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Portfolio (Quarterly) Guide ↗

Turtle Creek Wealth Advisors, LLC

· CIK 0002007171
13F Portfolio $1.3B AUM 480 positions Filed Apr 27, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 129 New 232 Added 81 Reduced 34 Exited
Page 5 of 5  ·  81 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 XLE SELECT SECTOR SPDR TR 330.0 $20K 0.00% -25K -98.7% $61.26 -7.0%
Page 5 of 5  ·  81 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 29.5%
Financial Services 14.3%
Energy 12.4%
Industrials 9.1%
Consumer Cyclical 8.9%
Healthcare 8.5%
Communication Services 7.0%
Consumer Defensive 6.1%
Basic Materials 1.9%
Utilities 1.3%