§ 13F · FUND PROFILE
Tulsa Wealth Advisors, INC.
AUM · $710M (13F)Positions · 166Turnover · n/a · Q2Filed · Aug 6, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$86M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 6, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | ITOT | ISHARES TR CORE S&P TTL STK | 386K | $63M | 8.9% | −2% |
| 2 | DYNF | ISHARES U.S. EQUITY FACTOR ROTATION ACTI | 804K | $55M | 7.7% | ±0% |
| 3 | SPHQ | INVESCO S&P 500 QUALITY ETF | 587K | $53M | 7.4% | −22% |
| 4 | AVLV | AVANTIS US LARGE CAP VALUE ETF | 477K | $43M | 6.1% | +17% |
| 5 | FLCC | FEDERATED HERMES MDT LARGE CAP CORE ETF | 926K | $33M | 4.6% | NEW |
| 6 | VUG | VANGUARD GROWTH ETF | 367K | $32M | 4.4% | +559% |
| 7 | TDI | TOUCHSTONE DYNAMIC INTERNATIONAL ETF | 573K | $26M | 3.6% | NEW |
| 8 | IEF | ISHARES TR 7-10 YR TRSY BD | 265K | $25M | 3.5% | +6% |
| 9 | FWD | AB DISRUPTORS ETF | 144K | $21M | 3.0% | NEW |
| 10 | XLG | INVESCO S&P 500 TOP 50 ETF | 327K | $20M | 2.8% | −29% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE TULSA SIGNAL
AC read
Tulsa Wealth Advisors, INC is a institutional fund managing $710 million in assets. The fund runs a portfolio of 166 positions.
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