Tulsa Wealth Advisors, INC holds a focused book of 166 stocks worth $710.2M as of Q2 2026 (disclosed Aug 6, 2026, a ~37-day 13F lag). This quarter they opened Fed Hermes Large Cap Core and trimmed Ishares Core S&P Total U.S.. Their largest long position is Ishares Core S&P Total U.S. at 9% of the equity book.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
35% 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 Tulsa Wealth Advisors, INC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| RAYMOND JAMES FINANCIAL INC | 80 / 80 | $101.2B |
| LPL Financial LLC | 79 / 80 | $79.0B |
| ENVESTNET ASSET MANAGEMENT INC | 78 / 80 | $76.3B |
| OSAIC HOLDINGS, INC. | 78 / 80 | $15.7B |
| MORGAN STANLEY | 77 / 80 | $558.1B |
| COMMONWEALTH EQUITY SERVICES, LLC | 77 / 80 | $16.9B |
| HARBOUR INVESTMENTS, INC. | 77 / 80 | $1.1B |
| ROYAL BANK OF CANADA | 76 / 80 | $146.8B |
Ranked by how many of Tulsa Wealth Advisors, INC'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 | Ishares TR Core S&P TTL STK CORE S&P TTL STK | $63.5M | 386.3K | 8.9% | ▼−2.2% Reduced · −9K sh | |
| 2 | Ishares U.S. Equity Factor Rotation Acti ISHARES US EQUIT | $54.7M | 803.9K | 7.7% | ▼~0% Reduced · −379 sh | |
| 3 | Invesco S&P 500 Quality ETF S&P500 QUALITY | $52.9M | 587.1K | 7.4% | ▼−22% Reduced · −166K sh | |
| 4 | Avantis US Large Cap Value ETF US LARGE CAP VLU | $43.5M | 476.5K | 6.1% | ▲+17% Added · +68K sh | |
| 5 | Federated Hermes MDT Large Cap Core ETF MDT LARGE CAP | $32.5M | 926.0K | 4.6% | ▲New New position | |
| 6 | Vanguard Growth ETF GROWTH ETF | $31.6M | 366.7K | 4.4% | ▲+559% Added · +311K sh | |
| 7 | Touchstone Dynamic International ETF DYNAMIC INTL ETF | $25.7M | 572.8K | 3.6% | ▲New New position | |
| 8 | Ishares TR 7-10 Yr Trsy BD 7-10 YR TRSY BD | $25.1M | 265.3K | 3.5% | ▲+6.4% Added · +16K sh | |
| 9 | AB Disruptors ETF DISRUPTORS ETF | $21.4M | 144.4K | 3.0% | ▲New New position | |
| 10 | Invesco S&P 500 Top 50 ETF S&P 500 TOP 50 | $20.0M | 326.7K | 2.8% | ▼−29% Reduced · −134K sh | |
| 11 | Ishares TR HDG Msci Eafe HDG MSCI EAFE | $19.5M | 415.3K | 2.7% | ▼−2.8% Reduced · −12K sh | |
| 12 | Broadcom Incorporated COM | $17.7M | 46.8K | 2.5% | ▼−0.6% Reduced · −268 sh | |
| 13 | Apple Incorporated COM | $16.9M | 58.3K | 2.4% | ▲+8.6% Added · +5K sh | |
| 14 | State Street SPDR S&P 500 ETF Trust TR UNIT | $14.6M | 19.6K | 2.1% | ▼−3.7% Reduced · −758 sh | |
| 15 | JPMorgan Chase & Company COM | $14.2M | 43.5K | 2.0% | ▲+1.1% Added · +458 sh | |
| 16 | Microsoft Corporation COM | $12.4M | 33.1K | 1.7% | ▲+8.1% Added · +2K sh | |
| 17 | Walmart Inc COM | $11.0M | 97.1K | 1.5% | ▲+5.1% Added · +5K sh | |
| 18 | Eaton Corporation PLC SHS (Ireland) SHS | $10.9M | 25.6K | 1.5% | ▲+0.2% Added · +56 sh | |
| 19 | Motorola Solutions Incorporated Com New COM NEW | $9.0M | 21.7K | 1.3% | ▲+3.9% Added · +814 sh | |
| 20 | Marathon Pete Corporation COM | $8.4M | 33.0K | 1.2% | ▼−3.4% Reduced · −1K sh | |
| 21 | Analog Devices Incorporated COM | $7.6M | 19.1K | 1.1% | ▼−1.4% Reduced · −271 sh | |
| 22 | Vaneck Morningstar Wide Moat ETF MRNGSTR WDE MOAT | $7.0M | 67.2K | 1.0% | ▲+1.7% Added · +1K sh | |
| 23 | Home Depot Incorporated COM | $6.8M | 19.4K | 1.0% | ▲+6.0% Added · +1K sh | |
| 24 | Johnson & Johnson COM | $6.4M | 25.2K | 0.9% | ▲+2.1% Added · +513 sh | |
| 25 | Alphabet Incorporated Cap STK Class A CAP STK CL A | $6.0M | 16.8K | 0.8% | ▼−0.9% Reduced · −148 sh | |
| 26 | Chubb Limited (Switzerland) COM | $5.9M | 17.4K | 0.8% | ▲+3.9% Added · +654 sh | |
| 27 | Johnson Controls Internation SHS (Ireland) SHS | $5.6M | 38.3K | 0.8% | ▼−1.1% Reduced · −413 sh | |
| 28 | Darden Restaurants Incorporated COM | $5.1M | 24.6K | 0.7% | ▲+2.8% Added · +678 sh | |
| 29 | Abbvie Incorporated COM | $4.9M | 19.4K | 0.7% | ▲+6.5% Added · +1K sh | |
| 30 | Cme Group Incorporated COM | $4.5M | 20.6K | 0.6% | ▲+2.7% Added · +544 sh | |
| 31 | Air Products And Chemicals Incorporated COM | $4.5M | 15.3K | 0.6% | ▲+4.0% Added · +587 sh | |
| 32 | Amplify CWP Enhanced Dividend Income ETF CWP ENHANCED DIV | $4.4M | 96.2K | 0.6% | ▲+0.2% Added · +162 sh | |
| 33 | Realty Income Corporation REIT COM | $4.2M | 68.0K | 0.6% | ▲+7.5% Added · +5K sh | |
| 34 | Amazon Com Incorporated COM | $4.2M | 17.6K | 0.6% | ▼−1.8% Reduced · −317 sh | |
| 35 | Advanced Micro Devices Incorporated COM | $4.1M | 7.0K | 0.6% | ▼−10% Reduced · −815 sh | |
| 36 | Cummins Incorporated COM | $4.0M | 5.6K | 0.6% | ▼−2.0% Reduced · −116 sh | |
| 37 | Victoryshares Short-Term Bond ETF SHORT TRM BD ETF | $3.8M | 75.6K | 0.5% | ▲+1.3% Added · +947 sh | |
| 38 | Franklin Templeton ETF TR Income Focus ETF INCOME FOCUS ETF | $3.8M | 132.5K | 0.5% | ▼−6.0% Reduced · −9K sh | |
| 39 | Verizon Communications Incorporated COM | $3.6M | 86.0K | 0.5% | ▲+19% Added · +14K sh | |
| 40 | Visa Incorporated Com Class A COM CL A | $3.6M | 10.4K | 0.5% | ▼−0.4% Reduced · −38 sh | |
| 41 | Union Pac Corporation COM | $3.6M | 13.1K | 0.5% | ▲+2.0% Added · +255 sh | |
| 42 | Inspire 500 ETF INSPIRE 500 ETF | $3.4M | 12.0K | 0.5% | ▲+9.9% Added · +1K sh | |
| 43 | Unitedhealth Group Incorporated COM | $3.4M | 8.1K | 0.5% | ▲+15% Added · +1K sh | |
| 44 | Trane Technologies PLC SHS (Ireland) SHS | $3.3M | 6.6K | 0.5% | ▼−5.7% Reduced · −400 sh | |
| 45 | NextEra Energy Incorporated COM | $3.1M | 35.3K | 0.4% | ▲+3.2% Added · +1K sh | |
| 46 | Wells Fargo & Company COM | $3.0M | 36.0K | 0.4% | ▲+39% Added · +10K sh | |
| 47 | Meta Platforms Incorporated Class A CL A | $2.8M | 5.0K | 0.4% | ▲+6.5% Added · +305 sh | |
| 48 | First Trust Dorsey Wright Focus 5 ETF DORSEY WRT 5 ETF | $2.6M | 34.0K | 0.4% | ▼−1.3% Reduced · −431 sh | |
| 49 | Entergy Corporation New COM | $2.5M | 22.0K | 0.4% | ▲+5.3% Added · +1K sh | |
| 50 | Service Corporation International COM | $2.1M | 27.8K | 0.3% | ▲New New position |
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2114442/holdings"
Use Arkolith to show Tulsa Wealth Advisors, INC'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. Price-derived performance is withheld until the price-source policy and freshness gate are green.