Tulsa Wealth Advisors, Inc Top Holdings and 13F Report (2026) About Tulsa Wealth Advisors, IncInvestment ActivityTulsa Wealth Advisors, Inc has $570.37 million in total holdings as of December 31, 2025.Tulsa Wealth Advisors, Inc owns shares of 150 different stocks, but just 31 companies or ETFs make up 80% of its holdings.Approximately 66.29% of the portfolio was purchased this quarter.About 19.17% of the portfolio was sold this quarter.This quarter, Tulsa Wealth Advisors, Inc has purchased 110 new stocks and bought additional shares in 3 stocks.Tulsa Wealth Advisors, Inc sold shares of 80 stocks and completely divested from 27 stocks this quarter.Largest Holdings Invesco S&P 500 Quality ETF $56,606,084iShares Core S&P Total U.S. Stock Market ETF $56,240,098iShares U.S. Equity Factor Rotation Active ETF $46,794,152Avantis U.S. Large Cap Value ETF $32,912,179Invesco S&P 500 Top 50 ETF $25,146,671 Largest New Holdings this Quarter 46137V241 - Invesco S&P 500 Quality ETF $56,606,084 Holding464287150 - iShares Core S&P Total U.S. Stock Market ETF $56,240,098 Holding09290C103 - iShares U.S. Equity Factor Rotation Active ETF $46,794,152 Holding025072349 - Avantis U.S. Large Cap Value ETF $32,912,179 Holding46137V233 - Invesco S&P 500 Top 50 ETF $25,146,671 Holding Largest Purchases this Quarter Invesco S&P 500 Quality ETF 752,841 shares (about $56.61M)iShares Core S&P Total U.S. Stock Market ETF 394,861 shares (about $56.24M)iShares U.S. Equity Factor Rotation Active ETF 804,300 shares (about $46.79M)Avantis U.S. Large Cap Value ETF 408,289 shares (about $32.91M)Invesco S&P 500 Top 50 ETF 460,984 shares (about $25.15M) Largest Sales this Quarter Apple 31,595 shares (about $8.02M)ONEOK 81,336 shares (about $7.35M)WALMART INCORPORATED 51,149 shares (about $6.36M)Broadcom 20,476 shares (about $6.34M)Microsoft 13,280 shares (about $4.92M) Sector Allocation Over TimeMap of 500 Largest Holdings ofTulsa Wealth Advisors, Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPHQInvesco S&P 500 Quality ETF$56,606,084$56,606,084 â–²New Holding752,8419.9%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$56,240,098$56,240,098 â–²New Holding394,8619.9%ETFDYNFiShares U.S. Equity Factor Rotation Active ETF$46,794,152$46,794,152 â–²New Holding804,3008.2%ETFAVLVAvantis U.S. Large Cap Value ETF$32,912,179$32,912,179 â–²New Holding408,2895.8%ETFXLGInvesco S&P 500 Top 50 ETF$25,146,671$25,146,671 â–²New Holding460,9844.4%ETFVUGVanguard Growth ETF$24,297,759$24,297,759 â–²New Holding55,6284.3%ETFIEFiShares 7-10 Year Treasury Bond ETF$23,789,344$23,789,344 â–²New Holding249,2604.2%ETFHEFAiShares Currency Hedged MSCI EAFE ETF$18,148,986$18,148,986 â–²New Holding427,0853.2%ETFAVGOBroadcom$14,556,949$6,337,559 â–¼-30.3%47,0322.6%TechnologyAAPLApple$13,628,148$8,018,424 â–¼-37.0%53,6992.4%TechnologySPYSPDR S&P 500 ETF Trust$13,209,482$13,209,482 â–²New Holding20,3122.3%ETFJPMJPMorgan Chase & Co.$12,663,751$4,161,438 â–¼-24.7%43,0512.2%FinanceWALMART INCORPORATED$11,474,104$6,356,772 â–¼-35.7%92,3252.0%COMMSFTMicrosoft$11,335,885$4,915,770 â–¼-30.2%30,6242.0%TechnologyETNEaton$9,148,375$9,148,375 â–²New Holding25,5781.6%IndustrialsMSIMotorola Solutions$9,070,878$2,820,383 â–¼-23.7%20,9021.6%TechnologyMPCMarathon Petroleum$8,342,656$2,755,572 â–¼-24.8%34,1661.5%EnergyMOATVanEck Morningstar Wide Moat ETF$6,391,209$6,391,209 â–²New Holding66,0931.1%ETFADIAnalog Devices$6,154,374$2,562,281 â–¼-29.4%19,3451.1%TechnologyJNJJohnson & Johnson$6,028,647$2,344,678 â–¼-28.0%24,6631.1%HealthcareHDHome Depot$6,024,338$1,850,025 â–¼-23.5%18,3171.1%Consumer DiscretionaryCMECME Group$5,922,430$2,106,757 â–¼-26.2%20,0521.0%FinanceCBChubb$5,453,067$5,453,067 â–²New Holding16,7311.0%FinanceJCIJohnson Controls International$5,074,680$5,074,680 â–²New Holding38,7530.9%IndustrialsGOOGLAlphabet$4,876,602$2,803,924 â–¼-36.5%16,9590.9%Communication ServicesDRIDarden Restaurants$4,694,915$1,162,506 â–¼-19.8%23,9490.8%Consumer DiscretionaryDIVOAmplify CWP Enhanced Dividend Income ETF$4,308,563$4,308,563 â–²New Holding96,0660.8%ETFAPDAir Products and Chemicals$4,283,844$1,195,363 â–¼-21.8%14,7470.8%MaterialsINCMFranklin Income Focus ETF$4,055,013$4,055,013 â–²New Holding141,0440.7%ETFABBVAbbVie$3,949,878$1,556,158 â–¼-28.3%18,1610.7%HealthcareORealty Income$3,871,911$3,871,911 â–²New Holding63,2870.7%Real EstateUSTBVictoryShares Short-Term Bond ETF$3,775,246$3,775,246 â–²New Holding74,6390.7%ETFAMZNAmazon.com$3,739,280$2,033,132 â–¼-35.2%17,9540.7%Consumer DiscretionaryVZVerizon Communications$3,625,088$1,115,443 â–¼-23.5%72,2130.6%Communication ServicesNEENextEra Energy$3,172,400$1,241,338 â–¼-28.1%34,1560.6%UtilitiesVVisa$3,166,541$1,639,940 â–¼-34.1%10,4770.6%FinanceUNPUnion Pacific$3,124,108$876,798 â–¼-21.9%12,8770.5%IndustrialsCMICummins$3,052,332$1,206,836 â–¼-28.3%5,6730.5%IndustrialsTTTrane Technologies$2,927,963$2,927,963 â–²New Holding7,0260.5%IndustrialsINSPIRE 500 ETF$2,731,546$2,731,546 â–²New Holding10,9020.5%INSPIRE 500 ETFMETAMeta Platforms$2,679,412$1,582,015 â–¼-37.1%4,6830.5%Communication ServicesETREntergy$2,351,336$581,682 â–¼-19.8%20,9270.4%UtilitiesNOBLProShares S&P 500 Aristocrats ETF$2,213,879$2,213,879 â–²New Holding20,8840.4%ETFCMCSAComcast$2,150,893$536,991 â–¼-20.0%74,9180.4%Communication ServicesBBYBest Buy$2,144,845$589,866 â–¼-21.6%33,4090.4%Consumer DiscretionaryFVFirst Trust Dorsey Wright Focus 5 ETF$2,080,697$2,080,697 â–²New Holding34,4270.4%ETFMDTMedtronic$2,074,749$2,074,749 â–²New Holding23,9440.4%HealthcareWFCWells Fargo & Company$2,065,433$770,875 â–¼-27.2%25,9440.4%FinanceUNHUnitedHealth Group$1,905,531$1,086,169 â–¼-36.3%7,0420.3%HealthcareFISFidelity National Information Services$1,885,528$160,900 â–¼-7.9%40,1950.3%FinanceTJXTJX Companies$1,738,779$891,108 â–¼-33.9%10,8880.3%Consumer DiscretionaryNVDANVIDIA$1,606,982$4,268,426 â–¼-72.6%9,2140.3%TechnologyAMDAdvanced Micro Devices$1,597,943$860,916 â–¼-35.0%7,8550.3%TechnologyIVWiShares S&P 500 Growth ETF$1,491,047$1,491,047 â–²New Holding13,1820.3%ETFXLIIndustrial Select Sector SPDR Fund$1,439,788$1,439,788 â–²New Holding8,9020.3%ETFWWJDInspire International ETF$1,382,629$1,382,629 â–²New Holding36,9790.2%ETFOKEONEOK$1,311,333$7,351,708 â–¼-84.9%14,5080.2%EnergyALLAllstate$1,276,487$660,638 â–¼-34.1%6,1560.2%FinanceLLYEli Lilly and Company$1,263,883$7,359 â–¼-0.6%1,3740.2%HealthcareBIBLInspire 100 ETF$1,205,383$1,205,383 â–²New Holding25,5650.2%ETFPALANTIR TECHNOLOGIES INCORPORATED CLASS A$1,186,331$693,806 â–¼-36.9%8,1100.2%CL AIEFAiShares Core MSCI EAFE ETF$1,167,518$1,167,518 â–²New Holding12,8960.2%ETFMRKMerck & Co., Inc.$1,143,900$602,021 â–¼-34.5%9,5100.2%HealthcareGE VERNOVA INCORPORATED$1,116,897$720,748 â–¼-39.2%1,2800.2%COMNXPINXP Semiconductors$1,065,321$1,065,321 â–²New Holding5,4120.2%TechnologyZTSZoetis$1,007,858$1,007,858 â–²New Holding8,5260.2%HealthcareCRMSalesforce$966,024$352,062 â–¼-26.7%5,1750.2%TechnologyEATON VANCE TOTAL RETURN BOND ETF$965,102$965,102 â–²New Holding19,0170.2%EATON VANCE TOTASPGIS&P Global$960,224$374,224 â–¼-28.0%2,2580.2%FinanceQQQInvesco QQQ$959,067$959,067 â–²New Holding1,6620.2%ETFXOMExxonMobil$949,645$578,237 â–¼-37.8%5,5970.2%EnergyIJRiShares Core S&P Small-Cap ETF$881,077$881,077 â–²New Holding7,0880.2%ETFFANGDiamondback Energy$875,882$404,512 â–¼-31.6%4,4280.2%EnergyCOPConocoPhillips$870,318$3,699,083 â–¼-81.0%6,5930.2%EnergyCVXChevron$851,650$467,414 â–¼-35.4%4,1160.1%EnergySTESTERIS$792,634$792,634 â–²New Holding3,5840.1%HealthcarePEGPublic Service Enterprise Group$783,269$351,241 â–¼-31.0%9,6760.1%UtilitiesEVENTIDE HIGH DIVIDEND ETF$782,971$782,971 â–²New Holding26,9990.1%EVENTIDE HIGH DIBRK.BBerkshire Hathaway$763,845$267,873 â–¼-26.0%1,5940.1%FinanceIBDInspire Corporate Bond ETF$761,831$761,831 â–²New Holding31,9330.1%ETFIEMGiShares Core MSCI Emerging Markets ETF$734,356$734,356 â–²New Holding10,5280.1%ETFTPLCTimothy Plan US Large/Mid Cap Core ETF$732,358$732,358 â–²New Holding15,7700.1%ETFIQVIQVIA$696,997$296,228 â–¼-29.8%4,0870.1%HealthcareAGGiShares Core U.S. Aggregate Bond ETF$655,450$655,450 â–²New Holding6,6030.1%ETFRJ EAGLE GCM DIVIDEND SELECT INCOME ETF$636,296$636,296 â–²New Holding23,8090.1%RJ EAGLE GCM DIVIBMInternational Business Machines$630,048$463,263 â–¼-42.4%2,5990.1%TechnologyCEGConstellation Energy$612,450$280,951 â–²84.8%2,1930.1%UtilitiesEWEdwards Lifesciences$597,317$157,838 â–¼-20.9%7,4590.1%HealthcareFLMIFranklin Dynamic Municipal Bond ETF$595,899$595,899 â–²New Holding24,0380.1%ETFLOWLowe's Companies$579,887$73,726 â–¼-11.3%2,4540.1%Consumer DiscretionaryPSXPhillips 66$554,621$2,966,421 â–¼-84.2%3,0440.1%EnergyBLESInspire Global Hope ETF$551,808$551,808 â–²New Holding12,4410.1%ETFCOSTCostco Wholesale$548,097$85,702 â–¼-13.5%5500.1%Consumer StaplesCATCaterpillar$546,958$572,464 â–¼-51.1%7720.1%IndustrialsGLDSPDR Gold Shares$544,747$544,747 â–²New Holding1,2660.1%ETFATOAtmos Energy$528,853$308,852 â–¼-36.9%2,8630.1%UtilitiesVTIVanguard Total Stock Market ETF$518,009$518,009 â–²New Holding1,6150.1%ETFEFAiShares MSCI EAFE ETF$514,343$514,343 â–²New Holding5,2950.1%ETFTSLATesla$509,669$1,068,409 â–¼-67.7%1,3710.1%Consumer DiscretionaryWMBWilliams Companies$509,583$1,160,790 â–¼-69.5%7,0020.1%EnergyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
