Tulsa Wealth Advisors, INC: 13F holdings
CIK 21144422026Q2
| Positions | 166 |
|---|---|
| Reported value | $710.2m |
| Filed | 2026-08-06 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| ITOT ISHARES TR CORE S&P TTL STK | 386,317 | $63.5m | 8.9% |
| DYNF ISHARES U.S. EQUITY FACTOR ROTATION ACTI | 803,921 | $54.7m | 7.7% |
| SPHQ INVESCO S&P 500 QUALITY ETF | 587,150 | $52.9m | 7.4% |
| AVLV AVANTIS US LARGE CAP VALUE ETF | 476,527 | $43.5m | 6.1% |
| FEDERATED HERMES MDT LARGE CAP CORE ETF | 926,029 | $32.5m | 4.6% |
| VUG VANGUARD GROWTH ETF | 366,691 | $31.6m | 4.4% |
| TOUCHSTONE DYNAMIC INTERNATIONAL ETF | 572,765 | $25.7m | 3.6% |
| IEF ISHARES TR 7-10 YR TRSY BD | 265,290 | $25.1m | 3.5% |
| AB DISRUPTORS ETF | 144,424 | $21.4m | 3.0% |
| XLG INVESCO S&P 500 TOP 50 ETF | 326,731 | $20.0m | 2.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2114442")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.