Scissortail Wealth Management, LLC
All 13F Filings
- Location
- Tulsa, OK
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 438,529
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/29/2026 | 107 | 438,529 | 13F-HR | Scissortail Wealth Management, LLC |
| Q3 2025 | 10/29/2025 | 116 | 458,697 | 13F-HR | Scissortail Wealth Management, LLC |
| Q2 2025 | 8/15/2025 | 110 | 416,253 | 13F-HR | Scissortail Wealth Management, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 295.6 K | 67.4% | 5.06 K | 0 | 5.06 K |
| ETFs | 110.4 K | 25.2% | 3.849 K | 0 | 3.849 K |
| Debt | 32.46 K | 7.4% | 0 | 29.07 K | -29.07 K |
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Fund Snapshot
Q4 2025
Latest filed
1/29/2026
Total value ($000)
438,529
Holdings
107
QoQ value change ($000)
-20,168
(-4.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.