13F filer
Turtle Creek Wealth Advisors
13F Value
$1.98B
Positions
505
Top Position
VOO6.6%
Top 5
22.1%
Latest filing changes
vs Jun 30, 2026Holdings505
| # | Trend (4Q) | |||||||
|---|---|---|---|---|---|---|---|---|
| 1 | VOO | 6.6% | $131.1M | +2.9% | 187.0K | 6.6% | ETF | |
| 2 | AAPL | 4.3% | $84.5M | +5.3% | 253.7K | 3.7% | Common Stock | |
| 3 | NVDA | 3.9% | $76.5M | +5.2% | 335.0K | 3.4% | Common Stock | |
| 4 | IEFA | 3.9% | $76.5M | +3.6% | 789.2K | 3.9% | ETF | |
| 5 | SPY | 3.5% | $68.9M | -25.6% | 90.3K | 4.8% | ETF | |
| 6 | MSFT | 3.5% | $68.6M | +11.7% | 133.7K | 2.4% | Common Stock | |
| 7 | CVX | 3.5% | $68.6M | -15.0% | 335.7K | 3.5% | Common Stock | |
| 8 | XOMFiling details
|
2.5% | $50.2M | — | 308.3K | 2.7% | — | Common Stock |
| 9 | GOOGLFiling details
|
1.8% | $36.3M | +9.9% | 105.6K | 1.8% | Common Stock | |
| 10 | CVX · PUT | 1.8% | $36.1M | NEW | 176.6K | — | Put | |
| 11 | AMZN | 1.7% | $34.1M | +9.1% | 137.1K | 1.6% | Common Stock | |
| 12 | LLY | 1.7% | $33.1M | +3.0% | 28.6K | 1.8% | Common Stock | |
| 13 | CAT | 1.5% | $30.0M | +6.7% | 37.0K | 1.9% | Common Stock | |
| 14 | IJH | 1.4% | $28.7M | -3.2% | 399.1K | 1.7% | ETF | |
| 15 | AVGO | 1.4% | $28.1M | +4.3% | 79.9K | 1.5% | Common Stock | |
| 16 | LRCXFiling details
|
1.4% | $27.4M | -3.2% | 83.4K | 2.0% | Common Stock | |
| 17 | MPC | 1.4% | $27.4M | -0.8% | 69.3K | 0.9% | Common Stock | |
| 18 | JPM | 1.4% | $26.9M | -0.8% | 81.2K | 1.4% | Common Stock | |
| 19 | META | 1.3% | $25.7M | +7.2% | 35.4K | 1.0% | Common Stock | |
| 20 | MPC · PUT | 1.3% | $25.4M | NEW | 64.9K | — | Put |
Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.
Exited in Latest Filing50
Compared with the immediately prior published filing (Jun 30, 2026). Prior values are shown for context and are not included in current totals.