Turtle Creek Wealth Advisors, LLC
Q2 2024 13F Holdings
- Locationdallas, TX
- Num holdings
195
- Value ($000)
$431,912
- Date Filed07/31/2024
- Form type13F-HR
- CIK0002007171
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $53.60 M | 12 % | 107,173 | ||
IEFA ISHARES TR | CORE MSCI EAFE | 46432F842 | $25.46 M | 6 % | 350,445 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $13.55 M | 3 % | 30,308 | ||
AAPL APPLE INC | COM | 037833100 | $13.41 M | 3 % | 63,647 | ||
IJH ISHARES TR | CORE S&P MCP ETF | 464287507 | $11.94 M | 3 % | 203,987 | ||
OWL BLUE OWL CAPITAL INC | COM CL A | 09581B103 | $11.83 M | 3 % | 666,371 | ||
IEMG ISHARES INC | CORE MSCI EMKT | 46434G103 | $9.49 M | 2 % | 177,191 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $8.16 M | 2 % | 66,024 | ||
LRCX LAM RESEARCH CORP | COM | 512807108 | $8.14 M | 2 % | 7,641 | ||
JPM JPMORGAN CHASE & CO. | COM | 46625H100 | $7.95 M | 2 % | 39,308 |
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