Portfolio (Quarterly) Guide ↗

Tulsa Wealth Advisors, INC

· CIK 0002114442

13F Portfolio $570M AUM 150 positions Filed May 11, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 67 New 3 Added 80 Reduced 27 Exited

Page 1 of 2 · 27 positions

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	HOOD	ROBINHOOD MKTS INCORPORATED COM CLASS A	Financial Services	13,193	$1.5M	0.50%	SOLD
2	ALNT	ALLIENT INCORPORATED	Technology	12,262	$659K	0.22%	SOLD
3	AAON	AAON INCORPORATED COM PAR $0.004	Industrials	8,463	$645K	0.21%	SOLD
4	GS	GOLDMAN SACHS GROUP INCORPORATED	Financial Services	613	$539K	0.18%	SOLD
5	BOKF	BOK FINL CORPORATION COM NEW	Financial Services	4,241	$502K	0.17%	SOLD
6	ORCL	ORACLE CORPORATION	Technology	2,238	$436K	0.14%	SOLD
7	AXP	AMERICAN EXPRESS COMPANY	Financial Services	1,089	$403K	0.13%	SOLD
8	FISV	FISERV INCORPORATED	Technology	5,367	$361K	0.12%	SOLD
9	NFLX	NETFLIX INCORPORATED	Communication Services	3,581	$336K	0.11%	SOLD
10	OKLO	OKLO INCORPORATED COM CLASS A	Utilities	4,632	$332K	0.11%	SOLD
11	CRWD	CROWDSTRIKE HLDGS INCORPORATED CLASS A	Technology	676	$317K	0.10%	SOLD
12	BKNG	BOOKING HOLDINGS INCORPORATED	Consumer Cyclical	57	$305K	0.10%	SOLD
13	BA	BOEING COMPANY	Industrials	1,392	$302K	0.10%	SOLD
14	T	AT&T INCORPORATED	Communication Services	11,243	$279K	0.09%	SOLD
15	SO	SOUTHERN COMPANY	Utilities	3,072	$268K	0.09%	SOLD
16	APP	APPLOVIN CORPORATION COM CLASS A	Technology	392	$264K	0.09%	SOLD
17	SYF	SYNCHRONY FINANCIAL	Financial Services	3,122	$260K	0.09%	SOLD
18	QBTS	D-WAVE QUANTUM INCORPORATED	Technology	9,471	$248K	0.08%	SOLD
19	GE	GE AEROSPACE COM NEW	Industrials	803	$247K	0.08%	SOLD
20	ABT	ABBOTT LABS	Healthcare	1,793	$225K	0.07%	SOLD

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Sector Allocation

Technology 27.8%

Financial Services 20.6%

Industrials 10.8%

Consumer Cyclical 8.9%

Healthcare 8.1%

Energy 6.2%

Communication Services 5.8%

Consumer Defensive 5.3%

Utilities 3.1%

Basic Materials 1.8%