Turtle Creek Wealth Advisors, LLC - Portfolio Stock Holdings
Turtle Creek Wealth Advisors, LLC disclosed 558 stock positions in a recent SEC 13F filing. $1,892,763,068 of stock holdings were filed, with the largest holdings including VOO, SPY, and IEFA. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $2,757,918,120 and has 26 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
558Est. Stock Holding Value:
$1,892,763,068Top Stock Holdings By Sector
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Portfolio Stock Holdings - Turtle Creek Wealth Advisors, LLC
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Portfolio Options Holdings - Turtle Creek Wealth Advisors, LLC
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