Turtle Creek Wealth Advisors, LLC filed its Form 13F-HR with the Securities and Exchange Commission on October 15, 2026, disclosing equity holdings as of September 30, 2026. The filing reveals the firm held positions in 505 distinct companies.
The largest position disclosed in the portfolio is Amazon.com Inc., with 13,706,600 shares. Other notable holdings include Microsoft Corporation with 68,559,605 shares, Procter & Gamble Co. with 16,803,020 shares, and Coca-Cola Co. with 19,664,020 shares. The filing also lists significant stakes in Eli Lilly & Co., with 33,138,307 shares, and Broadcom Inc. with 19,237,270 shares.
The portfolio is heavily diversified across various sectors. Major holdings include Prologis Inc. (6,273,090 shares), Blackstone Minerals L.P. (100,000 shares), and Kinross Gold Corp. (15,000 shares). The filing also includes positions in exchange-traded funds such as the iShares Core S&P Small-Cap ETF, the Vanguard S&P 500 ETF Shares, and the SPDR S&P 500 ETF Trust.
