Turtle Creek Wealth Advisors, LLC
All 13F Filings
- Location
- Dallas, TX
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 1,981,670
- Description
- —
- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/15/2026 | 505 | 1,981,670 | 13F-HR | Turtle Creek Wealth Advisors, LLC |
| Q2 2026 | 7/27/2026 | 515 | 1,894,322 | 13F-HR | Turtle Creek Wealth Advisors, LLC |
| Q1 2026 | 4/27/2026 | 480 | 1,324,481 | 13F-HR | Turtle Creek Wealth Advisors, LLC |
| Q4 2025 | 1/28/2026 | 385 | 1,270,132 | 13F-HR | Turtle Creek Wealth Advisors, LLC |
| Q3 2025 | 10/29/2025 | 365 | 1,119,524 | 13F-HR | Turtle Creek Wealth Advisors, LLC |
| Q2 2025 | 7/28/2025 | 269 | 847,492 | 13F-HR | Turtle Creek Wealth Advisors, LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
76.1 K
(3.8% of total reported value)
· QoQ Δ:
+76.02 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 1.467 M | 77.0% | 36.83 K | 0 | 36.83 K |
| ETFs | 437.4 K | 23.0% | 0 | 24.5 K | -24.5 K |
| Debt | 719 | 0.0% | 0 | 749 | -749 |
| Other | 0 | 0.0% | 0 | 234 | -234 |
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Fund Snapshot
Q3 2026
Latest filed
10/15/2026
Total value ($000)
1,981,670
Holdings
505
QoQ value change ($000)
87,348
(4.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.