Institutional Fund
Tulsa Wealth Advisors, Inc
Tulsa, OKCIK 21144422 filings on record
Portfolio Value
$570.37M
Q1 2026
Holdings
150
Reported positions
New Buys
67
Opened this quarter
QoQ Change
+89.6%
from $300.77M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Invesco Exchange Traded Fd T9.9%
- Ishares Tr9.9%
- Blackrock ETF Trust8.2%
- American Centy ETF Tr5.8%
- Invesco Exchange Traded Fd T4.4%
- Vanguard Index Fds4.3%
- Other57.6%
Portfolio Holdings
150 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Invesco Exchange Traded Fd T | 752.8K | $56.61M | 9.9% | +752.8K | New |
| 2 | Ishares Tr | 394.9K | $56.24M | 9.9% | +394.9K | New |
| 3 | Blackrock ETF Trust | 804.3K | $46.79M | 8.2% | +804.3K | New |
| 4 | American Centy ETF Tr | 408.3K | $32.91M | 5.8% | +408.3K | New |
| 5 | Invesco Exchange Traded Fd T | 461.0K | $25.15M | 4.4% | +461.0K | New |
| 6 | Vanguard Index Fds | 55.6K | $24.30M | 4.3% | +55.6K | New |
| 7 | Ishares Tr | 249.3K | $23.79M | 4.2% | +249.3K | New |
| 8 | Ishares Tr | 427.1K | $18.15M | 3.2% | +427.1K | New |
| 9 | Broadcom Inc | 47.0K | $14.56M | 2.6% | −20.5K | Reduced |
| 10 | Apple Inc | 53.7K | $13.63M | 2.4% | −31.6K | Reduced |
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