Turtle Creek Wealth Advisors, LLC
13F Portfolio Filings
Most recent 13F
Q1 2024
Location
Dallas, TX
CIK
0002007171
All SEC filings
View on sec.gov
Holdings Value
Quarter
Holdings
Value ($000)
Top Holdings
Form Type
Date Filed
Filing ID
Q1 2024
189
407,741
VOO, IEFA, XLK, OWL
13F-HR
4/30/2024
000139834424008358
Q4 2023
857
339,710
VOO, IEFA, SCHWAB CHARLES FAMILY FD AMT TAX FREE MNY, XLK
13F-HR
1/26/2024
000121390024006764