Turtle Creek Wealth Advisors, Llc Portfolio Stock Holdings

Turtle Creek Wealth Advisors, Llc disclosed 514 stock positions valued at approximately $1.9 billion in its latest SEC 13F filing. The largest holdings include VANGUARD INDEX FDS, STATE STR SPDR S&P 500 ETF T, and ISHARES TR. The filing reflects positions held as of June 30, 2026 and was filed on July 27, 2026.

Report Period
June 30, 2026
No. of Stocks
514
Portfolio Value
$1.9B
Holdings by Sector
Turtle Creek Wealth Advisors, Llc Portfolio Holdings in Q2 2026

511 holdings in the latest reporting period.

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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
ENTERPRISE PRODS PARTNERS LEPDEnergy0.83%430,166+18,385+4.46%$15,812,902
TJX COS INC NEWTJXConsumer Cyclical0.82%102,492+14,987+17.13%$15,527,562
COSTCO WHOLESALE CORPORATIONCOSTConsumer Defensive0.82%16,562+1,024+6.59%$15,494,833
JOHNSON & JOHNSONJNJHealthcare0.81%60,278+37,765+167.75%$15,309,377
ENERGY TRANSFER L PETEnergy0.75%744,449+13,196+1.80%$14,233,865
PARKER-HANNIFIN CORPPHIndustrials0.71%13,662+305+2.28%$13,363,414
EOG RES INCEOGEnergy0.69%100,163+4,520+4.73%$12,994,147
HOME DEPOT INCHDConsumer Cyclical0.67%35,768+4,879+15.80%$12,614,419
TRANE TECHNOLOGIES PLCTTOther0.62%23,931+679+2.92%$11,753,918
TEXAS INSTRS INCTXNTechnology0.61%38,659+2,001+5.46%$11,522,320
ISHARES TRIWBOther0.61%28,109+720+2.63%$11,510,636
ENTERGY CORP NEWETRUtilities0.59%97,761+231+0.24%$11,228,812
AFLAC INCAFLFinancial Services0.56%90,451+5,975+7.07%$10,605,460
PROGRESSIVE CORPPGRFinancial Services0.56%48,203+5,968+14.13%$10,529,958
GARMIN LTDGRMNOther0.53%42,087-373-0.88%$9,997,405
PHILIP MORRIS INTL INCPMConsumer Defensive0.52%54,340+8,903+19.59%$9,831,057
STRYKER CORPORATIONSYKHealthcare0.51%30,825+4,718+18.07%$9,704,940
ISHARES TRITOTOther0.51%58,632-958-1.61%$9,631,479
MICRON TECHNOLOGY INCMUTechnology0.50%8,278+781+10.42%$9,554,393
MARTIN MARIETTA MATLS INCMLMBasic Materials0.50%16,497+1,939+13.32%$9,513,937
MASTERCARD INCORPORATEDMAFinancial Services0.50%18,501+2,054+12.49%$9,502,134
S&P GLOBAL INCSPGIFinancial Services0.50%23,088+4,139+21.84%$9,402,751
UNITEDHEALTH GROUP INCUNHHealthcare0.48%21,800+2,992+15.91%$9,061,255
VANGUARD INTL EQUITY INDEX FVEUOther0.47%107,387+31,936+42.33%$8,975,602
THE CIGNA GROUPCIHealthcare0.47%31,983+3,283+11.44%$8,817,168
MPLX LPMPLXEnergy0.45%150,386+4,296+2.94%$8,471,243
ISHARES TRIVVOther0.45%11,272+1,786+18.83%$8,441,700
BLACKSTONE INCBXFinancial Services0.41%65,746+8,943+15.74%$7,736,332
BERKSHIRE HATHAWAY INC DELBRK-BFinancial Services0.39%14,607+3,355+29.82%$7,308,477
TESLA INCTSLAConsumer Cyclical0.38%17,110+794+4.87%$7,196,256
ABBVIE INCABBVHealthcare0.38%28,533+6,047+26.89%$7,182,175
WILLIAMS COS INCWMBEnergy0.37%94,075+1,499+1.62%$6,993,901
ISHARES TRIJROther0.36%45,888+9,135+24.86%$6,801,903
ADVANCED MICRO DEVICES INCAMDTechnology0.36%11,658+500+4.48%$6,771,710
PROLOGIS INC.PLDReal Estate0.35%49,195+7,146+16.99%$6,666,040
INTEL CORPINTCTechnology0.35%47,542+8,636+22.20%$6,633,559
TAIWAN SEMICONDUCTOR MANUFACTSMTechnology0.33%13,109+1,713+15.03%$6,243,231
RTX CORPORATIONRTXIndustrials0.33%32,482+4,829+17.46%$6,162,783
WALMART INCWMTConsumer Defensive0.31%52,225+2,478+4.98%$5,916,345
DUKE ENERGY CORP NEWDUKUtilities0.31%46,544+7,754+19.99%$5,892,105
CME GROUP INCCMEFinancial Services0.31%26,583+2,725+11.42%$5,869,698
ISHARES INCIEMGOther0.30%67,867-3,818-5.33%$5,622,130
UNION PAC CORPUNPIndustrials0.29%20,534+3,570+21.04%$5,585,393
EATON CORP PLCETNOther0.29%13,030+964+7.99%$5,550,272
ISHARES TRIVWOther0.29%39,741-13,284-25.05%$5,465,579
PEPSICO INCPEPConsumer Defensive0.29%40,061+3,355+9.14%$5,424,748
ISHARES TRIWROther0.27%45,810-4,352-8.68%$5,053,759
SM ENERGY COMPANYSMEnergy0.26%190,959+190,959+100.00%$4,984,030
ASML HLDG NVASMLOther0.26%2,463+80+3.36%$4,895,950
AIR PRODUCTS AND CHEMICALS IAPDBasic Materials0.24%15,630+1,486+10.51%$4,582,403
LOCKHEED MARTIN CORPLMTIndustrials0.24%8,914+1,306+17.17%$4,541,304
STARBUCKS CORPSBUXConsumer Cyclical0.23%43,106+2,969+7.40%$4,405,025
KINDER MORGAN INC DELKMIEnergy0.22%132,224+10,280+8.43%$4,227,820
ABBOTT LABORATORIESABTHealthcare0.20%42,229+174+0.41%$3,832,417
MERCK & CO INCMRKHealthcare0.20%28,968+2,215+8.28%$3,722,631
CISCO SYS INCCSCOTechnology0.19%30,881+1,916+6.61%$3,627,535
CONOCOPHILLIPSCOPEnergy0.19%34,726+13,671+64.93%$3,610,251
AMGEN INCAMGNHealthcare0.19%9,709+658+7.27%$3,515,918
BANK OF AMER CORPBACFinancial Services0.18%60,690+20,160+49.74%$3,460,825
DEERE & CODEIndustrials0.18%5,417+1,012+22.97%$3,435,904
SPDR SERIES TRUSTSPYGOther0.18%28,556--$3,397,878
INTUITIVE SURGICAL INCISRGHealthcare0.17%8,246-1,742-17.44%$3,281,234
AUTOMATIC DATA PROCESSING INADPTechnology0.17%14,596+6,111+72.02%$3,268,774
MORGAN STANLEYMSFinancial Services0.17%15,505+892+6.10%$3,241,500
NETFLIX INC.NFLXCommunication Services0.14%37,665-6,165-14.07%$2,692,030
ENBRIDGE INCENBEnergy0.14%49,444--$2,680,359
VANGUARD INTL EQUITY INDEX FVSSOther0.13%16,600+16,600+100.00%$2,556,898
SELECT SECTOR SPDR TRXLKOther0.13%13,295-311-2.29%$2,532,963
PALO ALTO NETWORKS INCPANWTechnology0.13%7,221+1,244+20.81%$2,460,999
BOEING COBAIndustrials0.13%11,280+1,057+10.34%$2,441,011
Turtle Creek Wealth Advisors, Llc Options Holdings in Q2 2026

1 options positions in the latest reporting period.

Page 1 of 1
QuarterSymbolCompanyOptionContractsNotional Value
Q2 2026IBMInternational Business MachinesCALL300$83,400

Notional value represents the total exposure of the options position.

Turtle Creek Wealth Advisors, Llc Portfolio Stock Holdings | InsiderSet