13F-HR filed by Turtle Creek Wealth Advisors, LLC
Turtle Creek Wealth Advisors, LLC filed this 13F-HR for the quarter ended 2026-09-30, accepted by EDGAR 2026-10-15 16:08:18 UTC, with 505 holding rows worth $1,981,670,388.
- Accession
- 0001398344-26-018209
- Filer
- CIK 2007171
- Filed
- 2026-10-15
- Accepted by EDGAR
- Ingested
- Source
- EDGAR live feed
13F report for Q3 2026
A holdings report, 505 entries on the cover page, a total value of $1,981,670,388 stated on the cover page (in dollars after the unit check, H1), rows summing to $1,981,670,388 with VALUE read as dollars as filed, 13F file number 028-23535. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| Vanguard Small-Cap Value ETF | 922908611 | SHS | 18 | $4,159 | dollars as filed | |
| ISHARES INC | 464286426 | MSCI EM ASIA ETF | 21 | $2,434 | dollars as filed | |
| Vanguard Mid-Cap Value ETF | 922908512 | SHS | 9 | $1,760 | dollars as filed | |
| SPDR SER TR STATE STR SPDR PORT S&P 500 ETF | 78464A854 | SHS | 1 | $86 | dollars as filed | |
| Schwab U.S. Large-Cap Growth ETF | 808524300 | SHS | 0 | $12 | dollars as filed | Amount filed as zero, left out of ratios. |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001398344-26-018209 | this filing | 2026-10-15 |