Scissortail Wealth Management, LLC
All 13F Filings
- Location
- Tulsa, OK
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 497,623
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q1 2026 | 4/23/2026 | 115 | 497,623 | 13F-HR | Scissortail Wealth Management, LLC |
| 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 | 209.2 K | 42.0% | 0 | 86.4 K | -86.4 K |
| ETFs | 241.2 K | 48.5% | 130.8 K | 0 | 130.8 K |
| Debt | 47.18 K | 9.5% | 14.72 K | 0 | 14.72 K |
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Fund Snapshot
Q1 2026
Latest filed
4/23/2026
Total value ($000)
497,623
Holdings
115
QoQ value change ($000)
59,094
(13.5%)
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.