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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 6 of 8  ·  150 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 OUNZ VANECK MERK GOLD ETF Financial Services 11,280.0 $508K 0.09% NEW $45.05 -10.0%
102 RSP INVESCO S&P 500 EQUAL WEIGHT ETF 2,625.0 $504K 0.09% NEW $191.93 +9.4%
103 APH AMPHENOL CORPORATION CLASS A Technology 3,911.0 $494K 0.09% -2K -31.1% $126.34 +29.8%
104 DHI D R HORTON INCORPORATED Consumer Cyclical 3,444.0 $473K 0.08% -283.0 -7.6% $137.21 +15.0%
105 QYLD GLOBAL X NASDAQ 100 COVERED CALL ETF 27,113.0 $465K 0.08% NEW $17.15 +8.0%
106 DY DYCOM INDUSTRIES INCORPORATED Industrials 1,358.0 $460K 0.08% -278.0 -17.0% $338.82 +34.8%
107 ICSH ISHARES TR ULTRA SHORT DUR 8,618.0 $436K 0.08% NEW $50.62 -0.2%
108 AEP AMERICAN ELEC PWR COMPANY INCORPORATED Utilities 3,290.0 $431K 0.08% -793.0 -19.4% $131.07 -2.6%
109 IVE ISHARES TR S&P 500 VAL ETF 2,032.0 $429K 0.07% NEW $211.15 +7.2%
110 DXCM DEXCOM INCORPORATED Healthcare 6,697.0 $421K 0.07% +217.0 +3.4% $62.80 +15.4%
111 CMG CHIPOTLE MEXICAN GRILL INCORPORATED Consumer Cyclical 12,884.0 $412K 0.07% +642.0 +5.2% $32.01 +1.5%
112 LHX L3HARRIS TECHNOLOGIES INCORPORATED Industrials 1,188.0 $410K 0.07% -1K -47.3% $345.27 -14.6%
113 CDNS CADENCE DESIGN SYSTEMS INCORPORATED Technology 1,469.0 $408K 0.07% -369.0 -20.1% $277.87 +39.4%
114 QQQX NUVEEN NASDAQ 100 DYNAMIC OVER COM SHS Financial Services 15,007.0 $400K 0.07% NEW $26.67 +12.5%
115 FAF FIRST AMERN FINL CORPORATION Financial Services 6,335.0 $382K 0.07% -1K -14.2% $60.29 +13.8%
116 XLK STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF 2,731.0 $363K 0.06% NEW $132.92 +44.0%
117 OGE OGE ENERGY CORPORATION Utilities 7,265.0 $348K 0.06% -1K -12.5% $47.96 -1.4%
118 XLE STATE STREET ENERGY SELECT SECTOR SPDR ETF 5,530.0 $339K 0.06% NEW $61.26 -12.2%
119 BAC BANK AMERICA CORPORATION Financial Services 6,801.0 $332K 0.06% -3K -29.0% $48.75 +15.3%
120 NSC NORFOLK SOUTHN CORPORATION Industrials 1,135.0 $326K 0.06% -82.0 -6.7% $286.98 +4.6%
Page 6 of 8  ·  150 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

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%