SEC Form 13F · Q2 2026

Turtle Creek Wealth Advisors, LLC

Institutional Holdings Report

13F-HRTX
$1.9B
Portfolio Value
515
Holdings
Q2 2026
Reporting Period
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Filing Details

Manager
Turtle Creek Wealth Advisors, LLC
CIK
2007171
Accession No.
0001398344-26-012789
Location
DALLAS, TX
Form Type
13F-HR
Portfolio Value
$1.9B
Holdings Reported
515
Reporting Period
Q2 2026
Filed
July 27, 2026

About this Filing

Turtle Creek Wealth Advisors, LLC is an institutional investment manager based in DALLAS, TX reporting approximately $1.9B in 13(f) securities across 515 positions as of Q2 2026. Form 13F is filed quarterly by managers exercising investment discretion over $100 million or more in covered securities; the portfolio value above reflects long positions in exchange-traded equities and related instruments, not total assets under management. This data is sourced from the manager's SEC Form 13F-HR filing on EDGAR.