Tulsa Wealth Advisors, INC
All 13F Filings
- Location
- Tulsa, OK
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 570,367
- 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 |
|---|---|---|---|---|---|
| Q1 2026 | 5/11/2026 | 150 | 570,367 | 13F-HR | Tulsa Wealth Advisors, INC |
| Q4 2025 | 3/3/2026 | 110 | 300,772 | 13F-HR | Tulsa Wealth Advisors, INC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 224.1 K | 39.3% | 0 | 76.7 K | -76.7 K |
| ETFs | 345.5 K | 60.6% | 345.5 K | 0 | 345.5 K |
| Other | 793 | 0.1% | 793 | 0 | 793 |
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Fund Snapshot
Q1 2026
Latest filed
5/11/2026
Total value ($000)
570,367
Holdings
150
QoQ value change ($000)
269,595
(89.6%)
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.