Scissortail Wealth Management, LLC

Q1 2026 13F-HR Holdings

Location
Tulsa, OK
Holdings as of
3/31/2026
Date filed
4/23/2026
Form type
13F-HR
Num holdings
115
Total value ($000)
$497,623
Net value change ($000)
+59,094 (13.5%)
New positions
14
Sold out positions
6
Turnover %
11.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/29/2026 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)
AGG 19,749 NEW
IBHI 9,893 702.6%
IVE 9,382 66.7%
CORO 8,812 NEW
MTUM 8,656 429.6%
ZTS 4,738 NEW
UNH 3,583 NEW
MPC 2,784 52.7%
COP 2,522 38.9%
PSX 2,284 37.3%
Top Reduces (Value $000, Stocks/ETFs)
OEF -5,967 -100.0%
VTI -5,893 -14.5%
MDT -4,861 -100.0%
AVGO -4,649 -42.5%
IVW -3,811 -16.1%
QUAL -3,410 -21.2%
EFV -3,394 -49.4%
QQQ -2,295 -16.8%
JPM -2,084 -23.2%
IEMG -2,079 -38.1%
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