account_balance
Investment manager · 13F filer · SEC CIK 2007171
Turtle Creek Wealth Advisors, LLC
Reported value$1.89Bas of Jun 30, 2026
Positions514 80 new, 46 sold out
Top 10 weight34.7%VOO alone is 7%
FiledJul 2727 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
VOOVanguard Index FDS
6.6%Added +7%
SPYState STR SPDR S&P 500 ETF T
4.8%Added +410%
IEFAiShares Tr
3.9%Added +16%
AAPLApple Inc
3.7%Added +11%
CVXChevron Corporation
3.5%Added +1225%
NVDANvidia Corporation
3.4%Added +9%
XOMExxon Mobil Corp
2.7%Added +292%
MSFTMicrosoft Corp
2.4%Added +13%
LRCXLam Research Corp
2.0%Trimmed −9%
CATCaterpillar Inc
1.9%Added +2%
GOOGLAlphabet Inc
1.8%Added +5%
KLACKla Corp
1.8%Added +845%
VOOVanguard Index FDS
6.6%Added +7%
SPYState STR SPDR S&P 500 ETF T
4.8%Added +410%
IEFAiShares Tr
3.9%Added +16%
AAPLApple Inc
3.7%Added +11%
CVXChevron Corporation
3.5%Added +1225%
NVDA3.4%XOM2.7%MSFT2.4%LRCX2.0%CAT1.9%GOOGL1.8%KLAC1.8%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VOO Vanguard Index FDS 6.6% Added +7%
SPY State STR SPDR S&P 500 ETF T 4.8% Added +410%IEFA iShares Tr 3.9% Added +16%
AAPL Apple Inc 3.7% Added +11%CVX Chevron Corporation 3.5% Added +1225%NVDA Nvidia Corporation 3.4% Added +9%XOM Exxon Mobil Corp 2.7% Added +292%MSFT Microsoft Corp 2.4% Added +13%LRCX Lam Research Corp 2.0% Trimmed −9%CAT Caterpillar Inc 1.9% Added +2%GOOGL Alphabet Inc 1.8% Added +5%KLAC Kla Corp 1.8% Added +845%What changed