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
$0
$586 Million 0.05% of portfolio
13,722
Q4 2025 Added 200.79%
$120B
$580 Million 0.05% of portfolio
19,401
Q4 2025 Reduced 9.54%
$0
$575 Million 0.05% of portfolio
4,074
Q2 2025 New
$61.4B
$572 Million 0.05% of portfolio
3,107
Q4 2025 Added 16.41%
$79.2B
$633 Million 0.05% of portfolio
9,932
Q4 2025 Reduced 15.99%
$121B
$633 Million 0.05% of portfolio
772
Q4 2025 Added 13.36%
$0
$642 Million 0.05% of portfolio
1,064
Q2 2025 New
$57.4B
$693 Million 0.05% of portfolio
1,024
Q4 2025 Added 131.67%
Arista Networks Inc
-
$689 Million 0.05% of portfolio
-
Q4 2025 Reduced 17.07%
$94.5B
$688 Million 0.05% of portfolio
2,044
Q4 2025 Added 38.58%
Flotek Inds Inc Del
-
$679 Million 0.05% of portfolio
-
Q4 2025 Added 119.31%
$22.7B
$674 Million 0.05% of portfolio
38,822
Q4 2025 New
$147B
$671 Million 0.05% of portfolio
7,034
Q4 2025 Added 10.68%
Canadian Pacific Kansas City
-
$669 Million 0.05% of portfolio
-
Q4 2025 Added 28.37%
$0
$668 Million 0.05% of portfolio
1,369
Q3 2025 Added 30.01%
$89.8B
$647 Million 0.05% of portfolio
3,488
Q4 2025 Added 15.0%
$2.73B
$655 Million 0.05% of portfolio
28,106
Q2 2024 Added 22.73%
$104B
$659 Million 0.05% of portfolio
11,431
Q4 2025 Added 5.18%
$141B
$666 Million 0.05% of portfolio
26,733
Q4 2025 Reduced 2.39%
$103B
$525 Million 0.04% of portfolio
6,617
Q4 2025 Added 5.33%
$118B
$512 Million 0.04% of portfolio
1,889
Q4 2025 Reduced 6.9%
$14.2B
$508 Million 0.04% of portfolio
9,528
Q2 2025 New
$86.4B
$496 Million 0.04% of portfolio
1,588
Q4 2025 Added 10.97%
$59.8B
$477 Million 0.04% of portfolio
2,578
Q4 2025 Added 14.48%
$99.5B
$473 Million 0.04% of portfolio
8,775
Q4 2025 Added 79.45%
$5.3B
$471 Million 0.04% of portfolio
4,588
Q2 2025 New
$19B
$463 Million 0.04% of portfolio
2,461
Q4 2025 Added 9.09%
$299M
$533 Million 0.04% of portfolio
35,135
Q4 2023 New
$87.8B
$533 Million 0.04% of portfolio
1,043
Q4 2025 Added 18.66%
$54.5B
$533 Million 0.04% of portfolio
2,746
Q4 2025 Added 104.32%
$34B
$562 Million 0.04% of portfolio
42,537
Q2 2025 Added 6.58%
$74.9B
$560 Million 0.04% of portfolio
2,274
Q4 2025 Added 38.24%
$41B
$555 Million 0.04% of portfolio
2,463
Q4 2025 Added 37.29%
$0
$546 Million 0.04% of portfolio
4,601
Q4 2025 Reduced 87.34%
$0
$544 Million 0.04% of portfolio
1,876
Q4 2025 Reduced 1.57%
$72.4B
$541 Million 0.04% of portfolio
1,534
Q4 2025 Added 72.17%
$23.5B
$540 Million 0.04% of portfolio
4,066
Q4 2025 Reduced 21.31%
$10.9B
$533 Million 0.04% of portfolio
4,845
Q4 2025 Added 2.69%
$85.9B
$348 Million 0.03% of portfolio
1,582
Q4 2025 Added 27.99%
Liberty Global LTD
-
$349 Million 0.03% of portfolio
-
Q4 2025 Added 23.51%
$62.3B
$352 Million 0.03% of portfolio
3,052
Q4 2025 Added 0.69%
$6.2B
$353 Million 0.03% of portfolio
3,867
Q4 2025 Reduced 16.84%
$24.5B
$356 Million 0.03% of portfolio
2,122
Q4 2025 Added 5.62%
$283B
$357 Million 0.03% of portfolio
2,589
Q4 2025 New
$47.7B
$358 Million 0.03% of portfolio
804
Q4 2025 Added 79.06%
$55.8B
$362 Million 0.03% of portfolio
1,770
Q3 2025 New
$79.5B
$364 Million 0.03% of portfolio
5,425
Q4 2025 Added 86.75%
$7.21B
$366 Million 0.03% of portfolio
816
Q4 2025 New
$61.4B
$366 Million 0.03% of portfolio
868
Q4 2025 Added 1.4%

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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