DOSSIER · 13F-HR · Q1 2026

Scissortail Wealth Management, LLC

Scissortail Wealth's asset manager based in New York, NY $498M in tracked AUM across 115 positions as of Q1 2026.

SW
Scissortail Wealth·New York, NY·Asset Manager
CIK 0001906793 · last filed Mar 31, 2026
Total AUM
$498M
8.8%
vs prior
Holdings
115
positions
Whale Score
48
48
tracked
Activity
no data
changes this Q
Top sector
Tech
6% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Scissortail Wealth Management, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
VTI
VANGUARD INDEX FDS
$35M109K7.0%
02
IVE
ISHARES TR
$23M111K4.7%
03
DYNF
BLACKROCK ETF TRUST
$21M356K4.2%
04
IVW
ISHARES TR
$20M176K4.0%
05
AGG
ISHARES TR
$20M199K4.0%
06
VEU
VANGUARD INTL EQUITY INDEX F
$16M211K3.2%
07
BINC
BLACKROCK ETF TRUST II
$14M276K2.9%
08
IBTG
ISHARES TR
$14M613K2.8%
09
AAPL
APPLE INC
$14M54K2.7%
10
QUAL
ISHARES TR
$13M66K2.6%

Filing history

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