StockDriftsStockDriftsTop 50 Tulsa Wealth Advisors, INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ITOT | ISHARES TR CORE S&P TTL STK | 8.94% | 386.3K | $63.5M | -2.16%(-8.54K) | $145.56(+16.50%) | 2026-06-30 | |
| DYNF | ISHARES U.S. EQUITY FACTOR ROTATION ACTI | 7.7% | 803.9K | $54.7M | -0.05%(-379) | $59.51(+17.67%) | 2026-06-30 | |
| SPHQ | INVESCO S&P 500 QUALITY ETF | 7.45% | 587.1K | $52.9M | -22.01%(-165.69K) | $75.12(+14.95%) | 2026-06-30 | |
| AVLV | AVANTIS US LARGE CAP VALUE ETF | 6.12% | 476.5K | $43.5M | +16.71%(+68.24K) | $79.17(+19.29%) | 2026-06-30 | |
| FLCC | FEDERATED HERMES MDT LARGE CAP CORE ETF | 4.58% | 926.0K | $32.5M | new | $32.56(+14.10%) | 2026-06-30 | |
| VUG | VANGUARD GROWTH ETF | 4.45% | 366.7K | $31.6M | +9.86%(+32.92K) | $77.12(+15.48%) | 2026-06-30 | |
| TDI | TOUCHSTONE DYNAMIC INTERNATIONAL ETF | 3.62% | 572.8K | $25.7M | new | $42.32(+10.39%) | 2026-06-30 | |
| IEF | ISHARES TR 7-10 YR TRSY BD | 3.53% | 265.3K | $25.1M | +6.43%(+16.03K) | $95.75(-2.84%) | 2026-06-30 | |
| FWD | AB DISRUPTORS ETF | 3.01% | 144.4K | $21.4M | new | $125.74(+5.80%) | 2026-06-30 | |
| XLG | INVESCO S&P 500 TOP 50 ETF | 2.82% | 326.7K | $20.0M | -29.12%(-134.25K) | $56.91(+10.87%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +12.25% |
| Top 20 Holdings Unweighted | — | — | — | — | +13.84% |
Tulsa Wealth Advisors, INC reports $710.17M in US-listed equity holdings across 166 positions in its most recent 13F filing. Its largest disclosed positions are ITOT (8.9%), DYNF (7.7%) and SPHQ (7.5%). The top 20 holdings account for 71.19% of reported assets. Its disclosed equity book has returned +12.25% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Tulsa Wealth Advisors, INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2114442). View Tulsa Wealth Advisors, INC’s 13F filings on SEC