StockDriftsStockDriftsTop 50 Turtle Creek Wealth Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 7.66% | 169.7K | $101.4M | +19.87%(+28.13K) | $510.51(+33.67%) | 2026-03-31 | |
| IEFA | ISHARES TR | 4.48% | 656.2K | $59.4M | +18.30%(+101.50K) | $76.36(+27.22%) | 2026-03-31 | |
| AAPL | APPLE INC | 4.17% | 217.5K | $55.2M | +9.29%(+18.49K) | $221.13(+35.15%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 3.84% | 291.4K | $50.8M | +12.41%(+32.17K) | $128.43(+75.84%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.97% | 106.2K | $39.3M | +10.42%(+10.03K) | $427.62(-5.24%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 1.98% | 91.4K | $26.3M | +11.71%(+9.58K) | $188.08(+114.07%) | 2026-03-31 | |
| CAT | CATERPILLAR INC | 1.81% | 33.8K | $24.0M | +2.45%(+810) | $342.13(+163.73%) | 2026-03-31 | |
| LLY | ELI LILLY & CO | 1.78% | 25.6K | $23.5M | +4.04%(+994) | $763.36(+33.06%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 1.77% | 112.4K | $23.4M | +6.29%(+6.65K) | $199.95(+35.10%) | 2026-03-31 | |
| IJH | ISHARES TR | 1.67% | 327.6K | $22.1M | +16.62%(+46.68K) | $59.08(+23.78%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.32% | +41.71% |
| Top 20 Holdings Unweighted | +14.05% | +48.36% |
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