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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Turtle Creek Wealth Advisors, LLC

Quarter ended Q2 2025 · Filed July 28, 2025 · Accession 0001398344-25-013899

Total Value
$847.5M
Positions
269
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (269)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INDEX FDS922908363136,061$77.3M9.12%
2ISHARES TR46432F842443,614$37.0M4.37%
3MICROSOFT CORPMSFT61,994$30.8M3.64%
4NVIDIA CORPORATIONNVDA186,333$29.4M3.47%
5APPLE INCAAPL124,740$25.6M3.02%
6BLUE OWL CAPITAL INCOWL1,098,663$21.1M2.49%
7ISHARES TR464287507265,492$16.5M1.94%
8META PLATFORMS INCMETA22,185$16.4M1.93%
9JPMORGAN CHASE & CO.VYLD53,028$15.4M1.81%
10AMAZON COM INCAMZN63,938$14.0M1.66%
11PLAINS GP HLDGS L PPAGP685,843$13.3M1.57%
12BROADCOM INCAVGO47,001$13.0M1.53%
13ENERGY TRANSFER L PET-PI703,587$12.8M1.51%
14BLACKROCK INCBLK12,083$12.7M1.50%
15CATERPILLAR INCCAT29,140$11.3M1.33%
16ALPHABET INCGOOG63,011$11.1M1.31%
17PROCTER AND GAMBLE CO74271810969,558$11.1M1.31%
18MCDONALDS CORPMCD37,713$11.0M1.30%
19SPDR S&P 500 ETF TRSPY17,252$10.7M1.26%
20VISA INCV28,878$10.3M1.21%
21COSTCO WHSL CORP NEW22160K10510,175$10.1M1.19%
22AMPHENOL CORP NEW032095101100,245$9.9M1.17%
23INTUITINTU12,438$9.8M1.16%
24KLA CORPKLAC10,393$9.3M1.10%
25ISHARES TR46428762226,639$9.0M1.07%
26HOME DEPOT INCHD23,797$8.7M1.03%
27LAM RESEARCH CORPLRCX88,090$8.6M1.01%
28ISHARES TR46428715063,265$8.5M1.01%
29ELI LILLY & COLLY10,715$8.4M0.99%
30TJX COS INC NEW87254010965,772$8.1M0.96%
31PARKER-HANNIFIN CORPPH11,148$7.8M0.92%
32EXXON MOBIL CORPXOM71,347$7.7M0.91%
33STRYKER CORPORATIONSYK18,395$7.3M0.86%
34UNITEDHEALTH GROUP INCUNH23,198$7.2M0.85%
35VANGUARD TAX-MANAGED FDS921943858125,703$7.2M0.85%
36TEXAS INSTRS INC88250810433,222$6.9M0.81%
37APPLIED MATLS INC03822210537,051$6.8M0.80%
38AFLAC INCAFL63,940$6.7M0.80%
39ENTERGY CORP NEWENO77,970$6.5M0.76%
40SELECT SECTOR SPDR TR81369Y80324,767$6.3M0.74%
41EOG RES INCEOG52,194$6.2M0.74%
42MASTERCARD INCORPORATEDMA11,055$6.2M0.73%
43THE CIGNA GROUP12552310018,540$6.1M0.72%
44TRANE TECHNOLOGIES PLCTT13,801$6.0M0.71%
45PROGRESSIVE CORP74331510321,778$5.8M0.69%
46ZOETIS INCZTS36,649$5.7M0.67%
47ISHARES TR46428749961,923$5.7M0.67%
48GARMIN LTDGRMN27,188$5.7M0.67%
49ALPHABET INCGOOG31,723$5.6M0.66%
50MARTIN MARIETTA MATLS INC57328410610,230$5.6M0.66%
51CME GROUP INCCME19,584$5.4M0.64%
52LENNAR CORPLEN-B45,668$5.1M0.60%
53PHILIP MORRIS INTL INC71817210927,487$5.0M0.59%
54ENTERPRISE PRODS PARTNERS L293792107153,695$4.8M0.56%
55WILLIAMS COS INC96945710074,526$4.7M0.55%
56COCA COLA COKO61,851$4.4M0.52%
57ISHARES INC46428652536,349$4.3M0.51%
58ASTRAZENECA PLCAZN57,730$4.0M0.48%
59ISHARES TR4642872006,445$4.0M0.47%
60BLACKSTONE INCBX25,607$3.8M0.45%
61DUKE ENERGY CORP NEWDUKB32,142$3.8M0.45%
62MERCK & CO INCMRK47,813$3.8M0.45%
63KINDER MORGAN INC DELEP-PC123,458$3.6M0.43%
64RTX CORPORATIONRTX24,119$3.5M0.42%
65VANGUARD INTL EQUITY INDEX F92204277549,901$3.4M0.40%
66AMERICAN TOWER CORP NEW03027X10015,008$3.3M0.39%
67ISHARES INC46434G10350,603$3.0M0.36%
68PROLOGIS INC.PLDGP28,806$3.0M0.36%
69PEPSICO INCPEP22,584$3.0M0.35%
70NETFLIX INCNFLX2,183$2.9M0.34%
71ISHARES TR46428730926,077$2.9M0.34%
72MPLX LPMPLXP55,209$2.8M0.34%
73BERKSHIRE HATHAWAY INC DELBRK-A5,832$2.8M0.33%
74AIR PRODS & CHEMS INCAIIR9,545$2.7M0.32%
75EATON CORP PLCETN7,436$2.7M0.31%
76ABBOTT LABSABLZF18,989$2.6M0.30%
77INTUITIVE SURGICAL INCISRG4,643$2.5M0.30%
78TESLA INCTSLA7,830$2.5M0.29%
79SELECT SECTOR SPDR TR81369Y60546,544$2.4M0.29%
80CHEVRON CORP NEWCVX16,816$2.4M0.28%
81STARBUCKS CORPSBUX25,677$2.4M0.28%
82ISHARES TR4642876145,373$2.3M0.27%
83ISHARES TR46428888518,033$2.0M0.24%
84SELECT SECTOR SPDR TR81369Y4079,252$2.0M0.24%
85UNION PAC CORPUNP8,528$2.0M0.23%
86WALMART INCWMT19,138$1.9M0.22%
87LOCKHEED MARTIN CORPLMT4,018$1.9M0.22%
88SPDR SERIES TRUST78464A40918,914$1.8M0.21%
89SERVICENOW INCNOW1,747$1.8M0.21%
90ISHARES TR4642874088,968$1.8M0.21%
91SELECT SECTOR SPDR TR81369Y85215,990$1.7M0.20%
92HONEYWELL INTL INC4385161067,395$1.7M0.20%
93BOEING COBA-PA8,139$1.7M0.20%
94ABBVIE INCABBV9,149$1.7M0.20%
95DEERE & CODE3,195$1.6M0.19%
96AMGEN INCAMGN5,663$1.6M0.19%
97S&P GLOBAL INCSPGI2,927$1.5M0.18%
98TAIWAN SEMICONDUCTOR MFG LTD8740391006,772$1.5M0.18%
99ASML HOLDING N VASMLF1,876$1.5M0.18%
100ONEOK INC NEWOKE18,078$1.5M0.17%
101WESTERN MIDSTREAM PARTNERS LWES36,882$1.4M0.17%
102NIKE INCNKE19,048$1.4M0.16%
103CONOCOPHILLIPSCOP14,502$1.3M0.15%
104PALANTIR TECHNOLOGIES INCPLTR9,383$1.3M0.15%
105VANGUARD WORLD FD9219108163,408$1.2M0.15%
106ISHARES TR46428723425,623$1.2M0.15%
107JOHNSON & JOHNSONJNJ8,014$1.2M0.14%
108ISHARES TR46428746513,285$1.2M0.14%
109ISHARES TR4642875986,085$1.2M0.14%
110ORACLE CORPORCL-PD5,116$1.1M0.13%
111GARTNER INCIT2,735$1.1M0.13%
112AUTOMATIC DATA PROCESSING INADP3,438$1.1M0.13%
113OTIS WORLDWIDE CORPOTIS10,633$1.1M0.12%
114OCCIDENTAL PETE CORP67459910524,296$1.0M0.12%
115MIMEDX GROUP INCMDXG166,700$1.0M0.12%
116CITIGROUP INCC-PR11,733$998,7130.12%
117MASCO CORPMAS15,148$974,9250.12%
118CROWDSTRIKE HLDGS INCCRWD1,766$899,4410.11%
119BANK AMERICA CORP06050510418,822$890,6570.11%
120SALESFORCE INCCRM3,245$884,8790.10%
121NOV INCNOV70,835$880,4790.10%
122MORGAN STANLEYMS-PQ6,154$866,8520.10%
123NOVO-NORDISK A SNONOF12,307$849,4290.10%
124APA CORPORATIONAPA44,194$808,3080.10%
125AT&T INCT-PC27,849$805,9500.10%
126TARGA RES CORPTRGP4,551$792,2380.09%
127COSTAR GROUP INCCSGP9,753$784,1410.09%
128TEXAS CAP BANCSHARES INC88224Q1079,641$765,4950.09%
129ADOBE INCADBE1,955$756,3500.09%
130VANGUARD ADMIRAL FDS INC9219328857,133$748,8220.09%
131PLAINS ALL AMERN PIPELINE L72650310540,820$747,8220.09%
132GOLDMAN SACHS GROUP INCGSCE1,049$742,4300.09%
133GOLDMAN SACHS ETF TRNVGLF18,415$730,3390.09%
134ADVANCED MICRO DEVICES INCAMD5,068$719,1490.08%
135INTERNATIONAL BUSINESS MACHSINTR2,434$717,4950.08%
136INTERCONTINENTAL EXCHANGE IN45866F1043,906$716,6340.08%
137INVESCO EXCH TRADED FD TR IIIVZ6,370$716,4340.08%
138LINDE PLCLIN1,518$712,2150.08%
139GOLDMAN SACHS ETF TRNVGLF6,876$688,6310.08%
140DT MIDSTREAM INCDTM6,243$686,1680.08%
141GE AEROSPACE3696043012,659$684,4000.08%
142SHERWIN WILLIAMS COSHW1,976$678,4790.08%
143MARRIOTT INTL INC NEW5719032022,473$675,6480.08%
144CHENIERE ENERGY INCLNG2,770$674,5500.08%
145SOUTHERN COSOMN7,292$669,6240.08%
146WELLS FARGO CO NEW9497461018,242$660,3490.08%
147CISCO SYS INCCSCO9,509$659,7340.08%
148BROADRIDGE FINL SOLUTIONS IN11133T1032,684$652,2930.08%
149ISHARES TR46428887710,204$647,7500.08%
150DISNEY WALT CO2546871065,191$643,7360.08%
151NATIONAL FUEL GAS CONFG7,526$637,5270.08%
152GENERAL MTRS CO37045V10012,898$634,7110.07%
153NEXTERA ENERGY INCNEE-PW9,055$628,5980.07%
154WISDOMTREE TRWT12,271$617,3540.07%
155ADAMS DIVERSIFIED EQUITY FD00621210428,106$610,1810.07%
156SPDR S&P MIDCAP 400 ETF TRMDY1,064$602,7350.07%
157DOLLAR GEN CORP NEW2566771055,263$601,9820.07%
158CANADIAN PACIFIC KANSAS CITYCP7,389$585,7260.07%
159UBER TECHNOLOGIES INCUBER6,193$577,8070.07%
160AMERICAN EXPRESS COAXP1,767$563,6380.07%
161COMCAST CORP NEWCCZ15,756$562,3320.07%
162TC ENERGY CORPTRPRF11,203$546,5940.06%
163VERIZON COMMUNICATIONS INCVZ12,609$545,5910.06%
164SYNOPSYS INCSNPS1,054$540,3650.06%
165VANGUARD WORLD FD9219108404,074$534,5090.06%
166VANGUARD INDEX FDS9229086291,906$533,3560.06%
167ACCENTURE PLC IRELANDACN1,739$519,7700.06%
168ISHARES TR4642871011,683$512,2210.06%
169GILEAD SCIENCES INCGILD4,489$497,6470.06%
170CAPITAL ONE FINL CORP14040H1052,285$486,1570.06%
171THERMO FISHER SCIENTIFIC INCTMO1,187$481,2810.06%
172SCHWAB CHARLES CORPSCHW-PJ5,263$480,1960.06%
173FEDEX CORPFDX2,106$478,7150.06%
174CLOVER HEALTH INVESTMENTS COCLOV170,000$474,3000.06%
175CONSTELLATION ENERGY CORPCEG1,465$472,8430.06%
176QUALCOMM INCQCOM2,943$468,7020.06%
177OLD DOMINION FREIGHT LINE INODFL2,880$467,4240.06%
178HESS MIDSTREAM LPHESM12,028$463,1980.05%
179VANGUARD INDEX FDS9229087361,053$461,6350.05%
180VERITEX HLDGS INC92345110817,615$459,7520.05%
181MARSH & MCLENNAN COS INC5717481022,089$456,7390.05%
182VODAFONE GROUP PLC NEW92857W30842,537$453,4440.05%
183ENBRIDGE INCENNPF9,840$445,9490.05%
184BOOKING HOLDINGS INCBKNG77$445,7710.05%
185BOSTON SCIENTIFIC CORPBSX4,070$437,1590.05%
186BLUE OWL CAPITAL CORPORATIONOWL29,964$429,6840.05%
187CHUBB LIMITEDCB1,456$421,8320.05%
188ARROW ELECTRS INC0427351003,244$413,3830.05%
189THOR INDS INC8851601014,588$407,4600.05%
190SPDR GOLD TRGLD1,317$401,4610.05%
191PFIZER INCPFE16,452$398,7960.05%
192ISHARES TR46434V6216,200$396,4280.05%
193ORTHOFIX MED INCOFIX35,135$391,7550.05%
194ANALOG DEVICES INCADI1,618$385,1160.05%
195INTEL CORPINTC16,877$378,0450.04%
196NORTHROP GRUMMAN CORPNOC748$373,9850.04%
197MAGNA INTL INC5592224019,528$367,8760.04%
198GE VERNOVA INCGEV693$366,7010.04%
199MCKESSON CORPMCK499$365,6570.04%
200SCHLUMBERGER LTDSLB10,619$358,9220.04%
201CROWN CASTLE INCCCI3,425$351,8510.04%
202VERTEX PHARMACEUTICALS INCVRTX777$345,9200.04%
203CINTAS CORPCTAS1,551$345,6710.04%
204PALO ALTO NETWORKS INCPANW1,686$345,0230.04%
205LOEWS CORPL3,762$344,8250.04%
206COMMUNITY HEALTH SYS INC NEW203668108100,000$340,0000.04%
207LANDBRIDGE COMPANY LLCLB5,000$337,9000.04%
208COLGATE PALMOLIVE COCL3,704$336,6940.04%
209INVESCO EXCHANGE TRADED FD TIVZ1,842$334,7650.04%
210ARISTA NETWORKS INCANET3,252$332,7120.04%
211DANAHER CORPORATION2358511021,658$327,5210.04%
212VERISK ANALYTICS INCVRSK1,028$320,2220.04%
213LOWES COS INC5486611071,429$317,0520.04%
214J P MORGAN EXCHANGE TRADED F46641Q2175,012$309,6410.04%
215OREILLY AUTOMOTIVE INC67103H1073,362$303,0170.04%
216MICRON TECHNOLOGY INCMU2,434$299,9910.04%
217ILLINOIS TOOL WKS INC4523081091,209$298,9250.04%
218TRANSDIGM GROUP INCTDG194$295,0040.03%
219MEDTRONIC PLCMDT3,377$294,3730.03%
220VICI PPTYS INC9256521099,011$293,7590.03%
221INVESCO QQQ TRIVZ530$292,3690.03%
222VANGUARD SCOTTSDALE FDS92206C7716,120$283,6010.03%
223UNITED PARCEL SERVICE INCUPS2,720$274,5570.03%
224WASTE MGMT INC DEL94106L1091,197$273,8980.03%
225CADENCE DESIGN SYSTEM INCCDNS884$272,4050.03%
226T-MOBILE US INCTMUSZ1,142$272,0930.03%
227VANGUARD INDEX FDS922908769885$268,9780.03%
228OGE ENERGY CORPOGE6,000$266,2800.03%
229BANK NEW YORK MELLON CORP0640581002,873$261,7590.03%
230DARLING INGREDIENTS INCDAR6,879$260,9890.03%
231MONDELEZ INTL INC6092071053,869$260,9250.03%
232ALTRIA GROUP INCMO4,445$260,6100.03%
233DIGITAL RLTY TR INC2538681031,489$259,5770.03%
234QUANTA SVCS INC74762E102675$255,2040.03%
235SCHWAB STRATEGIC TR8085247556,354$254,2870.03%
236LIBERTY GLOBAL LTDLBTYK25,357$253,8240.03%
237HILTON WORLDWIDE HLDGS INCHLT934$248,7620.03%
238GENERAL DYNAMICS CORPGD836$243,8280.03%
239AUTODESK INCADSK786$243,3220.03%
240APOLLO GLOBAL MGMT INC03769M1061,709$242,4560.03%
241QUEST DIAGNOSTICS INCDGX1,348$242,1410.03%
242ROYAL CARIBBEAN GROUPV7780T103770$241,1180.03%
243TD SYNNEX CORPORATIONSNX1,775$240,8680.03%
244INVITATION HOMES INCINVH7,259$238,0950.03%
245MAIN STR CAP CORP56035L1044,000$236,4000.03%
246SELECT SECTOR SPDR TR81369Y7041,594$235,1470.03%
247CENCORA INCCOR776$232,6840.03%
248KEYSIGHT TECHNOLOGIES INCKEYS1,404$230,0590.03%
249SELECT SECTOR SPDR TR81369Y2091,695$228,4690.03%
250DELL TECHNOLOGIES INCDELL1,842$225,8290.03%
251WELLTOWER INCWELL1,452$223,2160.03%
252HCA HEALTHCARE INCHCA578$221,4320.03%
253EXTRA SPACE STORAGE INCEXR1,480$218,2110.03%
254SIMON PPTY GROUP INC NEW8288061091,352$217,3480.03%
255EDWARDS LIFESCIENCES CORPEW2,764$216,1720.03%
256VANGUARD WORLD FD92204A108595$215,5800.03%
257DOORDASH INCDASH863$212,7380.03%
258UNITED RENTALS INCURI280$210,9520.02%
259AMERICAN HEALTHCARE REIT INCAHR5,735$210,7040.02%
260MOODYS CORPMCO416$208,6610.02%
261AMERICAN ELEC PWR CO INC0255371011,974$204,8220.02%
262ROCKWELL AUTOMATION INCROK611$202,9560.02%
263VENTAS INCVTR3,190$201,4490.02%
264HEALTHCARE RLTY TR42226K10511,609$184,1190.02%
265FORD MTR CO34537086016,818$182,4750.02%
266FLAGSTAR FINANCIAL INCFLG-PU16,781$177,8760.02%
267KIMBELL RTY PARTNERS LP49435R10210,975$153,2110.02%
268EATON VANCE TAX-MANAGED BUY-ETN10,270$142,4450.02%
269EPSILON ENERGY LTDEPSN15,500$114,3900.01%