Tulsa Wealth Advisors, INC

Est. AUM

$570.4M

13F long equity, this entity only

Positions

150

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	INVESCO S&P 500 QUALITY ETF	S&P500 QUALITY	$56.6M	752841	9.92%	SOLE
2	ISHARES TR CORE S&P TTL STK	CORE S&P TTL STK	$56.2M	394861	9.86%	SOLE
3	ISHARES U.S. EQUITY FACTOR ROTATION ACTI	ISHARES US EQUIT	$46.8M	804300	8.20%	SOLE
4	AVANTIS US LARGE CAP VALUE ETF	US LARGE CAP VLU	$32.9M	408289	5.77%	SOLE
5	INVESCO S&P 500 TOP 50 ETF	S&P 500 TOP 50	$25.1M	460984	4.41%	SOLE
6	VANGUARD GROWTH ETF	GROWTH ETF	$24.3M	55628	4.26%	SOLE
7	ISHARES TR 7-10 YR TRSY BD	7-10 YR TRSY BD	$23.8M	249260	4.17%	SOLE
8	ISHARES TR HDG MSCI EAFE	HDG MSCI EAFE	$18.1M	427085	3.18%	SOLE
9	BROADCOM INCORPORATED	COM	$14.6M	47032	2.55%	SOLE
10	APPLE INCORPORATED	COM	$13.6M	53699	2.39%	SOLE
11	STATE STREET SPDR S&P 500 ETF TRUST	TR UNIT	$13.2M	20312	2.32%	SOLE
12	JPMORGAN CHASE & COMPANY	COM	$12.7M	43051	2.22%	SOLE
13	WALMART INCORPORATED	COM	$11.5M	92325	2.01%	SOLE
14	MICROSOFT CORPORATION	COM	$11.3M	30624	1.99%	SOLE
15	EATON CORPORATION PLC SHS (IRELAND)	SHS	$9.1M	25578	1.60%	SOLE
16	MOTOROLA SOLUTIONS INCORPORATED COM NEW	COM NEW	$9.1M	20902	1.59%	SOLE
17	MARATHON PETE CORPORATION	COM	$8.3M	34166	1.46%	SOLE
18	VANECK MORNINGSTAR WIDE MOAT ETF	MRNGSTR WDE MOAT	$6.4M	66093	1.12%	SOLE
19	ANALOG DEVICES INCORPORATED	COM	$6.2M	19345	1.08%	SOLE
20	JOHNSON & JOHNSON	COM	$6.0M	24663	1.06%	SOLE
21	HOME DEPOT INCORPORATED	COM	$6.0M	18317	1.06%	SOLE
22	CME GROUP INCORPORATED	COM	$5.9M	20052	1.04%	SOLE
23	CHUBB LIMITED SWITZ (SWITZERLAND)	COM	$5.5M	16731	0.96%	SOLE
24	JOHNSON CONTROLS INTERNATION SHS (IRELAND)	SHS	$5.1M	38753	0.89%	SOLE
25	ALPHABET INCORPORATED CAP STK CLASS A	CAP STK CL A	$4.9M	16959	0.85%	SOLE
26	DARDEN RESTAURANTS INCORPORATED	COM	$4.7M	23949	0.82%	SOLE
27	AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF	CWP ENHANCED DIV	$4.3M	96066	0.76%	SOLE
28	AIR PRODUCTS AND CHEMICALS INCORPORATED	COM	$4.3M	14747	0.75%	SOLE
29	FRANKLIN TEMPLETON ETF TR INCOME FOCUS ETF	INCOME FOCUS ETF	$4.1M	141044	0.71%	SOLE
30	ABBVIE INCORPORATED	COM	$3.9M	18161	0.69%	SOLE
31	REALTY INCOME CORPORATION REIT	COM	$3.9M	63287	0.68%	SOLE
32	VICTORYSHARES SHORT-TERM BOND ETF	SHORT TRM BD ETF	$3.8M	74639	0.66%	SOLE
33	AMAZON COM INCORPORATED	COM	$3.7M	17954	0.66%	SOLE
34	VERIZON COMMUNICATIONS INCORPORATED	COM	$3.6M	72213	0.64%	SOLE
35	NEXTERA ENERGY INCORPORATED	COM	$3.2M	34156	0.56%	SOLE
36	VISA INCORPORATED COM CLASS A	COM CL A	$3.2M	10477	0.56%	SOLE
37	UNION PAC CORPORATION	COM	$3.1M	12877	0.55%	SOLE
38	CUMMINS INCORPORATED	COM	$3.1M	5673	0.54%	SOLE
39	TRANE TECHNOLOGIES PLC SHS (IRELAND)	SHS	$2.9M	7026	0.51%	SOLE
40	INSPIRE 500 ETF	INSPIRE 500 ETF	$2.7M	10902	0.48%	SOLE
41	META PLATFORMS INCORPORATED CLASS A	CL A	$2.7M	4683	0.47%	SOLE
42	ENTERGY CORPORATION NEW	COM	$2.4M	20927	0.41%	SOLE
43	PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF	S&P 500 DV ARIST	$2.2M	20884	0.39%	SOLE
44	COMCAST CORPORATION NEW CLASS A	CL A	$2.1M	74918	0.38%	SOLE
45	BEST BUY INCORPORATED	COM	$2.1M	33409	0.38%	SOLE
46	FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF	DORSEY WRT 5 ETF	$2.1M	34427	0.36%	SOLE
47	MEDTRONIC PLC SHS (IRELAND)	SHS	$2.1M	23944	0.36%	SOLE
48	WELLS FARGO & COMPANY	COM	$2.1M	25944	0.36%	SOLE
49	UNITEDHEALTH GROUP INCORPORATED	COM	$1.9M	7042	0.33%	SOLE
50	FIDELITY NATL INFORMATION SVCS	COM	$1.9M	40195	0.33%	SOLE

1–50 of 150

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.