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%Computer and TechnologyAAPLApple$13,628,148$8,018,424 â–¼-37.0%53,6992.4%Computer and TechnologySPYSPDR S&P 500 ETF Trust$13,209,482$13,209,482 â–²New Holding20,3122.3%FinanceJPMJPMorgan 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%Computer and 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%Computer and 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%Computer and TechnologyJNJJohnson & Johnson$6,028,647$2,344,678 â–¼-28.0%24,6631.1%MedicalHDHome Depot$6,024,338$1,850,025 â–¼-23.5%18,3171.1%Retail/WholesaleCMECME 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%ConstructionGOOGLAlphabet$4,876,602$2,803,924 â–¼-36.5%16,9590.9%Computer and TechnologyDRIDarden Restaurants$4,694,915$1,162,506 â–¼-19.8%23,9490.8%Retail/WholesaleDIVOAmplify 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%Basic 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%MedicalORealty Income$3,871,911$3,871,911 â–²New Holding63,2870.7%FinanceUSTBVictoryShares 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%Retail/WholesaleVZVerizon Communications$3,625,088$1,115,443 â–¼-23.5%72,2130.6%Computer and TechnologyNEENextEra 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%Business ServicesUNPUnion Pacific$3,124,108$876,798 â–¼-21.9%12,8770.5%TransportationCMICummins$3,052,332$1,206,836 â–¼-28.3%5,6730.5%Auto/Tires/TrucksTTTrane Technologies$2,927,963$2,927,963 â–²New Holding7,0260.5%ConstructionINSPIRE 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%Computer and TechnologyETREntergy$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%Consumer DiscretionaryBBYBest Buy$2,144,845$589,866 â–¼-21.6%33,4090.4%Retail/WholesaleFVFirst Trust Dorsey Wright Focus 5 ETF$2,080,697$2,080,697 â–²New Holding34,4270.4%ManufacturingMDTMedtronic$2,074,749$2,074,749 â–²New Holding23,9440.4%MedicalWFCWells 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%MedicalFISFidelity National Information Services$1,885,528$160,900 â–¼-7.9%40,1950.3%Business ServicesTJXTJX Companies$1,738,779$891,108 â–¼-33.9%10,8880.3%Retail/WholesaleNVDANVIDIA$1,606,982$4,268,426 â–¼-72.6%9,2140.3%Computer and TechnologyAMDAdvanced Micro Devices$1,597,943$860,916 â–¼-35.0%7,8550.3%Computer and 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%MedicalBIBLInspire 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%MedicalGE 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%Computer and TechnologyZTSZoetis$1,007,858$1,007,858 â–²New Holding8,5260.2%MedicalCRMSalesforce$966,024$352,062 â–¼-26.7%5,1750.2%Computer and 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%FinanceXOMExxonMobil$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%MedicalPEGPublic 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%MedicalAGGiShares Core U.S. Aggregate Bond ETF$655,450$655,450 â–²New Holding6,6030.1%FinanceRJ 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%Computer and TechnologyCEGConstellation Energy$612,450$280,951 â–²84.8%2,1930.1%EnergyEWEdwards Lifesciences$597,317$157,838 â–¼-20.9%7,4590.1%MedicalFLMIFranklin 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%Retail/WholesalePSXPhillips 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%Retail/WholesaleCATCaterpillar$546,958$572,464 â–¼-51.1%7720.1%IndustrialsGLDSPDR Gold Shares$544,747$544,747 â–²New Holding1,2660.1%FinanceATOAtmos 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%FinanceTSLATesla$509,669$1,068,409 â–¼-67.7%1,3710.1%Auto/Tires/TrucksWMBWilliams 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 Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial 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. 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