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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 7 of 8  ·  150 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 SNPS SYNOPSYS INCORPORATED Technology 816.0 $324K 0.06% -154.0 -15.9% $396.48 +14.9%
122 MCD MCDONALDS CORPORATION Consumer Cyclical 1,018.0 $316K 0.06% -1K -57.7% $310.90 -10.4%
123 RTX RTX CORPORATION Industrials 1,639.0 $316K 0.06% -2K -60.1% $192.86 -3.8%
124 OGS ONE GAS INCORPORATED Utilities 3,629.0 $313K 0.06% -10K -73.1% $86.12 -10.9%
125 DVN DEVON ENERGY CORPORATION NEW Energy 6,101.0 $307K 0.05% -3K -34.9% $50.32 -16.3%
126 CSCO CISCO SYSTEMS INCORPORATED Technology 3,917.0 $304K 0.05% -2K -31.3% $77.60 +54.1%
127 IWO ISHARES TR RUS 2000 GRW ETF 966.0 $303K 0.05% NEW $313.81 +24.0%
128 MA MASTERCARD INCORPORATED CLASS A Financial Services 606.0 $303K 0.05% -658.0 -52.1% $499.71 -2.0%
129 VOO VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW 505.0 $302K 0.05% NEW $597.55 +15.2%
130 ORLY OREILLY AUTOMOTIVE INCORPORATED Consumer Cyclical 3,225.0 $298K 0.05% -767.0 -19.2% $92.31 -5.9%
131 ICE INTERCONTINENTAL EXCHANGE INCORPORATED Financial Services 1,874.0 $295K 0.05% -2K -50.0% $157.28 -14.9%
132 MGK VANGUARD MEGA CAP GROWTH ETF 791.0 $291K 0.05% NEW $367.44 -75.9%
133 DIA STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF Financial Services 626.0 $290K 0.05% NEW $462.86 +11.4%
134 GOOG ALPHABET INCORPORATED CAP STK CLASS C Communication Services 997.0 $286K 0.05% -4K -78.6% $286.80 +28.1%
135 BIL STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF 3,107.0 $285K 0.05% NEW $91.64 -0.1%
136 WTAI WISDOMTREE TRUST ARTIFICIAL INTELLIGENCE & 9,597.0 $271K 0.05% NEW $28.23 +68.4%
137 DVY ISHARES TR SELECT DIVID ETF 1,789.0 $271K 0.05% NEW $151.41 +1.2%
138 XLF STATE STREET FINANCIAL SELECT SECTOR SPDR ETF 5,290.0 $261K 0.05% NEW $49.37 +8.5%
139 PG PROCTER & GAMBLE COMPANY Consumer Defensive 1,706.0 $246K 0.04% -1K -41.9% $144.44 +4.1%
140 IJH ISHARES TR CORE S&P MCP ETF 3,536.0 $239K 0.04% NEW $67.53 +12.2%
Page 7 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%