Turtle Creek Wealth Advisors, LLC
Turtle Creek Wealth Advisors, LLC reported 515 positions worth $1.89B as of June 30, 2026 (13F filed July 27, 2026). Largest holding: VOO (6.6%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | VOO | SH | $124.8M | 6.59% | 181,718 | — | — | |
| ▸ 2 | SPY | SH | $90.5M | 4.78% | 121,496 | — | — | |
| ▸ 3 | IEFA | SH | $73.6M | 3.88% | 761,616 | — | — | |
| ▸ 4 | AAPL | SH | $69.7M | 3.68% | 240,977 | — | — | |
| ▸ 5 | CVX | SH | $65.6M | 3.46% | 394,845 | — | — | |
| ▸ 6 | NVDA | SH | $63.7M | 3.36% | 318,478 | — | — | |
| ▸ 7 | EXMOC | SH | $50.4M | 2.66% | 369,126 | — | — | |
| ▸ 8 | MSFT | SH | $44.6M | 2.36% | 119,704 | — | — | |
| ▸ 9 | LRCX | SH | $37.3M | 1.97% | 86,112 | — | — | |
| ▸ 10 | CAT | SH | $36.9M | 1.95% | 34,662 | — | — |
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Frequently Asked Questions
What stocks does Turtle Creek Wealth Advisors, LLC hold as of Q2 2026?
Turtle Creek Wealth Advisors, LLC reported 515 positions worth $1.89B in its Q2 2026 13F filing. Largest positions: VOO (6.6%), SPY (4.8%), IEFA (3.9%), AAPL (3.7%) and CVX (3.5%).
What did Turtle Creek Wealth Advisors, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Turtle Creek Wealth Advisors, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.