Tulsa Wealth Advisors, INC - Portfolio overview

Tulsa Wealth Advisors, INC has 150 reported holdings in this dataset, with the latest filing dated 2026-05-11.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. SPHQ - INVESCO S&P 500 QUALITY ETF, 9.92%
2. ITOT - ISHARES TR CORE S&P TTL STK, 9.86%
3. DYNF - ISHARES U.S. EQUITY FACTOR ROTATION ACTI, 8.20%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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