Tulsa Wealth Advisors

Tulsa Wealth Advisors as of June 30, 2026

Portfolio Holdings for Tulsa Wealth Advisors

Tulsa Wealth Advisors holds 166 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p Ttl Stk Core S&p Ttl Stk (ITOT) 8.9 $64M 386k 164.27
Ishares U.s. Equity Factor Rotation Acti Ishares Us Equit (DYNF) 7.7 $55M 804k 68.01
Invesco S&p 500 Quality Etf S&p500 Quality (SPHQ) 7.4 $53M 587k 90.10
Avantis Us Large Cap Value Etf Us Large Cap Vlu (AVLV) 6.1 $44M 477k 91.21
Federated Hermes Mdt Large Cap Core Etf Mdt Large Cap (FLCC) 4.6 $33M 926k 35.13
Vanguard Growth Etf Growth Etf (VUG) 4.4 $32M 367k 86.14
Touchstone Dynamic International Etf Dynamic Intl Etf (TDI) 3.6 $26M 573k 44.92
Ishares Tr 7-10 Yr Trsy Bd 7-10 Yr Trsy Bd (IEF) 3.5 $25M 265k 94.57
Ab Disruptors Etf Disruptors Etf (FWD) 3.0 $21M 144k 148.12
Invesco S&p 500 Top 50 Etf S&p 500 Top 50 (XLG) 2.8 $20M 327k 61.23
Ishares Tr Hdg Msci Eafe Hdg Msci Eafe (HEFA) 2.7 $20M 415k 46.92
Broadcom (AVGO) 2.5 $18M 47k 377.75
Apple (AAPL) 2.4 $17M 58k 289.36
State Street Spdr S&p 500 Etf Trust Tr Unit (SPY) 2.1 $15M 20k 746.75
JPMorgan Chase & Co. (JPM) 2.0 $14M 44k 327.33
Microsoft Corporation (MSFT) 1.7 $12M 33k 373.03
Wal-Mart Stores (WMT) 1.5 $11M 97k 113.26
Eaton Corporation SHS (ETN) 1.5 $11M 26k 426.12
Motorola Solutions Incorporated Com New (MSI) 1.3 $9.0M 22k 415.29
Marathon Petroleum Corp (MPC) 1.2 $8.4M 33k 255.67
Analog Devices (ADI) 1.1 $7.6M 19k 397.17
Vaneck Morningstar Wide Moat Etf Mrngstr Wde Moat (MOAT) 1.0 $7.0M 67k 103.96
Home Depot (HD) 1.0 $6.8M 19k 352.68
Johnson & Johnson (JNJ) 0.9 $6.4M 25k 253.97
Alphabet Incorporated Cap Stk Class A Cap Stk Cl A (GOOGL) 0.8 $6.0M 17k 357.37
Chubb (CB) 0.8 $5.9M 17k 340.73
Johnson Controls Internation SHS (JCI) 0.8 $5.6M 38k 146.11
Darden Restaurants (DRI) 0.7 $5.1M 25k 206.01
Abbvie (ABBV) 0.7 $4.9M 19k 251.64
Cme (CME) 0.6 $4.5M 21k 220.83
Air Products & Chemicals (APD) 0.6 $4.5M 15k 293.17
Amplify Cwp Enhanced Dividend Income Etf Cwp Enhanced Div (DIVO) 0.6 $4.4M 96k 45.70
Realty Income (O) 0.6 $4.2M 68k 61.96
Amazon (AMZN) 0.6 $4.2M 18k 238.34
Advanced Micro Devices (AMD) 0.6 $4.1M 7.0k 580.91
Cummins (CMI) 0.6 $4.0M 5.6k 713.26
Victoryshares Short-term Bond Etf Short Trm Bd Etf (USTB) 0.5 $3.8M 76k 50.62
Franklin Templeton Etf Tr Income Focus Etf Income Focus Etf (INCM) 0.5 $3.8M 133k 28.86
Verizon Communications (VZ) 0.5 $3.6M 86k 42.34
Visa Incorporated Com Class A Com Cl A (V) 0.5 $3.6M 10k 343.08
Union Pacific Corporation (UNP) 0.5 $3.6M 13k 271.99
Inspire 500 Etf Inspire 500 Etf (PTL) 0.5 $3.4M 12k 286.10
UnitedHealth (UNH) 0.5 $3.4M 8.1k 415.64
Trane Technologies SHS (TT) 0.5 $3.3M 6.6k 491.15
Nextera Energy (NEE) 0.4 $3.1M 35k 87.77
Wells Fargo & Company (WFC) 0.4 $3.0M 36k 82.64
Meta Platforms Incorporated Class A Cl A (META) 0.4 $2.8M 5.0k 563.33
First Trust Dorsey Wright Focus 5 Etf Dorsey Wrt 5 Etf (FV) 0.4 $2.6M 34k 75.88
Entergy Corporation (ETR) 0.4 $2.5M 22k 114.86
Service Corporation International (SCI) 0.3 $2.1M 28k 75.96
Inspire International Etf Inspire Intl Etf (WWJD) 0.3 $2.0M 52k 38.13
NVIDIA Corporation (NVDA) 0.3 $2.0M 9.9k 200.09
Fidelity National Information Services (FIS) 0.3 $1.8M 47k 38.88
Best Buy (BBY) 0.3 $1.8M 24k 75.88
Eli Lilly & Co. (LLY) 0.3 $1.8M 1.5k 1199.68
Ishares Tr S&p 500 Grwt Etf S&p 500 Grwt Etf (IVW) 0.2 $1.8M 13k 137.53
State Street Industrial Select Sector Spdr Etf St Str Indl Etf (XLI) 0.2 $1.7M 8.9k 185.22
Inspire 100 Etf Inspire 100 Etf (BIBL) 0.2 $1.6M 28k 57.88
Proshares S&p 500 Dividend Aristocrats Etf S&p 500 Dv Arist (NOBL) 0.2 $1.6M 28k 56.16
TJX Companies (TJX) 0.2 $1.6M 10k 151.50
Oneok (OKE) 0.2 $1.5M 17k 86.94
Nxp Semiconductors N V (NXPI) 0.2 $1.4M 5.0k 281.04
Ge Vernova (GEV) 0.2 $1.4M 1.2k 1174.52
Allstate Corporation (ALL) 0.2 $1.4M 5.9k 237.92
Ishares Tr Core Msci Eafe Core Msci Eafe (IEFA) 0.2 $1.3M 13k 96.58
Invesco Qqq Trust Unit Ser 1 (QQQ) 0.2 $1.2M 1.6k 736.24
Merck & Co (MRK) 0.2 $1.1M 8.9k 128.49
Palantir Technologies Cl A (PLTR) 0.1 $1.1M 9.0k 116.67
Ishares Tr Core S&p Scp Etf Core S&p Scp Etf (IJR) 0.1 $1.0M 7.1k 148.31
Eventide High Dividend Etf Even High Di Etf (ELCV) 0.1 $983k 30k 32.87
Rj Eagle Gcm Dividend Select Income Etf Rj Ea Gcm Di Etf (RJDI) 0.1 $970k 33k 29.32
Medtronic SHS (MDT) 0.1 $945k 12k 78.23
Timothy Plan Us Large/mid Cap Core Etf Us Lrgmd Cp Core (TPLC) 0.1 $906k 18k 50.35
Inspire Corporate Bond Etf Inspire Corp Bd (IBD) 0.1 $887k 37k 23.77
Ishares Incorporated Core Msci Emkt Core Msci Emkt (IEMG) 0.1 $884k 11k 82.84
Caterpillar (CAT) 0.1 $881k 827.00 1064.72
S&p Global (SPGI) 0.1 $864k 2.1k 407.34
Eaton Vance Total Return Bond Etf Eato Vanc Bd Etf (EVTR) 0.1 $804k 16k 50.71
Berkshire Hathaway Incorporated Del Class B Cl B New (BRK.B) 0.1 $798k 1.6k 500.39
Exxon Mobil Corporation (XOM) 0.1 $794k 5.8k 136.72
Intel Corporation (INTC) 0.1 $780k 5.6k 139.63
Zoetis Incorporated Class A Cl A (ZTS) 0.1 $728k 10k 71.86
salesforce (CRM) 0.1 $721k 4.6k 156.67
Chevron Corporation (CVX) 0.1 $711k 4.3k 165.75
Diamondback Energy (FANG) 0.1 $710k 4.0k 175.79
Edwards Lifesciences (EW) 0.1 $710k 7.8k 90.46
State Street Technology Select Sector Spdr Etf St Str Techn Etf (XLK) 0.1 $702k 3.7k 190.54
ConocoPhillips (COP) 0.1 $700k 6.7k 103.96
Iqvia Holdings (IQV) 0.1 $698k 3.6k 193.22
Franklin Dynamic Municipal Bond Etf Franklin Dyn Mun (FLMI) 0.1 $696k 28k 25.17
International Business Machines (IBM) 0.1 $685k 2.4k 281.23
Dycom Industries (DY) 0.1 $683k 1.4k 505.59
Inspire Global Hope Etf Inspire Gbl Hope (BLES) 0.1 $672k 14k 47.69
Tesla Motors (TSLA) 0.1 $670k 1.6k 420.60
Ishares Tr Ultra Short Dur Ultra Short Dur (ICSH) 0.1 $645k 13k 50.58
Ishares Tr Core Us Aggbd Et Core Us Aggbd Et (AGG) 0.1 $640k 6.5k 98.99
Public Service Enterprise (PEG) 0.1 $633k 7.8k 81.16
Amphenol Corporation Class A Cl A (APH) 0.1 $631k 3.6k 176.30
Costco Wholesale Corporation (COST) 0.1 $609k 651.00 935.61
Vanguard Total Stock Market Etf Total Stk Mkt (VTI) 0.1 $605k 1.6k 369.97
D.R. Horton (DHI) 0.1 $563k 3.5k 162.87
Ishares Tr Msci Eafe Etf Msci Eafe Etf (EFA) 0.1 $561k 5.4k 103.88
Invesco S&p 500 Equal Weight Etf S&p500 Eql Wgt (RSP) 0.1 $559k 2.6k 212.79
Global X Nasdaq 100 Covered Call Etf Nasdaq 100 Cover (QYLD) 0.1 $545k 30k 18.43
Comcast Corporation New Class A Cl A (CMCSA) 0.1 $543k 22k 24.55
Lowe's Companies (LOW) 0.1 $541k 2.5k 220.51
Constellation Energy (CEG) 0.1 $536k 2.2k 248.42
First American Financial (FAF) 0.1 $504k 7.4k 68.59
Cadence Design Systems (CDNS) 0.1 $497k 1.3k 375.32
Dex (DXCM) 0.1 $489k 7.3k 67.35
Bank of America Corporation (BAC) 0.1 $485k 8.5k 56.98
Ishares Tr S&p 500 Val Etf S&p 500 Val Etf (IVE) 0.1 $471k 2.1k 227.06
Wisdomtree Trust Artificial Intelligence & Arti Int Inn Fd (WTAI) 0.1 $467k 9.8k 47.47
Spdr Gold Shares Gold Shs (GLD) 0.1 $466k 1.3k 368.38
Applied Materials (AMAT) 0.1 $453k 626.00 723.13
American Electric Power Company (AEP) 0.1 $445k 3.3k 136.82
Williams Companies (WMB) 0.1 $435k 5.9k 74.34
Vaneck Merk Gold Etf Gold Shs (OUNZ) 0.1 $435k 11k 38.59
Micron Technology (MU) 0.1 $433k 375.00 1153.88
Nuveen Nasdaq 100 Dynamic Over Com Shs (QQQX) 0.1 $430k 14k 30.14
Chipotle Mexican Grill (CMG) 0.1 $416k 12k 34.00
Cisco Systems (CSCO) 0.1 $412k 3.5k 117.46
Oge Energy Corp (OGE) 0.1 $381k 7.8k 48.66
Ishares Tr Rus 2000 Grw Etf Rus 2000 Grw Etf (IWO) 0.1 $381k 966.00 393.96
Equinix (EQIX) 0.1 $370k 355.00 1043.27
Vanguard Index Funds S&p 500 Etf S&p 500 Etf Shs (VOO) 0.1 $363k 529.00 686.81
Alphabet Incorporated Cap Stk Class C Cap Stk Cl C (GOOG) 0.0 $352k 996.00 353.28
Synopsys (SNPS) 0.0 $348k 781.00 446.07
Vanguard Mega Cap Growth Etf Mega Grwth Ind (MGK) 0.0 $348k 4.0k 87.91
Norfolk Southern (NSC) 0.0 $346k 1.1k 314.72
Marvell Technology (MRVL) 0.0 $335k 1.1k 297.80
Phillips 66 (PSX) 0.0 $334k 2.0k 169.07
Raytheon Technologies Corp (RTX) 0.0 $331k 1.7k 189.75
L3harris Technologies (LHX) 0.0 $331k 1.1k 290.53
State Street Spdr Dow Jones Industrial Average Etf Ut Ser 1 (DIA) 0.0 $327k 626.00 522.09
O'reilly Automotive (ORLY) 0.0 $316k 3.4k 92.09
Schwab U.s. Large-cap Growth Etf Us Lcap Gr Etf (SCHG) 0.0 $298k 8.8k 33.84
State Street Energy Select Sector Spdr Etf St Str Energ Etf (XLE) 0.0 $294k 5.5k 53.11
Mastercard Incorporated Class A Cl A (MA) 0.0 $288k 561.00 513.71
Ishares Tr S&p Sml 600 Gwt S&P SML 600 GWT (IJT) 0.0 $286k 1.6k 178.61
McDonald's Corporation (MCD) 0.0 $286k 1.1k 270.31
Ishares Tr Core S&p500 Etf Core S&p500 Etf (IVV) 0.0 $284k 379.00 749.34
Ishares Tr Select Divid Etf Select Divid Etf (DVY) 0.0 $281k 1.8k 156.34
One Gas (OGS) 0.0 $281k 3.6k 77.07
State Street Financial Select Sector Spdr Etf St Str Finl Etf (XLF) 0.0 $275k 5.1k 53.61
Ishares Tr Core S&p Mcp Etf Core S&p Mcp Etf (IJH) 0.0 $273k 3.5k 77.11
Taiwan Semiconductor Manufact Sponsored Ads (TSM) 0.0 $271k 567.00 477.26
Jp Morgan Etf Active Growth Etf Active Growth (JGRO) 0.0 $265k 2.7k 98.59
Invesco S&p 500 Momentum Etf S&p 500 Momntm (SPMO) 0.0 $263k 1.6k 161.55
Procter & Gamble Company (PG) 0.0 $255k 1.7k 146.62
Intercontinental Exchange (ICE) 0.0 $239k 1.9k 123.11
Neos S&p 500 High Income Etf Neos S&p 500 Hi (SPYI) 0.0 $234k 4.4k 53.09
Ershares Private-public Crossover Etf Ersh Pri Pub Etf (XOVR) 0.0 $231k 11k 21.05
Canadian Pacific Kansas City (CP) 0.0 $226k 2.6k 86.65
Coca-Cola Company (KO) 0.0 $225k 2.8k 81.28
Proshares S&p 500 High Income Etf S&p 500 High Etf (ISPY) 0.0 $220k 4.6k 48.19
Ishares Tr Russell 2000 Etf Russell 2000 Etf (IWM) 0.0 $217k 723.00 300.48
Devon Energy Corporation (DVN) 0.0 $215k 5.2k 41.32
Ishares A.i. Innovation And Tech Active Etf Isha I In Te Etf (BAI) 0.0 $211k 4.0k 52.71
Ford Motor Company (F) 0.0 $204k 15k 13.90
Robinhood Mkts Incorporated Com Class A Com Cl A (HOOD) 0.0 $203k 2.0k 100.28
Vanguard Mid-cap Etf Mid Cap Etf (VO) 0.0 $202k 2.5k 80.57
Parker-Hannifin Corporation (PH) 0.0 $202k 206.00 978.38
Quantum Computing (QUBT) 0.0 $140k 14k 9.70
Tortoise Energy Etf Energy Etf (TNGY) 0.0 $108k 11k 9.71
Archer Aviation Incorporated Com Class A Com Cl A (ACHR) 0.0 $50k 11k 4.73