Number of Shares
5,260
Previous 6,343 17.07%
Holding current value
$689 Million
Previous $924 Million 25.43%
% of portfolio
0.05%
Previous 0.08%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 28, 2026

SELL
N/A
-1,083 Reduced 17.07%
5,260 $689 Million
Q3 2025

Oct 29, 2025

BUY
N/A
3,091 Added 95.05%
6,343 $924 Million
Q2 2025

Jul 28, 2025

BUY
N/A
3,252 New
3,252 $333 Million
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.