Tulsa Wealth Advisors, INC

Q1 2026 13F-HR Holdings

Location
Tulsa, OK
Holdings as of
3/31/2026
Date filed
5/11/2026
Form type
13F-HR
Num holdings
150
Total value ($000)
$570,367
Net value change ($000)
+269,595 (89.6%)
New positions
67
Sold out positions
27
Turnover %
67.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 3/3/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SPHQ 56,606 NEW
ITOT 56,240 NEW
DYNF 46,794 NEW
AVLV 32,912 NEW
XLG 25,147 NEW
VUG 24,298 NEW
IEF 23,789 NEW
HEFA 18,149 NEW
SPY 13,209 NEW
ETN 9,148 NEW
Top Reduces (Value $000, Stocks/ETFs)
MSFT -9,897 -46.6%
AAPL -9,560 -41.2%
AVGO -8,808 -37.7%
JPM -5,766 -31.3%
OKE -5,734 -81.4%
NVDA -4,676 -74.4%
WMT -4,510 -28.2%
GOOGL -3,483 -41.7%
AMZN -2,658 -41.6%
V -2,410 -43.2%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type