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
$0
$1.6 Billion 0.14% of portfolio
11,465
Q3 2025 Added 576.4%
$113B
$1.61 Billion 0.14% of portfolio
17,058
Q3 2025 Added 17.63%
$144B
$1.5 Billion 0.13% of portfolio
3,274
Q3 2025 Added 2.47%
$270B
$1.47 Billion 0.13% of portfolio
9,272
Q3 2025 Added 50.67%
$265B
$1.46 Billion 0.13% of portfolio
1,833
Q3 2025 Added 74.74%
$388B
$1.45 Billion 0.13% of portfolio
8,988
Q3 2025 Added 77.35%
$15B
$1.45 Billion 0.13% of portfolio
36,882
Q2 2025 New
$193B
$1.3 Billion 0.12% of portfolio
11,386
Q3 2025 Added 119.34%
$104B
$1.31 Billion 0.12% of portfolio
4,454
Q3 2025 Added 29.55%
$172B
$1.31 Billion 0.12% of portfolio
29,863
Q3 2025 Added 136.84%
$0
$1.32 Billion 0.12% of portfolio
3,020
Q3 2025 New
$0
$1.37 Billion 0.12% of portfolio
25,623
Q2 2025 New
$0
$1.37 Billion 0.12% of portfolio
3,408
Q2 2025 New
$8.09B
$1.18 Billion 0.11% of portfolio
48,442
Q3 2025 Added 9.61%
$130B
$1.18 Billion 0.11% of portfolio
3,317
Q3 2025 Added 151.86%
$31.5B
$1.21 Billion 0.11% of portfolio
16,578
Q3 2025 Reduced 8.3%
$328B
$1.23 Billion 0.11% of portfolio
4,089
Q3 2025 Added 53.78%
$0
$1.24 Billion 0.11% of portfolio
6,085
Q2 2025 New
$235B
$1.28 Billion 0.11% of portfolio
15,229
Q3 2025 Reduced 68.15%
$0
$1.28 Billion 0.11% of portfolio
13,759
Q3 2025 Added 3.57%
$266B
$1.06 Billion 0.1% of portfolio
3,773
Q3 2025 Added 55.01%
$143B
$1.07 Billion 0.1% of portfolio
31,974
Q3 2025 Added 89.45%
Linde PLC
-
$1.09 Billion 0.1% of portfolio
-
Q3 2025 Added 50.72%
$190B
$1.09 Billion 0.1% of portfolio
10,766
Q3 2025 Reduced 8.24%
$115B
$1.1 Billion 0.1% of portfolio
2,236
Q3 2025 Added 26.61%
$13.4B
$1.1 Billion 0.1% of portfolio
15,683
Q3 2025 Added 3.53%
$181B
$1.11 Billion 0.1% of portfolio
39,273
Q3 2025 Added 41.02%
$255B
$1.15 Billion 0.1% of portfolio
3,466
Q3 2025 Added 96.15%
$838M
$1.16 Billion 0.1% of portfolio
166,700
Q2 2025 Reduced 8.26%
$317B
$1.17 Billion 0.1% of portfolio
13,973
Q3 2025 Added 69.53%
$37B
$970 Million 0.09% of portfolio
10,614
Q3 2025 Reduced 0.18%
$55.6B
$977 Million 0.09% of portfolio
6,674
Q3 2025 Reduced 81.79%
$268B
$998 Million 0.09% of portfolio
5,967
Q3 2025 Added 145.15%
$237B
$1.01 Billion 0.09% of portfolio
4,282
Q3 2025 Added 31.96%
$181B
$1.02 Billion 0.09% of portfolio
10,422
Q3 2025 Added 68.29%
$319B
$1.03 Billion 0.09% of portfolio
14,982
Q3 2025 Added 57.56%
$152B
$849 Million 0.08% of portfolio
3,442
Q3 2025 Added 97.93%
$191B
$853 Million 0.08% of portfolio
158
Q3 2025 Added 105.19%
$222B
$868 Million 0.08% of portfolio
1,789
Q3 2025 Added 50.72%
$98.6B
$869 Million 0.08% of portfolio
9,171
Q3 2025 Added 25.77%
$0
$901 Million 0.08% of portfolio
10,126
Q3 2025 New
$0
$905 Million 0.08% of portfolio
13,338
Q3 2025 Added 30.71%
$39.2B
$907 Million 0.08% of portfolio
5,412
Q3 2025 Added 18.92%
$168B
$912 Million 0.08% of portfolio
12,077
Q3 2025 Added 33.37%
$92.7B
$923 Million 0.08% of portfolio
3,545
Q3 2025 Added 43.35%
Arista Networks Inc
-
$924 Million 0.08% of portfolio
-
Q3 2025 Added 95.05%
$151B
$943 Million 0.08% of portfolio
2,673
Q3 2025 Added 36.73%
$69.1B
$772 Million 0.07% of portfolio
9,153
Q3 2025 New
$0
$757 Million 0.07% of portfolio
18,415
Q4 2024 New

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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