Turtle Creek Wealth Advisors, Llc Portfolio Stock Holdings

According to the SEC 13F filed on July 27, 2026, Turtle Creek Wealth Advisors, Llc disclosed 512 stock positions valued at approximately $1.89B as of quarter-end June 30, 2026. The largest holdings include VANGUARD INDEX FDS, STATE STR SPDR S&P 500 ETF T, and ISHARES TR.

Report Period
June 30, 2026
No. of Stocks
512
Portfolio Value
$1.89B
Holdings by Sector
Turtle Creek Wealth Advisors, Llc Portfolio Holdings in Q2 2026
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
VANGUARD INDEX FDSVOOOther6.59%181,718+12,038+7.09%$124,805,540
STATE STR SPDR S&P 500 ETF TSPYOther4.78%121,496+97,669+409.91%$90,544,888
ISHARES TRIEFAOther3.88%761,616+105,465+16.07%$73,556,847
APPLE INCAAPLTechnology3.68%240,977+23,431+10.77%$69,705,645
CHEVRON CORPORATIONCVXEnergy3.46%394,845+365,042+1224.85%$65,617,915
NVIDIA CORPORATIONNVDATechnology3.36%318,478+27,029+9.27%$63,689,748
EXXON MOBIL CORPXOMEnergy2.66%369,126+274,910+291.79%$50,425,284
MICROSOFT CORPMSFTTechnology2.36%119,704+13,478+12.69%$44,644,134
LAM RESEARCH CORPLRCXOther1.97%86,112-8,864-9.33%$37,310,880
CATERPILLAR INCCATIndustrials1.95%34,662+815+2.41%$36,908,074
ALPHABET INCGOOGLCommunication Services1.81%96,029+4,645+5.08%$34,316,516
KLA CORPKLACTechnology1.81%113,647+101,619+844.85%$34,276,258
ELI LILLY & COLLYHealthcare1.76%27,818+2,226+8.70%$33,372,963
ISHARES TRIJHOther1.68%412,137+84,555+25.81%$31,766,074
APPLIED MATLS INCAMATTechnology1.66%43,605-2,738-5.91%$31,518,798
AMAZON COM INCAMZNConsumer Cyclical1.58%125,677+13,271+11.81%$29,958,491
BROADCOM INCAVGOTechnology1.53%76,650+10,958+16.68%$28,947,061
JPMORGAN CHASE & COJPMFinancial Services1.41%81,865+9,527+13.17%$26,799,107
ALPHABET INCGOOGCommunication Services1.34%71,704+13,489+23.17%$25,330,018
VANGUARD TAX-MANAGED FDSVEAOther1.18%313,295+91,758+41.42%$22,307,096
DORCHESTER MINERALS L PDMLPEnergy1.12%842,225+842,225+100.00%$21,284,136
PLAINS GP HLDGS L PPAGPEnergy1.04%810,338+10,000+1.25%$19,666,903
AMPHENOL CORPAPHTechnology1.03%110,791-1,211-1.08%$19,534,609
VISA INCVFinancial Services0.99%54,434+9,503+21.15%$18,674,815
META PLATFORMS INCMETACommunication Services0.98%33,044+2,496+8.17%$18,612,760
BLACKROCK INCBLKOther0.95%18,786+2,074+12.41%$18,063,449
MARATHON PETE CORPMPCEnergy0.94%69,834+68,064+3845.42%$17,854,459
COCA COLA COKOConsumer Defensive0.94%219,390+116,698+113.64%$17,830,387
MCDONALDS CORPMCDConsumer Cyclical0.90%63,139+9,455+17.61%$17,065,823
PROCTER & GAMBLE COPGConsumer Defensive0.89%115,004+14,598+14.54%$16,864,488
Showing 30 of 512 holdings in the latest reporting period.
Turtle Creek Wealth Advisors, Llc Options Holdings in Q2 2026
QuarterSymbolCompanyOptionContractsNotional Value
Q2 2026IBMInternational Business MachinesCALL300$83,400
Showing 1 of 1 options positions in the latest reporting period.

Notional value represents the total exposure of the options position.