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Portfolio (Quarterly) Guide ↗

Turtle Creek Wealth Advisors, LLC

· CIK 0002007171
13F Portfolio $1.9B AUM 515 positions Filed Jul 27, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 81 New 251 Added 88 Reduced 46 Exited
Page 13 of 13  ·  251 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 NRG NRG ENERGY INC Utilities 1,688.0 $247K 0.01% +296.0 +21.3% $146.34 -22.4%
242 PJT PJT PARTNERS INC Financial Services 1,611.0 $243K 0.01% +130.0 +8.8% $150.70 +15.9%
243 VMC VULCAN MATLS CO Basic Materials 774.0 $228K 0.01% +35.0 +4.7% $295.01 -7.1%
244 HDV ISHARES TR 7,920.0 $217K 0.01% +6K +400.0% $27.41 +8.8%
245 GREENFIRE RES LTD NEW 33,750.0 $191K 0.01% +12K +51.7% $5.65
246 KRP KIMBELL RTY PARTNERS LP Energy 12,975.0 $189K 0.01% +2K +18.2% $14.53 +4.4%
247 XLU SELECT SECTOR SPDR TR 3,584.0 $163K 0.01% +1K +63.5% $45.43 -4.7%
248 SPYM SPDR SERIES TRUST 1,107.0 $97K 0.01% +724.0 +189.0% $87.86 +2.6%
249 EWZ ISHARES INC 2,018.0 $70K 0.00% +2K +1138.0% $34.53 +3.9%
250 XLE SELECT SECTOR SPDR TR 495.0 $26K 0.00% +165.0 +50.0% $53.11 +16.9%
251 VGT VANGUARD WORLD FD 120.0 $14K 0.00% +105.0 +700.0% $119.52 -1.7%
Page 13 of 13  ·  251 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 29.4%
Energy 17.0%
Financial Services 16.9%
Healthcare 8.4%
Industrials 8.3%
Consumer Cyclical 6.8%
Consumer Defensive 5.5%
Communication Services 4.3%
Basic Materials 1.4%
Utilities 1.1%