13F Filings History of Turtle Creek Wealth Advisors, LLC

Latest 13F report
Q4 2025 - 28 Jan 2026
Value $
$1,270,132,386
Signature - Title
Monica Eaker - 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 385 stock holdings with total value $1,270,132,386 as of Q4 2025. Top holdings included VOO, AAPL, IEFA, NVDA, and MSFT.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 385 $1,270,132,386 +$160,726,359 -$29,433,320 +$131,293,039 VOO, AAPL, IEFA, NVDA, MSFT 13F-HR 28 Jan 2026, 15:19
Q3 2025 365 $1,119,524,206 +$248,580,785 -$29,992,248 +$218,588,537 VOO, IEFA, AAPL, NVDA, MSFT 13F-HR 29 Oct 2025, 14:22
Q2 2025 269 $847,491,691 +$176,373,165 -$52,712,978 +$123,660,187 VOO, IEFA, MSFT, NVDA, AAPL 13F-HR 28 Jul 2025, 16:28
Q1 2025 118 $670,211,758 +$312,475,064 -$58,574,165 +$253,900,899 VOO, IEFA, XLF, AAPL, OWL 13F-HR 01 May 2025, 16:54
Q4 2024 75 $433,497,615 +$96,328,342 -$160,839,283 -$64,510,941 VOO, OWL, IEFA, IWB, AAPL 13F-HR 23 Jan 2025, 16:46
Q3 2024 173 $498,773,976 +$63,324,969 -$11,623,107 +$51,701,862 VOO, IEFA, XLV, AAPL, MSFT 13F-HR 06 Nov 2024, 16:59
Q2 2024 194 $431,912,109 +$71,391,803 -$44,556,823 +$26,834,980 VOO, IEFA, MSFT, AAPL, IJH 13F-HR 31 Jul 2024, 16:15
Q1 2024 189 $407,741,397 +$89,978,969 -$47,379,539 +$42,599,430 VOO, IEFA, XLK, OWL, MSFT 13F-HR 30 Apr 2024, 16:35
Q4 2023 850 $339,710,461 $0 $0 $0 VOO, IEFA, SCHWAB CHARLES FAMILY FD AMT TAX FREE MNY, XLK, OWL 13F-HR 26 Jan 2024, 10:27