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

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
21	PM	PHILIP MORRIS INTERNATIONAL INCORPORATED	Consumer Defensive	1,354	$217K	0.07%	SOLD
22	—	CALUMET INCORPORATED	—	10,692	$212K	0.07%	SOLD
23	MU	MICRON TECHNOLOGY INCORPORATED	Technology	709	$202K	0.07%	SOLD
24	SOFI	SOFI TECHNOLOGIES INCORPORATED	Financial Services	7,680	$201K	0.07%	SOLD
25	KLXE	KLX ENERGY SERVICS HOLDNGS INCORPORATED COM NEW	Energy	61,753	$117K	0.04%	SOLD
26	ACHR	ARCHER AVIATION INCORPORATED COM CLASS A	Industrials	13,264	$100K	0.03%	SOLD
27	GALT	GALECTIN THERAPEUTICS INCORPORATED COM NEW	Healthcare	23,394	$97K	0.03%	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%