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
$232B
$3.52 Billion 0.42% of portfolio
24,119
Q2 2025 Added 3.0%
$91.5B
$3.32 Billion 0.39% of portfolio
15,008
Q2 2025 Added 2.63%
$106B
$3.03 Billion 0.36% of portfolio
28,806
Q2 2025 Added 35.26%
$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
$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
$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%
$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%
$190B
$1.8 Billion 0.21% of portfolio
1,747
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
$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
$32.8B
$1.48 Billion 0.17% of portfolio
18,078
Q2 2025 Added 37.74%
$93.6B
$1.35 Billion 0.16% of portfolio
19,048
Q2 2025 Added 26.76%
$323B
$1.28 Billion 0.15% of portfolio
9,383
Q2 2025 New
$120B
$1.3 Billion 0.15% of portfolio
14,502
Q2 2025 Added 5.56%
$467B
$1.22 Billion 0.14% of portfolio
8,014
Q2 2025 New
$124B
$1.06 Billion 0.13% of portfolio
3,438
Q2 2025 New
$19.1B
$1.11 Billion 0.13% of portfolio
2,735
Q2 2025 New
$830B
$1.12 Billion 0.13% of portfolio
5,116
Q2 2025 New
$37.2B
$1.05 Billion 0.12% of portfolio
10,633
Q2 2025 New
$42.9B
$1.02 Billion 0.12% of portfolio
24,296
Q2 2025 New
$783M
$1.02 Billion 0.12% of portfolio
166,700
Q2 2025 Reduced 8.26%
$191B
$999 Million 0.12% of portfolio
11,733
Q2 2025 Added 15.47%
$17B
$975 Million 0.12% of portfolio
15,148
Q2 2025 Added 14.58%
$407B
$891 Million 0.11% of portfolio
18,822
Q2 2025 Added 16.41%
$93.1B
$899 Million 0.11% of portfolio
1,766
Q2 2025 New
$210B
$806 Million 0.1% of portfolio
27,849
Q2 2025 Added 4.69%
$7.5B
$808 Million 0.1% of portfolio
44,194
Q2 2025 Added 1.46%
$123B
$849 Million 0.1% of portfolio
12,307
Q2 2025 Added 16.85%
$265B
$867 Million 0.1% of portfolio
6,154
Q2 2025 New
$5.23B
$880 Million 0.1% of portfolio
70,835
Q2 2025 New
$246B
$885 Million 0.1% of portfolio
3,245
Q2 2025 New
$268B
$742 Million 0.09% of portfolio
1,049
Q2 2025 New
$12.1B
$748 Million 0.09% of portfolio
40,820
Q2 2025 Added 22.46%

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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