Tulsa Wealth Advisors, INC
CIK 2114442
13F filing for Q2 2026・No. 3,188
- Holdings
- US$710.17M
- Quarter change
- +US$139.8M
- Entries
- 166
- Net bought (estimate)
- +US$69.87M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 20
- Sold out 4
- Cut 58
- Added 77
- Corporate actions 0
- Unchanged 11
Largest holdings
166 stocks worth US$710.17M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| ISHARES TR CORE S&P TTL STKCORE S&P TTL STK | Cut | 386,317 | US$63.46M | 8.94% |
| ISHARES U.S. EQUITY FACTOR ROTATION ACTIISHARES US EQUIT | Cut | 803,921 | US$54.67M | 7.70% |
| INVESCO S&P 500 QUALITY ETFS&P500 QUALITY | Cut | 587,150 | US$52.9M | 7.45% |
| AVANTIS US LARGE CAP VALUE ETFUS LARGE CAP VLU | Added | 476,527 | US$43.46M | 6.12% |
| FEDERATED HERMES MDT LARGE CAP CORE ETFMDT LARGE CAP | New | 926,029 | US$32.54M | 4.58% |
| VUGVANGUARD GROWTH ETFGROWTH ETF | CutSplit 7:1 | 366,691 | US$31.59M | 4.45% |
| TOUCHSTONE DYNAMIC INTERNATIONAL ETFDYNAMIC INTL ETF | New | 572,765 | US$25.73M | 3.62% |
| IEFISHARES TR 7-10 YR TRSY BD7-10 YR TRSY BD | Added | 265,290 | US$25.09M | 3.53% |
| AB DISRUPTORS ETFDISRUPTORS ETF | New | 144,424 | US$21.39M | 3.01% |
| INVESCO S&P 500 TOP 50 ETFS&P 500 TOP 50 | Cut | 326,731 | US$20.01M | 2.82% |
Sign in (free) to see its 50 largest holdings and its trades. Sign in
Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 6, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.