Institutional Fund
Scissortail Wealth Management, LLC
Tulsa, OKCIK 19067935 filings on record
Portfolio Value
$497.62M
Q1 2026
Holdings
115
Reported positions
New Buys
14
Opened this quarter
QoQ Change
+13.5%
from $438.53M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Index Fds7.0%
- Ishares Tr4.7%
- Blackrock ETF Trust4.2%
- Ishares Tr4.0%
- Ishares Tr4.0%
- Vanguard Intl Equity Index F3.2%
- Other73.0%
Portfolio Holdings
115 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 108.6K | $34.85M | 7.0% | −12.9K | Reduced |
| 2 | Ishares Tr | 111.0K | $23.44M | 4.7% | +44.7K | Added |
| 3 | Blackrock ETF Trust | 356.2K | $20.72M | 4.2% | +37.4K | Added |
| 4 | Ishares Tr | 176.2K | $19.93M | 4.0% | −16.4K | Reduced |
| 5 | Ishares Tr | 198.9K | $19.75M | 4.0% | +198.9K | New |
| 6 | Vanguard Intl Equity Index F | 211.2K | $15.86M | 3.2% | −9.0K | Reduced |
| 7 | Blackrock ETF Trust II | 276.0K | $14.34M | 2.9% | +33.8K | Added |
| 8 | Ishares Tr | 613.1K | $14.05M | 2.8% | +87.0K | Added |
| 9 | Apple Inc | 53.7K | $13.64M | 2.7% | +726 | Added |
| 10 | Ishares Tr | 66.3K | $12.71M | 2.6% | −14.9K | Reduced |
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