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
$0
$72.2 Billion 6.45% of portfolio
117,940
Q3 2025 Reduced 13.32%
$0
$48 Billion 4.29% of portfolio
549,565
Q3 2025 Added 23.88%
$4.32T
$46.9 Billion 4.19% of portfolio
184,321
Q3 2025 Added 47.76%
$516B
$45.2 Billion 4.04% of portfolio
242,415
Q3 2025 Added 30.1%
$3.85T
$44.2 Billion 3.95% of portfolio
85,292
Q3 2025 Added 37.58%
$907B
$19.8 Billion 1.77% of portfolio
62,678
Q3 2025 Added 18.2%
$2.59T
$19.9 Billion 1.77% of portfolio
90,440
Q3 2025 Added 41.45%
$1.68T
$19.7 Billion 1.76% of portfolio
80,851
Q3 2025 Added 28.31%
$1.46T
$19.4 Billion 1.73% of portfolio
26,397
Q3 2025 Added 18.99%
$147B
$18.6 Billion 1.66% of portfolio
56,253
Q3 2025 Added 19.68%
$7.14B
$18.2 Billion 1.62% of portfolio
1,072,940
Q3 2025 Reduced 2.34%
$0
$17.3 Billion 1.55% of portfolio
265,505
Q3 2025 Added 0.0%
$852B
$17.1 Billion 1.53% of portfolio
22,456
Q3 2025 Added 109.58%
Blackrock Inc
-
$16.6 Billion 1.49% of portfolio
-
Q3 2025 Added 18.17%
$3.34B
$14.6 Billion 1.3% of portfolio
800,863
Q3 2025 Added 16.77%
$301B
$14.6 Billion 1.3% of portfolio
30,578
Q3 2025 Added 4.93%
$0
$13.8 Billion 1.24% of portfolio
20,763
Q3 2025 Added 20.35%
$0
$13.8 Billion 1.23% of portfolio
114,230
Q3 2025 Added 338.05%
$218B
$13.2 Billion 1.18% of portfolio
43,592
Q3 2025 Added 15.59%
$84.2B
$13.2 Billion 1.18% of portfolio
106,522
Q3 2025 Added 6.26%
$351B
$13 Billion 1.16% of portfolio
84,512
Q3 2025 Added 21.5%
Lam Research Corp
-
$12.8 Billion 1.14% of portfolio
-
Q3 2025 Added 8.3%
$551B
$12.3 Billion 1.1% of portfolio
36,093
Q3 2025 Added 24.98%
$52B
$12.1 Billion 1.08% of portfolio
703,405
Q3 2025 Reduced 0.03%
$66.5B
$12 Billion 1.07% of portfolio
383,829
Q3 2025 Added 149.73%
$173B
$11.9 Billion 1.07% of portfolio
11,068
Q3 2025 Added 6.49%
$387B
$11.5 Billion 1.02% of portfolio
28,277
Q3 2025 Added 18.83%
$411B
$10.7 Billion 0.96% of portfolio
11,580
Q3 2025 Added 13.81%
$1.73T
$10.6 Billion 0.95% of portfolio
43,577
Q3 2025 Added 37.37%
$163B
$10.3 Billion 0.92% of portfolio
71,306
Q3 2025 Added 8.41%
$0
$9.93 Billion 0.89% of portfolio
27,162
Q3 2025 Added 1.96%
$191B
$9.82 Billion 0.88% of portfolio
14,384
Q3 2025 Added 15.65%
$474B
$9.23 Billion 0.82% of portfolio
81,904
Q3 2025 Added 14.8%
$99.2B
$9.06 Billion 0.81% of portfolio
11,950
Q3 2025 Added 7.19%
$0
$8.79 Billion 0.78% of portfolio
60,328
Q3 2025 Reduced 4.64%
$205B
$8.58 Billion 0.77% of portfolio
41,899
Q3 2025 Added 13.08%
$119B
$7.94 Billion 0.71% of portfolio
32,164
Q3 2025 Added 47.69%
$67.6B
$7.83 Billion 0.7% of portfolio
70,128
Q3 2025 Added 9.68%
$19.7B
$7.86 Billion 0.7% of portfolio
84,335
Q3 2025 Added 8.16%
$135B
$7.47 Billion 0.67% of portfolio
20,213
Q3 2025 Added 9.88%
$40.4B
$7.37 Billion 0.66% of portfolio
29,941
Q3 2025 Added 10.13%
$102B
$7.37 Billion 0.66% of portfolio
43,108
Q3 2025 Added 68.34%
$519B
$7.28 Billion 0.65% of portfolio
12,802
Q3 2025 Added 15.8%
$51.2B
$7.17 Billion 0.64% of portfolio
143,501
Q3 2025 Added 159.92%
$38.6B
$7.06 Billion 0.63% of portfolio
11,203
Q3 2025 Added 9.51%
$177B
$7.05 Billion 0.63% of portfolio
38,386
Q3 2025 Added 15.54%
$0
$7 Billion 0.63% of portfolio
24,848
Q3 2025 Added 0.33%
$162B
$6.96 Billion 0.62% of portfolio
14,303
Q3 2025 Added 388.66%
$30.7B
$6.83 Billion 0.61% of portfolio
54,223
Q3 2025 Added 18.73%

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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