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Turtle Creek Wealth Advisors, LLC
Alan L. Miller · Investment Advisor · Multi-Strategy
Turtle Creek Wealth Advisors, LLC is an independent, SEC-registered investment advisory firm and multi-family office headquartered in Dallas, Texas. Established in 2022 by several prominent Texas families and led by seasoned wealth management professionals, the firm provides comprehensive services including customized portfolio management, tax and estate planning, and family office solutions. The institution focuses on serving high-net-worth individuals, foundations, and trusts, leveraging the deep industry experience of its team in sectors such as energy, healthcare, and real estate to preserve and grow client wealth across generations.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +29.4% |
| YTD return | +20.8% |
| Sharpe ratio | 3.52 |
| Win rate | 56% |
| AUM | $0.8B |
| Inception | Oct 1, 2025 |
| Updated | Sep 21, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $0.8B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.turtlecreekwealth.com |
Current Holdings
Updated on Sep 21, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| CVX | Chevron Corp | 10.9% | +3.5% |
| AAPL | Apple Inc | 10.6% | +29.3% |
| NVDA | NVIDIA Corporation | 9.2% | +18.7% |
| XOM | Exxon Mobil Corp | 7.9% | +1.5% |
| MSFT | Microsoft Corporation | 7.7% | +3.2% |
| GOOGL | Alphabet Inc Class A | 7.7% | +33.6% |
| LLY | Eli Lilly and Company | 4.2% | +27.4% |
| AMZN | Amazon.com Inc | 4.2% | +13.6% |
| MPC | Marathon Petroleum Corp | 3.9% | +24.8% |
| JPM | JPMorgan Chase & Co | 3.7% | +13.7% |
| CAT | Caterpillar Inc | 3.7% | +45.7% |
| AVGO | Broadcom Inc | 3.6% | +6.5% |
| DMLP | Dorchester Minerals LP | 3.3% | +6.3% |
| LRCX | Lam Research Corp | 3.2% | +61.3% |
| PAGP | Plains GP Holdings LP | 3.0% | +37.0% |
| META | Meta Platforms Inc. | 2.9% | +21.7% |
| V | Visa Inc. Class A | 2.6% | +8.7% |
| BLK | BlackRock Inc | 2.6% | -1.9% |
| KLAC | KLA-Tencor Corporation | 2.6% | -27.1% |
| KO | The Coca-Cola Company | 2.5% | 0.0% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Sep 21, 2026 | SELL | META | 2.6% → 2.9% |
| Sep 21, 2026 | BUY | V | 2.7% → 2.6% |
| Sep 21, 2026 | BUY | XOM | 7.8% → 7.9% |
| Sep 21, 2026 | SELL | KLAC | 2.8% → 2.6% |
| Sep 21, 2026 | SELL | GOOGL | 7.4% → 7.7% |
Investment Style Analysis
Turtle Creek Wealth Advisors, LLC is widely recognized for employing a Multi-Strategy strategy. As of Sep 21, 2026, the firm oversees approximately $0.8B in assets under management (AUM). The portfolio demonstrates a clear preference for the Oil & Gas Integrated and Semiconductors sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Sep 21, Turtle Creek Wealth Advisors, LLC made a significant move by reducing the position in META. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
The firm's investment philosophy is centered on long-term capital appreciation and wealth preservation through highly customized strategies. Turtle Creek Wealth Advisors utilizes a combination of direct equity strategies, such as Dividend Appreciation and Focus, alongside specialized investments in private equity, real estate, and energy. Their approach emphasizes transparency, fee alignment, and a fiduciary commitment to the best interests of their clients, often providing opportunities for families to invest alongside the firm's founding partners in high-conviction mandates.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Turtle Creek Wealth Advisors, LLC.
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Frequently asked questions
How is the simulated portfolio for Turtle Creek Wealth Advisors, LLC constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Turtle Creek Wealth Advisors, LLC's largest holding?
As of the latest filing, Turtle Creek Wealth Advisors, LLC's top position is Chevron Corp (CVX), representing 10.9% of the portfolio. This reflects a high-conviction bet by the institution.
What is Turtle Creek Wealth Advisors, LLC's historical performance and risk profile?
Our simulation indicates a total return of +29.4% with a win rate of 56%. Notably, the portfolio maintains a Sharpe Ratio of 3.52, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does Turtle Creek Wealth Advisors, LLC primarily invest in?
Turtle Creek Wealth Advisors, LLC has a strong preference for the Oil & Gas Integrated sector, which makes up 18.8% of their disclosed assets. The portfolio also has exposure to Semiconductors, indicating a specific thematic focus.
Is Turtle Creek Wealth Advisors, LLC's portfolio concentrated or diversified?
Turtle Creek Wealth Advisors, LLC runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 30.7% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Turtle Creek Wealth Advisors, LLC performed in 2026?
Our AI-simulated model portfolio for Turtle Creek Wealth Advisors, LLC tracks a Year-to-Date (YTD) return of +20.8%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Alan L. Miller manage Turtle Creek Wealth Advisors, LLC directly?
Yes, Alan L. Miller serves as the key portfolio manager for Turtle Creek Wealth Advisors, LLC, overseeing the investment strategy and final capital allocation decisions.