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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.73T
$30.8 Billion 3.64% of portfolio
61,994
Q2 2025 Added 7.49%
$442B
$29.4 Billion 3.47% of portfolio
186,333
Q2 2025 Added 15.44%
$3.7T
$25.6 Billion 3.02% of portfolio
124,740
Q2 2025 Added 21.32%
$8.29B
$21.1 Billion 2.49% of portfolio
1,098,663
Q2 2025 Reduced 0.53%
$1.69T
$16.4 Billion 1.93% of portfolio
22,185
Q2 2025 Added 33.54%
$896B
$15.4 Billion 1.81% of portfolio
53,028
Q2 2025 Added 6.35%
$2.34T
$14 Billion 1.66% of portfolio
63,938
Q2 2025 Added 17.34%
$3.62B
$13.3 Billion 1.57% of portfolio
685,843
Q2 2025 Added 41.93%
$146B
$13 Billion 1.53% of portfolio
47,001
Q2 2025 Added 13.41%
$54B
$12.8 Billion 1.51% of portfolio
703,587
Q2 2025 Added 9.53%
$228B
$11.3 Billion 1.33% of portfolio
29,140
Q2 2025 Added 12.31%
$1.44T
$11.1 Billion 1.31% of portfolio
63,011
Q2 2025 Added 14.32%
$376B
$11.1 Billion 1.31% of portfolio
69,558
Q2 2025 Added 5.28%
$227B
$11 Billion 1.3% of portfolio
37,713
Q2 2025 Added 6.15%
$562B
$10.3 Billion 1.21% of portfolio
28,878
Q2 2025 Added 24.37%
$427B
$10.1 Billion 1.19% of portfolio
10,175
Q2 2025 Added 4.33%
$186B
$9.8 Billion 1.16% of portfolio
12,438
Q2 2025 Added 7.8%
$136B
$9.31 Billion 1.1% of portfolio
10,393
Q2 2025 Added 4.27%
$433B
$8.72 Billion 1.03% of portfolio
23,797
Q2 2025 Added 9.42%
$719B
$8.35 Billion 0.99% of portfolio
10,715
Q2 2025 Reduced 10.68%
$164B
$8.12 Billion 0.96% of portfolio
65,772
Q2 2025 Added 8.02%
$98.9B
$7.79 Billion 0.92% of portfolio
11,148
Q2 2025 Added 4.51%
$467B
$7.69 Billion 0.91% of portfolio
71,347
Q2 2025 Added 3.76%
$147B
$7.28 Billion 0.86% of portfolio
18,395
Q2 2025 Added 6.29%
$331B
$7.24 Billion 0.85% of portfolio
23,198
Q2 2025 Added 144.42%
$177B
$6.9 Billion 0.81% of portfolio
33,222
Q2 2025 Reduced 18.61%
$146B
$6.78 Billion 0.8% of portfolio
37,051
Q2 2025 Added 17.39%
$68.7B
$6.74 Billion 0.8% of portfolio
63,940
Q2 2025 Added 5.52%
$18.3B
$6.48 Billion 0.76% of portfolio
77,970
Q2 2025 Added 6.53%
$70.3B
$6.24 Billion 0.74% of portfolio
52,194
Q2 2025 Added 14.45%
$562B
$6.21 Billion 0.73% of portfolio
11,055
Q2 2025 Added 20.07%
$93.3B
$6.13 Billion 0.72% of portfolio
18,540
Q2 2025 Added 9.75%
$96.1B
$6.04 Billion 0.71% of portfolio
13,801
Q2 2025 Added 12.84%
$146B
$5.81 Billion 0.69% of portfolio
21,778
Q2 2025 Reduced 16.72%
$46.2B
$5.67 Billion 0.67% of portfolio
27,188
Q2 2025 Added 10.48%
$70.5B
$5.72 Billion 0.67% of portfolio
36,649
Q2 2025 Added 11.57%
$1.47T
$5.63 Billion 0.66% of portfolio
31,723
Q2 2025 Added 15.17%
$39.4B
$5.62 Billion 0.66% of portfolio
10,230
Q2 2025 Added 13.5%
$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%
$251B
$4.03 Billion 0.48% of portfolio
57,730
Q2 2025 Added 31.84%
$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%

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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