Turtle Creek Wealth Advisors, LLC Portfolio Holdings

Turtle Creek Wealth Advisors, LLC

  • $1.27 Trillion
  • Q4 2025

Turtle Creek Wealth Advisors, LLC has filed its 13F form on January 28, 2026 for Q4 2025 where it was disclosed a total value porftolio of $1.27 Trillion distributed in 385 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 $88.8B, Apple Inc. with a value of $54.1B, Ishares Tr with a value of $49.6B, Nvidia Corp with a value of $48.4B, and Microsoft Corp with a value of $46.5B.

Examining the 13F form we can see an increase of $151B in the current position value, from $1.12T to 1.27T.

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 $1.27 Trillion
ETFs: $318 Billion
Technology: $273 Billion
Financial Services: $127 Billion
Energy: $94.7 Billion
Healthcare: $92.4 Billion
Consumer Cyclical: $88.3 Billion
Industrials: $74.4 Billion
Communication Services: $71.2 Billion
Other: $92.6 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$88.8 Billion 6.99% of portfolio
141,553
Q4 2025 Added 20.02%
$4.3T
$54.1 Billion 4.26% of portfolio
199,054
Q4 2025 Added 7.99%
$0
$49.6 Billion 3.91% of portfolio
554,647
Q4 2025 Added 0.92%
$465B
$48.4 Billion 3.81% of portfolio
259,282
Q4 2025 Added 6.96%
$3.78T
$46.5 Billion 3.66% of portfolio
96,199
Q4 2025 Added 12.79%
$971B
$26.4 Billion 2.08% of portfolio
24,598
Q4 2025 Added 9.54%
$1.65T
$25.6 Billion 2.02% of portfolio
81,803
Q4 2025 Added 1.18%
$2.39T
$24.4 Billion 1.92% of portfolio
105,755
Q4 2025 Added 16.93%
$881B
$21.5 Billion 1.69% of portfolio
66,697
Q4 2025 Added 6.41%
$139B
$20.9 Billion 1.65% of portfolio
60,403
Q4 2025 Added 7.38%
$1.37T
$19.5 Billion 1.53% of portfolio
29,501
Q4 2025 Added 11.76%
$291B
$18.9 Billion 1.49% of portfolio
33,037
Q4 2025 Added 8.04%
$0
$18.5 Billion 1.46% of portfolio
280,904
Q4 2025 Added 5.8%
$1.74T
$17.4 Billion 1.37% of portfolio
55,503
Q4 2025 Added 27.37%
Blackrock Inc
-
$16.6 Billion 1.31% of portfolio
-
Q4 2025 Added 8.57%
$0
$16.4 Billion 1.29% of portfolio
24,056
Q4 2025 Added 15.86%
$3.47B
$15.3 Billion 1.21% of portfolio
800,338
Q4 2025 Reduced 0.07%
$224B
$15.3 Billion 1.2% of portfolio
50,007
Q4 2025 Added 14.72%
$533B
$14.7 Billion 1.16% of portfolio
42,017
Q4 2025 Added 16.41%
$0
$14.8 Billion 1.16% of portfolio
236,659
Q4 2025 Added 0.08%
$0
$14.4 Billion 1.13% of portfolio
116,754
Q4 2025 Added 2.21%
$79.6B
$14.4 Billion 1.13% of portfolio
106,261
Q4 2025 Reduced 0.25%
$161B
$14 Billion 1.1% of portfolio
11,490
Q4 2025 Added 3.81%
$70.2B
$13.2 Billion 1.04% of portfolio
410,581
Q4 2025 Added 6.97%
$170B
$12.5 Billion 0.98% of portfolio
81,442
Q4 2025 Added 14.21%
$6.09B
$12.1 Billion 0.95% of portfolio
807,268
Q4 2025 Reduced 24.76%
$52.5B
$11.9 Billion 0.93% of portfolio
719,940
Q4 2025 Added 2.35%
$182B
$11.4 Billion 0.9% of portfolio
17,265
Q4 2025 Added 20.03%
$197B
$11.3 Billion 0.89% of portfolio
43,798
Q4 2025 Added 4.53%
$346B
$11.1 Billion 0.87% of portfolio
77,504
Q4 2025 Reduced 8.29%
$107B
$10.8 Billion 0.85% of portfolio
12,282
Q4 2025 Added 2.78%
$404B
$10.7 Billion 0.84% of portfolio
12,422
Q4 2025 Added 7.27%
$367B
$10.5 Billion 0.83% of portfolio
30,547
Q4 2025 Added 8.03%
$490B
$10.6 Billion 0.83% of portfolio
87,861
Q4 2025 Added 7.27%
$0
$10.3 Billion 0.81% of portfolio
71,271
Q4 2025 Added 186.83%
$0
$10.1 Billion 0.8% of portfolio
27,162
Q3 2025 Added 1.96%
$512B
$9.33 Billion 0.73% of portfolio
16,343
Q4 2025 Added 27.66%
$0
$8.86 Billion 0.7% of portfolio
59,590
Q4 2025 Reduced 1.22%
$132B
$8.6 Billion 0.68% of portfolio
37,781
Q4 2025 Added 17.46%
$72.3B
$8.57 Billion 0.67% of portfolio
77,708
Q4 2025 Added 10.81%
$0
$8.24 Billion 0.65% of portfolio
68,549
Q4 2025 Added 21.97%
$136B
$8.22 Billion 0.65% of portfolio
23,376
Q4 2025 Added 15.65%
$19.3B
$8.06 Billion 0.63% of portfolio
87,229
Q4 2025 Added 3.43%
$37.2B
$8.06 Billion 0.63% of portfolio
12,943
Q4 2025 Added 15.53%
$53.5B
$7.8 Billion 0.61% of portfolio
146,090
Q4 2025 Added 1.8%
$0
$7.44 Billion 0.59% of portfolio
10,860
Q4 2025 Added 52.76%
$159B
$7.47 Billion 0.59% of portfolio
14,294
Q4 2025 Reduced 0.06%
$96.9B
$7.24 Billion 0.57% of portfolio
18,613
Q4 2025 Added 17.08%
$237B
$7.03 Billion 0.55% of portfolio
43,816
Q4 2025 Added 36.02%

Summary

  • Portfolio
  • No. of Stocks 385
  • Current Value $1.27 Trillion
  • Prior Value $1.12 Trillion
  • Filing
  • Period Q4 2025
  • Filing Date January 28, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 57 stocks
  • Additional Purchases 221 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 69 stocks
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