Tulsa Wealth Advisors, INC - Portfolio Stock Holdings
Tulsa Wealth Advisors, INC disclosed 169 stock positions in a recent SEC 13F filing. $709,371,495 of stock holdings were filed, with the largest holdings including ITOT, DYNF, and SPHQ. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $1,536,077,168 and has 27 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from individuals.
Report Period:
June 30, 2026No. of Stocks:
169Est. Stock Holding Value:
$709,371,495Top Stock Holdings By Sector
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Portfolio Stock Holdings - Tulsa Wealth Advisors, INC
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