Tulsa Wealth Advisors, INC

DOSSIER · 13F-HR · Q2 2026

Tulsa Wealth Advisors, INC

$710M in tracked AUM across 166 positions as of Q2 2026.

TW

CIK 0002114442 · last filed Jun 30, 2026

Total AUM

$710M

as of Q2 2026

Holdings

166

—

positions

Whale Score

54

54

tracked

Activity

—

no data

changes this Q

AI Analysis · Q2 2026

Tulsa Wealth Advisors, INC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight

01

ITOT

ISHARES TR CORE S&P TTL STK

$63M386K8.9%02

DYNF

ISHARES U.S. EQUITY FACTOR ROTATION ACTI

$55M804K7.7%03

SPHQ

INVESCO S&P 500 QUALITY ETF

$53M587K7.4%04

AVLV

AVANTIS US LARGE CAP VALUE ETF

$43M477K6.1%05

FLCC

FEDERATED HERMES MDT LARGE CAP CORE ETF

$33M926K4.6%06

VUG

VANGUARD GROWTH ETF

$32M367K4.4%07

TDI

TOUCHSTONE DYNAMIC INTERNATIONAL ETF