Tulsa Wealth Advisors, INC
Tulsa Wealth Advisors, INC reported 166 positions worth $710.2M as of June 30, 2026 (13F filed August 6, 2026). Largest holding: ITOT (8.9%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | ITOT | SH | $63.5M | 8.94% | 386,317 | — | — | |
| ▸ 2 | DYNF | SH | $54.7M | 7.70% | 803,921 | — | — | |
| ▸ 3 | SPHQ | SH | $52.9M | 7.45% | 587,150 | — | — | |
| ▸ 4 | AVLV | SH | $43.5M | 6.12% | 476,527 | — | — | |
| ▸ 5 | FLCC | SH | $32.5M | 4.58% | 926,029 | — | — | |
| ▸ 6 | VUG | SH | $31.6M | 4.45% | 366,691 | — | — | |
| ▸ 7 | TDI | SH | $25.7M | 3.62% | 572,765 | — | — | |
| ▸ 8 | IEF | SH | $25.1M | 3.53% | 265,290 | — | — | |
| ▸ 9 | FWD | SH | $21.4M | 3.01% | 144,424 | — | — | |
| ▸ 10 | XLG | SH | $20.0M | 2.82% | 326,731 | — | — |
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Frequently Asked Questions
What stocks does Tulsa Wealth Advisors, INC hold as of Q2 2026?
Tulsa Wealth Advisors, INC reported 166 positions worth $710.2M in its Q2 2026 13F filing. Largest positions: ITOT (8.9%), DYNF (7.7%), SPHQ (7.4%), AVLV (6.1%) and FLCC (4.6%).
What did Tulsa Wealth Advisors, INC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Tulsa Wealth Advisors, INC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.