Turtle Creek Wealth Advisors, LLC - Portfolio overview

Turtle Creek Wealth Advisors, LLC has 515 reported holdings in this dataset, with the latest filing dated 2026-04-27.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. VOO - VANGUARD INDEX FDS, 7.56%
2. IEFA - ISHARES TR, 4.43%
3. AAPL - APPLE INC, 4.11%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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