Tulsa Wealth Advisors, INC ETF holdings
Tulsa, OK
Reported $460.3M in 65 ETFs in its Form 13F for June 30, 2026.
ETF value
$460.3M
ETFs held
65
Change from prior quarter
+33.1%
With price moves
ETFs as a share of its 13F
64.8%
of $710.2M
Top 10 of 65 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| ITOT | iShares Core S&P Total U.S. Stock Market ETF | $63.5M | 386,317 | −8,544 shares |
| DYNF | iShares U.S. Equity Factor Rotation Active ETF | $54.7M | 803,921 | −379 shares |
| SPHQ | Invesco S&P 500 Quality ETF | $52.9M | 587,150 | −165,691 shares |
| AVLV | Avantis US Large Cap Value ETF | $43.5M | 476,527 | +68,238 shares |
| FLCC | Federated Hermes MDT Large Cap Core ETF | $32.5M | 926,029 | New position |
| VUG | Vanguard Morningstar Growth ETF | $31.6M | 366,691 | +311,063 shares |
| TDI | Touchstone Dynamic International ETF | $25.7M | 572,765 | New position |
| IEF | iShares 7-10 Year Treasury Bond ETF | $25.1M | 265,290 | +16,030 shares |
| FWD | AB Disruptors ETF | $21.4M | 144,424 | New position |
| XLG | Invesco S&P 500 Top 50 ETF | $20.0M | 326,731 | −134,253 shares |
55 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002114442. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Tulsa Wealth Advisors, INC own?
Tulsa Wealth Advisors, INC reported 65 ETF positions worth $460.3M in its Form 13F for June 30, 2026. The largest was ITOT, at $63.5M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.