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Tulsa Wealth Advisors

Latest statistics and disclosures from Tulsa Wealth Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPHQ, ITOT, DYNF, AVLV, XLG, and represent 38.17% of Tulsa Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: SPHQ (+$57M), ITOT (+$56M), DYNF (+$47M), AVLV (+$33M), XLG (+$25M), VUG (+$24M), IEF (+$24M), HEFA (+$18M), SPY (+$13M), ETN (+$9.1M).
Started 67 new stock positions in XLE, HEFA, SPY, IBD, DVY, BIBL, WWJD, ITOT, O, JCI.
Reduced shares in these 10 stocks: AAPL (-$8.0M), OKE (-$7.4M), WMT (-$6.4M), AVGO (-$6.3M), MSFT, NVDA, JPM, COP, PSX, MSI.
Sold out of its positions in AAON, T, ABT, ALNT, OKLO, AXP, APP, ACHR, BOKF, BA.
Tulsa Wealth Advisors was a net buyer of stock by $269M.
Tulsa Wealth Advisors has $570M in assets under management (AUM), dropping by 89.63%.
Central Index Key (CIK): 0002114442

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Portfolio Holdings for Tulsa Wealth Advisors

Tulsa Wealth Advisors holds 150 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Invesco S&p 500 Quality Etf S&p500 Quality (SPHQ)	9.9	$57M	NEW	753k	75.19	View chart
Ishares Tr Core S&p Ttl Stk Core S&p Ttl Stk (ITOT)	9.9	$56M	NEW	395k	142.43	View chart
Ishares U.s. Equity Factor Rotation Acti Ishares Us Equit (DYNF)	8.2	$47M	NEW	804k	58.18	View chart
Avantis Us Large Cap Value Etf Us Large Cap Vlu (AVLV)	5.8	$33M	NEW	408k	80.61	View chart
Invesco S&p 500 Top 50 Etf S&p 500 Top 50 (XLG)	4.4	$25M	NEW	461k	54.55	View chart
Vanguard Growth Etf Growth Etf (VUG)	4.3	$24M	NEW	56k	436.79	View chart
Ishares Tr 7-10 Yr Trsy Bd 7-10 Yr Trsy Bd (IEF)	4.2	$24M	NEW	249k	95.44	View chart
Ishares Tr Hdg Msci Eafe Hdg Msci Eafe (HEFA)	3.2	$18M	NEW	427k	42.49	View chart
Broadcom (AVGO)	2.6	$15M	-30%	47k	309.51	View chart
Apple (AAPL)	2.4	$14M	-37%	54k	253.79	View chart
State Street Spdr S&p 500 Etf Trust Tr Unit (SPY)	2.3	$13M	NEW	20k	650.33	View chart
JPMorgan Chase & Co. (JPM)	2.2	$13M	-24%	43k	294.16	View chart
Wal-Mart Stores (WMT)	2.0	$12M	-35%	92k	124.28	View chart
Microsoft Corporation (MSFT)	2.0	$11M	-30%	31k	370.16	View chart
Eaton Corporation SHS (ETN)	1.6	$9.1M	NEW	26k	357.67	View chart
Motorola Solutions Incorporated Com New (MSI)	1.6	$9.1M	-23%	21k	433.97	View chart
Marathon Petroleum Corp (MPC)	1.5	$8.3M	-24%	34k	244.18	View chart
Vaneck Morningstar Wide Moat Etf Mrngstr Wde Moat (MOAT)	1.1	$6.4M	NEW	66k	96.70	View chart
Analog Devices (ADI)	1.1	$6.2M	-29%	19k	318.14	View chart
Johnson & Johnson (JNJ)	1.1	$6.0M	-28%	25k	244.44	View chart
Home Depot (HD)	1.1	$6.0M	-23%	18k	328.89	View chart
Cme (CME)	1.0	$5.9M	-26%	20k	295.35	View chart
Chubb (CB)	1.0	$5.5M	NEW	17k	325.93	View chart
Johnson Controls Internation SHS (JCI)	0.9	$5.1M	NEW	39k	130.95	View chart
Alphabet Incorporated Cap Stk Class A Cap Stk Cl A (GOOGL)	0.9	$4.9M	-36%	17k	287.55	View chart
Darden Restaurants (DRI)	0.8	$4.7M	-19%	24k	196.04	View chart
Amplify Cwp Enhanced Dividend Income Etf Cwp Enhanced Div (DIVO)	0.8	$4.3M	NEW	96k	44.85	View chart
Air Products & Chemicals (APD)	0.8	$4.3M	-21%	15k	290.49	View chart
Franklin Templeton Etf Tr Income Focus Etf Income Focus Etf (INCM)	0.7	$4.1M	NEW	141k	28.75	View chart
Abbvie (ABBV)	0.7	$3.9M	-28%	18k	217.49	View chart
Realty Income (O)	0.7	$3.9M	NEW	63k	61.18	View chart
Victoryshares Short-term Bond Etf Short Trm Bd Etf (USTB)	0.7	$3.8M	NEW	75k	50.58	View chart
Amazon (AMZN)	0.7	$3.7M	-35%	18k	208.27	View chart
Verizon Communications (VZ)	0.6	$3.6M	-23%	72k	50.20	View chart
Nextera Energy (NEE)	0.6	$3.2M	-28%	34k	92.88	View chart
Visa Incorporated Com Class A Com Cl A (V)	0.6	$3.2M	-34%	11k	302.24	View chart
Union Pacific Corporation (UNP)	0.5	$3.1M	-21%	13k	242.61	View chart
Cummins (CMI)	0.5	$3.1M	-28%	5.7k	538.05	View chart
Trane Technologies SHS (TT)	0.5	$2.9M	NEW	7.0k	416.73	View chart
Inspire 500 Etf Inspire 500 Etf (PTL)	0.5	$2.7M	NEW	11k	250.55	View chart
Meta Platforms Incorporated Class A Cl A (META)	0.5	$2.7M	-37%	4.7k	572.16	View chart
Entergy Corporation (ETR)	0.4	$2.4M	-19%	21k	112.36	View chart
Proshares S&p 500 Dividend Aristocrats Etf S&p 500 Dv Arist (NOBL)	0.4	$2.2M	NEW	21k	106.01	View chart
Comcast Corporation New Class A Cl A (CMCSA)	0.4	$2.2M	-19%	75k	28.71	View chart
Best Buy (BBY)	0.4	$2.1M	-21%	33k	64.20	View chart
First Trust Dorsey Wright Focus 5 Etf Dorsey Wrt 5 Etf (FV)	0.4	$2.1M	NEW	34k	60.44	View chart
Medtronic SHS (MDT)	0.4	$2.1M	NEW	24k	86.65	View chart
Wells Fargo & Company (WFC)	0.4	$2.1M	-27%	26k	79.61	View chart
UnitedHealth (UNH)	0.3	$1.9M	-36%	7.0k	270.60	View chart
Fidelity National Information Services (FIS)	0.3	$1.9M	-7%	40k	46.91	View chart
TJX Companies (TJX)	0.3	$1.7M	-33%	11k	159.70	View chart
NVIDIA Corporation (NVDA)	0.3	$1.6M	-72%	9.2k	174.41	View chart
Advanced Micro Devices (AMD)	0.3	$1.6M	-35%	7.9k	203.43	View chart
Ishares Tr S&p 500 Grwt Etf S&p 500 Grwt Etf (IVW)	0.3	$1.5M	NEW	13k	113.11	View chart
State Street Industrial Select Sector Spdr Etf State Street Ind (XLI)	0.3	$1.4M	NEW	8.9k	161.74	View chart
Inspire International Etf Inspire Intl Etf (WWJD)	0.2	$1.4M	NEW	37k	37.39	View chart
Oneok (OKE)	0.2	$1.3M	-84%	15k	90.39	View chart
Allstate Corporation (ALL)	0.2	$1.3M	-34%	6.2k	207.36	View chart
Eli Lilly & Co. (LLY)	0.2	$1.3M		1.4k	919.86	View chart
Inspire 100 Etf Inspire 100 Etf (BIBL)	0.2	$1.2M	NEW	26k	47.15	View chart
Palantir Technologies Incorporated Class A Cl A (PLTR)	0.2	$1.2M	-36%	8.1k	146.28	View chart
Ishares Tr Core Msci Eafe Core Msci Eafe (IEFA)	0.2	$1.2M	NEW	13k	90.53	View chart
Merck & Co (MRK)	0.2	$1.1M	-34%	9.5k	120.28	View chart
Ge Vernova (GEV)	0.2	$1.1M	-39%	1.3k	872.58	View chart
Nxp Semiconductors N V (NXPI)	0.2	$1.1M	NEW	5.4k	196.84	View chart
Zoetis Incorporated Class A Cl A (ZTS)	0.2	$1.0M	NEW	8.5k	118.21	View chart
salesforce (CRM)	0.2	$966k	-26%	5.2k	186.67	View chart
Eaton Vance Total Return Bond Etf Eaton Vance Tota (EVTR)	0.2	$965k	NEW	19k	50.75	View chart
S&p Global (SPGI)	0.2	$960k	-28%	2.3k	425.25	View chart
Invesco Qqq Trust Unit Ser 1 (QQQ)	0.2	$959k	NEW	1.7k	577.06	View chart
Exxon Mobil Corporation (XOM)	0.2	$950k	-37%	5.6k	169.67	View chart
Ishares Tr Core S&p Scp Etf Core S&p Scp Etf (IJR)	0.2	$881k	NEW	7.1k	124.31	View chart
Diamondback Energy (FANG)	0.2	$876k	-31%	4.4k	197.81	View chart
ConocoPhillips (COP)	0.2	$870k	-80%	6.6k	132.01	View chart
Chevron Corporation (CVX)	0.1	$852k	-35%	4.1k	206.91	View chart
Steris Plc Shs Usd Shs Usd (STE)	0.1	$793k	NEW	3.6k	221.16	View chart
Public Service Enterprise (PEG)	0.1	$783k	-30%	9.7k	80.95	View chart
Eventide High Dividend Etf Eventide High Di (ELCV)	0.1	$783k	NEW	27k	29.00	View chart
Berkshire Hathaway Incorporated Del Class B Cl B New (BRK.B)	0.1	$764k	-25%	1.6k	479.20	View chart
Inspire Corporate Bond Etf Inspire Corp Bd (IBD)	0.1	$762k	NEW	32k	23.86	View chart
Ishares Incorporated Core Msci Emkt Core Msci Emkt (IEMG)	0.1	$734k	NEW	11k	69.75	View chart
Timothy Plan Us Large/mid Cap Core Etf Us Lrgmd Cp Core (TPLC)	0.1	$732k	NEW	16k	46.44	View chart
Iqvia Holdings (IQV)	0.1	$697k	-29%	4.1k	170.54	View chart
Ishares Tr Core Us Aggbd Et Core Us Aggbd Et (AGG)	0.1	$656k	NEW	6.6k	99.27	View chart
Rj Eagle Gcm Dividend Select Income Etf Rj Eagle Gcm Div (RJDI)	0.1	$636k	NEW	24k	26.73	View chart
International Business Machines (IBM)	0.1	$630k	-42%	2.6k	242.42	View chart
Constellation Energy (CEG)	0.1	$613k	+84%	2.2k	279.27	View chart
Edwards Lifesciences (EW)	0.1	$597k	-20%	7.5k	80.08	View chart
Franklin Dynamic Municipal Bond Etf Franklin Dyn Mun (FLMI)	0.1	$596k	NEW	24k	24.79	View chart
Lowe's Companies (LOW)	0.1	$580k	-11%	2.5k	236.30	View chart
Phillips 66 (PSX)	0.1	$555k	-84%	3.0k	182.20	View chart
Inspire Global Hope Etf Inspire Gbl Hope (BLES)	0.1	$552k	NEW	12k	44.35	View chart
Costco Wholesale Corporation (COST)	0.1	$548k	-13%	550.00	996.54	View chart
Caterpillar (CAT)	0.1	$547k	-51%	772.00	708.49	View chart
Spdr Gold Shares Gold Shs (GLD)	0.1	$545k	NEW	1.3k	430.29	View chart
Atmos Energy Corporation (ATO)	0.1	$529k	-36%	2.9k	184.72	View chart
Vanguard Total Stock Market Etf Total Stk Mkt (VTI)	0.1	$518k	NEW	1.6k	320.75	View chart
Ishares Tr Msci Eafe Etf Msci Eafe Etf (EFA)	0.1	$514k	NEW	5.3k	97.14	View chart
Tesla Motors (TSLA)	0.1	$510k	-67%	1.4k	371.75	View chart
Williams Companies (WMB)	0.1	$510k	-69%	7.0k	72.78	View chart
Vaneck Merk Gold Etf Gold Shs (OUNZ)	0.1	$508k	NEW	11k	45.05	View chart
Invesco S&p 500 Equal Weight Etf S&p500 Eql Wgt (RSP)	0.1	$504k	NEW	2.6k	191.93	View chart
Amphenol Corporation Class A Cl A (APH)	0.1	$494k	-31%	3.9k	126.34	View chart
D.R. Horton (DHI)	0.1	$473k	-7%	3.4k	137.21	View chart
Global X Nasdaq 100 Covered Call Etf Nasdaq 100 Cover (QYLD)	0.1	$465k	NEW	27k	17.15	View chart
Dycom Industries (DY)	0.1	$460k	-16%	1.4k	338.82	View chart
Ishares Tr Ultra Short Dur Ultra Short Dur (ICSH)	0.1	$436k	NEW	8.6k	50.62	View chart
American Electric Power Company (AEP)	0.1	$431k	-19%	3.3k	131.06	View chart
Ishares Tr S&p 500 Val Etf S&p 500 Val Etf (IVE)	0.1	$429k	NEW	2.0k	211.15	View chart
Dex (DXCM)	0.1	$421k	+3%	6.7k	62.80	View chart
Chipotle Mexican Grill (CMG)	0.1	$412k	+5%	13k	32.01	View chart
L3harris Technologies (LHX)	0.1	$410k	-47%	1.2k	345.27	View chart
Cadence Design Systems (CDNS)	0.1	$408k	-20%	1.5k	277.87	View chart
Nuveen Nasdaq 100 Dynamic Over Com Shs (QQQX)	0.1	$400k	NEW	15k	26.67	View chart
First American Financial (FAF)	0.1	$382k	-14%	6.3k	60.29	View chart
State Street Technology Select Sector Spdr Etf State Street Tec (XLK)	0.1	$363k	NEW	2.7k	132.92	View chart
Oge Energy Corp (OGE)	0.1	$348k	-12%	7.3k	47.96	View chart
State Street Energy Select Sector Spdr Etf State Street Ene (XLE)	0.1	$339k	NEW	5.5k	61.26	View chart
Bank of America Corporation (BAC)	0.1	$332k	-28%	6.8k	48.75	View chart
Norfolk Southern (NSC)	0.1	$326k	-6%	1.1k	286.98	View chart
Synopsys (SNPS)	0.1	$324k	-15%	816.00	396.48	View chart
McDonald's Corporation (MCD)	0.1	$317k	-57%	1.0k	310.90	View chart
Raytheon Technologies Corp (RTX)	0.1	$316k	-60%	1.6k	192.86	View chart
One Gas (OGS)	0.1	$313k	-73%	3.6k	86.12	View chart
Devon Energy Corporation (DVN)	0.1	$307k	-34%	6.1k	50.32	View chart
Cisco Systems (CSCO)	0.1	$304k	-31%	3.9k	77.60	View chart
Ishares Tr Rus 2000 Grw Etf Rus 2000 Grw Etf (IWO)	0.1	$303k	NEW	966.00	313.81	View chart
Mastercard Incorporated Class A Cl A (MA)	0.1	$303k	-52%	606.00	499.71	View chart
Vanguard Index Funds S&p 500 Etf S&p 500 Etf Shs (VOO)	0.1	$302k	NEW	505.00	597.55	View chart
O'reilly Automotive (ORLY)	0.1	$298k	-19%	3.2k	92.31	View chart
Intercontinental Exchange (ICE)	0.1	$295k	-50%	1.9k	157.28	View chart
Vanguard Mega Cap Growth Etf Mega Grwth Ind (MGK)	0.1	$291k	NEW	791.00	367.44	View chart
State Street Spdr Dow Jones Industrial Average Etf Ut Ser 1 (DIA)	0.1	$290k	NEW	626.00	462.86	View chart
Alphabet Incorporated Cap Stk Class C Cap Stk Cl C (GOOG)	0.1	$286k	-78%	997.00	286.80	View chart
State Street Spdr Bloomberg 1-3 Month T-bill Etf State Street Spd (BIL)	0.0	$285k	NEW	3.1k	91.64	View chart
Wisdomtree Trust Artificial Intelligence & Artificial Intel (WTAI)	0.0	$271k	NEW	9.6k	28.23	View chart
Ishares Tr Select Divid Etf Select Divid Etf (DVY)	0.0	$271k	NEW	1.8k	151.41	View chart
State Street Financial Select Sector Spdr Etf State Street Fin (XLF)	0.0	$261k	NEW	5.3k	49.37	View chart
Procter & Gamble Company (PG)	0.0	$246k	-41%	1.7k	144.44	View chart
Ishares Tr Core S&p Mcp Etf Core S&p Mcp Etf (IJH)	0.0	$239k	NEW	3.5k	67.53	View chart
Ishares Tr S&p Sml 600 Gwt S&P SML 600 GWT (IJT)	0.0	$232k	NEW	1.6k	144.68	View chart
Ft Vest S&p 500 Dividend Aristocrats Target Income Etf Ft Vest S&p 500 (KNG)	0.0	$228k	NEW	4.7k	48.71	View chart
Ishares Tr Core S&p500 Etf Core S&p500 Etf (IVV)	0.0	$224k	NEW	342.00	653.57	View chart
Coca-Cola Company (KO)	0.0	$210k	-49%	2.8k	76.06	View chart
Schwab U.s. Large-cap Growth Etf Us Lcap Gr Etf (SCHG)	0.0	$206k	NEW	7.1k	29.13	View chart
Canadian Pacific Kansas City (CP)	0.0	$205k	NEW	2.6k	78.66	View chart
Intel Corporation (INTC)	0.0	$203k	-34%	4.6k	44.13	View chart
Ford Motor Company (F)	0.0	$168k	-43%	15k	11.54	View chart
Quantum Computing (QUBT)	0.0	$131k	-20%	19k	6.85	View chart
Tortoise Energy Etf Energy Fd (TNGY)	0.0	$117k	NEW	11k	10.43	View chart

Past Filings by Tulsa Wealth Advisors

SEC 13F filings are viewable for Tulsa Wealth Advisors going back to 2025

Tulsa Wealth Advisors 2026 Q1 filed May 11, 2026
Tulsa Wealth Advisors 2025 Q4 filed March 3, 2026

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