| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2023 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD S&P 500 ETF | 3 | Q2 2024 | 12.4% |
| ISHARES TR | 3 | Q2 2024 | 6.0% |
| BLUE OWL CAPITAL INC COM CL A | 3 | Q2 2024 | 3.1% |
| MICROSOFT CORP COM | 3 | Q2 2024 | 3.1% |
| APPLE INC COM | 3 | Q2 2024 | 3.1% |
| TECHNOLOGY SELECT SECTOR SPDR FUND | 3 | Q2 2024 | 3.5% |
| ISHARES TR | 3 | Q2 2024 | 2.8% |
| ISHARES TR | 3 | Q2 2024 | 2.1% |
| JPMORGAN CHASE & CO COM | 3 | Q2 2024 | 1.8% |
| ISHARES INC | 3 | Q2 2024 | 2.2% |
View Turtle Creek Wealth Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-01 |
| 13F-HR | 2024-07-31 |
| 13F-HR | 2024-04-30 |
| 13F-HR | 2024-01-26 |
View Turtle Creek Wealth Advisors, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.