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
$84.6B
$540 Million 0.05% of portfolio
3,033
Q3 2025 Added 108.88%
$65.9B
$543 Million 0.05% of portfolio
2,669
Q3 2025 Added 58.3%
$51.1B
$609 Million 0.05% of portfolio
11,192
Q3 2025 Reduced 0.1%
$62.4B
$608 Million 0.05% of portfolio
637
Q3 2025 Added 127.5%
$51.3B
$592 Million 0.05% of portfolio
17,219
Q3 2025 Added 62.15%
$1.63B
$591 Million 0.05% of portfolio
17,615
Q2 2024 Reduced 0.01%
$64.9B
$566 Million 0.05% of portfolio
7,075
Q3 2025 Added 91.01%
$20.8B
$419 Million 0.04% of portfolio
4,787
Q3 2025 New
$87B
$420 Million 0.04% of portfolio
3,854
Q3 2025 Added 34.15%
$58.9B
$423 Million 0.04% of portfolio
2,252
Q3 2025 Added 66.57%
$76.1B
$429 Million 0.04% of portfolio
1,645
Q3 2025 Added 36.06%
$39.4B
$442 Million 0.04% of portfolio
9,365
Q3 2025 Reduced 61.45%
$90.7B
$419 Million 0.04% of portfolio
879
Q3 2025 Added 111.3%
$94.3B
$419 Million 0.04% of portfolio
1,539
Q3 2025 Added 78.33%
$36.8B
$416 Million 0.04% of portfolio
3,631
Q3 2025 New
$1.46B
$416 Million 0.04% of portfolio
12,028
Q2 2025 Added 7.86%
$105B
$396 Million 0.04% of portfolio
3,049
Q3 2025 New
$13.1B
$451 Million 0.04% of portfolio
9,528
Q2 2025 New
$275B
$454 Million 0.04% of portfolio
1,895
Q3 2025 Added 65.94%
$97.1B
$503 Million 0.04% of portfolio
1,475
Q3 2025 Added 76.44%
$96.4B
$503 Million 0.04% of portfolio
1,431
Q3 2025 Added 61.88%
$6.02B
$501 Million 0.04% of portfolio
4,650
Q3 2025 Added 38.31%
$72B
$501 Million 0.04% of portfolio
1,931
Q3 2025 Added 106.75%
$125B
$499 Million 0.04% of portfolio
2,029
Q3 2025 Added 25.4%
$32.8B
$493 Million 0.04% of portfolio
42,537
Q2 2025 Added 6.58%
$28.7B
$483 Million 0.04% of portfolio
9,576
Q3 2025 New
$23.9B
$476 Million 0.04% of portfolio
4,740
Q3 2025 Added 26.0%
$23.7B
$461 Million 0.04% of portfolio
4,489
Q3 2025 New
$19.2B
$463 Million 0.04% of portfolio
2,256
Q3 2025 Added 45.45%
$125B
$465 Million 0.04% of portfolio
4,886
Q3 2025 Added 44.68%
$108B
$474 Million 0.04% of portfolio
6,282
Q3 2025 New
$161B
$474 Million 0.04% of portfolio
2,390
Q3 2025 Added 44.15%
$5.62B
$476 Million 0.04% of portfolio
4,588
Q2 2025 New
$42.3B
$291 Million 0.03% of portfolio
1,128
Q3 2025 New
$15.6B
$292 Million 0.03% of portfolio
1,531
Q3 2025 Added 13.58%
$55.2B
$295 Million 0.03% of portfolio
1,742
Q3 2025 New
$27.1B
$300 Million 0.03% of portfolio
2,872
Q3 2025 New
$37.3B
$303 Million 0.03% of portfolio
4,984
Q3 2025 New
$84.5B
$304 Million 0.03% of portfolio
4,865
Q3 2025 Added 25.74%
$51.9B
$314 Million 0.03% of portfolio
341
Q3 2025 New
$53.1B
$316 Million 0.03% of portfolio
994
Q3 2025 Added 26.46%
$97.8B
$316 Million 0.03% of portfolio
1,641
Q3 2025 New
$14.8B
$291 Million 0.03% of portfolio
1,775
Q2 2025 New
$53.9B
$282 Million 0.03% of portfolio
442
Q3 2025 New
$30.9B
$282 Million 0.03% of portfolio
2,771
Q3 2025 New
$7.66B
$284 Million 0.03% of portfolio
2,344
Q3 2025 Reduced 27.74%
$52.4B
$284 Million 0.03% of portfolio
23,758
Q3 2025 Added 41.27%
$50B
$285 Million 0.03% of portfolio
3,662
Q3 2025 Added 32.49%
$39.3B
$285 Million 0.03% of portfolio
1,042
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
Track This Portfolio

Track Turtle Creek Wealth Advisors, LLC Portfolio

Follow Turtle Creek Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Turtle Creek Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Turtle Creek Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email