Tulsa Wealth Advisors, INC

CIK

2114442

Location

TULSA, OK

Portfolio Value

Small $267,490,571

Diversification

Diversified

Filing Date

Global Rank

#3,859 / 8,517 ▲ 135

Top Industry

Semiconductors 13.8%

3Y Alpha vs SPY

+9.4%

Period ended 46 days ago

Filed Aug 6, 2026 · 9d

3 quarters · since Dec 2025

Clone Performance

Feb 2026–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+17.2%

SPY

+13.9%

Annualised alpha

+7.8%

Max drawdown

−5.9%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 3 quarters. Past performance does not predict future results.

Portfolio Concentration

105 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

6.6%

+0.6 pts

Top 5

28.3%

+1.1 pts

Top 10

45.9%

+0.4 pts

HHI

295

Diversified+7

Portfolio Trend

3 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	30.0%	$80,198,887	22
Financial Services	13.6%	$36,474,870	14
Industrials	11.9%	$31,779,118	14
Consumer Cyclical	9.2%	$24,611,269	13
Healthcare	7.9%	$21,142,293	10
Unclassified	6.4%	$17,015,424	5
Energy	5.2%	$13,850,629	9
Communication Services	5.0%	$13,355,365	4
Consumer Defensive	4.5%	$12,081,463	4
Utilities	3.0%	$7,901,436	7
Real Estate	1.7%	$4,584,195	2
Basic Materials	1.7%	$4,495,622	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
VZ	Verizon Communications Inc	+13,833	86,046	$3,643,187
WFC	Wells Fargo & Company/Mn	+10,027	35,971	$2,972,643
FIS	Fidelity National Information Services, Inc.	+6,708	46,903	$1,823,588
WMT	Walmart Inc.	+4,734	97,059	$10,992,902
O	Realty Income Corp	+4,727	68,014	$4,214,147
AAPL	Apple Inc.	+4,626	58,325	$16,876,922
OKE	Oneok Inc /New/	+2,865	17,373	$1,510,408
MSFT	Microsoft Corp	+2,487	33,111	$12,351,065
BAC	Bank Of America Corp /De/	+1,711	8,512	$485,013
ZTS	Zoetis Inc.	+1,603	10,129	$727,869
ABBV	AbbVie Inc.	+1,191	19,352	$4,869,737
ETR	Entergy Corp /De/	+1,115	22,042	$2,531,744
NEE	Nextera Energy Inc	+1,106	35,262	$3,094,945
HD	Home Depot, Inc.	+1,095	19,412	$6,846,224
UNH	Unitedhealth Group Inc	+1,048	8,090	$3,362,446
FAF	First American Financial Corp	+1,015	7,350	$504,136
INTC	Intel Corp	+990	5,586	$779,973
PLTR	Palantir Technologies Inc.	+920	9,030	$1,053,530
MSI	Motorola Solutions, Inc.	+814	21,716	$9,018,437
NVDA	Nvidia Corp	+731	9,945	$1,989,895
DRI	Darden Restaurants Inc	+678	24,627	$5,073,408
CB	Chubb Ltd	+654	17,385	$5,923,764
APD	Air Products & Chemicals, Inc.	+587	15,334	$4,495,622
OGE	Oge Energy Corp.	+569	7,834	$381,202
DXCM	Dexcom Inc	+567	7,264	$489,230
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
CMCSA	Comcast Corp	−52,807	22,111	$542,825
MDT	Medtronic plc	−11,865	12,079	$944,940
BBY	Best Buy Co Inc	−9,431	23,978	$1,819,450
QUBT	Quantum Computing Inc.	−4,627	14,440	$140,068
PEG	Public Service Enterprise Group Inc	−1,882	7,794	$632,561
MPC	Marathon Petroleum Corp	−1,149	33,017	$8,441,456
WMB	Williams Companies, Inc.	−1,145	5,857	$435,409
PSX	Phillips 66	−1,069	1,975	$333,873
DVN	Devon Energy Corp/De	−899	5,202	$214,946
AMD	Advanced Micro Devices Inc	−815	7,040	$4,089,606
SPY	Spdr S&P 500 ETF Trust	−758	19,554	$14,602,340
QQQX	Nuveen NASDAQ 100 Dynamic Overwrite Fund	−750	14,257	$429,705
CMG	Chipotle Mexican Grill Inc	−638	12,246	$416,364
TJX	Tjx Companies Inc /De/	−574	10,314	$1,562,571
MRK	Merck & Co., Inc.	−573	8,937	$1,148,404
CRM	Salesforce, Inc.	−573	4,602	$720,949
IQV	Iqvia Holdings Inc.	−473	3,614	$698,297
JCI	Johnson Controls International plc	−413	38,340	$5,601,857
CSCO	Cisco Systems, Inc.	−406	3,511	$412,402
TT	Trane Technologies plc	−400	6,626	$3,254,426
FANG	Diamondback Energy, Inc.	−388	4,040	$710,151
NXPI	NXP Semiconductors N.V.	−369	5,043	$1,417,234
APH	Amphenol Corp /De/	−330	3,581	$1,262,803
AMZN	Amazon Com Inc	−317	17,637	$4,203,602
ALL	Allstate Corp	−287	5,869	$1,396,469
No positions match the current search.

New Positions

Positions the filer opened this quarter

9 positions

Ticker	Company	Shares	Value
SCI	Service Corp International	27,785	$2,110,548
AMAT	Applied Materials Inc /De	626	$452,598
MU	Micron Technology Inc	375	$432,858
EQIX	Equinix Inc	355	$370,048
MRVL	Marvell Technology, Inc.	1,125	$335,126
TSM	Taiwan Semiconductor Manufacturing Co Ltd	567	$270,782
HOOD	Robinhood Markets, Inc.	2,027	$203,267
PH	Parker-Hannifin Corp	206	$201,492
ACHR	Archer Aviation Inc.	10,565	$49,972
No positions match the current search.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
BIBL	Inspire 100 ETF	25,565	$1,205,389
STE	STERIS plc	3,584	$792,529
ATO	Atmos Energy Corp	2,863	$528,853
BIL	State Street SPDR Bloomberg 1-3 Month T-Bill ETF	3,107	$284,725
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

105 tracked positions · $267,490,571 total · filing declares 166 positions · $710,165,019 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 105 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AVGO	Broadcom Inc. Technology	Reduced	46,764	-268	$17,665,101	+21.4%	6.60%
AAPL	Apple Inc. Technology	Added	58,325	+4,626	$16,876,922	+23.8%	6.31%
SPY	Spdr S&P 500 ETF Trust	Reduced	19,554	-758	$14,602,340	+10.5%	5.46%
JPM	Jpmorgan Chase & Co Financial Services	Added	43,509	+458	$14,241,800	+12.5%	5.32%
MSFT	Microsoft Corp Technology	Added	33,111	+2,487	$12,351,065	+9.0%	4.62%
WMT	Walmart Inc. Consumer Defensive	Added	97,059	+4,734	$10,992,902	−4.2%	4.11%
ETN	Eaton Corp plc Industrials	Added	25,634	+56	$10,923,160	+19.4%	4.08%
MSI	Motorola Solutions, Inc. Technology	Added	21,716	+814	$9,018,437	−0.6%	3.37%
MPC	Marathon Petroleum Corp Energy	Reduced	33,017	-1,149	$8,441,456	+1.2%	3.16%
ADI	Analog Devices Inc Technology	Reduced	19,074	-271	$7,575,620	+23.1%	2.83%
HD	Home Depot, Inc. Consumer Cyclical	Added	19,412	+1,095	$6,846,224	+13.6%	2.56%
JNJ	Johnson & Johnson Healthcare	Added	25,176	+513	$6,393,948	+6.1%	2.39%
GOOGL	Alphabet Inc. Communication Services	Reduced	17,807	-149	$6,359,663	+23.2%	2.38%
CB	Chubb Ltd Financial Services	Added	17,385	+654	$5,923,764	+8.6%	2.21%
JCI	Johnson Controls International plc Industrials	Reduced	38,340	-413	$5,601,857	+10.4%	2.09%
DRI	Darden Restaurants Inc Consumer Cyclical	Added	24,627	+678	$5,073,408	+8.1%	1.90%
ABBV	AbbVie Inc. Healthcare	Added	19,352	+1,191	$4,869,737	+23.3%	1.82%
CME	Cme Group Inc. Financial Services	Added	20,596	+544	$4,548,214	−23.2%	1.70%
APD	Air Products & Chemicals, Inc. Basic Materials	Added	15,334	+587	$4,495,622	+4.9%	1.68%
O	Realty Income Corp Real Estate	Added	68,014	+4,727	$4,214,147	+8.8%	1.58%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	17,637	-317	$4,203,602	+12.4%	1.57%
AMD	Advanced Micro Devices Inc Technology	Reduced	7,040	-815	$4,089,606	+155.9%	1.53%
CMI	Cummins Inc Industrials	Reduced	5,557	-116	$3,963,307	+29.9%	1.48%
VZ	Verizon Communications Inc Communication Services	Added	86,046	+13,833	$3,643,187	+0.5%	1.36%
V	Visa Inc. Financial Services	Reduced	10,439	-38	$3,581,516	+13.1%	1.34%
UNP	Union Pacific Corp Industrials	Added	13,132	+255	$3,571,904	+14.3%	1.34%
UNH	Unitedhealth Group Inc Healthcare	Added	8,090	+1,048	$3,362,446	+76.5%	1.26%
TT	Trane Technologies plc Industrials	Reduced	6,626	-400	$3,254,426	+11.1%	1.22%
NEE	Nextera Energy Inc Utilities	Added	35,262	+1,106	$3,094,945	−2.4%	1.16%
WFC	Wells Fargo & Company/Mn Financial Services	Added	35,971	+10,027	$2,972,643	+43.9%	1.11%
META	Meta Platforms, Inc. Communication Services	Added	4,988	+305	$2,809,690	+4.9%	1.05%
ETR	Entergy Corp /De/ Utilities	Added	22,042	+1,115	$2,531,744	+7.7%	0.95%
SCI	Service Corp International Consumer Cyclical	NEW	27,785	NEW	$2,110,548	NEW	0.79%
NVDA	Nvidia Corp Technology	Added	9,945	+731	$1,989,895	+23.8%	0.74%
FIS	Fidelity National Information Services, Inc. Technology	Added	46,903	+6,708	$1,823,588	−3.3%	0.68%
BBY	Best Buy Co Inc Consumer Cyclical	Reduced	23,978	-9,431	$1,819,450	−15.2%	0.68%
LLY	ELI LILLY & Co Healthcare	Added	1,499	+125	$1,797,945	+42.3%	0.67%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Reduced	10,314	-574	$1,562,571	−10.1%	0.58%
OKE	Oneok Inc /New/ Energy	Added	17,373	+2,865	$1,510,408	+15.2%	0.56%
NXPI	NXP Semiconductors N.V. Technology	Reduced	5,043	-369	$1,417,234	+33.0%	0.53%
GEV	GE Vernova Inc. Industrials	Reduced	1,205	-75	$1,415,706	+26.7%	0.53%
ALL	Allstate Corp Financial Services	Reduced	5,869	-287	$1,396,469	+9.4%	0.52%
APH	Amphenol Corp /De/ Technology	Reduced	3,581	-330	$1,262,803	—	0.47%
QQQ	Invesco Qqq Trust, Series 1	Reduced	1,609	-53	$1,184,867	+23.5%	0.44%
MRK	Merck & Co., Inc. Healthcare	Reduced	8,937	-573	$1,148,404	+0.4%	0.43%
PLTR	Palantir Technologies Inc. Technology	Added	9,030	+920	$1,053,530	−11.2%	0.39%
MDT	Medtronic plc Healthcare	Reduced	12,079	-11,865	$944,940	−54.5%	0.35%
CAT	Caterpillar Inc Industrials	Added	827	+55	$880,672	+61.0%	0.33%
SPGI	S&P Global Inc. Financial Services	Reduced	2,120	-138	$863,391	−10.1%	0.32%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	1,594	0	$797,621	+4.4%	0.30%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.