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
$64.7B
$6.87 Billion 0.54% of portfolio
65,383
Q4 2025 Added 9.93%
$306B
$6.6 Billion 0.52% of portfolio
94,444
Q4 2025 Added 13.93%
$100B
$6.61 Billion 0.52% of portfolio
24,202
Q4 2025 Added 15.67%
$1.29T
$6.45 Billion 0.51% of portfolio
14,341
Q4 2025 Added 8.78%
$98.1B
$6.45 Billion 0.51% of portfolio
41,822
Q4 2025 Reduced 2.98%
$37.2B
$6.34 Billion 0.5% of portfolio
31,252
Q4 2025 Added 4.38%
$277B
$6.33 Billion 0.5% of portfolio
68,841
Q4 2025 Added 19.21%
$177B
$6.2 Billion 0.49% of portfolio
35,724
Q4 2025 Reduced 6.93%
$258B
$5.68 Billion 0.45% of portfolio
30,967
Q4 2025 Added 13.46%
$300B
$5.61 Billion 0.44% of portfolio
17,001
Q4 2025 Added 14.3%
$0
$5.65 Billion 0.44% of portfolio
58,687
Q4 2025 Added 4.03%
$74.3B
$5.36 Billion 0.42% of portfolio
89,137
Q4 2025 Added 14.73%
$662B
$5.36 Billion 0.42% of portfolio
10,655
Q4 2025 Added 19.25%
$193B
$5.29 Billion 0.42% of portfolio
9,349
Q4 2025 Added 26.78%
$228B
$5.28 Billion 0.42% of portfolio
42,142
Q4 2025 Added 9.24%
$30.9B
$5.2 Billion 0.41% of portfolio
50,546
Q4 2025 Reduced 6.78%
$114B
$5.08 Billion 0.4% of portfolio
39,828
Q4 2025 Added 15.01%
$82.8B
$4.98 Billion 0.39% of portfolio
18,108
Q4 2025 Reduced 15.56%
$204B
$4.96 Billion 0.39% of portfolio
34,532
Q4 2025 Added 11.0%
$279B
$4.87 Billion 0.38% of portfolio
43,706
Q4 2025 Added 14.54%
$414B
$4.74 Billion 0.37% of portfolio
20,751
Q4 2025 Added 70.2%
$96.4B
$4.53 Billion 0.36% of portfolio
38,656
Q4 2025 Added 15.04%
$0
$4.59 Billion 0.36% of portfolio
68,300
Q4 2025 Added 13.27%
$522B
$4.13 Billion 0.32% of portfolio
19,935
Q4 2025 Added 10.58%
$303B
$3.85 Billion 0.3% of portfolio
25,279
Q4 2025 Added 32.7%
$136B
$3.5 Billion 0.28% of portfolio
15,109
Q4 2025 Added 5.57%
$1.46T
$3.44 Billion 0.27% of portfolio
11,316
Q4 2025 Added 53.02%
$57.5B
$3.44 Billion 0.27% of portfolio
13,945
Q4 2025 Added 14.97%
$97.3B
$3.45 Billion 0.27% of portfolio
40,923
Q4 2025 Added 24.11%
$61.6B
$3.36 Billion 0.26% of portfolio
122,257
Q4 2025 Reduced 1.75%
$0
$3.31 Billion 0.26% of portfolio
17,303
Q4 2025 Added 530.58%
$0
$3.3 Billion 0.26% of portfolio
21,286
Q4 2025 Added 85.66%
$140B
$3.18 Billion 0.25% of portfolio
9,969
Q4 2025 Added 11.49%
$0
$3.19 Billion 0.25% of portfolio
29,896
Q3 2025 Added 58.06%
$123B
$3.21 Billion 0.25% of portfolio
6,644
Q4 2025 Added 6.77%
$49.1B
$3.03 Billion 0.24% of portfolio
32,268
Q4 2025 Added 1,027.86%
$0
$3.01 Billion 0.24% of portfolio
6,353
Q4 2025 Added 5.83%
$593B
$2.88 Billion 0.23% of portfolio
14,781
Q4 2025 Added 76.64%
$96.7B
$2.48 Billion 0.2% of portfolio
51,856
Q4 2025 Added 32.23%
$405B
$2.53 Billion 0.2% of portfolio
2,363
Q4 2025 Added 12.15%
$183B
$2.56 Billion 0.2% of portfolio
7,828
Q4 2025 Added 29.09%
$342B
$2.47 Billion 0.19% of portfolio
13,893
Q4 2025 Added 3.69%
$270B
$2.39 Billion 0.19% of portfolio
13,456
Q4 2025 Added 45.13%
$169B
$2.23 Billion 0.18% of portfolio
14,568
Q4 2025 Added 650.54%
$132B
$2.11 Billion 0.17% of portfolio
10,837
Q4 2025 Added 14.0%
$413B
$2.14 Billion 0.17% of portfolio
38,860
Q4 2025 Added 19.73%
$0
$2.16 Billion 0.17% of portfolio
6,292
Q4 2025 Added 191.97%
$235B
$2.18 Billion 0.17% of portfolio
20,734
Q4 2025 Added 36.15%
$114B
$2.05 Billion 0.16% of portfolio
9,439
Q4 2025 Added 0.13%

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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