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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$38.3B
$970 Million 0.09% of portfolio
10,614
Q3 2025 Reduced 0.18%
$69.1B
$977 Million 0.09% of portfolio
6,674
Q3 2025 Reduced 81.79%
$239B
$998 Million 0.09% of portfolio
5,967
Q3 2025 Added 145.15%
$255B
$1.01 Billion 0.09% of portfolio
4,282
Q3 2025 Added 31.96%
$191B
$1.02 Billion 0.09% of portfolio
10,422
Q3 2025 Added 68.29%
$293B
$1.03 Billion 0.09% of portfolio
14,982
Q3 2025 Added 57.56%
$158B
$849 Million 0.08% of portfolio
3,442
Q3 2025 Added 97.93%
$209B
$853 Million 0.08% of portfolio
158
Q3 2025 Added 105.19%
$221B
$868 Million 0.08% of portfolio
1,789
Q3 2025 Added 50.72%
$104B
$869 Million 0.08% of portfolio
9,171
Q3 2025 Added 25.77%
$34.9B
$907 Million 0.08% of portfolio
5,412
Q3 2025 Added 18.92%
$169B
$912 Million 0.08% of portfolio
12,077
Q3 2025 Added 33.37%
$88B
$923 Million 0.08% of portfolio
3,545
Q3 2025 Added 43.35%
$166B
$943 Million 0.08% of portfolio
2,673
Q3 2025 Added 36.73%
$62.4B
$772 Million 0.07% of portfolio
9,153
Q3 2025 New
$211B
$753 Million 0.07% of portfolio
4,525
Q3 2025 Added 53.75%
$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%
$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%
$4.07B
$815 Million 0.07% of portfolio
9,641
Q2 2025 New
$151B
$669 Million 0.06% of portfolio
2,663
Q3 2025 Added 86.35%
$54.9B
$651 Million 0.06% of portfolio
2,770
Q2 2025 New
$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%
$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%
$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%
$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
$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%
$7.91B
$695 Million 0.06% of portfolio
7,526
Q2 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%
$117B
$526 Million 0.05% of portfolio
681
Q3 2025 Added 36.47%
$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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