Turtle Creek Wealth Advisors 13F Holdings & Latest Moves

13F filer · Latest filing Oct 15, 2026

Latest 13F moves (filed Oct 15, 2026): 2 new positions, 26 added, 13 reduced, 2 sold out. Largest change by value: added $VOO ($131.06M held).

New positions
2
Added / reduced
26 / 13
Sold out
2

Top buys and sells in the latest 13F

Biggest new and added positions

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$VOO Added +5.28K (+2.91%) 187K $131.06M —
$AAPL Added +12.67K (+5.26%) 253.65K $84.47M —
$NVDA Added +16.55K (+5.20%) 335.03K $76.51M —
$IEFA Added +27.61K (+3.63%) 789.23K $76.46M —
$MSFT Added +13.97K (+11.67%) 133.67K $68.56M —

Biggest reduced and exited positions

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$SPY Reduced -31.15K (-25.64%) 90.34K $68.90M —
$CVX Reduced -59.13K (-14.98%) 335.71K $68.56M —
$IJH Reduced -12.99K (-3.15%) 399.15K $28.72M —
$LRCX Reduced -2.71K (-3.15%) 83.40K $27.40M —
$VEA Reduced -46.02K (-14.69%) 267.27K $18.87M —

New positions in the latest 13F

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$XOM New +308.32K 308.32K $50.18M Read
$HON New +5.21K 5.21K $1.10M Read

Added positions in the latest 13F

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$VOO Added +5.28K (+2.91%) 187K $131.06M —
$AAPL Added +12.67K (+5.26%) 253.65K $84.47M —
$NVDA Added +16.55K (+5.20%) 335.03K $76.51M —
$IEFA Added +27.61K (+3.63%) 789.23K $76.46M —
$MSFT Added +13.97K (+11.67%) 133.67K $68.56M —
$GOOGL Added +9.53K (+9.93%) 105.56K $36.32M —
$AMZN Added +11.39K (+9.06%) 137.07K $34.15M —
$LLY Added +822 (+2.95%) 28.64K $33.14M —
$CAT Added +2.31K (+6.66%) 36.97K $29.98M —
$AVGO Added +3.29K (+4.30%) 79.94K $28.08M —
$META Added +2.39K (+7.22%) 35.43K $25.69M —
$KO Added +9.05K (+4.12%) 228.44K $19.66M —
$APH Added +117.41K (+105.97%) 228.20K $19.24M —
$PM Added +4.30K (+7.91%) 58.64K $11.19M —
$MA Added +1.35K (+7.29%) 19.85K $10.95M —
$ITOT Added +6.29K (+10.72%) 64.92K $10.79M —
$ETR Added +10.17K (+10.40%) 107.93K $10.71M —
$MU Added +715 (+8.64%) 8.99K $9.58M —
$AMD Added +2.80K (+23.99%) 14.46K $8.84M —
$MSI Added +18.88K (+3172.61%) 19.47K $8.68M —
$NDAQ Added +90K (+2057.07%) 94.37K $8.68M —
$GWW Added +6.68K (+3371.72%) 6.87K $8.56M —
$TSLA Added +3.77K (+22.05%) 20.88K $7.41M —
$PLTR Added +5.33K (+39.77%) 18.73K $3.50M —
$CRWD Added +9K (+309.24%) 11.91K $3.15M —
$EMR Added +9.50K (+162.29%) 15.35K $2.38M —

Reduced positions in the latest 13F

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$SPY Reduced -31.15K (-25.64%) 90.34K $68.90M —
$CVX Reduced -59.13K (-14.98%) 335.71K $68.56M —
$IJH Reduced -12.99K (-3.15%) 399.15K $28.72M —
$LRCX Reduced -2.71K (-3.15%) 83.40K $27.40M —
$VEA Reduced -46.02K (-14.69%) 267.27K $18.87M —
$BLK Reduced -8.38K (-44.59%) 10.41K $11.02M —
$TXN Reduced -4.92K (-12.74%) 33.73K $9.45M —
$MCD Reduced -34.74K (-55.03%) 28.39K $6.56M —
$BRK.B Reduced -2.28K (-15.64%) 12.32K $6.14M —
$IVW Reduced -8.72K (-21.93%) 31.02K $4.41M —
$ISRG Reduced -2.32K (-28.13%) 5.93K $2.41M —
$BSV Reduced -9.41K (-50%) 9.41K $719.31K —
$MLM Reduced -16.05K (-97.31%) 443 $212.77K —

Sold out positions in the latest 13F

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$SM Sold out -190.96K — — Read
$AGG Sold out -10.41K — — Read

All tracked 13F moves by Turtle Creek Wealth Advisors

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$LRCX Reduced -2.71K (-3.15%) 83.40K $27.40M —
$IJH Reduced -12.99K (-3.15%) 399.15K $28.72M —
$HON New +5.21K 5.21K $1.10M Read
$XOM New +308.32K 308.32K $50.18M Read
$VEA Reduced -46.02K (-14.69%) 267.27K $18.87M —
$TXN Reduced -4.92K (-12.74%) 33.73K $9.45M —
$SPY Reduced -31.15K (-25.64%) 90.34K $68.90M —
$SM Sold out -190.96K — — Read
$MCD Reduced -34.74K (-55.03%) 28.39K $6.56M —
$MLM Reduced -16.05K (-97.31%) 443 $212.77K —
$IVW Reduced -8.72K (-21.93%) 31.02K $4.41M —
$ISRG Reduced -2.32K (-28.13%) 5.93K $2.41M —
$CVX Reduced -59.13K (-14.98%) 335.71K $68.56M —
$BSV Reduced -9.41K (-50%) 9.41K $719.31K —
$BRK.B Reduced -2.28K (-15.64%) 12.32K $6.14M —
$BLK Reduced -8.38K (-44.59%) 10.41K $11.02M —
$AGG Sold out -10.41K — — Read
$GWW Added +6.68K (+3371.72%) 6.87K $8.56M —
$VOO Added +5.28K (+2.91%) 187K $131.06M —
$KO Added +9.05K (+4.12%) 228.44K $19.66M —
$TSLA Added +3.77K (+22.05%) 20.88K $7.41M —
$PM Added +4.30K (+7.91%) 58.64K $11.19M —
$PLTR Added +5.33K (+39.77%) 18.73K $3.50M —
$NVDA Added +16.55K (+5.20%) 335.03K $76.51M —
$NDAQ Added +90K (+2057.07%) 94.37K $8.68M —
$MSI Added +18.88K (+3172.61%) 19.47K $8.68M —
$MSFT Added +13.97K (+11.67%) 133.67K $68.56M —
$MU Added +715 (+8.64%) 8.99K $9.58M —
$META Added +2.39K (+7.22%) 35.43K $25.69M —
$MA Added +1.35K (+7.29%) 19.85K $10.95M —
$ITOT Added +6.29K (+10.72%) 64.92K $10.79M —
$IEFA Added +27.61K (+3.63%) 789.23K $76.46M —
$ETR Added +10.17K (+10.40%) 107.93K $10.71M —
$EMR Added +9.50K (+162.29%) 15.35K $2.38M —
$LLY Added +822 (+2.95%) 28.64K $33.14M —
$CRWD Added +9K (+309.24%) 11.91K $3.15M —
$CAT Added +2.31K (+6.66%) 36.97K $29.98M —
$AVGO Added +3.29K (+4.30%) 79.94K $28.08M —
$AAPL Added +12.67K (+5.26%) 253.65K $84.47M —
$APH Added +117.41K (+105.97%) 228.20K $19.24M —
$AMZN Added +11.39K (+9.06%) 137.07K $34.15M —
$GOOGL Added +9.53K (+9.93%) 105.56K $36.32M —
$AMD Added +2.80K (+23.99%) 14.46K $8.84M —

13F reports are filed quarterly, up to 45 days after the quarter ends, so they show past holdings. 1W / 1M / 6M = how the stock moved after the filing.

Stocks Turtle Creek Wealth Advisors holds or traded

Frequently asked questions

What did Turtle Creek Wealth Advisors buy and sell in its latest 13F?

It opened or added to $VOO, $AAPL, $NVDA, $IEFA and $MSFT; it cut or exited $SPY, $CVX, $IJH, $LRCX and $VEA.

Data comes from public SEC Form 4 and 13F filings and STOCK Act disclosures. Dates are the trade or filing date reported. This page is for research only and is not investment advice.

Get trade alerts by text