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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 25 of 26  ·  515 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 MKC MCCORMICK & CO INC Consumer Defensive 1,090.0 $55K 0.00% NEW $50.42 +8.1%
482 MOAT VANECK ETF TRUST 500.0 $52K 0.00% -250.0 -33.3% $103.96 +9.7%
483 DFAU DIMENSIONAL ETF TRUST 957.0 $49K 0.00% $51.67 +2.6%
484 XLRE SELECT SECTOR SPDR TR 1,112.0 $49K 0.00% $44.03 +3.0%
485 VHT VANGUARD WORLD FD 150.0 $45K 0.00% $299.01 +10.0%
486 VIS VANGUARD WORLD FD 119.0 $43K 0.00% $360.38 -5.1%
487 VOX VANGUARD WORLD FD 229.0 $42K 0.00% $183.95 +2.8%
488 BBD BANCO BRADESCO S A Financial Services 11,900.0 $41K 0.00% NEW $3.48 -6.6%
489 MTUM ISHARES TR 108.0 $37K 0.00% $342.83 -11.8%
490 DFUV DIMENSIONAL ETF TRUST 673.0 $37K 0.00% $55.01 +4.2%
491 IYM ISHARES TR 206.0 $37K 0.00% $179.53 +9.4%
492 IMTM ISHARES TR 650.0 $35K 0.00% $53.33 +1.5%
493 XLE SELECT SECTOR SPDR TR 495.0 $26K 0.00% +165.0 +50.0% $53.11 +16.9%
494 EWU ISHARES TR 512.0 $24K 0.00% NEW $46.14 +7.0%
495 OCCIDENTAL PETE CORP 875.0 $23K 0.00% $26.63
496 EWC ISHARES INC 395.0 $23K 0.00% $57.64 +8.7%
497 VDC VANGUARD WORLD FD 100.0 $23K 0.00% $225.49 +3.6%
498 DFIC DIMENSIONAL ETF TRUST 598.0 $22K 0.00% -324.0 -35.1% $37.29 +6.2%
499 DFAI DIMENSIONAL ETF TRUST 516.0 $21K 0.00% $41.22 +5.7%
500 IWN ISHARES TR 85.0 $19K 0.00% $221.20 +1.6%
Page 25 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%