DOSSIER · 13F-HR · Q3 2026

Turtle Creek Wealth Advisors, LLC

$2.0B in tracked AUM across 505 positions as of Q3 2026.

TC
CIK 0002007171 · last filed Sep 30, 2026
Total AUM
$2.0B
as of Q3 2026
Holdings
505
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Turtle Creek Wealth Advisors, LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
VOO
VANGUARD INDEX FDS
$131M187K6.6%
02
CVX
CHEVRON CORPORATION
$105M512K5.3%
03
AAPL
APPLE INC
$84M254K4.3%
04
NVDA
NVIDIA CORPORATION
$77M335K3.9%
05
IEFA
ISHARES TR
$76M789K3.9%
06
SPY
STATE STR SPDR S&P 500 ETF T
$69M90K3.5%
07
MSFT
MICROSOFT CORP
$69M134K3.5%
08
XOM
EXXONMOBIL HOLDINGS CORP
$63M389K3.2%
09
MPC
MARATHON PETE CORP
$53M134K2.7%
10
GOOGL
ALPHABET INC
$36M106K1.8%

Filing history

2026Q3Sep 30
$2.0B▲ 4.6%
505 positionsView →
2026Q2Jun 30
$1.9B▲ 43.0%
515 positionsView →
2026Q1Mar 31
$1.3B▲ 4.3%
480 positionsView →
2025Q4Dec 31
$1.3B▲ 13.5%
385 positionsView →
2025Q3Sep 30
$1.1B▲ 32.1%
365 positionsLocked
2025Q2Jun 30
$847M▲ 196.5%
269 positionsLocked
2025Q1Mar 31
$286M▼ 34.1%
49 positionsLocked
2024Q4Dec 31
$433M▼ 13.1%
75 positionsLocked
2024Q3Sep 30
$499M▲ 15.5%
173 positionsLocked
2024Q2Jun 30
$432M▲ 5.9%
195 positionsLocked
2024Q1Mar 31
$408M▲ 20.0%
189 positionsLocked
2023Q4Dec 31
$340M—
857 positionsLocked