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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 -9.2%
462 KRE SPDR SERIES TRUST — 1,891.0 $141K 0.01% NEW — $74.81 -4.4%
463 BSM BLACK STONE MINERALS L P Energy 10,000.0 $140K 0.01% NEW — $13.97 +3.2%
464 CAG CONAGRA BRANDS INC Consumer Defensive 10,193.0 $137K 0.01% NEW — $13.46 +6.4%
465 AIRR FIRST TR EXCHANGE TRADED FD — 990.0 $132K 0.01% NEW — $133.25 -21.2%
466 FTXL FIRST TR EXCHANGE TRADED FD — 457.0 $130K 0.01% NEW — $284.95 -10.6%
467 VV VANGUARD INDEX FDS — 375.0 $129K 0.01% — — $343.91 +3.7%
468 USMV ISHARES TR — 1,334.0 $129K 0.01% — — $96.46 +1.9%
469 EWJ ISHARES INC — 1,218.0 $114K 0.01% NEW — $93.23 +5.0%
470 SPYM SPDR SERIES TRUST — 1,107.0 $97K 0.01% +724.0 +189.0% $87.86 +3.3%
471 MDYG SPDR SERIES TRUST — 762.0 $85K 0.01% — — $112.09 -5.9%
472 IBM CALL INTERNATIONAL BUSINESS MACHS Technology 300.0 $83K 0.00% NEW — $278.00 -18.9%
473 MGC VANGUARD WORLD FD — 300.0 $82K 0.00% — — $273.63 +4.6%
474 AAXJ ISHARES TR — 687.0 $82K 0.00% — — $119.33 -0.7%
475 XOP SPDR SERIES TRUST — 514.0 $79K 0.00% NEW — $154.61 +17.4%
476 IYW ISHARES TR — 308.0 $78K 0.00% -660.0 -68.2% $252.23 +5.5%
477 EWZ ISHARES INC — 2,018.0 $70K 0.00% +2K +1138.0% $34.53 +6.6%
478 COPX GLOBAL X FDS — 850.0 $65K 0.00% — — $76.97 +12.7%
479 DUHP DIMENSIONAL ETF TRUST — 1,513.0 $63K 0.00% — — $41.73 +1.6%
480 BBCA J P MORGAN EXCHANGE TRADED F — 628.0 $62K 0.00% — — $99.40 +3.1%
Page 24 of 26  ·  515 positions

① 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%