Turtle Creek Wealth Advisors
Latest statistics and disclosures from Turtle Creek Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VOO, SPY, IEFA, AAPL, CVX, and represent 22.39% of Turtle Creek Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: SPY (+$73M), CVX (+$61M), XOM (+$38M), KLAC (+$31M), DMLP (+$21M), MPC (+$17M), IEFA (+$10M), JNJ (+$9.6M), KO (+$9.5M), VOO (+$8.3M).
- Started 80 new stock positions in WST, TTD, XPO, PTC, VRSN, NVR, MKC.V, EVRG, MRVL, NTRS.
- Reduced shares in these 10 stocks: LEN (-$5.7M), INTU, LRCX, Honeywell International, AMAT, IVW, ISRG, CRM, , ADSK.
- Sold out of its positions in AKAM, ALB, APA, ADSK, AZO, B, THRO, CBRE, CVE, COIN.
- Turtle Creek Wealth Advisors was a net buyer of stock by $420M.
- Turtle Creek Wealth Advisors has $1.9B in assets under management (AUM), dropping by 43.02%.
- Central Index Key (CIK): 0002007171
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Portfolio Holdings for Turtle Creek Wealth Advisors
Turtle Creek Wealth Advisors holds 514 positions in its portfolio as reported in the June 2026 quarterly 13F filing
Turtle Creek Wealth Advisors has 514 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Turtle Creek Wealth Advisors June 30, 2026 positions
- Download the Turtle Creek Wealth Advisors June 2026 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 6.6 | $125M | +7% | 182k | 686.81 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 4.8 | $91M | +409% | 122k | 745.25 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 3.9 | $74M | +16% | 762k | 96.58 |
|
| Apple (AAPL) | 3.7 | $70M | +10% | 241k | 289.26 |
|
| Chevron Corporation (CVX) | 3.5 | $66M | +1224% | 395k | 166.19 |
|
| NVIDIA Corporation (NVDA) | 3.4 | $64M | +9% | 319k | 199.98 |
|
| Exxon Mobil Corporation (XOM) | 2.7 | $50M | +291% | 369k | 136.61 |
|
| Microsoft Corporation (MSFT) | 2.4 | $45M | +12% | 120k | 372.95 |
|
| Lam Research Corp Com New (LRCX) | 2.0 | $37M | -9% | 86k | 433.28 |
|
| Caterpillar (CAT) | 1.9 | $37M | +2% | 35k | 1064.80 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.8 | $34M | +5% | 96k | 357.36 |
|
| Kla Corp Com New (KLAC) | 1.8 | $34M | +844% | 114k | 301.60 |
|
| Eli Lilly & Co. (LLY) | 1.8 | $33M | +8% | 28k | 1199.69 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 1.7 | $32M | +25% | 412k | 77.08 |
|
| Applied Materials (AMAT) | 1.7 | $32M | -5% | 44k | 722.83 |
|
| Amazon (AMZN) | 1.6 | $30M | +11% | 126k | 238.38 |
|
| Broadcom (AVGO) | 1.5 | $29M | +16% | 77k | 377.65 |
|
| JPMorgan Chase & Co. (JPM) | 1.4 | $27M | +13% | 82k | 327.36 |
|
| Alphabet Cap Stk Cl C (GOOG) | 1.3 | $25M | +23% | 72k | 353.26 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 1.2 | $22M | +41% | 313k | 71.20 |
|
| Dorchester Minerals Com Unit (DMLP) | 1.1 | $21M | NEW | 842k | 25.27 |
|
| Plains Gp Hldgs Ltd Partnr Int A (PAGP) | 1.0 | $20M | 810k | 24.27 |
|
|
| Amphenol Corp Cl A (APH) | 1.0 | $20M | 111k | 176.32 |
|
|
| Visa Com Cl A (V) | 1.0 | $19M | +21% | 54k | 343.07 |
|
| Meta Platforms Cl A (META) | 1.0 | $19M | +8% | 33k | 563.27 |
|
| Blackrock (BLK) | 1.0 | $18M | +12% | 19k | 961.54 |
|
| Marathon Petroleum Corp (MPC) | 0.9 | $18M | +3845% | 70k | 255.67 |
|
| Coca-Cola Company (KO) | 0.9 | $18M | +113% | 219k | 81.27 |
|
| McDonald's Corporation (MCD) | 0.9 | $17M | +17% | 63k | 270.29 |
|
| Procter & Gamble Company (PG) | 0.9 | $17M | +14% | 115k | 146.64 |
|
| Enterprise Products Partners (EPD) | 0.8 | $16M | +4% | 430k | 36.76 |
|
| TJX Companies (TJX) | 0.8 | $16M | +17% | 103k | 151.50 |
|
| Costco Wholesale Corporation (COST) | 0.8 | $16M | +6% | 17k | 935.57 |
|
| Johnson & Johnson (JNJ) | 0.8 | $15M | +167% | 60k | 253.98 |
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.8 | $14M | 744k | 19.12 |
|
|
| Parker-Hannifin Corporation (PH) | 0.7 | $13M | +2% | 14k | 978.14 |
|
| EOG Resources (EOG) | 0.7 | $13M | +4% | 100k | 129.73 |
|
| Home Depot (HD) | 0.7 | $13M | +15% | 36k | 352.67 |
|
| Trane Technologies SHS (TT) | 0.6 | $12M | +2% | 24k | 491.16 |
|
| Texas Instruments Incorporated (TXN) | 0.6 | $12M | +5% | 39k | 298.05 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.6 | $12M | +2% | 28k | 409.50 |
|
| Entergy Corporation (ETR) | 0.6 | $11M | 98k | 114.86 |
|
|
| AFLAC Incorporated (AFL) | 0.6 | $11M | +7% | 91k | 117.25 |
|
| Progressive Corporation (PGR) | 0.6 | $11M | +14% | 48k | 218.45 |
|
| Garmin SHS (GRMN) | 0.5 | $10M | 42k | 237.54 |
|
|
| Philip Morris International (PM) | 0.5 | $9.8M | +19% | 54k | 180.92 |
|
| Stryker Corporation (SYK) | 0.5 | $9.7M | +18% | 31k | 314.84 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.5 | $9.6M | 59k | 164.27 |
|
|
| Micron Technology (MU) | 0.5 | $9.6M | +10% | 8.3k | 1154.19 |
|
| Martin Marietta Materials (MLM) | 0.5 | $9.5M | +13% | 17k | 576.71 |
|
| Mastercard Incorporated Cl A (MA) | 0.5 | $9.5M | +12% | 19k | 513.60 |
|
| S&p Global (SPGI) | 0.5 | $9.4M | +21% | 23k | 407.26 |
|
| UnitedHealth (UNH) | 0.5 | $9.1M | +15% | 22k | 415.65 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.5 | $9.0M | +42% | 107k | 83.58 |
|
| Cigna Corp (CI) | 0.5 | $8.8M | +11% | 32k | 275.68 |
|
| MPLX Com Unit Rep Ltd (MPLX) | 0.4 | $8.5M | +2% | 150k | 56.33 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.4 | $8.4M | +18% | 11k | 748.91 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.4 | $7.7M | +15% | 66k | 117.67 |
|
| Astrazeneca Ord (AZN) | 0.4 | $7.3M | NEW | 39k | 189.62 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $7.3M | +29% | 15k | 500.34 |
|
| Tesla Motors (TSLA) | 0.4 | $7.2M | +4% | 17k | 420.59 |
|
| Abbvie (ABBV) | 0.4 | $7.2M | +26% | 29k | 251.71 |
|
| Williams Companies (WMB) | 0.4 | $7.0M | 94k | 74.34 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.4 | $6.8M | +24% | 46k | 148.23 |
|
| Advanced Micro Devices (AMD) | 0.4 | $6.8M | +4% | 12k | 580.86 |
|
| Prologis (PLD) | 0.4 | $6.7M | +16% | 49k | 135.50 |
|
| Intel Corporation (INTC) | 0.4 | $6.6M | +22% | 48k | 139.53 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.3 | $6.2M | +15% | 13k | 476.26 |
|
| Raytheon Technologies Corp (RTX) | 0.3 | $6.2M | +17% | 33k | 189.73 |
|
| Wal-Mart Stores (WMT) | 0.3 | $5.9M | +4% | 52k | 113.29 |
|
| Duke Energy Corp Com New (DUK) | 0.3 | $5.9M | +19% | 47k | 126.59 |
|
| Cme (CME) | 0.3 | $5.9M | +11% | 27k | 220.81 |
|
| Ishares Core Msci Emkt (IEMG) | 0.3 | $5.6M | -5% | 68k | 82.84 |
|
| Union Pacific Corporation (UNP) | 0.3 | $5.6M | +21% | 21k | 272.01 |
|
| Eaton Corp SHS (ETN) | 0.3 | $5.6M | +7% | 13k | 425.96 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.3 | $5.5M | -25% | 40k | 137.53 |
|
| Pepsi (PEP) | 0.3 | $5.4M | +9% | 40k | 135.41 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.3 | $5.1M | -8% | 46k | 110.32 |
|
| SM Energy (SM) | 0.3 | $5.0M | NEW | 191k | 26.10 |
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.3 | $4.9M | +3% | 2.5k | 1987.80 |
|
| Air Products & Chemicals (APD) | 0.2 | $4.6M | +10% | 16k | 293.18 |
|
| Lockheed Martin Corporation (LMT) | 0.2 | $4.5M | +17% | 8.9k | 509.46 |
|
| Starbucks Corporation (SBUX) | 0.2 | $4.4M | +7% | 43k | 102.19 |
|
| Kinder Morgan (KMI) | 0.2 | $4.2M | +8% | 132k | 31.97 |
|
| Abbott Laboratories (ABT) | 0.2 | $3.8M | 42k | 90.75 |
|
|
| Merck & Co (MRK) | 0.2 | $3.7M | +8% | 29k | 128.51 |
|
| Cisco Systems (CSCO) | 0.2 | $3.6M | +6% | 31k | 117.47 |
|
| ConocoPhillips (COP) | 0.2 | $3.6M | +64% | 35k | 103.96 |
|
| Amgen (AMGN) | 0.2 | $3.5M | +7% | 9.7k | 362.13 |
|
| Bank of America Corporation (BAC) | 0.2 | $3.5M | +49% | 61k | 57.02 |
|
| Deere & Company (DE) | 0.2 | $3.4M | +22% | 5.4k | 634.28 |
|
| Spdr Series Trust ST STR P500GRW (SPYG) | 0.2 | $3.4M | 29k | 118.99 |
|
|
| Intuitive Surgical Com New (ISRG) | 0.2 | $3.3M | -17% | 8.2k | 397.92 |
|
| Automatic Data Processing (ADP) | 0.2 | $3.3M | +72% | 15k | 223.95 |
|
| Morgan Stanley Com New (MS) | 0.2 | $3.2M | +6% | 16k | 209.06 |
|
| Infleqtion Com Shs (INFQ) | 0.2 | $3.2M | NEW | 238k | 13.32 |
|
| Netflix (NFLX) | 0.1 | $2.7M | -14% | 38k | 71.47 |
|
| Enbridge (ENB) | 0.1 | $2.7M | 49k | 54.21 |
|
|
| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.1 | $2.6M | NEW | 17k | 154.03 |
|
| Select Sector Spdr Tr St Str Techn Etf (XLK) | 0.1 | $2.5M | -2% | 13k | 190.52 |
|
| Palo Alto Networks (PANW) | 0.1 | $2.5M | +20% | 7.2k | 340.81 |
|
| Boeing Company (BA) | 0.1 | $2.4M | +10% | 11k | 216.40 |
|
| Nextera Energy (NEE) | 0.1 | $2.4M | +23% | 27k | 87.86 |
|
| Citigroup Com New (C) | 0.1 | $2.4M | +8% | 17k | 140.06 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $2.3M | +317% | 19k | 124.17 |
|
| Oracle Corporation (ORCL) | 0.1 | $2.2M | +8% | 15k | 146.55 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $2.2M | +19% | 2.9k | 762.22 |
|
| Goldman Sachs (GS) | 0.1 | $2.2M | 2.2k | 1011.41 |
|
|
| Ge Aerospace Com New (GE) | 0.1 | $2.1M | +4% | 5.5k | 373.73 |
|
| Targa Res Corp (TRGP) | 0.1 | $2.1M | +7% | 7.7k | 268.14 |
|
| Oneok (OKE) | 0.1 | $2.0M | +4% | 24k | 86.94 |
|
| Goldman Sachs Etf Tr Acces Treasury (GBIL) | 0.1 | $2.0M | 20k | 100.16 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $2.0M | -3% | 2.7k | 736.40 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $1.9M | +512% | 33k | 59.37 |
|
| Sandisk Corp (SNDK) | 0.1 | $1.9M | +17% | 845.00 | 2273.20 |
|
| Capital One Financial (COF) | 0.1 | $1.9M | +176% | 9.6k | 200.71 |
|
| Ge Vernova (GEV) | 0.1 | $1.9M | +6% | 1.6k | 1173.79 |
|
| Linde SHS (LIN) | 0.1 | $1.9M | +5% | 3.6k | 518.64 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $1.9M | +35% | 18k | 103.85 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $1.8M | +4% | 8.0k | 227.06 |
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.1 | $1.8M | +17% | 1.9k | 965.00 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $1.8M | 26k | 68.41 |
|
|
| American Express Company (AXP) | 0.1 | $1.8M | +5% | 5.2k | 338.27 |
|
| Western Digital (WDC) | 0.1 | $1.8M | +16% | 2.8k | 638.72 |
|
| Colgate-Palmolive Company (CL) | 0.1 | $1.7M | +46% | 19k | 91.68 |
|
| International Business Machines (IBM) | 0.1 | $1.7M | +7% | 6.0k | 281.11 |
|
| Gilead Sciences (GILD) | 0.1 | $1.7M | -3% | 13k | 126.34 |
|
| Masco Corporation (MAS) | 0.1 | $1.7M | +7% | 20k | 81.37 |
|
| Dell Technologies CL C (DELL) | 0.1 | $1.6M | +39% | 3.7k | 431.46 |
|
| Walt Disney Company (DIS) | 0.1 | $1.6M | +9% | 16k | 96.25 |
|
| Marriott Intl Cl A (MAR) | 0.1 | $1.6M | -5% | 4.2k | 370.59 |
|
| Palantir Technologies Cl A (PLTR) | 0.1 | $1.6M | -23% | 13k | 116.67 |
|
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.1 | $1.5M | NEW | 28k | 53.27 |
|
| Western Midstream Partners L Com Unit Lp Int (WES) | 0.1 | $1.5M | 34k | 43.76 |
|
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $1.5M | 6.1k | 242.43 |
|
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.1 | $1.5M | NEW | 19k | 77.97 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $1.5M | 4.0k | 368.38 |
|
|
| Dt Midstream Common Stock (DTM) | 0.1 | $1.4M | +2% | 9.7k | 146.74 |
|
| Fortinet (FTNT) | 0.1 | $1.4M | +65% | 9.1k | 153.80 |
|
| Thermo Fisher Scientific (TMO) | 0.1 | $1.4M | 2.7k | 501.50 |
|
|
| Vanguard World Mega Grwth Ind (MGK) | 0.1 | $1.3M | +400% | 15k | 87.91 |
|
| Paychex (PAYX) | 0.1 | $1.3M | +119% | 13k | 98.33 |
|
| Chubb (CB) | 0.1 | $1.3M | +10% | 3.7k | 340.77 |
|
| Arista Networks Com Shs (ANET) | 0.1 | $1.3M | +17% | 7.4k | 169.87 |
|
| Hilton Worldwide Holdings (HLT) | 0.1 | $1.2M | +19% | 3.8k | 330.57 |
|
| Servicenow (NOW) | 0.1 | $1.2M | -6% | 12k | 99.31 |
|
| Wells Fargo & Company (WFC) | 0.1 | $1.2M | -14% | 15k | 82.64 |
|
| At&t (T) | 0.1 | $1.2M | +24% | 57k | 20.70 |
|
| McKesson Corporation (MCK) | 0.1 | $1.2M | +34% | 1.5k | 755.25 |
|
| Cheniere Energy Com New (LNG) | 0.1 | $1.2M | 4.9k | 239.01 |
|
|
| Tc Energy Corp (TRP) | 0.1 | $1.2M | 18k | 66.29 |
|
|
| Clover Health Investments Com Cl A (CLOV) | 0.1 | $1.2M | 220k | 5.24 |
|
|
| Plains All Amern Pipeline L Unit Ltd Partn (PAA) | 0.1 | $1.1M | +4% | 51k | 22.26 |
|
| Blue Owl Capital Com Cl A (OWL) | 0.1 | $1.1M | 129k | 8.75 |
|
|
| Keysight Technologies (KEYS) | 0.1 | $1.1M | +35% | 3.2k | 349.28 |
|
| Southern Company (SO) | 0.1 | $1.1M | -2% | 12k | 95.72 |
|
| Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) | 0.1 | $1.1M | +4% | 6.8k | 161.54 |
|
| Intercontinental Exchange (ICE) | 0.1 | $1.1M | +13% | 8.9k | 123.09 |
|
| Analog Devices (ADI) | 0.1 | $1.1M | +4% | 2.7k | 397.17 |
|
| Howmet Aerospace (HWM) | 0.1 | $1.1M | +88% | 4.0k | 268.82 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $1.0M | -22% | 10k | 98.98 |
|
| Texas Capital Bancshares (TCBI) | 0.1 | $1.0M | +2% | 9.9k | 103.25 |
|
| Cummins (CMI) | 0.1 | $1.0M | -2% | 1.4k | 713.21 |
|
| Verizon Communications (VZ) | 0.1 | $998k | -10% | 24k | 42.41 |
|
| Medtronic SHS (MDT) | 0.1 | $997k | +50% | 13k | 78.48 |
|
| Altria (MO) | 0.1 | $991k | +3% | 14k | 71.95 |
|
| Ishares Tr S&p 100 Etf (OEF) | 0.1 | $990k | +31% | 2.7k | 365.87 |
|
| Quanta Services (PWR) | 0.0 | $943k | +29% | 1.3k | 719.54 |
|
| Booking Holdings (BKNG) | 0.0 | $933k | +1831% | 5.2k | 178.24 |
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $909k | -2% | 5.8k | 156.96 |
|
| Wisdomtree Tr Floatng Rat Trea (USFR) | 0.0 | $907k | 18k | 50.35 |
|
|
| Welltower Inc Com reit (WELL) | 0.0 | $903k | 4.0k | 226.97 |
|
|
| General Motors Company (GM) | 0.0 | $894k | +6% | 12k | 77.08 |
|
| Otis Worldwide Corp (OTIS) | 0.0 | $891k | +36% | 12k | 71.60 |
|
| Pfizer (PFE) | 0.0 | $888k | +18% | 37k | 24.09 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $878k | +7% | 4.1k | 212.77 |
|
| Corning Incorporated (GLW) | 0.0 | $874k | +5% | 3.4k | 255.43 |
|
| General Dynamics Corporation (GD) | 0.0 | $870k | +7% | 2.5k | 354.21 |
|
| Synopsys (SNPS) | 0.0 | $857k | +14% | 1.9k | 446.07 |
|
| United Parcel Svcs CL B (UPS) | 0.0 | $851k | +53% | 7.9k | 107.50 |
|
| Qualcomm (QCOM) | 0.0 | $847k | +3% | 4.6k | 184.81 |
|
| Intuit (INTU) | 0.0 | $845k | -83% | 3.2k | 260.98 |
|
| Goldman Sachs Etf Tr Activebeta Int (GSIE) | 0.0 | $842k | 18k | 45.70 |
|
|
| Waste Management (WM) | 0.0 | $841k | +80% | 3.8k | 222.90 |
|
| Ishares Tr Broad Usd High (USHY) | 0.0 | $839k | NEW | 23k | 37.02 |
|
| Emerson Electric (EMR) | 0.0 | $838k | +148% | 5.9k | 143.15 |
|
| General Mills (GIS) | 0.0 | $832k | NEW | 24k | 34.80 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $829k | +7% | 2.8k | 300.40 |
|
| Simon Property (SPG) | 0.0 | $823k | +24% | 3.7k | 223.89 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $821k | 2.2k | 370.04 |
|
|
| Canadian Pacific Kansas City (CP) | 0.0 | $816k | +3% | 9.4k | 86.65 |
|
| CVS Caremark Corporation (CVS) | 0.0 | $806k | +8% | 7.8k | 103.45 |
|
| Bank of New York Mellon Corporation (BNY) | 0.0 | $804k | +3% | 5.6k | 144.61 |
|
| Johnson Controls Internation SHS (JCI) | 0.0 | $804k | 5.5k | 146.10 |
|
|
| FedEx Corporation (FDX) | 0.0 | $804k | -3% | 2.6k | 313.15 |
|
| Sherwin-Williams Company (SHW) | 0.0 | $797k | -18% | 2.3k | 344.32 |
|
| Newmont Mining Corporation (NEM) | 0.0 | $788k | +2% | 8.4k | 93.40 |
|
| Ishares Tr Eafe Value Etf (EFV) | 0.0 | $778k | 10k | 76.55 |
|
|
| Ishares Tr Core Msci Intl (IDEV) | 0.0 | $778k | NEW | 8.8k | 88.87 |
|
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.0 | $778k | 8.1k | 95.62 |
|
|
| Roper Industries (ROP) | 0.0 | $776k | +35% | 2.3k | 338.39 |
|
| Vanguard Admiral Fds Midcp 400 Idx (IVOO) | 0.0 | $770k | 5.9k | 130.40 |
|
|
| State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) | 0.0 | $748k | 1.1k | 703.34 |
|
|
| Ametek (AME) | 0.0 | $742k | +51% | 3.1k | 241.74 |
|
| Loews Corporation (L) | 0.0 | $737k | +2% | 6.5k | 113.21 |
|
| United Rentals (URI) | 0.0 | $731k | +30% | 645.00 | 1132.67 |
|
| Northrop Grumman Corporation (NOC) | 0.0 | $729k | +26% | 1.4k | 508.07 |
|
| Msci (MSCI) | 0.0 | $727k | +29% | 1.3k | 559.90 |
|
| Cadence Design Systems (CDNS) | 0.0 | $721k | 1.9k | 375.15 |
|
|
| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.0 | $717k | +500% | 8.7k | 82.62 |
|
| Charles Schwab Corporation (SCHW) | 0.0 | $716k | -10% | 7.8k | 92.27 |
|
| MetLife (MET) | 0.0 | $715k | +34% | 8.4k | 84.70 |
|
| Agilent Technologies Inc C ommon (A) | 0.0 | $712k | +70% | 5.4k | 132.83 |
|
| Anthem (ELV) | 0.0 | $708k | +126% | 1.8k | 386.77 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $708k | +500% | 8.2k | 86.14 |
|
| Applovin Corp Com Cl A (APP) | 0.0 | $704k | +4% | 1.4k | 514.69 |
|
| Teradyne (TER) | 0.0 | $697k | +19% | 1.4k | 483.84 |
|
| Huntington Bancshares Incorporated (HBAN) | 0.0 | $693k | -3% | 39k | 17.73 |
|
| Flotek Industries Com New (FTK) | 0.0 | $692k | -25% | 29k | 23.52 |
|
| Equinix (EQIX) | 0.0 | $682k | -11% | 654.00 | 1042.39 |
|
| Target Corporation (TGT) | 0.0 | $679k | +41% | 5.2k | 130.62 |
|
| O'reilly Automotive (ORLY) | 0.0 | $671k | +13% | 7.3k | 92.09 |
|
| Occidental Petroleum Corporation (OXY) | 0.0 | $669k | +55% | 14k | 48.57 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $667k | -4% | 9.1k | 73.41 |
|
| Vanguard World Mega Cap Val Etf (MGV) | 0.0 | $666k | 4.1k | 163.45 |
|
|
| Ameren Corporation (AEE) | 0.0 | $665k | +85% | 5.9k | 113.21 |
|
| Adams Express Company (ADX) | 0.0 | $664k | -7% | 26k | 25.55 |
|
| Uber Technologies (UBER) | 0.0 | $657k | -2% | 9.1k | 72.16 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $650k | +295% | 8.1k | 80.57 |
|
| Take-Two Interactive Software (TTWO) | 0.0 | $648k | NEW | 2.6k | 249.61 |
|
| MiMedx (MDXG) | 0.0 | $642k | 167k | 3.85 |
|
|
| Illinois Tool Works (ITW) | 0.0 | $632k | -10% | 2.3k | 270.47 |
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $628k | NEW | 5.3k | 117.50 |
|
| American Electric Power Company (AEP) | 0.0 | $623k | +33% | 4.5k | 136.93 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $614k | +5% | 4.9k | 124.44 |
|
| Monolithic Power Systems (MPWR) | 0.0 | $604k | +9% | 437.00 | 1382.36 |
|
| Vanguard Admiral Fds 500 Val Idx Fd (VOOV) | 0.0 | $604k | 2.8k | 219.21 |
|
|
| Datadog Cl A Com (DDOG) | 0.0 | $600k | 2.3k | 260.36 |
|
|
| National Fuel Gas (NFG) | 0.0 | $593k | 7.7k | 77.21 |
|
|
| Camden Ppty Tr Sh Ben Int (CPT) | 0.0 | $589k | +7% | 5.1k | 114.49 |
|
| Danaher Corporation (DHR) | 0.0 | $582k | -21% | 3.1k | 190.48 |
|
| Cintas Corporation (CTAS) | 0.0 | $580k | -18% | 3.4k | 170.08 |
|
| Ford Motor Company (F) | 0.0 | $577k | +3% | 42k | 13.90 |
|
| RBC Bearings Incorporated (RBC) | 0.0 | $576k | +12% | 895.00 | 643.68 |
|
| Bristol Myers Squibb (BMY) | 0.0 | $571k | -13% | 9.9k | 57.62 |
|
| Flexshares Tr Us Quality Cap (QLC) | 0.0 | $557k | NEW | 6.2k | 89.87 |
|
| Live Nation Entertainment (LYV) | 0.0 | $556k | NEW | 3.0k | 183.01 |
|
| salesforce (CRM) | 0.0 | $554k | -53% | 3.5k | 156.65 |
|
| Ishares Msci Gbl Min Vol (ACWV) | 0.0 | $553k | 4.6k | 120.23 |
|
|
| Royal Caribbean Cruises (RCL) | 0.0 | $545k | +24% | 1.7k | 317.97 |
|
Past Filings by Turtle Creek Wealth Advisors
SEC 13F filings are viewable for Turtle Creek Wealth Advisors going back to 2023
- Turtle Creek Wealth Advisors 2026 Q2 filed July 27, 2026
- Turtle Creek Wealth Advisors 2026 Q1 filed April 27, 2026
- Turtle Creek Wealth Advisors 2025 Q4 filed Jan. 28, 2026
- Turtle Creek Wealth Advisors 2025 Q3 filed Oct. 29, 2025
- Turtle Creek Wealth Advisors 2025 Q2 filed July 28, 2025
- Turtle Creek Wealth Advisors 2025 Q1 filed May 1, 2025
- Turtle Creek Wealth Advisors 2024 Q4 filed Jan. 23, 2025
- Turtle Creek Wealth Advisors 2024 Q3 filed Nov. 6, 2024
- Turtle Creek Wealth Advisors 2024 Q2 filed July 31, 2024
- Turtle Creek Wealth Advisors 2024 Q1 filed April 30, 2024
- Turtle Creek Wealth Advisors 2023 Q4 filed Jan. 26, 2024