Turtle Creek Wealth Advisors, LLC

13F Filings History

Latest 13F report: Q3 2024 - Nov 6, 2024
Value $: $499M
Signature - Title: Benjamin Carter - CCO
Location: Dallas, TX
Summary: This page shows a list of all the recent 13F filings made by Turtle Creek Wealth Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Turtle Creek Wealth Advisors, LLC reported 173 stock holdings with total value $499M as of Q3 2024. Top holdings included VOO, IEFA, XLV, AAPL, and MSFT.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q3 2024	173	$499M	+$63.3M	-$11.6M	+$51.7M	VOO, IEFA, XLV, AAPL, MSFT	13F-HR	11/6/2024, 04:59 PM
Q2 2024	194	$432M	+$71.4M	-$44.6M	+$26.8M	VOO, IEFA, MSFT, AAPL, IJH	13F-HR	7/31/2024, 04:15 PM
Q1 2024	189	$408M	+$90M	-$47.4M	+$42.6M	VOO, IEFA, XLK, OWL, MSFT	13F-HR	4/30/2024, 04:35 PM
Q4 2023	850	$340M	$0	$0		VOO, IEFA, XLK, OWL, MSFT	13F-HR	1/26/2024, 10:27 AM