Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Turtle Creek Wealth Advisors, LLC (CIK 2007171) reported $1.32B across 480 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VOO ($101.4M, 7.66%), IEFA ($59.4M, 4.48%), AAPL ($55.2M, 4.17%), NVDA ($50.8M, 3.84%), MSFT ($39.3M, 2.97%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $101.4M | 7.66% | 169,680 | Added |
| 2 | IEFA | ISHARES TR | $59.4M | 4.48% | 656,151 | Added |
| 3 | AAPL | APPLE INC | $55.2M | 4.17% | 217,546 | Added |
| 4 | NVDA | NVIDIA CORPORATION | $50.8M | 3.84% | 291,449 | Added |
| 5 | MSFT | MICROSOFT CORP | $39.3M | 2.97% | 106,226 | Added |
| 6 | GOOGL | ALPHABET INC | $26.3M | 1.98% | 91,384 | Added |
| 7 | CAT | CATERPILLAR INC | $24.0M | 1.81% | 33,847 | Added |
| 8 | LLY | ELI LILLY & CO | $23.5M | 1.78% | 25,592 | Added |
| 9 | AMZN | AMAZON COM INC | $23.4M | 1.77% | 112,406 | Added |
| 10 | IJH | ISHARES TR | $22.1M | 1.67% | 327,582 | Added |
| 11 | JPM | JPMORGAN CHASE & CO | $21.3M | 1.61% | 72,338 | Added |
| 12 | AVGO | BROADCOM INC | $20.3M | 1.54% | 65,692 | Added |
| 13 | LRCX | LAM RESEARCH CORP | $20.3M | 1.53% | 94,976 | Added |
| 14 | PAGP | PLAINS GP HLDGS L P | $19.4M | 1.47% | 800,338 | Hold |
| 15 | KLAC | KLA CORP | $17.7M | 1.34% | 12,028 | Added |
| 16 | META | META PLATFORMS INC | $17.5M | 1.32% | 30,548 | Added |
| 17 | MCD | MCDONALDS CORP | $16.7M | 1.26% | 53,684 | Added |
| 18 | GOOG | ALPHABET INC | $16.7M | 1.26% | 58,215 | Added |
| 19 | XOM | EXXON MOBIL CORP | $16.0M | 1.21% | 94,216 | Added |
| 20 | BLK | BLACKROCK INC | $16.1M | 1.21% | 16,712 | Added |
| 21 | AMAT | APPLIED MATLS INC | $15.8M | 1.20% | 46,343 | Added |
| 22 | EPD | ENTERPRISE PRODS PARTNERS L | $15.6M | 1.18% | 411,781 | Added |
| 23 | SPY | STATE STR SPDR S&P 500 ETF T | $15.5M | 1.17% | 23,827 | Trimmed |
| 24 | COST | COSTCO WHOLESALE CORPORATION | $15.5M | 1.17% | 15,538 | Added |
| 25 | PG | PROCTER & GAMBLE CO | $14.5M | 1.09% | 100,406 | Added |
Source: SEC Form 13F filings · as of 2026-03-31