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Home > Institutional Investor > Turtle Creek Wealth Advisors, Llc > Profile

Instuitional Investor - Turtle Creek Wealth Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Turtle Creek Wealth Advisors, Llc
Portfolio Value $433,497,615
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 128,446 $69,208,226 15.96%
2.
Blue Owl Capital Inc.
 OWL 1,104,193 $25,683,529 5.92%
3.
Ishares Tr
 303,971 $21,363,084 4.92%
4.
Ishares Trust
 IEF 59,604 $19,202,025 4.42%
5.
Apple Inc.
 AAPL 73,818 $18,485,504 4.26%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)