§ 13F · FUND PROFILE
Turtle Creek Wealth Advisors, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $847.5T (13F)Positions · 269Turnover · — · Q4Filed · Jan 28, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$19.5T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 28, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 142K | $88.8T | 7.0% | +20% |
| 2 | AAPL | APPLE INC | 199K | $54.1T | 4.3% | +8% |
| 3 | IEFA | ISHARES TR | 555K | $49.6T | 3.9% | +1% |
| 4 | NVDA | NVIDIA CORPORATION | 259K | $48.4T | 3.8% | +7% |
| 5 | MSFT | MICROSOFT CORP | 96K | $46.5T | 3.7% | +13% |
| 6 | LLY | ELI LILLY & CO | 25K | $26.4T | 2.1% | +10% |
| 7 | GOOGL | ALPHABET INC | 82K | $25.6T | 2.0% | +1% |
| 8 | AMZN | AMAZON COM INC | 106K | $24.4T | 1.9% | +17% |
| 9 | JPM | JPMORGAN CHASE & CO. | 67K | $21.5T | 1.7% | +6% |
| 10 | AVGO | BROADCOM INC | 60K | $20.9T | 1.6% | +7% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE TURTLE SIGNAL
AC read
Turtle Creek Wealth Advisors, LLC is a Other fund managing $847491.7 trillion in assets. The fund runs a broad portfolio of 269 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed