Managers / Q1 2026
Tulsa Wealth Advisors, INCNEW FILER
CIK 0002114442 · 1375 E 71ST STREET, TULSA, OK, 74136 · 918-492-2150
Reported Value
$570M
Q1 2026
Positions
150
Filings on Record
2
2019–present window
Filed
May 11, 2026
original filing
Summary
Tulsa Wealth Advisors, Inc reported $570M in U.S.-listed holdings across 150 positions for Q1 2026.
Its largest position, Invesco S P 500 Quality Etf, represents 9.9% of the portfolio.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
- ETP · 60.6% · $346M
- Common Stock · 34.0% · $194M
- Other · 4.7% · $27M
- REIT · 0.7% · $4M
- Closed-End Fund · 0.1% · $400,240
Quarter-over-Quarter Changes full breakdown →
Holdings — Q1 2026
Filing History
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.