DOSSIER · 13F-HR · Q1 2026

Tulsa Wealth Advisors, INC

$570M in tracked AUM across 150 positions as of Q1 2026.

TW
CIK 0002114442 · last filed Mar 31, 2026
Total AUM
$570M
as of Q1 2026
Holdings
150
positions
Whale Score
54
54
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

Tulsa Wealth Advisors, INC 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
SPHQ
INVESCO S&P 500 QUALITY ETF
$57M753K9.9%
02
ITOT
ISHARES TR CORE S&P TTL STK
$56M395K9.9%
03
DYNF
ISHARES U.S. EQUITY FACTOR ROTATION ACTI
$47M804K8.2%
04
AVLV
AVANTIS US LARGE CAP VALUE ETF
$33M408K5.8%
05
XLG
INVESCO S&P 500 TOP 50 ETF
$25M461K4.4%
06
VUG
VANGUARD GROWTH ETF
$24M56K4.3%
07
IEF
ISHARES TR 7-10 YR TRSY BD
$24M249K4.2%
08
HEFA
ISHARES TR HDG MSCI EAFE
$18M427K3.2%
09
AVGO
BROADCOM INCORPORATED
$15M47K2.6%
10
AAPL
APPLE INCORPORATED
$14M54K2.4%

Filing history

2026Q1Mar 31
$570M 89.6%
150 positionsView →
2025Q4Dec 31
$301M
110 positionsView →