Turtle Creek Wealth Advisors, LLC

In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 6, 2024), Turtle Creek Wealth Advisors, LLC reported 173 stock positions worth $498.8 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 11.0% of the portfolio, followed by iShares Core MSCI Eafe ETF (IEFA, 6.3%) and SS Health Care Select Sector (XLV, 3.8%). Compared with Q2 2024, it opened 14 new positions, sold out of 34, added to 100 and reduced 28. The biggest buy was SS Health Care Select Sector (XLV, shares +7179%) and the biggest sale Vanguard S&P 500 ETF (VOO, shares −3%).

Most Recent 13F
Q2 2026
Location
DALLAS, TX
CIK
0002007171
Portfolio Value
$498.8M (Q3 2024)
SEC Filing
0001398344-24-020140 ↗ filed Nov 6, 2024

Holdings Value

0$500.0M$1.0B$1.5B$2.0B Q1 2024: $407.7M Q1 2024 Q2 2024: $431.9M Q2 2024 Q3 2024: $498.8M $498.8M Q3 2024 Q4 2024: $433.5M Q4 2024 Q1 2025: $670.2M Q1 2025 Q2 2025: $847.5M Q2 2025 Q3 2025: $1.1B Q3 2025 Q4 2025: $1.3B Q4 2025 Q1 2026: $1.3B Q1 2026 Q2 2026: $1.9B Q2 2026

Holdings 173 stocks · $498.8M
VOO Vanguard S&P 500 ETF 10.95% 103,543 $54.6M Reduce -3.4%
IEFA iShares Core MSCI Eafe ETF 6.32% 404,133 $31.5M Add +15.3%
XLV SS Health Care Select Sector 3.81% 123,386 $19.0M Add +7179.4%
AAPL Apple Inc. 3.11% 66,556 $15.5M Add +4.6%
MSFT Microsoft Corp. 2.70% 31,311 $13.5M Add +3.3%
IJH iShares Core S&P Midcap ETF 2.62% 209,888 $13.1M Add +2.9%
OWL Blue Owl Capital Inc. 2.59% 667,371 $12.9M Add +0.1%
XLP SS Consumer Staples Sel Sect 1.94% 116,643 $9.7M Add +9224.0%
NVDA Nvidia Corp. 1.76% 72,085 $8.8M Add +9.2%
JPM JPMorgan Chase & Co. 1.71% 40,454 $8.5M Add +2.9%
AVGO Broadcom Inc. 1.68% 48,612 $8.4M Add +2.4%
ITOT iShares Core S&P Total U.S. 1.64% 65,149 $8.2M Reduce -0.5%
COST Costco Wholesale Corp. 1.59% 8,949 $7.9M Add +1.5%
CAT Caterpillar Inc. 1.58% 20,114 $7.9M Add +1.5%
META Meta Platforms Inc. Class A 1.54% 13,431 $7.7M Add +1.9%
KLAC KLA Corp. 1.50% 9,659 $7.5M Add +0.8%
LEN Lennar Corp. Class A 1.46% 38,899 $7.3M Reduce -0.2%
IWB iShares Russell 1000 ETF 1.41% 22,348 $7.0M No change
PVAL Putnam Focused LRG Cap Value 1.34% 176,495 $6.7M New
AFL Aflac Inc. 1.29% 57,763 $6.5M Add +1.4%
PH Parker Hannifin Corp. 1.29% 10,201 $6.4M Add +1.8%
LRCX Lam Research Corp. 1.27% 7,788 $6.4M Add +1.9%
BLK BlackRock Finance Inc. 1.26% 6,627 $6.3M Add +3.7%
INTU Intuit Inc. 1.21% 9,758 $6.1M Add +3.5%
ZTS Zoetis Inc. 1.20% 30,521 $6.0M Add +2.2%
SYK Stryker Corp. 1.18% 16,299 $5.9M Add +2.1%
APH Amphenol Corp. Class A 1.17% 89,666 $5.8M Add +0.9%
PG The Procter & Gamble Co. 1.15% 33,234 $5.8M Add +4.2%
AMAT Applied Materials Inc. 1.10% 27,043 $5.5M Add +0.7%
MCD McDonald's Corp. 1.08% 17,743 $5.4M Add +2.8%
IEMG iShares Core MSCI Emerging 1.08% 93,939 $5.4M Reduce -47.0%
CI The Cigna Group 1.06% 15,261 $5.3M Add +3.5%
SPY SS SPDR S&P 500 ETF Trust-US 1.04% 9,030 $5.2M Add +2.3%
IWR iShares Russell Mid-Cap ETF 1.03% 58,024 $5.1M Reduce -0.1%
ODFL Old Dominion Freight Line 0.98% 24,695 $4.9M Reduce -1.0%
CMCSA Comcast Corp. Class A 0.97% 116,168 $4.9M Add +0.2%
MLM Martin Marietta Materials 0.97% 8,964 $4.8M Add +2.3%
LOW Lowe's Cos Inc. 0.97% 17,788 $4.8M Add +3.7%
MPC Marathon Petroleum Corp. 0.96% 29,520 $4.8M Add +2.9%
LLY Eli Lilly & Co. 0.93% 5,243 $4.6M Add +1.7%
V Visa Inc. Class A 0.93% 16,891 $4.6M Add +4.3%
AMZN Amazon.com Inc. 0.92% 24,620 $4.6M Add +5.3%
EOG EOG Resources Inc. 0.91% 36,973 $4.5M Reduce -0.7%
ACWV iShares MSCI Global Min Vol 0.91% 39,525 $4.5M No change
HSY The Hershey Co. 0.85% 22,227 $4.3M Add +1.1%
NUE Nucor Corp. 0.85% 28,210 $4.2M Add +1.0%
XLU St Sr Utl SL SE SPDR ETF-Usd 0.84% 51,915 $4.2M Add +4925.6%
MRK Merck & Co. Inc. 0.80% 34,997 $4.0M Add +4.5%
HD Home Depot Inc. 0.69% 8,535 $3.5M Add +0.2%
VEU Vanguard Ftse All-World Ex-U 0.64% 50,294 $3.2M Add +6.9%
MA Mastercard Inc. Class A 0.63% 6,332 $3.1M Reduce -0.0%
GOOGL Alphabet Inc. Class A 0.62% 18,510 $3.1M Reduce -0.0%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.61% 25,976 $3.1M Reduce -1.6%
VEA Vanguard Ftse Developed ETF 0.58% 54,815 $2.9M Reduce -1.3%
IVV iShares Core S&P 500 ETF 0.53% 4,607 $2.7M Add +0.3%
IVW iShares S&P 500 Growth ETF 0.52% 27,268 $2.6M Reduce -2.6%
ET Energy Transfer LP 0.49% 150,832 $2.4M Reduce -3.7%
CVX Chevron Corp. 0.41% 13,765 $2.0M Add +0.3%
EFG iShares MSCI Eafe Growth ETF 0.39% 18,016 $1.9M Reduce -0.0%
T AT&T Inc. 0.39% 87,379 $1.9M Add +3.4%
BRK.B Berkshire Hathaway Inc. Class B 0.36% 3,861 $1.8M Reduce -1.1%
IWD iShares Russell 1000 Value E 0.34% 9,001 $1.7M Reduce -5.0%
SPYG SS SPDR P S&P 500 Growth ETF 0.31% 18,914 $1.6M No change
IVE iShares S&P 500 Value ETF 0.30% 7,658 $1.5M No change
RTX RTX Corp. 0.29% 12,121 $1.5M Add +3.2%
GOOG Alphabet Inc. Class C 0.28% 8,490 $1.4M No change
XLK SS Technology Select Sector 0.28% 6,149 $1.4M Add +6.2%
IWF iShares Russell 1000 Growth 0.26% 3,443 $1.3M Add +1.1%
UNH Unitedhealth Group Inc. 0.25% 2,139 $1.3M Add +13.7%
EFA iShares MSCI Eafe ETF 0.22% 13,285 $1.1M No change
MGK Vngrd Mrgstr MG CP GR ETF-Ui 0.22% 3,408 $1.1M No change
MDXG Mimedx Group Inc. 0.22% 181,700 $1.1M No change
APA Apa Corp. 0.21% 43,518 $1.1M Add +0.1%
TSLA Tesla Inc. 0.21% 3,943 $1.0M Add +11.6%
BA The Boeing Co. 0.21% 6,750 $1.0M Reduce -4.9%
GBIL Goldman Sachs Access Treasur 0.19% 9,516 $954K Add +19.2%
JNJ Johnson & Johnson 0.18% 5,588 $906K Add +7.1%
WMT Walmart Inc. 0.17% 10,559 $853K Add +7.7%
EPD Enterprise Products Partners 0.17% 28,470 $829K Add +9.7%
MDY State Street SPDR S&P Midcap 0.16% 1,386 $790K No change
IVOO Vanguard S&P Mid-Cap 400 ETF 0.15% 7,133 $753K No change
ETN Eaton Corp. PLC 0.15% 2,204 $730K Add +1.0%
COP Conocophillips 0.15% 6,873 $724K Add +2.4%
ISRG Intuitive Surgical Inc. 0.14% 1,409 $692K Add +4.1%
TCBI Texas Capital Bancshares Inc. 0.14% 9,641 $689K No change
NEE Nextera Energy Inc. 0.14% 8,147 $689K Add +10.7%
KO The Coca-Cola Co. 0.14% 9,468 $680K Add +6.8%
XOM Exxon Mobil Corp. 0.13% 5,460 $640K Reduce -13.6%
CYH Community Health Systems Inc. 0.12% 100,000 $607K No change
ADX Adams Diversified Equity 0.12% 28,106 $606K No change
EFV iShares MSCI Eafe Value ETF 0.12% 10,204 $587K No change
C Citigroup Inc. 0.12% 9,331 $584K Reduce -11.8%
ABBV Abbvie Inc. 0.12% 2,940 $581K Add +26.6%
TMO Thermo Fisher Scientific Inc. 0.11% 921 $570K Add +7.2%
TXN Texas Instruments Inc. 0.11% 2,755 $569K Add +1.4%
OFIX Orthofix Medical Inc. 0.11% 35,135 $549K No change
SBUX Starbucks Corp. 0.11% 5,588 $545K Add +6.7%
ABT Abbott Laboratories 0.11% 4,735 $540K Add +5.1%
MGV Vngrd Mrgstr MG CP VL ETF-Ui 0.10% 4,074 $523K No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.10% 2,332 $516K Add +86.4%
LMT Lockheed Martin Corp. 0.10% 881 $515K Reduce -5.7%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.10% 12,894 $512K Add +10.9%
GM General Motors Co. 0.10% 11,289 $506K Reduce -8.9%
CLOV Clover Health Investments Co. 0.10% 170,000 $479K No change
OEF iShares S&P 100 ETF 0.10% 1,714 $474K No change
VBTX Veritex Holdings Inc. 0.09% 17,615 $464K No change
NFG National Fuel Gas Co. 0.09% 7,526 $456K No change
ORCL Oracle Corp. 0.09% 2,664 $454K Add +8.5%
XLY SS Consumer Disc Select Sect 0.09% 2,237 $448K No change
LIN Linde PLC 0.09% 938 $447K Add +17.8%
AMGN Amgen Inc. 0.09% 1,379 $444K Add +5.5%
VOE Vngrd Mrngstr MD-Cap Val ETF 0.09% 2,644 $443K Reduce -5.3%
ADBE Adobe Inc. 0.09% 843 $436K Add +59.1%
NFLX Netflix Inc. 0.09% 602 $427K Add +10.1%
QQQ Invesco QQQ Trust Series 1 0.08% 854 $417K Add +30.6%
PEP Pepsico Inc. 0.08% 2,446 $416K Add +7.0%
MRSH Marsh & McLennan Cos 0.08% 1,856 $414K Add +3.0%
DVY iShares Select Dividend ETF 0.08% 2,986 $403K Add +80.1%
VZ Verizon Communications Inc. 0.08% 8,937 $401K Add +5.6%
VUG Vanguard Mrngstar GR ETF-Sui 0.08% 1,043 $400K No change
ACN Accenture PLC Class A 0.07% 1,044 $369K Add +50.4%
CRM Salesforce Inc. 0.07% 1,346 $368K Add +20.6%
MGA Magna International Inc. 0.07% 8,897 $365K Add +10.4%
GS Goldman Sachs Group Inc. 0.07% 706 $350K Add +24.7%
AMD Advanced Micro Devices 0.07% 2,124 $349K Add +2.1%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.07% 1,312 $346K Add +8.8%
WFC Wells Fargo & Co. 0.07% 6,123 $346K Add +18.0%
NOW ServiceNow Inc. 0.07% 380 $340K Add +18.8%
VOD Vodafone Group PLC-SP ADR 0.07% 33,403 $335K No change
LBTYK Liberty Global Ltd. Class C 0.07% 15,270 $330K No change
XLI SS Industrial Select Sector 0.07% 2,398 $325K Add +50.4%
INTC Intel Corp. 0.06% 13,404 $314K Add +7.1%
CB Chubb Ltd. 0.06% 1,086 $313K Add +21.5%
HON Honeywell International Inc. 0.06% 1,438 $297K Reduce -6.3%
BBJP JPMorgan Betabuilders Japan 0.06% 5,012 $297K No change
MS Morgan Stanley 0.06% 2,802 $292K Add +8.2%
CSCO Cisco Systems Inc. 0.06% 5,454 $290K Add +16.4%
VMBS Vanguard Mortgage-Backed Sec 0.06% 6,120 $289K No change
XLC SS Comm Select Sector SPDR 0.06% 3,162 $286K Add +57.3%
FDX FedEx Corp. 0.06% 1,020 $279K Add +4.0%
NKE Nike Inc. Class B 0.06% 3,148 $278K Reduce -3.8%
OBDC Blue Owl Capital Corp. 0.06% 19,037 $277K Add +9.2%
QCOM Qualcomm Inc. 0.06% 1,624 $276K Reduce -1.9%
GE General Electric filed as GE AEROSPACE 0.06% 1,459 $275K Add +14.9%
XLF SS Financial Select Sector 0.06% 6,061 $275K No change
RSP Invesco S&P 500 Equal Weight 0.05% 1,515 $271K Add +8.8%
CEG Constellation Energy 0.05% 1,033 $269K Add +0.3%
NOC Northrop Grumman Corp. 0.05% 507 $268K Add +1.4%
XLE SS Energy Select Sector 0.05% 3,036 $267K Reduce -2.4%
ADI Analog Devices Inc. 0.05% 1,154 $266K Add +3.5%
VTI VG Morningstar TS MKT ETF-US 0.05% 932 $264K Add +30.2%
PFE Pfizer Inc. 0.05% 9,068 $262K New
THO Thor Industries Inc. 0.05% 2,362 $260K No change
BND Vanguard Total Bond Market 0.05% 3,454 $259K New
PM Philip Morris International 0.05% 2,060 $250K New
PGR Progressive Corp. 0.05% 957 $243K New
DHR Danaher Corp. 0.05% 865 $240K Add +6.4%
FLG Flagstar Bank NA filed as NEW YORK CMNTY BANCORP INC 0.05% 21,356 $240K Add +27.7%
GILD Gilead Sciences Inc. 0.05% 2,844 $238K New
UNP Union Pacific Corp. 0.05% 955 $235K New
FNDF Schwab Fndmn Intl LRG Co. ETF 0.05% 6,257 $234K No change
CME Cme Group Inc. 0.05% 1,058 $233K New
SPGI S&P Global Inc. 0.05% 448 $231K New
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.05% 2,374 $228K Reduce -3.7%
F Ford Motor Co. filed as FORD MTR CO 0.05% 21,597 $228K Reduce -3.7%
L Loews Corp. 0.04% 2,821 $223K Add +0.0%
AXP American Express Co. 0.04% 814 $221K New
ETV Eaton Vance T/M Buy-Writ Opp 0.04% 15,854 $219K No change
JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F 0.04% 3,910 $215K New
UBER Uber Technologies Inc. 0.04% 2,857 $215K New
IJS iShares S&P Small-Cap 600 Va 0.04% 1,950 $210K No change
DE Deere & Co. 0.04% 488 $204K New
VCR Vanguard Consumer Discre ETF 0.04% 595 $203K New

Portfolio Sells Q2 2024 → Q3 2024
VOO Vanguard S&P 500 ETF Reduce -3.4% 10.95% −1.46
IEMG iShares Core MSCI Emerging Reduce -47.0% 1.08% −1.11
PWR Quanta Services Inc. Sold out 0.00% −0.41
EOG EOG Resources Inc. Reduce -0.7% 0.91% −0.17
GOOGL Alphabet Inc. Class A Reduce -0.0% 0.62% −0.17
ITOT iShares Core S&P Total U.S. Reduce -0.5% 1.64% −0.16
ET Energy Transfer LP Reduce -3.7% 0.49% −0.10
BA The Boeing Co. Reduce -4.9% 0.21% −0.09
IVW iShares S&P 500 Growth ETF Reduce -2.6% 0.52% −0.08
VTEB Vanguard Tax-Exempt Bond ETF Sold out 0.00% −0.07
IWR iShares Russell Mid-Cap ETF Reduce -0.1% 1.03% −0.07
TJX TJX Companies Inc. Reduce -1.6% 0.61% −0.06
VEA Vanguard Ftse Developed ETF Reduce -1.3% 0.58% −0.06
KRP Kimbell Royalty Partners LP Sold out 0.00% −0.04
IWD iShares Russell 1000 Value E Reduce -5.0% 0.34% −0.04
XOM Exxon Mobil Corp. Reduce -13.6% 0.13% −0.04
C Citigroup Inc. Reduce -11.8% 0.12% −0.04
EFG iShares MSCI Eafe Growth ETF Reduce -0.0% 0.39% −0.04
DFAC Dimensional US Core Equity 2 Sold out 0.00% −0.04
ODFL Old Dominion Freight Line Reduce -1.0% 0.98% −0.04
GM General Motors Co. Reduce -8.9% 0.10% −0.03
SUB iShares Short-Term National Sold out 0.00% −0.03
MUB iShares National Muni Bond E Sold out 0.00% −0.03
AGG iShares Core U.S. Aggregate Sold out 0.00% −0.03
DUHP Dimensional US High Profi Et Sold out 0.00% −0.03
VV Vngrd Mrgstr LRG-Cap ETF-Usd Sold out 0.00% −0.02
IYW iShares Ustechnology ETF Sold out 0.00% −0.02
DFUV Dimensional US Marketwide Va Sold out 0.00% −0.02
QCOM Qualcomm Inc. Reduce -1.9% 0.06% −0.02
MTUM iShares MSCI USA Momentum Fa Sold out 0.00% −0.02
MA Mastercard Inc. Class A Reduce -0.0% 0.63% −0.02
F Ford Motor Co. Reduce -3.7% 0.05% −0.02
ESGV Vanguard ESG US Stock ETF Sold out 0.00% −0.02
HON Honeywell International Inc. Reduce -6.3% 0.06% −0.02
MDYG SS SPDR S&P 400 MC GR ETF Sold out 0.00% −0.01
TLPH Talphera Inc. Sold out 0.00% −0.01
XLE SS Energy Select Sector Reduce -2.4% 0.05% −0.01
BRK.B Berkshire Hathaway Inc. Class B Reduce -1.1% 0.36% −0.01
DIS The Walt Disney Co. Reduce -3.7% 0.05% −0.01
DFIC Dimensional International Co. Sold out 0.00% −0.01
VOE Vngrd Mrngstr MD-Cap Val ETF Reduce -5.3% 0.09% −0.01
VB Vanguard Most SM-Cap ETF-Usd Sold out 0.00% −0.01
XLRE SS Real Estate Select Sector Sold out 0.00% −0.01
VWO Vanguard Ftse Emerging Marke Sold out 0.00% −0.01
IYM iShares U.S. Basic Materials Sold out 0.00% −0.01
DFIV Dimensional International Va Sold out 0.00% −0.01
DIHP Dimensional International Hi Sold out 0.00% −0.01
XHB SS SPDR S&P Homebldrs ETF Sold out 0.00% −0.01
LBTYA Liberty Global Ltd. Class A Sold out 0.00% −0.00
IEO iShares U.S. Oil & Gas Explo Sold out 0.00% −0.00

Portfolio Buys Q2 2024 → Q3 2024
XLV SS Health Care Select Sector Add +7179.4% 3.81% +3.75
XLP SS Consumer Staples Sel Sect Add +9224.0% 1.94% +1.92
PVAL Putnam Focused LRG Cap Value New 1.34% +1.34
XLU St Sr Utl SL SE SPDR ETF-Usd Add +4925.6% 0.84% +0.82
IEFA iShares Core MSCI Eafe ETF Add +15.3% 6.32% +0.43
PH Parker Hannifin Corp. Add +1.8% 1.29% +0.12
AFL Aflac Inc. Add +1.4% 1.29% +0.12
BLK BlackRock Finance Inc. Add +3.7% 1.26% +0.10
LOW Lowe's Cos Inc. Add +3.7% 0.97% +0.09
MCD McDonald's Corp. Add +2.8% 1.08% +0.06
IBM Intl Business Machines Corp. Add +86.4% 0.10% +0.05
PFE Pfizer Inc. New 0.05% +0.05
BND Vanguard Total Bond Market New 0.05% +0.05
PM Philip Morris International New 0.05% +0.05
PGR Progressive Corp. New 0.05% +0.05
CAT Caterpillar Inc. Add +1.5% 1.58% +0.05
GILD Gilead Sciences Inc. New 0.05% +0.05
UNP Union Pacific Corp. New 0.05% +0.05
CME Cme Group Inc. New 0.05% +0.05
SPGI S&P Global Inc. New 0.05% +0.05
TSLA Tesla Inc. Add +11.6% 0.21% +0.04
AXP American Express Co. New 0.04% +0.04
JEPQ JPM Nasdaq Equity Premium New 0.04% +0.04
UBER Uber Technologies Inc. New 0.04% +0.04
DE Deere & Co. New 0.04% +0.04
VCR Vanguard Consumer Discre ETF New 0.04% +0.04
DVY iShares Select Dividend ETF Add +80.1% 0.08% +0.03
UNH Unitedhealth Group Inc. Add +13.7% 0.25% +0.03
ACN Accenture PLC Class A Add +50.4% 0.07% +0.03
ABBV Abbvie Inc. Add +26.6% 0.12% +0.02
RTX RTX Corp. Add +3.2% 0.29% +0.02
XLI SS Industrial Select Sector Add +50.4% 0.07% +0.02
ADBE Adobe Inc. Add +59.1% 0.09% +0.02
NEE Nextera Energy Inc. Add +10.7% 0.14% +0.02
XLC SS Comm Select Sector SPDR Add +57.3% 0.06% +0.02
WMT Walmart Inc. Add +7.7% 0.17% +0.02
SBUX Starbucks Corp. Add +6.7% 0.11% +0.01
HD Home Depot Inc. Add +0.2% 0.69% +0.01
T AT&T Inc. Add +3.4% 0.39% +0.01
QQQ Invesco QQQ Trust Series 1 Add +30.6% 0.08% +0.01
GS Goldman Sachs Group Inc. Add +24.7% 0.07% +0.01
ORCL Oracle Corp. Add +8.5% 0.09% +0.01
FLG Flagstar Bank NA Add +27.7% 0.05% +0.01
CB Chubb Ltd. Add +21.5% 0.06% +0.01
NOW ServiceNow Inc. Add +18.8% 0.07% +0.01
LIN Linde PLC Add +17.8% 0.09% +0.01
VTI VG Morningstar TS MKT ETF-US Add +30.2% 0.05% +0.01
GE General Electric Add +14.9% 0.06% +0.01
CRM Salesforce Inc. Add +20.6% 0.07% +0.01
CSCO Cisco Systems Inc. Add +16.4% 0.06% +0.01

Notes & Other Activity Q2 2024 → Q3 2024
MSPRW MSP Recovery Inc. -27 *W EXP 05/20/202 Sold out 472,000 $2Kbefore exit
SCHG Schwab US Large-Cap Growth US LCAP GR ETF Sold out 0 $34before exit

Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 512$1.9BVOO, SPY, IEFA, AAPL, CVX
Q1 2026 479$1.3BVOO, IEFA, AAPL, NVDA, MSFT
Q4 2025 385$1.3BVOO, AAPL, IEFA, NVDA, MSFT
Q3 2025 365$1.1BVOO, IEFA, AAPL, NVDA, MSFT
Q2 2025 269$847.5MVOO, IEFA, MSFT, NVDA, AAPL
Q1 2025 118$670.2MVOO, IEFA, XLF, AAPL, OWL
Q4 2024 75$433.5MVOO, OWL, IEFA, IWB, AAPL
Q3 2024 173$498.8MVOO, IEFA, XLV, AAPL, MSFT
Q2 2024 193$431.9MVOO, IEFA, MSFT, AAPL, IJH
Q1 2024 189$407.7MVOO, IEFA, XLK, OWL, MSFT