Turtle Creek Wealth Advisors, LLC: 13F holdings
CIK 20071712026Q2
| Positions | 514 |
|---|
| Reported value | $1.9bn |
|---|
| Filed | 2026-07-27 |
|---|
Change since last quarter
| Positions | 514 (+34 vs prior quarter) |
|---|
| Reported value | $1.9bn (+43.0%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VOO VANGUARD INDEX FDS | 181,718 | $124.8m | 6.6% |
| SPY STATE STR SPDR S&P 500 ETF T | 121,496 | $90.5m | 4.8% |
| IEFA ISHARES TR | 761,616 | $73.6m | 3.9% |
| AAPL APPLE INC | 240,977 | $69.7m | 3.7% |
| CVX CHEVRON CORPORATION | 394,845 | $65.6m | 3.5% |
| NVDA NVIDIA CORPORATION | 318,478 | $63.7m | 3.4% |
| EXXON MOBIL CORP | 369,126 | $50.4m | 2.7% |
| MSFT MICROSOFT CORP | 119,704 | $44.6m | 2.4% |
| LRCX LAM RESEARCH CORP | 86,112 | $37.3m | 2.0% |
| CAT CATERPILLAR INC | 34,662 | $36.9m | 1.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2007171")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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