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Turtle Creek Wealth Advisors, LLC

Q2 2026 13F filing

Updated 46 days ago

515 disclosed positions worth $1.9B

Portfolio value
$1.9B
Total holdings
515
New positions
80
Closed positions
46
Increased
257
Decreased
91
Turnover
24.5%
Filed
2026-07-27

Full holdings

Every line item disclosed in Q2 2026

V

VANGUARD INDEX FDS

+7.1%
Value
$124.8M
Shares
181.7K
% Port
6.59%
S
2.SPY

STATE STR SPDR S&P 500 ETF T

+409.9%
Value
$90.5M
Shares
121.5K
% Port
4.78%
E

ISHARES TR

+16.1%
Value
$73.6M
Shares
761.6K
% Port
3.88%
A

APPLE INC

+10.8%
Value
$69.7M
Shares
241.0K
% Port
3.68%
C
5.CVX

CHEVRON CORPORATION

+1224.8%
Value
$65.6M
Shares
394.8K
% Port
3.46%
N

NVIDIA CORPORATION

+9.3%
Value
$63.7M
Shares
318.5K
% Port
3.36%
X
7.XOM

EXXON MOBIL CORP

+291.8%
Value
$50.4M
Shares
369.1K
% Port
2.66%
M

MICROSOFT CORP

+12.7%
Value
$44.6M
Shares
119.7K
% Port
2.36%
L

LAM RESEARCH CORP

-9.3%
Value
$37.3M
Shares
86.1K
% Port
1.97%
C
10.CAT

CATERPILLAR INC

+2.4%
Value
$36.9M
Shares
34.7K
% Port
1.95%
G

ALPHABET INC

+5.1%
Value
$34.3M
Shares
96.0K
% Port
1.81%
K
12.KLAC

KLA CORP

+844.9%
Value
$34.3M
Shares
113.6K
% Port
1.81%
L
13.LLY

ELI LILLY & CO

+8.7%
Value
$33.4M
Shares
27.8K
% Port
1.76%
E
14.ETHA

ISHARES TR

+25.8%
Value
$31.8M
Shares
412.1K
% Port
1.68%
A
15.AMAT

APPLIED MATLS INC

-5.9%
Value
$31.5M
Shares
43.6K
% Port
1.66%
A
16.AMZN

AMAZON COM INC

+11.8%
Value
$30M
Shares
125.7K
% Port
1.58%
A
17.AVGO

BROADCOM INC

+16.7%
Value
$28.9M
Shares
76.7K
% Port
1.53%
J

JPMORGAN CHASE & CO

+13.2%
Value
$26.8M
Shares
81.9K
% Port
1.41%
G

ALPHABET INC

+23.2%
Value
$25.3M
Shares
71.7K
% Port
1.34%
V
20.VGES

VANGUARD TAX-MANAGED FDS

+41.4%
Value
$22.3M
Shares
313.3K
% Port
1.18%
D
21.DMLP

DORCHESTER MINERALS L P

Value
$21.3M
Shares
842.2K
% Port
1.12%
P
22.PAGP

PLAINS GP HLDGS L P

+1.3%
Value
$19.7M
Shares
810.3K
% Port
1.04%
A
23.APH

AMPHENOL CORP

-1.1%
Value
$19.5M
Shares
110.8K
% Port
1.03%
V
24.V

VISA INC

+21.1%
Value
$18.7M
Shares
54.4K
% Port
0.99%
M
25.META

META PLATFORMS INC

+8.2%
Value
$18.6M
Shares
33.0K
% Port
0.98%
B
26.BSTZ

BLACKROCK INC

+12.4%
Value
$18.1M
Shares
18.8K
% Port
0.95%
M
27.MPC

MARATHON PETE CORP

+3845.4%
Value
$17.9M
Shares
69.8K
% Port
0.94%
K
28.KO

COCA COLA CO

+113.6%
Value
$17.8M
Shares
219.4K
% Port
0.94%
M
29.MCD

MCDONALDS CORP

+17.6%
Value
$17.1M
Shares
63.1K
% Port
0.90%
P
30.PG

PROCTER & GAMBLE CO

+14.5%
Value
$16.9M
Shares
115.0K
% Port
0.89%
E
31.EPDU

ENTERPRISE PRODS PARTNERS L

+4.5%
Value
$15.8M
Shares
430.2K
% Port
0.83%
T
32.TJX

TJX COS INC NEW

+17.1%
Value
$15.5M
Shares
102.5K
% Port
0.82%
C
33.COST

COSTCO WHOLESALE CORPORATION

+6.6%
Value
$15.5M
Shares
16.6K
% Port
0.82%
J
34.JNJ

JOHNSON & JOHNSON

+167.8%
Value
$15.3M
Shares
60.3K
% Port
0.81%
E

ENERGY TRANSFER L P

+1.8%
Value
$14.2M
Shares
744.4K
% Port
0.75%
P
36.PH

PARKER-HANNIFIN CORP

+2.3%
Value
$13.4M
Shares
13.7K
% Port
0.71%
E
37.EOG

EOG RES INC

+4.7%
Value
$13M
Shares
100.2K
% Port
0.69%
H
38.HD

HOME DEPOT INC

+15.8%
Value
$12.6M
Shares
35.8K
% Port
0.67%
T
39.TT

TRANE TECHNOLOGIES PLC

+2.9%
Value
$11.8M
Shares
23.9K
% Port
0.62%
T
40.TXN

TEXAS INSTRS INC

+5.5%
Value
$11.5M
Shares
38.7K
% Port
0.61%
E
41.ETHA

ISHARES TR

+2.6%
Value
$11.5M
Shares
28.1K
% Port
0.61%
E
42.ETR

ENTERGY CORP NEW

+0.2%
Value
$11.2M
Shares
97.8K
% Port
0.59%
A
43.AFL

AFLAC INC

+7.1%
Value
$10.6M
Shares
90.5K
% Port
0.56%
P
44.PGR

PROGRESSIVE CORP

+14.1%
Value
$10.5M
Shares
48.2K
% Port
0.56%
G
45.GRMN

GARMIN LTD

-0.9%
Value
$10M
Shares
42.1K
% Port
0.53%
P
46.PM

PHILIP MORRIS INTL INC

+19.6%
Value
$9.8M
Shares
54.3K
% Port
0.52%
S
47.SYK

STRYKER CORPORATION

+18.1%
Value
$9.7M
Shares
30.8K
% Port
0.51%
E
48.ETHA

ISHARES TR

-1.6%
Value
$9.6M
Shares
58.6K
% Port
0.51%
M
49.MU

MICRON TECHNOLOGY INC

+10.4%
Value
$9.6M
Shares
8.3K
% Port
0.50%
M
50.MLM

MARTIN MARIETTA MATLS INC

+13.3%
Value
$9.5M
Shares
16.5K
% Port
0.50%