DOSSIER · 13F-HR · Q1 2026

Scissortail Wealth Management, LLC

$498M in tracked AUM across 115 positions as of Q1 2026.

SW
CIK 0001906793 · last filed Mar 31, 2026
Total AUM
$498M
as of Q1 2026
Holdings
115
positions
Whale Score
44
44
tracked
Activity
no data
changes this Q
AI Analysis · 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

2026Q1Mar 31
$498M 13.5%
115 positionsView →
2025Q4Dec 31
$439M 4.4%
107 positionsView →
2025Q3Sep 30
$459M 10.2%
116 positionsView →
2025Q2Jun 30
$416M 6.9%
110 positionsLocked
2025Q1Mar 31
$389M 0.3%
105 positionsLocked
2024Q4Dec 31
$391M 5.5%
123 positionsLocked
2024Q3Sep 30
$413M 5.3%
125 positionsLocked
2024Q2Jun 30
$393M 3.7%
124 positionsLocked
2024Q1Mar 31
$379M 20.0%
112 positionsLocked
2023Q4Dec 31
$316M 148.5%
159 positionsLocked
2023Q3Sep 30
$127M 4.1%
46 positionsLocked
2023Q2Jun 30
$122M 9.9%
40 positionsLocked
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