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Turtle Creek Wealth Advisors, LLC
Turtle Creek Wealth Advisors, LLC is a multi-family office registered investment advisor headquartered in Dallas, Texas, established in June 2022. The firm specializes in highly customized investment advisory, tax and estate planning, and family office services for high net worth individuals, families, trusts, and foundations. With approximately 20 employees, Turtle Creek offers sophisticated portfolio management, financial planning, family governance, risk management, income tax planning, as well as foundation and charitable giving strategies, mainly serving clients in Texas and the United States.
Investment Strategy
Turtle Creek Wealth Advisors pursues long-term capital appreciation through a variety of strategies, including Dividend Appreciation, Focus, and Legacy strategies. The firm provides both discretionary and non-discretionary investment management, may utilize sub-advisers, and tailors portfolios for each client's needs. Turtle Creek draws on deep experience investing alongside founding families in sectors such as oil & gas, healthcare, ranching, and real estate. The firm emphasizes collaboration, intentionality, and the fiduciary duty to act in clients' best interests, maintaining transparency and fee alignment.
Latest 13F Filing Activity
Turtle Creek Wealth Advisors, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 268 equity positions with a total 13F market value of $847M. The fund increased holdings in Nvidia Corporation, Microsoft Corp., Meta Platforms Inc. among other positions. Turtle Creek Wealth Advisors, LLC reduced exposure to Select Sector SPDR TR, Select Sector SPDR TR, Blue Owl Capital Corporation among others.
Top Holdings
Equity Positions (268)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VOO | VANGUARD INDEX FDS | 9.12% | $77.3M | 136,061 | $479.51 | $568.03 | -$1.7M |
I IEFA | ISHARES TR | 4.37% | $37.0M | 443,614 | $73.42 | $83.48 | +$5.3M |
M MSFT | MICROSOFT CORP | 3.64% | $30.8M | 61,994 | $394.59 | $497.41 | +$9.2M |
N NVDA | NVIDIA CORPORATION | 3.47% | $29.4M | 186,333 | $102.93 | $157.99 | +$11.9M |
A AAPL | APPLE INC | 3.02% | $25.6M | 124,740 | $206.08 | $205.17 | +$2.8M |
Industry Allocation
Investment Team (1)
| Name | Role | Location | |
|---|---|---|---|
P Peter Lodwick | Partner | TX , United States |
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