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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$64.7B
$6.67 Billion 0.6% of portfolio
59,476
Q3 2025 Added 13.95%
$0
$6.68 Billion 0.6% of portfolio
56,201
Q3 2025 New
$96.9B
$6.71 Billion 0.6% of portfolio
15,898
Q3 2025 Added 15.19%
$82.8B
$6.18 Billion 0.55% of portfolio
21,445
Q3 2025 Added 15.67%
$1.29T
$5.86 Billion 0.52% of portfolio
13,183
Q3 2025 Added 68.37%
$100B
$5.65 Billion 0.5% of portfolio
20,923
Q3 2025 Added 6.84%
$0
$5.45 Billion 0.49% of portfolio
56,415
Q3 2025 Reduced 8.89%
$306B
$5.5 Billion 0.49% of portfolio
82,900
Q3 2025 Added 34.03%
$237B
$5.23 Billion 0.47% of portfolio
32,214
Q3 2025 Added 17.2%
$228B
$5.17 Billion 0.46% of portfolio
38,576
Q3 2025 Added 103.15%
$300B
$5.14 Billion 0.46% of portfolio
14,874
Q3 2025 Reduced 35.88%
$74.3B
$4.92 Billion 0.44% of portfolio
77,696
Q3 2025 Added 4.25%
$0
$4.7 Billion 0.42% of portfolio
65,787
Q3 2025 Added 31.84%
$0
$4.76 Billion 0.42% of portfolio
7,109
Q3 2025 Added 10.3%
$258B
$4.57 Billion 0.41% of portfolio
27,294
Q3 2025 Added 13.16%
$662B
$4.49 Billion 0.4% of portfolio
8,935
Q3 2025 Added 53.21%
$0
$4.36 Billion 0.39% of portfolio
36,349
Q2 2025 Reduced 8.04%
$204B
$4.37 Billion 0.39% of portfolio
31,110
Q3 2025 Added 37.75%
$96.4B
$4.16 Billion 0.37% of portfolio
33,601
Q3 2025 Added 4.54%
$0
$3.97 Billion 0.36% of portfolio
60,296
Q3 2025 Added 19.15%
$114B
$3.97 Billion 0.35% of portfolio
34,629
Q3 2025 Added 20.21%
$279B
$3.93 Billion 0.35% of portfolio
38,158
Q3 2025 Added 99.38%
$61.6B
$3.52 Billion 0.31% of portfolio
124,429
Q3 2025 Added 0.79%
$49.1B
$3.43 Billion 0.31% of portfolio
2,861
Q3 2025 Added 31.06%
$57.5B
$3.31 Billion 0.3% of portfolio
12,129
Q3 2025 Added 27.07%
$522B
$3.34 Billion 0.3% of portfolio
18,027
Q3 2025 Added 124.94%
$140B
$3.35 Billion 0.3% of portfolio
8,942
Q3 2025 Added 20.25%
$136B
$3.38 Billion 0.3% of portfolio
14,312
Q3 2025 Added 67.82%
$84B
$3.39 Billion 0.3% of portfolio
17,634
Q3 2025 Added 17.5%
$193B
$3.3 Billion 0.29% of portfolio
7,374
Q3 2025 Added 58.82%
$0
$3.12 Billion 0.28% of portfolio
29,896
Q3 2025 Added 58.06%
$123B
$3.11 Billion 0.28% of portfolio
6,223
Q3 2025 Added 54.88%
$303B
$2.96 Billion 0.26% of portfolio
19,050
Q3 2025 Added 13.28%
$414B
$2.82 Billion 0.25% of portfolio
12,192
Q3 2025 Added 33.26%
$0
$2.81 Billion 0.25% of portfolio
6,003
Q3 2025 Added 11.73%
$97.3B
$2.79 Billion 0.25% of portfolio
32,973
Q3 2025 Added 28.41%
$0
$2.48 Billion 0.22% of portfolio
46,061
Q3 2025 Reduced 1.04%
$342B
$2.44 Billion 0.22% of portfolio
13,399
Q3 2025 Added 42.8%
$593B
$2.35 Billion 0.21% of portfolio
8,368
Q3 2025 Added 63.57%
$0
$2.13 Billion 0.19% of portfolio
8,897
Q3 2025 Reduced 3.84%
$96.7B
$1.98 Billion 0.18% of portfolio
39,217
Q3 2025 Added 298.55%
$132B
$2 Billion 0.18% of portfolio
9,506
Q3 2025 Added 28.55%
$114B
$2.03 Billion 0.18% of portfolio
9,427
Q3 2025 Added 15.83%
$405B
$2.04 Billion 0.18% of portfolio
2,107
Q3 2025 Added 12.31%
$1.46T
$2.07 Billion 0.18% of portfolio
7,395
Q3 2025 Added 9.2%
$169B
$1.79 Billion 0.16% of portfolio
1,941
Q3 2025 Added 11.1%
$183B
$1.71 Billion 0.15% of portfolio
6,064
Q3 2025 Added 7.08%
$0
$1.7 Billion 0.15% of portfolio
8,221
Q3 2025 Reduced 8.33%
$413B
$1.67 Billion 0.15% of portfolio
32,456
Q3 2025 Added 72.44%

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
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