Tulsa Wealth Advisors, INC

Q3 2026 13F-HR Holdings

Location
Tulsa, OK
Holdings as of
9/30/2026
Date filed
11/12/2026
Form type
13F-HR
Num holdings
170
Total value ($000)
$766,120
Net value change ($000)
+55,955 (7.9%)
New positions
12
Sold out positions
8
Turnover %
6.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/6/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
FTRB 31,556 NEW
FSCC 10,393 NEW
MSFT 4,662 37.7%
MPC 3,924 46.5%
AAPL 2,141 12.7%
GMUB 2,060 NEW
VUG 1,689 5.3%
CGMU 1,648 NEW
TDI 1,273 4.9%
MINO 1,248 NEW
Top Reduces (Value $000, Stocks/ETFs)
SPHQ -3,659 -6.9%
FWD -2,252 -10.5%
OKE -1,510 -100.0%
AVGO -1,447 -8.2%
IEF -1,318 -5.3%
HD -1,267 -18.5%
CMI -880 -22.2%
XOM -794 -100.0%
AVLV -570 -1.3%
DY -414 -60.6%
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