StockDriftsStockDriftsTop 50 Turtle Creek Wealth Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 6.59% | 181.7K | $124.8M | +7.09%(+12.04K) | $525.35(+35.34%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 4.78% | 121.5K | $90.5M | +409.91%(+97.67K) | $663.22(+16.63%) | 2026-06-30 | |
| IEFA | ISHARES TR | 3.88% | 761.6K | $73.6M | +16.07%(+105.47K) | $78.47(+28.76%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.68% | 241.0K | $69.7M | +10.77%(+23.43K) | $225.69(+35.88%) | 2026-06-30 | |
| CVX | CHEVRON CORPORATION | 3.46% | 394.8K | $65.6M | +1224.85%(+365.04K) | $186.08(+4.76%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 3.36% | 318.5K | $63.7M | +9.27%(+27.03K) | $133.03(+65.72%) | 2026-06-30 | |
| XOM | EXXON MOBIL CORP | 2.66% | 369.1K | $50.4M | +291.79%(+274.91K) | $144.20(+10.78%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 2.36% | 119.7K | $44.6M | +12.69%(+13.48K) | $420.68(+19.51%) | 2026-06-30 | |
| LRCX | LAM RESEARCH CORP | 1.97% | 86.1K | $37.3M | -9.33%(-8.86K) | $79.93(+293.36%) | 2026-06-30 | |
| CAT | CATERPILLAR INC | 1.95% | 34.7K | $36.9M | +2.41%(+815) | $354.46(+141.44%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (10 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +53.81% |
| Top 20 Holdings Unweighted | — | — | — | — | +62.38% |
Turtle Creek Wealth Advisors, LLC reports $1.89B in US-listed equity holdings across 514 positions in its most recent 13F filing. Its largest disclosed positions are VOO (6.6%), SPY (4.8%) and IEFA (3.9%). The top 20 holdings account for 50.45% of reported assets. Its disclosed equity book has returned +53.81% cumulatively over 10 quarters. Figures reflect the Q2 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