New
$179B
$1.54 Billion 0.18% of portfolio
2,927
Q2 2025 New
$1.34T
$1.53 Billion 0.18% of portfolio
6,772
Q2 2025 New
$319B
$1.5 Billion 0.18% of portfolio
1,876
Q2 2025 New
$14.8B
$1.43 Billion 0.17% of portfolio
36,882
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 269
  • Current Value $847 Billion
  • Prior Value $670 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 28, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 152 stocks
  • Additional Purchases 86 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 20 stocks
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