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Home > Institutional Investor > Turtle Creek Wealth Advisors, Llc > Profile

Instuitional Investor - Turtle Creek Wealth Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Turtle Creek Wealth Advisors, Llc
Portfolio Value $670,211,758
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - S&P 500 ETF SHS
 153,631 $78,952,420 11.78%
2.
Ishares Tr - CORE MSCI EAFE
 418,984 $31,696,142 4.73%
3.
Sector Spdr Trust
 XLB 553,300 $27,559,873 4.11%
4.
Apple Inc.
 AAPL 102,818 $22,838,962 3.41%
5.
Blue Owl Capital Inc.
 OWL 1,104,521 $22,134,601 3.3%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)