Tulsa Wealth Advisors, INC

Q2 2026 13F-HR Holdings

Location
Tulsa, OK
Holdings as of
6/30/2026
Date filed
8/6/2026
Form type
13F-HR
Num holdings
166
Total value ($000)
$710,165
Net value change ($000)
+139,798 (24.5%)
New positions
20
Sold out positions
4
Turnover %
12.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/11/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
FLCC 32,535 NEW
TDI 25,731 NEW
FWD 21,392 NEW
AVLV 10,552 32.1%
DYNF 7,881 16.8%
VUG 7,289 30.0%
ITOT 7,220 12.8%
AAPL 3,249 23.8%
AVGO 3,108 21.4%
AMD 2,492 155.9%
Top Reduces (Value $000, Stocks/ETFs)
XLG -5,141 -20.4%
SPHQ -3,704 -6.5%
CMCSA -1,608 -74.8%
CME -1,374 -23.2%
MDT -1,130 -54.5%
STE -793 -100.0%
NOBL -639 -28.9%
ATO -529 -100.0%
WMT -481 -4.2%
BBY -326 -15.2%
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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type