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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 $339,710,461
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard S&P 500 Etf
 61,847 $27,014,889 7.95%
2.
Ishares Core Msci Eafe Etf
 291,008 $20,472,442 6.02%
3.
Schwab Charles Family Fd Amt Tax Free Mny
 13,005,935 $13,005,935 3.82%
4.
Sector Spdr Trust
 XLB 62,032 $11,939,919 3.51%
5.
Blue Owl Capital Inc.
 OWL 666,371 $9,928,928 2.92%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)