Turtle Creek Wealth Advisors, LLC
โขCIK: 2007171โขFiling: Q4 2025
**Turtle Creek Wealth Advisors, LLC** manages $1.3B across a diversified portfolio of 385 positions. The strategy exhibits significant concentration in mega-cap technology and global equity exposure, evidenced by top holdings including VOO ($88.8M) and AAPL ($54.1M). Key allocations further target international markets via IEFA ($49.6M) and semiconductor leaders like NVDA ($48.4M). This structure reflects a conviction in established growth leaders across multiple asset classes.
Total AUM
$1.3B
QoQ Performance
+13.4%
Positions
338
Top 10 Concentration
33.7%
Latest Filing
Q4 2025
Top Holdings Allocation
VOO
VOO7.0%
AAPL4.3%
IEFA3.9%
NVDA3.8%
MSFT3.7%
LLY2.1%
GOOGL2.0%
AMZN1.9%
๐ Biggest Buys
๐ Biggest Sells
Sector Breakdown
Other40.9%
Technology23.3%
ETF9.3%
Consumer7.2%
Financial6.4%
Healthcare5.0%
Industrial3.3%
Energy1.6%
๐ช Exited Positionssold since Q3 2025
+165 more exited positions
Changes from Q3 2025
NEW5 new positions
โ156 increased
โ27 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023