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.

Portfolio value $1.12 Trillion
ETFs: $276 Billion
Technology: $243 Billion
Financial Services: $119 Billion
Energy: $87.7 Billion
Consumer Cyclical: $77.7 Billion
Healthcare: $70 Billion
Industrials: $63.7 Billion
Communication Services: $59.5 Billion
Other: $88.8 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$211B
$753 Million 0.07% of portfolio
4,525
Q3 2025 Added 53.75%
$0
$748 Million 0.07% of portfolio
3,751
Q3 2025 New
$172B
$745 Million 0.07% of portfolio
7,799
Q3 2025 Added 48.19%
$35.8B
$742 Million 0.07% of portfolio
3,117
Q3 2025 Added 16.13%
$11.8B
$734 Million 0.07% of portfolio
43,020
Q3 2025 Added 5.39%
$0
$787 Million 0.07% of portfolio
7,133
Q2 2025 New
$98.6B
$801 Million 0.07% of portfolio
13,130
Q3 2025 Added 1.8%
$151B
$801 Million 0.07% of portfolio
7,215
Q3 2025 Added 60.73%
$89.3B
$839 Million 0.07% of portfolio
4,982
Q3 2025 Added 27.55%
$87.1B
$838 Million 0.07% of portfolio
2,420
Q3 2025 Added 22.47%
$31.8B
$833 Million 0.07% of portfolio
9,872
Q3 2025 Added 1.22%
$86.4B
$824 Million 0.07% of portfolio
11,822
Q3 2025 Reduced 37.94%
$0
$816 Million 0.07% of portfolio
6,738
Q3 2025 Added 5.78%
$4.07B
$815 Million 0.07% of portfolio
9,641
Q2 2025 New
$0
$815 Million 0.07% of portfolio
5,817
Q3 2025 New
$151B
$669 Million 0.06% of portfolio
2,663
Q3 2025 Added 86.35%
$0
$657 Million 0.06% of portfolio
4,765
Q3 2025 New
$54.9B
$651 Million 0.06% of portfolio
2,770
Q2 2025 New
$0
$650 Million 0.06% of portfolio
6,484
Q3 2025 Reduced 5.7%
$85.8B
$641 Million 0.06% of portfolio
3,013
Q3 2025 Added 31.86%
$117B
$635 Million 0.06% of portfolio
1,930
Q3 2025 Added 31.74%
$38.4B
$635 Million 0.06% of portfolio
2,032
Q3 2025 Added 161.86%
$0
$634 Million 0.06% of portfolio
1,064
Q2 2025 New
$2.68B
$627 Million 0.06% of portfolio
28,106
Q2 2024 Added 22.73%
$147B
$620 Million 0.06% of portfolio
6,355
Q3 2025 Added 56.14%
$64.4B
$619 Million 0.06% of portfolio
2,624
Q3 2025 Added 24.6%
$0
$617 Million 0.06% of portfolio
1,028
Q3 2025 Added 93.96%
$130B
$674 Million 0.06% of portfolio
21,446
Q3 2025 Added 36.11%
$62.9B
$681 Million 0.06% of portfolio
8,268
Q3 2025 New
$71.2B
$726 Million 0.06% of portfolio
1,471
Q3 2025 Added 39.56%
$91.7B
$725 Million 0.06% of portfolio
1,190
Q3 2025 Added 59.09%
$114B
$718 Million 0.06% of portfolio
10,868
Q3 2025 Added 144.5%
$0
$717 Million 0.06% of portfolio
2,155
Q3 2025 Added 28.05%
$20.2B
$710 Million 0.06% of portfolio
2,701
Q3 2025 Reduced 1.24%
$10.6B
$706 Million 0.06% of portfolio
6,243
Q2 2025 New
Ge Vernova Inc
-
$702 Million 0.06% of portfolio
-
Q3 2025 Added 64.79%
$117B
$701 Million 0.06% of portfolio
2,482
Q3 2025 Added 70.47%
$139B
$698 Million 0.06% of portfolio
27,387
Q3 2025 Added 66.47%
$0
$696 Million 0.06% of portfolio
16,257
Q3 2025 New
$7.91B
$695 Million 0.06% of portfolio
7,526
Q2 2025 New
$0
$690 Million 0.06% of portfolio
3,549
Q3 2025 New
$93.1B
$686 Million 0.06% of portfolio
3,402
Q3 2025 Added 62.85%
$23.2B
$534 Million 0.05% of portfolio
5,167
Q3 2025 Reduced 1.82%
Canadian Pacific Kansas City
-
$527 Million 0.05% of portfolio
-
Q3 2025 Reduced 4.17%
$117B
$526 Million 0.05% of portfolio
681
Q3 2025 Added 36.47%
$0
$521 Million 0.05% of portfolio
2,744
Q3 2025 Added 48.97%
$1.12B
$520 Million 0.05% of portfolio
170,000
Q4 2023 New
$313M
$514 Million 0.05% of portfolio
35,135
Q4 2023 New
$11.1B
$504 Million 0.05% of portfolio
4,718
Q3 2025 New

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
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