Turtle Creek Wealth Advisors, LLC
Family Office
Turtle Creek Wealth Advisors, LLC is a Family Office based in Dallas, TX led by Alan Luther Miller, reporting $1.7B in AUM as of Q3 2025 with VOO as the largest holding (6% allocation).
CEOAlan Luther Miller
- Portfolio Value
- $1.1B
- Positions
- 366
- Top Holding
- VOO at 6.45%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Turtle Creek Wealth Advisors, LLC's portfolio (31.6% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $72.2M | 6.45% | -$11.1M Sold | — 117.9K shares | |
ETF ETF | $48.0M | 4.29% | +$9.3M Bought | — 549.6K shares | |
Consumer Electronics Technology | $46.9M | 4.19% | +$15.2M Bought | 0.00% 184.3K shares | |
Semiconductors Technology | $45.2M | 4.04% | +$10.5M Bought | 0.00% 242.4K shares | |
Software - Infrastructure Technology | $44.2M | 3.95% | +$12.1M Bought | 0.00% 85.3K shares | |
Specialty Retail Consumer Cyclical | $19.9M | 1.77% | +$5.8M Bought | 0.00% 90.4K shares | |
Banks - Diversified Financial Services | $19.8M | 1.77% | +$3.0M Bought | 0.00% 62.7K shares | |
Internet Content & Information Communication Services | $19.7M | 1.76% | +$4.3M Bought | 0.00% 80.9K shares | |
Internet Content & Information Communication Services | $19.4M | 1.73% | +$3.1M Bought | 0.00% 26.4K shares | |
Semiconductors Technology | $18.6M | 1.66% | +$3.1M Bought | 0.00% 56.3K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Turtle Creek Wealth Advisors, LLC's latest filing
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Turnover Ratio
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Turtle Creek Wealth Advisors, LLC
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