Turtle Creek Wealth Advisors, LLC

13F Filings History

Latest 13F report
Q4 2024 - Jan 23, 2025
Value $
$433M
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 75 stock holdings with total value $433M as of Q4 2024. Top holdings included VOO, OWL, IEFA, IWB, and AAPL.
Holdings Value