Tulsa Wealth Advisors, Inc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$570.4M
Q ending 2026-03-31
Prior quarter
$300.8M
Q ending 2025-12-31
Change
+89.6% QoQ
Positions
150
reported holdings
Largest positions
Top 100 of 150 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Invesco S&P 500 Quality Etf | SPHQ | Shares | $56.6M | 753K |
| Ishares Tr Core S&P Ttl Stk | ITOT | Shares | $56.2M | 395K |
| Ishares U.S. Equity Factor Rotatio | DYNF | Shares | $46.8M | 804K |
| Avantis Us Large Cap Value Etf | AVLV | Shares | $32.9M | 408K |
| Invesco S&P 500 Top 50 Etf | XLG | Shares | $25.1M | 461K |
| Vanguard Growth Etf | VUG | Shares | $24.3M | 56K |
| Ishares Tr 7-10 Yr Trsy Bd | IEF | Shares | $23.8M | 249K |
| Ishares Tr Hdg Msci Eafe | HEFA | Shares | $18.1M | 427K |
| Broadcom Incorporated | AVGO | Shares | $14.6M | 47K |
| Apple Incorporated | AAPL | Shares | $13.6M | 54K |
| State Street Spdr S&P 500 Etf Trus | SPY | Shares | $13.2M | 20K |
| Jpmorgan Chase & Company | JPM | Shares | $12.7M | 43K |
| Walmart Incorporated | WMT | Shares | $11.5M | 92K |
| Microsoft Corporation | MSFT | Shares | $11.3M | 31K |
| Eaton Corporation Plc Shs (Ireland | Shares | $9.1M | 26K | |
| Motorola Solutions Incorporated Co | MSI | Shares | $9.1M | 21K |
| Marathon Pete Corporation | MPC | Shares | $8.3M | 34K |
| Vaneck Morningstar Wide Moat Etf | MOAT | Shares | $6.4M | 66K |
| Analog Devices Incorporated | ADI | Shares | $6.2M | 19K |
| Johnson & Johnson | JNJ | Shares | $6.0M | 25K |
| Home Depot Incorporated | HD | Shares | $6.0M | 18K |
| Cme Group Incorporated | CME | Shares | $5.9M | 20K |
| Chubb Limited Switz (Switzerland) | Shares | $5.5M | 17K | |
| Johnson Controls Internation Shs ( | Shares | $5.1M | 39K | |
| Alphabet Incorporated Cap Stk Clas | GOOGL | Shares | $4.9M | 17K |
| Darden Restaurants Incorporated | DRI | Shares | $4.7M | 24K |
| Amplify Cwp Enhanced Dividend Inco | DIVO | Shares | $4.3M | 96K |
| Air Products And Chemicals Incorpo | APD | Shares | $4.3M | 15K |
| Franklin Templeton Etf Tr Income F | INCM | Shares | $4.1M | 141K |
| Abbvie Incorporated | ABBV | Shares | $3.9M | 18K |
| Realty Income Corporation Reit | O | Shares | $3.9M | 63K |
| Victoryshares Short-Term Bond Etf | USTB | Shares | $3.8M | 75K |
| Amazon Com Incorporated | AMZN | Shares | $3.7M | 18K |
| Verizon Communications Incorporate | VZ | Shares | $3.6M | 72K |
| Nextera Energy Incorporated | NEE | Shares | $3.2M | 34K |
| Visa Incorporated Com Class A | V | Shares | $3.2M | 10K |
| Union Pac Corporation | UNP | Shares | $3.1M | 13K |
| Cummins Incorporated | CMI | Shares | $3.1M | 6K |
| Trane Technologies Plc Shs (Irelan | Shares | $2.9M | 7K | |
| Inspire 500 Etf | PTL | Shares | $2.7M | 11K |
| Meta Platforms Incorporated Class | META | Shares | $2.7M | 5K |
| Entergy Corporation New | ETR | Shares | $2.4M | 21K |
| Proshares S&P 500 Dividend Aristoc | NOBL | Shares | $2.2M | 21K |
| Comcast Corporation New Class A | CMCSA | Shares | $2.2M | 75K |
| Best Buy Incorporated | BBY | Shares | $2.1M | 33K |
| First Trust Dorsey Wright Focus 5 | FV | Shares | $2.1M | 34K |
| Medtronic Plc Shs (Ireland) | Shares | $2.1M | 24K | |
| Wells Fargo & Company | WFC | Shares | $2.1M | 26K |
| Unitedhealth Group Incorporated | UNH | Shares | $1.9M | 7K |
| Fidelity Natl Information Svcs | FIS | Shares | $1.9M | 40K |
| Tjx Companies Incorporated New | TJX | Shares | $1.7M | 11K |
| Nvidia Corporation | NVDA | Shares | $1.6M | 9K |
| Advanced Micro Devices Incorporate | AMD | Shares | $1.6M | 8K |
| Ishares Tr S&P 500 Grwt Etf | IVW | Shares | $1.5M | 13K |
| State Street Industrial Select Sec | XLI | Shares | $1.4M | 9K |
| Inspire International Etf | WWJD | Shares | $1.4M | 37K |
| Oneok Incorporated New | OKE | Shares | $1.3M | 15K |
| Allstate Corporation | ALL | Shares | $1.3M | 6K |
| Eli Lilly & Company | LLY | Shares | $1.3M | 1K |
| Inspire 100 Etf | BIBL | Shares | $1.2M | 26K |
| Palantir Technologies Incorporated | PLTR | Shares | $1.2M | 8K |
| Ishares Tr Core Msci Eafe | IEFA | Shares | $1.2M | 13K |
| Merck & Company Incorporated | MRK | Shares | $1.1M | 10K |
| Ge Vernova Incorporated | GEV | Shares | $1.1M | 1K |
| Nxp Semiconductors N V (Netherland | Shares | $1.1M | 5K | |
| Zoetis Incorporated Class A | ZTS | Shares | $1.0M | 9K |
| Salesforce Incorporated | CRM | Shares | $966K | 5K |
| Eaton Vance Total Return Bond Etf | EVTR | Shares | $965K | 19K |
| S&P Global Incorporated | SPGI | Shares | $960K | 2K |
| Invesco Qqq Trust | QQQ | Shares | $959K | 2K |
| Exxon Mobil Corporation | XOM | Shares | $950K | 6K |
| Ishares Tr Core S&P Scp Etf | IJR | Shares | $881K | 7K |
| Diamondback Energy Incorporated | FANG | Shares | $876K | 4K |
| Conocophillips | COP | Shares | $870K | 7K |
| Chevron Corporation | CVX | Shares | $852K | 4K |
| Steris Plc Shs Usd (Ireland) | Shares | $793K | 4K | |
| Public Svc Enterprise Group | PEG | Shares | $783K | 10K |
| Eventide High Dividend Etf | ELCV | Shares | $783K | 27K |
| Berkshire Hathaway Incorporated De | BRK/B | Shares | $764K | 2K |
| Inspire Corporate Bond Etf | IBD | Shares | $762K | 32K |
| Ishares Incorporated Core Msci Emk | IEMG | Shares | $734K | 11K |
| Timothy Plan Us Large/Mid Cap Core | TPLC | Shares | $732K | 16K |
| Iqvia Hldgs Incorporated | IQV | Shares | $697K | 4K |
| Ishares Tr Core Us Aggbd Et | AGG | Shares | $655K | 7K |
| Rj Eagle Gcm Dividend Select Incom | RJDI | Shares | $636K | 24K |
| International Business Machines | IBM | Shares | $630K | 3K |
| Constellation Energy Corporation | CEG | Shares | $612K | 2K |
| Edwards Lifesciences Corporation | EW | Shares | $597K | 7K |
| Franklin Dynamic Municipal Bond Et | FLMI | Shares | $596K | 24K |
| Lowes Companies Incorporated | LOW | Shares | $580K | 2K |
| Phillips 66 | PSX | Shares | $555K | 3K |
| Inspire Global Hope Etf | BLES | Shares | $552K | 12K |
| Costco Wholesale Corporation | COST | Shares | $548K | 550 |
| Caterpillar Incorporated | CAT | Shares | $547K | 772 |
| Spdr Gold Shares | GLD | Shares | $545K | 1K |
| Atmos Energy Corporation | ATO | Shares | $529K | 3K |
| Vanguard Total Stock Market Etf | VTI | Shares | $518K | 2K |
| Ishares Tr Msci Eafe Etf | EFA | Shares | $514K | 5K |
| Tesla Incorporated | TSLA | Shares | $510K | 1K |
| Williams Companies Incorporated | WMB | Shares | $510K | 7K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.