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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 24 of 26  ·  515 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 PAVE GLOBAL X FDS 2,450.0 $144K 0.01% -550.0 -18.3% $58.92 -5.6%
462 KRE SPDR SERIES TRUST 1,891.0 $141K 0.01% NEW $74.81 -0.6%
463 BSM BLACK STONE MINERALS L P Energy 10,000.0 $140K 0.01% NEW $13.97 +6.7%
464 CAG CONAGRA BRANDS INC Consumer Defensive 10,193.0 $137K 0.01% NEW $13.46 +20.8%
465 AIRR FIRST TR EXCHANGE TRADED FD 990.0 $132K 0.01% NEW $133.25 -16.5%
466 FTXL FIRST TR EXCHANGE TRADED FD 457.0 $130K 0.01% NEW $284.95 -21.8%
467 VV VANGUARD INDEX FDS 375.0 $129K 0.01% $343.91 +2.6%
468 USMV ISHARES TR 1,334.0 $129K 0.01% $96.46 +5.2%
469 EWJ ISHARES INC 1,218.0 $114K 0.01% NEW $93.23 +2.6%
470 SPYM SPDR SERIES TRUST 1,107.0 $97K 0.01% +724.0 +189.0% $87.86 +2.6%
471 MDYG SPDR SERIES TRUST 762.0 $85K 0.01% $112.09 -2.5%
472 IBM CALL INTERNATIONAL BUSINESS MACHS Technology 300.0 $83K 0.00% NEW $278.00 -15.8%
473 MGC VANGUARD WORLD FD 300.0 $82K 0.00% $273.63 +2.5%
474 AAXJ ISHARES TR 687.0 $82K 0.00% $119.33 -2.2%
475 XOP SPDR SERIES TRUST 514.0 $79K 0.00% NEW $154.61 +18.2%
476 IYW ISHARES TR 308.0 $78K 0.00% -660.0 -68.2% $252.23 -2.5%
477 EWZ ISHARES INC 2,018.0 $70K 0.00% +2K +1138.0% $34.53 +3.9%
478 COPX GLOBAL X FDS 850.0 $65K 0.00% $76.97 +25.1%
479 DUHP DIMENSIONAL ETF TRUST 1,513.0 $63K 0.00% $41.73 +1.8%
480 BBCA J P MORGAN EXCHANGE TRADED F 628.0 $62K 0.00% $99.40 +8.6%
Page 24 of 26  ·  515 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%