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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 5 of 5  ·  88 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 NLR VANECK ETF TRUST 1,567.0 $182K 0.01% -400.0 -20.3% $115.98 +7.4%
82 PAVE GLOBAL X FDS 2,450.0 $144K 0.01% -550.0 -18.3% $58.92 -5.6%
83 IYW ISHARES TR 308.0 $78K 0.00% -660.0 -68.2% $252.23 -2.8%
84 MOAT VANECK ETF TRUST 500.0 $52K 0.00% -250.0 -33.3% $103.96 +9.6%
85 DFIC DIMENSIONAL ETF TRUST 598.0 $22K 0.00% -324.0 -35.1% $37.29 +6.0%
86 XLB SELECT SECTOR SPDR TR 162.0 $8K -128.0 -44.1% $50.83 +5.2%
87 VOE VANGUARD INDEX FDS 19.0 $4K -14.0 -42.4% $197.58 +5.7%
88 SCHG SCHWAB STRATEGIC TR $12.0 -100.0%
Page 5 of 5  ·  88 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%