Turtle Creek Wealth Advisors, LLC

13F filer · CIK 0002007171

Reported Jul 27, 2026

Net buyer this quarter

13F portfolio value$1.89BU.S. long equity reported on 13F

Positions39069 new · 25 closed

Net flow last quarter+$340MBuys minus sells

Top 10 positions weight27.8%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 27, 2026390 positions
SPYSPDR S&P 500 ETF Trust	$90.5M	4.78%	Not reported	+409.9%	Q4 2023
AAPLApple Inc.	$69.7M	3.68%	0.00%	+10.8%	Q4 2023
CVXChevron Corp	$65.6M	3.46%	0.02%	+1224.9%	Q4 2023
NVDANvidia Corp	$63.7M	3.36%	0.00%	+9.3%	Q4 2023
XOMExxonMobil Holdings Corp	$50.4M	2.66%	0.01%	+291.8%	Q4 2023
MSFTMicrosoft Corp	$44.6M	2.36%	0.00%	+12.7%	Q4 2023
LRCXLam Research Corp	$37.3M	1.97%	0.01%	-9.3%	Q4 2023
CATCaterpillar Inc	$36.9M	1.95%	0.01%	+2.4%	Q4 2023
GOOGLAlphabet Inc.	$34.3M	1.81%	0.00%	+5.1%	Q4 2023
KLACKla Corp	$34.3M	1.81%	0.01%	-5.5%	Q4 2023
LLYELI LILLY & Co	$33.4M	1.76%	0.00%	+8.7%	Q4 2023
AMATApplied Materials Inc	$31.5M	1.66%	0.01%	-5.9%	Q4 2023
AMZNAmazon Com Inc	$30M	1.58%	0.00%	+11.8%	Q4 2023
AVGOBroadcom Inc.	$28.9M	1.53%	0.00%	+16.7%	Q4 2023
JPMJPMorgan Chase & Co	$26.8M	1.41%	0.00%	+13.2%	Q4 2023
GOOGAlphabet Inc.	$25.3M	1.34%	Not reported	+23.2%	Q4 2023
DMLPDorchester Minerals, L.P.	$21.3M	1.12%	1.75%	New	Q2 2026
PAGPPlains GP Holdings LP	$19.7M	1.04%	0.41%	+1.3%	Q1 2025
APHAmphenol Corp	$19.5M	1.03%	0.01%	-1.1%	Q4 2023
VVisa Inc.	$18.7M	0.99%	0.00%	+21.2%	Q4 2023
METAMeta Platforms, Inc.	$18.6M	0.98%	Not reported	+8.2%	Q4 2023
BLKBlackRock, Inc.	$18.1M	0.95%	0.01%	+12.4%	Q4 2023
MPCMarathon Petroleum Corp	$17.9M	0.94%	0.02%	+3845.4%	Q4 2023
KOCoca Cola Co	$17.8M	0.94%	0.01%	+113.6%	Q4 2023
MCDMcdonalds Corp	$17.1M	0.90%	0.01%	+17.6%	Q4 2023
PGPROCTER & GAMBLE Co	$16.9M	0.89%	0.00%	+14.5%	Q4 2023
EPDEnterprise Products Partners L.P.	$15.8M	0.83%	0.02%	+4.5%	Q4 2023
TJXTJX Companies Inc	$15.5M	0.82%	0.01%	+17.1%	Q4 2023
COSTCostco Wholesale Corp	$15.5M	0.82%	0.00%	+6.6%	Q4 2023
JNJJohnson & Johnson	$15.3M	0.81%	0.00%	+167.8%	Q4 2023
ETEnergy Transfer LP	$14.2M	0.75%	0.02%	+1.8%	Q4 2023
PHParker-Hannifin Corp	$13.4M	0.71%	0.01%	+2.3%	Q4 2023
EOGEog Resources Inc	$13M	0.69%	0.02%	+4.7%	Q4 2023
HDHome Depot, Inc.	$12.6M	0.67%	0.00%	+15.8%	Q4 2023
TTTrane Technologies plc	$11.8M	0.62%	0.01%	+2.9%	Q4 2023
TXNTexas Instruments Inc	$11.5M	0.61%	0.00%	+5.5%	Q4 2023
ETREntergy Corp	$11.2M	0.59%	0.02%	+0.2%	Q4 2023
AFLAflac Inc	$10.6M	0.56%	0.02%	+7.1%	Q4 2023
PGRProgressive Corp	$10.5M	0.56%	0.01%	+14.1%	Q4 2023
GRMNGarmin Ltd	$10M	0.53%	0.02%	-0.9%	Q4 2023
PMPhilip Morris International Inc.	$9.83M	0.52%	0.00%	+19.6%	Q4 2023
SYKStryker Corp	$9.7M	0.51%	0.01%	+18.1%	Q4 2023
MUMicron Technology Inc	$9.55M	0.50%	0.00%	+10.4%	Q4 2023
MLMMartin Marietta Materials Inc	$9.51M	0.50%	0.03%	+13.3%	Q4 2023
MAMastercard Inc	$9.5M	0.50%	0.00%	+12.5%	Q4 2023
SPGIS&P Global Inc.	$9.4M	0.50%	0.01%	+21.8%	Q4 2023
UNHUnitedhealth Group Inc	$9.06M	0.48%	0.00%	+15.9%	Q4 2023
CICigna Group	$8.82M	0.47%	0.01%	+11.4%	Q4 2023
MPLXMPLX LP	$8.47M	0.45%	0.01%	+2.9%	Q4 2023
BXBlackstone Inc.	$7.74M	0.41%	0.01%	+15.7%	Q4 2023

Q1 2026Reported Apr 27, 2026345 positions
AAPLApple Inc.	$55.2M	4.17%	0.00%	+9.3%	Q4 2023
NVDANvidia Corp	$50.8M	3.84%	0.00%	+12.4%	Q4 2023
MSFTMicrosoft Corp	$39.3M	2.97%	0.00%	+10.4%	Q4 2023
GOOGLAlphabet Inc.	$26.3M	1.98%	0.00%	+11.7%	Q4 2023
CATCaterpillar Inc	$24M	1.81%	0.01%	+2.5%	Q4 2023
LLYELI LILLY & Co	$23.5M	1.78%	0.00%	+4.0%	Q4 2023
AMZNAmazon Com Inc	$23.4M	1.77%	0.00%	+6.3%	Q4 2023
JPMJPMorgan Chase & Co	$21.3M	1.61%	0.00%	+8.5%	Q4 2023
AVGOBroadcom Inc.	$20.3M	1.54%	0.00%	+8.8%	Q4 2023
LRCXLam Research Corp	$20.3M	1.53%	0.01%	+1.5%	Q4 2023
PAGPPlains GP Holdings LP	$19.4M	1.47%	0.40%	Not reported	Q1 2025
KLACKla Corp	$17.7M	1.34%	0.01%	+4.7%	Q4 2023
METAMeta Platforms, Inc.	$17.5M	1.32%	Not reported	+3.6%	Q4 2023
GOOGAlphabet Inc.	$16.7M	1.26%	Not reported	+4.9%	Q4 2023
MCDMcdonalds Corp	$16.7M	1.26%	0.01%	+7.4%	Q4 2023
BLKBlackRock, Inc.	$16.1M	1.21%	0.01%	+7.8%	Q4 2023
XOMExxonMobil Holdings Corp	$16M	1.21%	0.00%	+7.2%	Q4 2023
AMATApplied Materials Inc	$15.8M	1.20%	0.01%	+5.8%	Q4 2023
EPDEnterprise Products Partners L.P.	$15.6M	1.18%	0.02%	+0.3%	Q4 2023
SPYSPDR S&P 500 ETF Trust	$15.5M	1.17%	Not reported	-1.0%	Q4 2023
COSTCostco Wholesale Corp	$15.5M	1.17%	0.00%	+25.1%	Q4 2023
PGPROCTER & GAMBLE Co	$14.5M	1.09%	0.00%	+29.6%	Q4 2023
APHAmphenol Corp	$14.2M	1.07%	0.01%	+5.4%	Q4 2023
ETEnergy Transfer LP	$14.1M	1.07%	0.02%	+1.6%	Q4 2023
TJXTJX Companies Inc	$14M	1.06%	0.01%	+7.4%	Q4 2023
EOGEog Resources Inc	$13.8M	1.04%	0.02%	+46.3%	Q4 2023
VVisa Inc.	$13.6M	1.03%	0.00%	+6.9%	Q4 2023
PHParker-Hannifin Corp	$12M	0.90%	0.01%	+8.8%	Q4 2023
ETREntergy Corp	$11M	0.83%	0.02%	+11.8%	Q4 2023
HDHome Depot, Inc.	$10.2M	0.77%	0.00%	+1.1%	Q4 2023
GRMNGarmin Ltd	$9.85M	0.74%	0.02%	+35.9%	Q4 2023
TTTrane Technologies plc	$9.69M	0.73%	0.01%	+24.9%	Q4 2023
AFLAflac Inc	$9.27M	0.70%	0.02%	+8.7%	Q4 2023
INTUIntuit Inc.	$8.73M	0.66%	0.01%	+17.0%	Q4 2023
SYKStryker Corp	$8.58M	0.65%	0.01%	+11.7%	Q4 2023
MLMMartin Marietta Materials Inc	$8.57M	0.65%	0.02%	+12.5%	Q4 2023
PGRProgressive Corp	$8.37M	0.63%	0.01%	+11.8%	Q4 2023
MPLXMPLX LP	$8.34M	0.63%	0.01%	Not reported	Q4 2023
MAMastercard Inc	$8.22M	0.62%	0.00%	+0.6%	Q4 2023
SPGIS&P Global Inc.	$8.06M	0.61%	0.01%	+32.6%	Q4 2023
KOCoca Cola Co	$7.81M	0.59%	0.00%	+8.7%	Q4 2023
CICigna Group	$7.66M	0.58%	0.01%	+58.5%	Q4 2023
PMPhilip Morris International Inc.	$7.51M	0.57%	0.00%	+3.7%	Q4 2023
TXNTexas Instruments Inc	$7.12M	0.54%	0.00%	+2.6%	Q4 2023
CMECme Group Inc.	$7.05M	0.53%	0.01%	-1.4%	Q4 2023
WMBWilliams Companies, Inc.	$6.74M	0.51%	0.01%	+3.9%	Q4 2023
BXBlackstone Inc.	$6.53M	0.49%	0.01%	+35.8%	Q4 2023
WMTWalmart Inc.	$6.18M	0.47%	0.00%	+13.8%	Q4 2023
CVXChevron Corp	$6.17M	0.47%	0.00%	+17.9%	Q4 2023
TSLATesla, Inc.	$6.07M	0.46%	0.00%	+13.8%	Q4 2023

Q4 2025Reported Jan 28, 2026323 positions
AAPLApple Inc.	$54.1M	4.26%	0.00%	+8.0%	Q4 2023
NVDANvidia Corp	$48.4M	3.81%	0.00%	+7.0%	Q4 2023
MSFTMicrosoft Corp	$46.5M	3.66%	0.00%	+12.8%	Q4 2023
LLYELI LILLY & Co	$26.4M	2.08%	0.00%	+9.5%	Q4 2023
GOOGLAlphabet Inc.	$25.6M	2.02%	0.00%	+1.2%	Q4 2023
AMZNAmazon Com Inc	$24.4M	1.92%	0.00%	+16.9%	Q4 2023
JPMJPMorgan Chase & Co	$21.5M	1.69%	0.00%	+6.4%	Q4 2023
AVGOBroadcom Inc.	$20.9M	1.65%	0.00%	+7.4%	Q4 2023
METAMeta Platforms, Inc.	$19.5M	1.53%	Not reported	+11.8%	Q4 2023
CATCaterpillar Inc	$18.9M	1.49%	0.01%	+8.0%	Q4 2023
GOOGAlphabet Inc.	$17.4M	1.37%	Not reported	+27.4%	Q4 2023
BLKBlackRock, Inc.	$16.6M	1.31%	0.01%	+8.6%	Q4 2023
SPYSPDR S&P 500 ETF Trust	$16.4M	1.29%	Not reported	+15.9%	Q4 2023
LRCXLam Research Corp	$16M	1.26%	0.01%	-1.9%	Q4 2023
PAGPPlains GP Holdings LP	$15.3M	1.21%	0.40%	-0.1%	Q1 2025
MCDMcdonalds Corp	$15.3M	1.20%	0.01%	+14.7%	Q4 2023
VVisa Inc.	$14.7M	1.16%	0.00%	+16.4%	Q4 2023
APHAmphenol Corp	$14.4M	1.13%	0.01%	-0.3%	Q4 2023
KLACKla Corp	$14M	1.10%	0.01%	+3.8%	Q4 2023
EPDEnterprise Products Partners L.P.	$13.2M	1.04%	0.02%	+7.0%	Q4 2023
TJXTJX Companies Inc	$12.5M	0.98%	0.01%	+14.2%	Q4 2023
OWLBlue Owl Capital Inc.	$12.1M	0.95%	11.74%	-24.8%	Q4 2023
ETEnergy Transfer LP	$11.9M	0.93%	0.02%	+2.4%	Q4 2023
INTUIntuit Inc.	$11.4M	0.90%	0.01%	+20.0%	Q4 2023
AMATApplied Materials Inc	$11.3M	0.89%	0.01%	+4.5%	Q4 2023
PGPROCTER & GAMBLE Co	$11.1M	0.87%	0.00%	-8.3%	Q4 2023
PHParker-Hannifin Corp	$10.8M	0.85%	0.01%	+2.8%	Q4 2023
COSTCostco Wholesale Corp	$10.7M	0.84%	0.00%	+7.3%	Q4 2023
XOMExxonMobil Holdings Corp	$10.6M	0.83%	0.00%	+7.3%	Q4 2023
HDHome Depot, Inc.	$10.5M	0.83%	0.00%	+8.0%	Q4 2023
MAMastercard Inc	$9.33M	0.73%	0.00%	+27.7%	Q4 2023
PGRProgressive Corp	$8.6M	0.68%	0.01%	+17.5%	Q4 2023
AFLAflac Inc	$8.57M	0.67%	0.02%	+10.8%	Q4 2023
SYKStryker Corp	$8.22M	0.65%	0.01%	+15.7%	Q4 2023
ETREntergy Corp	$8.06M	0.63%	0.02%	+3.4%	Q4 2023
MLMMartin Marietta Materials Inc	$8.06M	0.63%	0.02%	+15.5%	Q4 2023
MPLXMPLX LP	$7.8M	0.61%	0.01%	+1.8%	Q4 2023
SPGIS&P Global Inc.	$7.47M	0.59%	0.00%	-0.1%	Q4 2023
TTTrane Technologies plc	$7.24M	0.57%	0.01%	+17.1%	Q4 2023
PMPhilip Morris International Inc.	$7.03M	0.55%	0.00%	+36.0%	Q4 2023
EOGEog Resources Inc	$6.87M	0.54%	0.01%	+9.9%	Q4 2023
CMECme Group Inc.	$6.61M	0.52%	0.01%	+15.7%	Q4 2023
KOCoca Cola Co	$6.6M	0.52%	0.00%	+13.9%	Q4 2023
TSLATesla, Inc.	$6.45M	0.51%	0.00%	+8.8%	Q4 2023
BXBlackstone Inc.	$6.45M	0.51%	0.01%	-3.0%	Q4 2023
GRMNGarmin Ltd	$6.34M	0.50%	0.02%	+4.4%	Q4 2023
AZNAstrazeneca PLC	$6.33M	0.50%	Not reported	+19.2%	Q4 2023
TXNTexas Instruments Inc	$6.2M	0.49%	0.00%	-6.9%	Q4 2023
RTXRTX Corp	$5.68M	0.45%	0.00%	+13.5%	Q4 2023
UNHUnitedhealth Group Inc	$5.61M	0.44%	0.00%	+14.3%	Q4 2023

Q3 2025Reported Oct 29, 2025308 positions
AAPLApple Inc.	$46.9M	4.19%	0.00%	+47.8%	Q4 2023
NVDANvidia Corp	$45.2M	4.04%	0.00%	+30.1%	Q4 2023
MSFTMicrosoft Corp	$44.2M	3.95%	0.00%	+37.6%	Q4 2023
AMZNAmazon Com Inc	$19.9M	1.77%	0.00%	+41.5%	Q4 2023
JPMJPMorgan Chase & Co	$19.8M	1.77%	0.00%	+18.2%	Q4 2023
GOOGLAlphabet Inc.	$19.7M	1.76%	0.00%	+28.3%	Q4 2023
METAMeta Platforms, Inc.	$19.4M	1.73%	Not reported	+19.0%	Q4 2023
AVGOBroadcom Inc.	$18.6M	1.66%	0.00%	+19.7%	Q4 2023
OWLBlue Owl Capital Inc.	$18.2M	1.62%	15.61%	-2.3%	Q4 2023
LLYELI LILLY & Co	$17.1M	1.53%	0.00%	+109.6%	Q4 2023
BLKBlackRock, Inc.	$16.6M	1.49%	0.01%	+18.2%	Q4 2023
PAGPPlains GP Holdings LP	$14.6M	1.30%	0.41%	+16.8%	Q1 2025
CATCaterpillar Inc	$14.6M	1.30%	0.01%	+4.9%	Q4 2023
SPYSPDR S&P 500 ETF Trust	$13.8M	1.24%	Not reported	+20.4%	Q4 2023
MCDMcdonalds Corp	$13.2M	1.18%	0.01%	+15.6%	Q4 2023
APHAmphenol Corp	$13.2M	1.18%	0.01%	+6.3%	Q4 2023
PGPROCTER & GAMBLE Co	$13M	1.16%	0.00%	+21.5%	Q4 2023
LRCXLam Research Corp	$12.8M	1.14%	0.01%	+8.3%	Q4 2023
VVisa Inc.	$12.3M	1.10%	0.00%	+25.0%	Q4 2023
ETEnergy Transfer LP	$12.1M	1.08%	0.02%	0.0%	Q4 2023
EPDEnterprise Products Partners L.P.	$12M	1.07%	0.02%	+149.7%	Q4 2023
KLACKla Corp	$11.9M	1.07%	0.01%	+6.5%	Q4 2023
HDHome Depot, Inc.	$11.5M	1.02%	0.00%	+18.8%	Q4 2023
COSTCostco Wholesale Corp	$10.7M	0.96%	0.00%	+13.8%	Q4 2023
GOOGAlphabet Inc.	$10.6M	0.95%	Not reported	+37.4%	Q4 2023
TJXTJX Companies Inc	$10.3M	0.92%	0.01%	+8.4%	Q4 2023
INTUIntuit Inc.	$9.82M	0.88%	0.01%	+15.7%	Q4 2023
XOMExxonMobil Holdings Corp	$9.23M	0.82%	0.00%	+14.8%	Q4 2023
PHParker-Hannifin Corp	$9.06M	0.81%	0.01%	+7.2%	Q4 2023
AMATApplied Materials Inc	$8.58M	0.77%	0.01%	+13.1%	Q4 2023
PGRProgressive Corp	$7.94M	0.71%	0.01%	+47.7%	Q4 2023
ETREntergy Corp	$7.86M	0.70%	0.02%	+8.2%	Q4 2023
AFLAflac Inc	$7.83M	0.70%	0.01%	+9.7%	Q4 2023
SYKStryker Corp	$7.47M	0.67%	0.01%	+9.9%	Q4 2023
GRMNGarmin Ltd	$7.37M	0.66%	0.02%	+10.1%	Q4 2023
BXBlackstone Inc.	$7.37M	0.66%	0.01%	+68.3%	Q4 2023
MAMastercard Inc	$7.28M	0.65%	0.00%	+15.8%	Q4 2023
MPLXMPLX LP	$7.17M	0.64%	0.01%	+159.9%	Q4 2023
MLMMartin Marietta Materials Inc	$7.06M	0.63%	0.02%	+9.5%	Q4 2023
TXNTexas Instruments Inc	$7.05M	0.63%	0.00%	+15.5%	Q4 2023
SPGIS&P Global Inc.	$6.96M	0.62%	0.00%	+388.7%	Q4 2023
LENLennar Corp	$6.83M	0.61%	Not reported	+18.7%	Q4 2023
TTTrane Technologies plc	$6.71M	0.60%	0.01%	+15.2%	Q4 2023
EOGEog Resources Inc	$6.67M	0.60%	0.01%	+14.0%	Q4 2023
CICigna Group	$6.18M	0.55%	0.01%	+15.7%	Q4 2023
TSLATesla, Inc.	$5.86M	0.52%	0.00%	+68.4%	Q4 2023
CMECme Group Inc.	$5.65M	0.50%	0.01%	+6.8%	Q4 2023
KOCoca Cola Co	$5.5M	0.49%	0.00%	+34.0%	Q4 2023
PMPhilip Morris International Inc.	$5.23M	0.47%	0.00%	+17.2%	Q4 2023
ABTAbbott Laboratories	$5.17M	0.46%	0.00%	+103.2%	Q4 2023

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