Turtle Creek Wealth Advisors, LLC Q2 2025 Filing

Filed July 28, 2025

Portfolio Value

$847.5B

Holdings

269

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (269 positions)

#StockSharesValue% PortfolioType
1
VOOVANGUARD INDEX FDS
136,061$77.3B9.12%
2
AQLTISHARES TR
443,614$37.0B4.37%
3
MSFTMICROSOFT CORP
61,994$30.8B3.64%
4
NVDANVIDIA CORPORATION
186,333$29.4B3.47%
5
AAPLAPPLE INC
124,740$25.6B3.02%
6
OWLBLUE OWL CAPITAL INC
1,098,663$21.1B2.49%
7
IJHISHARES TR
265,492$16.5B1.94%
8
METAMETA PLATFORMS INC
22,185$16.4B1.93%
9
JPMJPMORGAN CHASE & CO.
53,028$15.4B1.81%
10
AMZNAMAZON COM INC
63,938$14.0B1.66%
11
PAGPPLAINS GP HLDGS L P
685,843$13.3B1.57%
12
AVGOBROADCOM INC
47,001$13.0B1.53%
13
ETENERGY TRANSFER L P
703,587$12.8B1.51%
14
BLKBLACKROCK INC
12,083$12.7B1.50%
15
CATCATERPILLAR INC
29,140$11.3B1.33%
16
GOOGLALPHABET INC
63,011$11.1B1.31%
17
PGPROCTER AND GAMBLE CO
69,558$11.1B1.31%
18
MCDMCDONALDS CORP
37,713$11.0B1.30%
19
SPYSPDR S&P 500 ETF TR
17,252$10.7B1.26%
20
VVISA INC
28,878$10.3B1.21%
21
COSTCOSTCO WHSL CORP NEW
10,175$10.1B1.19%
22
APHAMPHENOL CORP NEW
100,245$9.9B1.17%
23
INTUINTUIT
12,438$9.8B1.16%
24
KLACKLA CORP
10,393$9.3B1.10%
25
IWBISHARES TR
26,639$9.0B1.07%
26
HDHOME DEPOT INC
23,797$8.7B1.03%
27
LRCXLAM RESEARCH CORP
88,090$8.6B1.01%
28
ITOTISHARES TR
63,265$8.5B1.01%
29
LLYELI LILLY & CO
10,715$8.4B0.99%
30
TJXTJX COS INC NEW
65,772$8.1B0.96%
31
PHPARKER-HANNIFIN CORP
11,148$7.8B0.92%
32
XOMEXXON MOBIL CORP
71,347$7.7B0.91%
33
SYKSTRYKER CORPORATION
18,395$7.3B0.86%
34
UNHUNITEDHEALTH GROUP INC
23,198$7.2B0.85%
35
VEAVANGUARD TAX-MANAGED FDS
125,703$7.2B0.85%
36
TXNTEXAS INSTRS INC
33,222$6.9B0.81%
37
AMATAPPLIED MATLS INC
37,051$6.8B0.80%
38
AFLAFLAC INC
63,940$6.7B0.80%
39
ETRENTERGY CORP NEW
77,970$6.5B0.76%
40
XLKSELECT SECTOR SPDR TR
24,767$6.3B0.74%
41
EOGEOG RES INC
52,194$6.2B0.74%
42
MAMASTERCARD INCORPORATED
11,055$6.2B0.73%
43
CITHE CIGNA GROUP
18,540$6.1B0.72%
44
TTTRANE TECHNOLOGIES PLC
13,801$6.0B0.71%
45
PGRPROGRESSIVE CORP
21,778$5.8B0.69%
46
ZTSZOETIS INC
36,649$5.7B0.67%
47
IWRISHARES TR
61,923$5.7B0.67%
48
GRMNGARMIN LTD
27,188$5.7B0.67%
49
GOOGALPHABET INC
31,723$5.6B0.66%
50
MLMMARTIN MARIETTA MATLS INC
10,230$5.6B0.66%
51
CMECME GROUP INC
19,584$5.4B0.64%
52
LENLENNAR CORP
45,668$5.1B0.60%
53
4I1PHILIP MORRIS INTL INC
27,487$5.0B0.59%
54
EPDENTERPRISE PRODS PARTNERS L
153,695$4.8B0.56%
55
WMBWILLIAMS COS INC
74,526$4.7B0.55%
56
KOCOCA COLA CO
61,851$4.4B0.52%
57
ACWVISHARES INC
36,349$4.3B0.51%
58
AZNASTRAZENECA PLC
57,730$4.0B0.48%
59
IVVISHARES TR
6,445$4.0B0.47%
60
BXBLACKSTONE INC
25,607$3.8B0.45%
61
DUKDUKE ENERGY CORP NEW
32,142$3.8B0.45%
62
MRKMERCK & CO INC
47,813$3.8B0.45%
63
KMIKINDER MORGAN INC DEL
123,458$3.6B0.43%
64
RTXRTX CORPORATION
24,119$3.5B0.42%
65
VEUVANGUARD INTL EQUITY INDEX F
49,901$3.4B0.40%
66
AMTAMERICAN TOWER CORP NEW
15,008$3.3B0.39%
67
IEMGISHARES INC
50,603$3.0B0.36%
68
PLDPROLOGIS INC.
28,806$3.0B0.36%
69
PEPPEPSICO INC
22,584$3.0B0.35%
70
NFLXNETFLIX INC
2,183$2.9B0.34%
71
IVWISHARES TR
26,077$2.9B0.34%
72
MPLXMPLX LP
55,209$2.8B0.34%
73
BRK/BBERKSHIRE HATHAWAY INC DEL
5,832$2.8B0.33%
74
APDAIR PRODS & CHEMS INC
9,545$2.7B0.32%
75
ETNEATON CORP PLC
7,436$2.7B0.31%
76
ABTABBOTT LABS
18,989$2.6B0.30%
77
ISRGINTUITIVE SURGICAL INC
4,643$2.5B0.30%
78
TSLATESLA INC
7,830$2.5B0.29%
79
XLFSELECT SECTOR SPDR TR
46,544$2.4B0.29%
80
CVXCHEVRON CORP NEW
16,816$2.4B0.28%
81
SBUXSTARBUCKS CORP
25,677$2.4B0.28%
82
IWFISHARES TR
5,373$2.3B0.27%
83
EFGISHARES TR
18,033$2.0B0.24%
84
XLYSELECT SECTOR SPDR TR
9,252$2.0B0.24%
85
UNPUNION PAC CORP
8,528$2.0B0.23%
86
WMTWALMART INC
19,138$1.9B0.22%
87
LMTLOCKHEED MARTIN CORP
4,018$1.9B0.22%
88
SPYGSPDR SERIES TRUST
18,914$1.8B0.21%
89
NOWSERVICENOW INC
1,747$1.8B0.21%
90
IVEISHARES TR
8,968$1.8B0.21%
91
XLCSELECT SECTOR SPDR TR
15,990$1.7B0.20%
92
HONHONEYWELL INTL INC
7,395$1.7B0.20%
93
BABOEING CO
8,139$1.7B0.20%
94
ABBVABBVIE INC
9,149$1.7B0.20%
95
DEDEERE & CO
3,195$1.6B0.19%
96
AMGNAMGEN INC
5,663$1.6B0.19%
97
SPGIS&P GLOBAL INC
2,927$1.5B0.18%
98
TSMTAIWAN SEMICONDUCTOR MFG LTD
6,772$1.5B0.18%
99
ASMLASML HOLDING N V
1,876$1.5B0.18%
100
OKEONEOK INC NEW
18,078$1.5B0.17%
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