Scissortail Wealth Management, LLC holds a diversified book of 110 stocks worth $416.3M as of Q2 2025 (disclosed Aug 15, 2025, a ~46-day 13F lag). This quarter they opened Abbvie Inc and trimmed ConocoPhillips. Their largest long position is Vanguard Total Stock MKT ETF at 9% of the equity book. Cloning the disclosed picks since 2024 would be +24% (+13.3%/yr). That is a simulation of the disclosed long book, not audited returns.
The reported book (valued from quarter-end) returned +28.2%, a 4.2-point gap that is the cost of the ~46-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Scissortail Wealth Management, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~46 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
43% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Scissortail Wealth Management, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 76 / 80 | $574.7B |
| BANK OF AMERICA CORP /DE/ | 76 / 80 | $388.4B |
| WELLS FARGO & COMPANY/MN | 76 / 80 | $166.6B |
| ROYAL BANK OF CANADA | 76 / 80 | $162.5B |
| ENVESTNET ASSET MANAGEMENT INC | 76 / 80 | $111.5B |
| RAYMOND JAMES FINANCIAL INC | 76 / 80 | $95.5B |
| LPL Financial LLC | 76 / 80 | $90.6B |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 76 / 80 | $51.5B |
Ranked by how many of Scissortail Wealth Management, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index FDS TOTAL STK MKT | $35.9M | 118.2K | 8.6% | ▲+1.7% Added · +2K sh | |
| 2 | Ishares TR S&P 500 GRWT ETF | $21.7M | 197.0K | 5.2% | ▲+0.6% Added · +1K sh | |
| 3 | Ishares TR MSCI USA QLT FCT | $16.0M | 87.5K | 3.8% | ▲+3.6% Added · +3K sh | |
| 4 | Ishares TR CORE S&P500 ETF | $14.7M | 23.7K | 3.5% | ▲+3.5% Added · +813 sh | |
| 5 | Vanguard Intl Equity Index F ALLWRLD EX US | $14.4M | 214.0K | 3.5% | ▲+1.6% Added · +3K sh | |
| 6 | Ishares TR IBONDS 25 TRM TS | $12.1M | 517.1K | 2.9% | ▲+1.8% Added · +9K sh | |
| 7 | BlackRock ETF Trust II ISHARES FLEXIBLE | $12.1M | 228.5K | 2.9% | ▲+1.0% Added · +2K sh | |
| 8 | BlackRock ETF Trust ISHARES US EQUIT | $11.4M | 209.9K | 2.7% | ▲+3.5% Added · +7K sh | |
| 9 | Ishares TR IBONDS 26 TRM TS | $11.3M | 493.1K | 2.7% | ▲+1.9% Added · +9K sh | |
| 10 | Ishares TR S&P 500 VAL ETF | $11.1M | 56.9K | 2.7% | ▲+3.7% Added · +2K sh | |
| 11 | Apple Inc COM | $10.8M | 52.7K | 2.6% | ▲+2.2% Added · +1K sh | |
| 12 | Walmart Inc COM | $9.7M | 99.2K | 2.3% | ▲+6.7% Added · +6K sh | |
| 13 | Microsoft Corp COM | $9.6M | 19.3K | 2.3% | ▲+1.0% Added · +190 sh | |
| 14 | Ishares TR IBONDS 28 TRM TS | $9.4M | 422.1K | 2.3% | ▲+2.3% Added · +10K sh | |
| 15 | Broadcom Inc COM | $9.4M | 34.1K | 2.3% | ▲+1.5% Added · +497 sh | |
| 16 | Ishares TR IBONDS 25 TRM HG | $8.9M | 382.7K | 2.1% | ▲+1.3% Added · +5K sh | |
| 17 | Invesco QQQ TR UNIT SER 1 | $8.6M | 15.5K | 2.1% | ▲+1.9% Added · +290 sh | |
| 18 | JPMorgan Chase & Co. COM | $8.1M | 28.1K | 2.0% | ▲+1.7% Added · +472 sh | |
| 19 | Ishares TR IBONDS DEC25 ETF | $8.0M | 316.1K | 1.9% | ▲+2.6% Added · +8K sh | |
| 20 | Johnson CTLS Intl PLC SHS | $6.7M | 63.7K | 1.6% | ▲+2.9% Added · +2K sh | |
| 21 | ConocoPhillips COM | $6.2M | 69.3K | 1.5% | ▼−0.7% Reduced · −470 sh | |
| 22 | Cme Group Inc COM | $6.0M | 21.7K | 1.4% | ▲+2.8% Added · +595 sh | |
| 23 | Eaton Corp PLC SHS | $5.7M | 16.0K | 1.4% | ▲+4.0% Added · +620 sh | |
| 24 | Phillips 66 COM | $5.7M | 47.7K | 1.4% | ▼−0.8% Reduced · −400 sh | |
| 25 | Chubb Limited COM | $5.7M | 19.6K | 1.4% | ▲+3.0% Added · +577 sh | |
| 26 | Motorola Solutions Inc COM NEW | $5.4M | 12.7K | 1.3% | ▲+3.8% Added · +463 sh | |
| 27 | Marathon Pete Corp COM | $5.3M | 32.1K | 1.3% | ▲+5.1% Added · +2K sh | |
| 28 | Home Depot Inc COM | $5.3M | 14.5K | 1.3% | ▲+4.6% Added · +634 sh | |
| 29 | Nvidia Corporation COM | $5.0M | 31.7K | 1.2% | ▲+0.1% Added · +16 sh | |
| 30 | Verizon Communications Inc COM | $4.9M | 113.1K | 1.2% | ▲+4.0% Added · +4K sh | |
| 31 | Union Pac Corp COM | $4.8M | 21.0K | 1.2% | ▲+5.0% Added · +1K sh | |
| 32 | Johnson & Johnson COM | $4.7M | 31.1K | 1.1% | ▲+4.2% Added · +1K sh | |
| 33 | Ishares TR HDG MSCI EAFE | $4.5M | 119.0K | 1.1% | ▲+4.4% Added · +5K sh | |
| 34 | Analog Devices Inc COM | $4.5M | 19.0K | 1.1% | ▲+7.3% Added · +1K sh | |
| 35 | Ishares TR EAFE VALUE ETF | $4.5M | 70.8K | 1.1% | ▲+3.0% Added · +2K sh | |
| 36 | Air Prods & Chems Inc COM | $4.4M | 15.6K | 1.1% | ▲+5.6% Added · +831 sh | |
| 37 | Medtronic PLC SHS | $4.2M | 47.7K | 1.0% | ▲+5.9% Added · +3K sh | |
| 38 | Amazon Com Inc COM | $4.1M | 18.7K | 1.0% | ▼−0.3% Reduced · −52 sh | |
| 39 | Vanguard Whitehall FDS EM MK GOV BD ETF | $3.5M | 53.3K | 0.8% | ▼−2.8% Reduced · −2K sh | |
| 40 | Ishares TR IBONDS 2026 TERM | $3.3M | 140.8K | 0.8% | ▼−3.4% Reduced · −5K sh | |
| 41 | Ishares TR EAFE GRWTH ETF | $3.1M | 27.9K | 0.8% | ▲+3.2% Added · +871 sh | |
| 42 | Abbvie Inc COM | $2.9M | 15.8K | 0.7% | ▲New New position | |
| 43 | Darden Restaurants Inc COM | $2.9M | 13.2K | 0.7% | ▲+3.1% Added · +402 sh | |
| 44 | Fidelity Natl Information SV COM | $2.7M | 32.7K | 0.6% | ▲+3.6% Added · +1K sh | |
| 45 | Ishares Inc CORE MSCI EMKT | $2.6M | 43.7K | 0.6% | ▲+3.3% Added · +1K sh | |
| 46 | Hca Healthcare Inc COM | $2.6M | 6.8K | 0.6% | ▼−0.1% Reduced · −7 sh | |
| 47 | Ishares TR IBONDS DEC2026 | $2.6M | 105.5K | 0.6% | ▼−0.4% Reduced · −400 sh | |
| 48 | Berkshire Hathaway Inc Del CL B NEW | $2.4M | 4.9K | 0.6% | ▲+12% Added · +518 sh | |
| 49 | Comcast Corp New CL A | $2.1M | 58.9K | 0.5% | ▲+9.1% Added · +5K sh | |
| 50 | Vanguard BD Index FDS TOTAL BND MRKT | $2.1M | 28.5K | 0.5% | ▼−0.1% Reduced · −44 sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1906793/holdings"
Use Arkolith to show Scissortail Wealth Management, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.