StockDriftsStockDriftsTop 50 Turtle Creek Wealth Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 6.88% | 187.0K | $131.1M | +2.91%(+5.28K) | $529.59(+33.05%) | 2026-09-30 | |
| AAPL | APPLE INC | 4.43% | 253.7K | $84.5M | +5.26%(+12.67K) | $229.96(+49.13%) | 2026-09-30 | |
| NVDA | NVIDIA CORPORATION | 4.02% | 335.0K | $76.5M | +5.20%(+16.55K) | $137.04(+58.41%) | 2026-09-30 | |
| IEFA | ISHARES TR | 4.01% | 789.2K | $76.5M | +3.63%(+27.61K) | $79.11(+21.30%) | 2026-09-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 3.62% | 90.3K | $68.9M | -25.64%(-31.15K) | $663.22(+15.57%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 3.6% | 133.7K | $68.6M | +11.67%(+13.97K) | $423.01(+26.12%) | 2026-09-30 | |
| CVX | CHEVRON CORPORATION | 3.6% | 335.7K | $68.6M | -14.98%(-59.13K) | $186.08(+20.58%) | 2026-09-30 | |
| GOOGL | ALPHABET INC | 1.91% | 105.6K | $36.3M | +9.93%(+9.53K) | $208.37(+65.18%) | 2026-09-30 | |
| AMZN | AMAZON COM INC | 1.79% | 137.1K | $34.1M | +9.06%(+11.39K) | $205.50(+27.72%) | 2026-09-30 | |
| LLY | ELI LILLY & CO | 1.74% | 28.6K | $33.1M | +2.95%(+822) | $797.00(+55.63%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (11 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +57.11% |
| Top 20 Holdings Unweighted | — | — | — | — | +60.83% |
Turtle Creek Wealth Advisors LLC reports $1.98B in US-listed equity holdings across 501 positions in its most recent 13F filing. Its largest disclosed positions are VOO (6.9%), AAPL (4.4%) and NVDA (4.0%). The top 20 holdings account for 49.51% of reported assets. Its disclosed equity book has returned +57.11% cumulatively over 11 quarters. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Turtle Creek Wealth Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2007171). View Turtle Creek Wealth Advisors LLC’s 13F filings on SEC