Tulsa, OKCIK 19626954 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
340 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 42.6K | $20.78M | 10.1% | +124 | Added |
| 2 | Apple Inc | 62.1K | $16.88M | 8.2% | −1.0K | Reduced |
| 3 | Vanguard Index Fds | 48.4K | $16.23M | 7.9% | −324 | Reduced |
| 4 | Vanguard World Fd |
| 16.8K |
| $12.69M |
| 6.2% |
| +318 |
| Added |
| 5 | Vanguard Index Fds | 45.7K | $8.73M | 4.3% | +1.6K | Added |
| 6 | Nvidia Corporation | 46.4K | $8.65M | 4.2% | +1.2K | Added |
| 7 | Capital Group Dividend Value | 190.4K | $8.31M | 4.1% | +9.7K | Added |
| 8 | Capital Group Growth ETF | 143.2K | $6.37M | 3.1% | +9.7K | Added |
| 9 | Amazon Com Inc | 27.4K | $6.32M | 3.1% | +43 | Added |
| 10 | Broadcom Inc | 11.6K | $4.03M | 2.0% | +250 | Added |
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