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.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
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