Tulsa Wealth Advisors, INC
13F Portfolio Filings
Most recent 13F
Q1 2026
Location
Tulsa, OK
CIK
0002114442
All SEC filings
View on sec.gov
Holdings Value
Quarter
Holdings
Value ($000)
Top Holdings
Form Type
Date Filed
Filing ID
Q1 2026
150
570,366
SPHQ, ITOT, DYNF, AVLV
13F-HR
5/11/2026
000176538026000204
Q4 2025
110
300,771
AVGO, AAPL, MSFT, JPM
13F-HR
3/3/2026
000211444226000001