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

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
41	XYLD	GLOBAL X FDS	—	504	$20K	0.00%	SOLD
42	QYLD	GLOBAL X FDS	—	1,010	$17K	0.00%	SOLD
43	RYLD	GLOBAL X FDS	—	1,010	$15K	0.00%	SOLD
44	DFAC	DIMENSIONAL ETF TRUST	—	311	$12K	0.00%	SOLD
45	DCOR	DIMENSIONAL ETF TRUST	—	167	$12K	0.00%	SOLD
46	DFEM	DIMENSIONAL ETF TRUST	—	180	$6K	—	SOLD

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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%