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 Market Cap. of $200 Billions or more
