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
$115B
$1.06 Billion 0.08% of portfolio
2,270
Q4 2025 Added 1.52%
$84.9B
$1.06 Billion 0.08% of portfolio
6,568
Q4 2025 Added 31.83%
$34.9B
$1.06 Billion 0.08% of portfolio
4,761
Q4 2025 Added 52.74%
$59.7B
$1.05 Billion 0.08% of portfolio
2,240
Q4 2025 Added 52.28%
$0
$1.03 Billion 0.08% of portfolio
14,422
Q4 2025 Added 8.13%
$130B
$885 Million 0.07% of portfolio
2,232
Q4 2025 Reduced 32.71%
$11.8B
$878 Million 0.07% of portfolio
48,885
Q4 2025 Added 13.63%
$0
$875 Million 0.07% of portfolio
15,974
Q4 2025 Reduced 65.32%
$181B
$873 Million 0.07% of portfolio
10,683
Q4 2025 Added 2.5%
$4.28B
$873 Million 0.07% of portfolio
9,641
Q2 2025 New
$160B
$850 Million 0.07% of portfolio
3,715
Q4 2025 Added 55.44%
$174B
$843 Million 0.07% of portfolio
5,234
Q4 2025 New
$0
$835 Million 0.07% of portfolio
10,000
Q4 2025 Added 233.33%
$77.2B
$826 Million 0.07% of portfolio
3,409
Q4 2025 Added 13.14%
$0
$888 Million 0.07% of portfolio
6,293
Q4 2025 Added 32.07%
$65.7B
$890 Million 0.07% of portfolio
11,261
Q4 2025 Added 59.17%
$53.8B
$940 Million 0.07% of portfolio
4,834
Q4 2025 Added 74.51%
$140B
$935 Million 0.07% of portfolio
3,879
Q4 2025 Added 45.66%
$0
$929 Million 0.07% of portfolio
2,771
Q4 2025 Added 213.11%
$68.9B
$910 Million 0.07% of portfolio
3,150
Q4 2025 Added 20.05%
$100B
$908 Million 0.07% of portfolio
11,166
Q4 2025 Reduced 14.96%
$72.9B
$905 Million 0.07% of portfolio
3,150
Q4 2025 Added 63.13%
Linde PLC
-
$900 Million 0.07% of portfolio
-
Q4 2025 Reduced 7.74%
$89.7B
$899 Million 0.07% of portfolio
4,848
Q4 2025 Added 42.5%
$98.6B
$764 Million 0.06% of portfolio
8,756
Q4 2025 Reduced 4.53%
$167B
$752 Million 0.06% of portfolio
7,522
Q4 2025 Reduced 3.55%
$128B
$743 Million 0.06% of portfolio
7,737
Q4 2025 Added 58.35%
$38.4B
$741 Million 0.06% of portfolio
2,193
Q4 2025 Added 7.92%
$0
$722 Million 0.06% of portfolio
16,257
Q3 2025 New
$163B
$714 Million 0.06% of portfolio
1,060
Q4 2025 New
Ge Vernova Inc
-
$713 Million 0.06% of portfolio
-
Q4 2025 Reduced 4.47%
$111B
$764 Million 0.06% of portfolio
2,163
Q4 2025 Added 12.07%
$0
$768 Million 0.06% of portfolio
3,751
Q3 2025 New
$0
$809 Million 0.06% of portfolio
5,817
Q3 2025 New
$27.7B
$807 Million 0.06% of portfolio
11,995
Q4 2025 Added 21.51%
$0
$797 Million 0.06% of portfolio
7,133
Q2 2025 New
$0
$791 Million 0.06% of portfolio
18,415
Q4 2024 New
$86.1B
$788 Million 0.06% of portfolio
2,432
Q4 2025 Added 0.5%
$0
$784 Million 0.06% of portfolio
6,570
Q4 2025 Reduced 2.49%
$37B
$779 Million 0.06% of portfolio
8,917
Q4 2025 Reduced 15.99%
$0
$632 Million 0.05% of portfolio
1,028
Q3 2025 Added 93.96%
$0
$626 Million 0.05% of portfolio
8,056
Q4 2025 New
$81.8B
$620 Million 0.05% of portfolio
5,176
Q4 2025 Added 142.66%
$62.7B
$615 Million 0.05% of portfolio
7,794
Q4 2025 Reduced 5.73%
$24.1B
$612 Million 0.05% of portfolio
9,500
Q4 2025 Added 72.73%
$7.41B
$603 Million 0.05% of portfolio
7,526
Q2 2025 New
$86.7B
$598 Million 0.05% of portfolio
1,049
Q4 2025 Reduced 11.85%
$89.3B
$595 Million 0.05% of portfolio
5,128
Q4 2025 Added 33.06%
$172B
$589 Million 0.05% of portfolio
14,452
Q4 2025 Reduced 51.61%

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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