Tulsa Wealth Advisors, INC

CIK

2114442

Location

TULSA, OK

Portfolio Value

Small $239,811,520

Diversification

Diversified

Filing Date

Global Rank

#3,512 / 8,232 ▼ 215

Top Industry

Semiconductors 11.2%

3Y Alpha vs SPY

-6.4%

Period ended 2 months ago

Filed May 11, 2026 · 34d

2 quarters · since Dec 2025

Clone Performance

Feb 2026–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+7.3%

SPY

+9.1%

Annualised alpha

-6.4%

Max drawdown

−5.7%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

98 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

6.1%

−1.7 pts

Top 5

27.3%

−6.8 pts

Top 10

45.7%

−2.5 pts

HHI

291

Diversified−51

Portfolio Trend

2 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	27.3%	$65,547,842	18
Financial Services	14.2%	$33,983,245	13
Industrials	11.1%	$26,709,215	12
Consumer Cyclical	8.8%	$21,098,655	12
Healthcare	8.3%	$19,881,689	11
Unclassified	6.5%	$15,511,846	5
Energy	6.1%	$14,572,470	9
Communication Services	5.6%	$13,332,001	4
Consumer Defensive	5.2%	$12,478,270	4
Utilities	3.6%	$8,540,533	8
Basic Materials	1.8%	$4,283,856	1
Real Estate	1.6%	$3,871,898	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

3 positions

Ticker	Company	Δ Shares	Shares	Value
CEG	Constellation Energy Corp	+1,006	2,193	$612,395
CMG	Chipotle Mexican Grill Inc	+642	12,884	$412,416
DXCM	Dexcom Inc	+217	6,697	$420,571
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
OKE	Oneok Inc /New/	−81,336	14,508	$1,311,378
WMT	Walmart Inc.	−51,149	92,325	$11,474,151
AAPL	Apple Inc.	−31,595	53,699	$13,628,269
COP	Conocophillips	−28,022	6,593	$870,276
NVDA	Nvidia Corp	−24,474	9,214	$1,606,921
VZ	Verizon Communications Inc	−22,220	72,213	$3,625,092
AVGO	Broadcom Inc.	−20,476	47,032	$14,556,874
CMCSA	Comcast Corp	−18,704	74,918	$2,150,895
PSX	Phillips 66	−16,281	3,044	$554,555
WMB	Williams Companies, Inc.	−15,950	7,002	$509,605
JPM	Jpmorgan Chase & Co	−14,147	43,051	$12,663,882
NEE	Nextera Energy Inc	−13,365	34,156	$3,172,409
MSFT	Microsoft Corp	−13,280	30,624	$11,336,086
MPC	Marathon Petroleum Corp	−11,285	34,166	$8,342,653
F	Ford Motor Co	−11,174	14,548	$167,883
OGS	ONE Gas, Inc.	−9,853	3,629	$312,565
AMZN	Amazon Com Inc	−9,762	17,954	$3,739,279
GOOGL	Alphabet Inc.	−9,751	16,959	$4,876,730
WFC	Wells Fargo & Company/Mn	−9,683	25,944	$2,065,401
JNJ	Johnson & Johnson	−9,592	24,663	$6,028,623
BBY	Best Buy Co Inc	−9,188	33,409	$2,144,857
ADI	Analog Devices Inc	−8,054	19,345	$6,154,418
ABBV	AbbVie Inc.	−7,155	18,161	$3,949,835
CME	Cme Group Inc.	−7,133	20,052	$5,922,358
MSI	Motorola Solutions, Inc.	−6,499	20,902	$9,070,840
No positions match the current search.

New Positions

Positions the filer opened this quarter

16 positions

Ticker	Company	Shares	Value
SPY	Spdr S&P 500 ETF Trust	20,312	$13,209,706
ETN	Eaton Corp plc	25,578	$9,148,483
CB	Chubb Ltd	16,731	$5,453,134
JCI	Johnson Controls International plc	38,753	$5,074,705
O	Realty Income Corp	63,287	$3,871,898
TT	Trane Technologies plc	7,026	$2,928,015
MDT	Medtronic plc	23,944	$2,074,747
NXPI	NXP Semiconductors N.V.	5,412	$1,065,406
ZTS	Zoetis Inc.	8,526	$1,007,858
QQQ	Invesco Qqq Trust, Series 1	1,662	$959,273
STE	STERIS plc	3,584	$792,529
GLD	Spdr Gold Trust	1,266	$544,747
OUNZ	VanEck Merk Gold ETF	11,280	$508,164
QQQX	Nuveen NASDAQ 100 Dynamic Overwrite Fund	15,007	$400,236
DIA	Spdr Dow Jones Industrial Average ETF Trust	626	$289,956
CP	Canadian Pacific Kansas City Ltd/Cn	2,610	$205,302
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
HOOD	Robinhood Markets, Inc.	13,193	$1,492,128
ALNT	Allient Inc	12,262	$659,082
AAON	Aaon, Inc.	8,463	$645,303
GS	Goldman Sachs Group Inc	613	$538,827
BOKF	Bok Financial Corp	4,241	$502,388
ORCL	Oracle Corp	2,238	$436,208
AXP	American Express Co	1,089	$402,875
FISV	Fiserv Inc	5,367	$360,501
NFLX	Netflix Inc	3,581	$335,754
OKLO	Oklo Inc.	4,632	$332,392
CRWD	CrowdStrike Holdings, Inc.	676	$316,881
BKNG	Booking Holdings Inc.	57	$305,253
BA	Boeing Co	1,392	$302,231
T	At&T Inc.	11,243	$279,276
SO	Southern Co	3,072	$267,878
APP	AppLovin Corp	392	$264,137
SYF	Synchrony Financial	3,122	$260,468
QBTS	D-Wave Quantum Inc.	9,471	$247,666
GE	General Electric Co	803	$247,348
ABT	Abbott Laboratories	1,793	$224,644
PM	Philip Morris International Inc.	1,354	$217,181
CLMT	Calumet, Inc. /DE	10,692	$212,450
MU	Micron Technology Inc	709	$202,355
SOFI	SoFi Technologies, Inc.	7,680	$201,062
KLXE	KLX Energy Services Holdings, Inc.	61,753	$116,713
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

98 positions · $239,811,520 total · as of Mar 31, 2026

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

Showing 1–50 of 98 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AVGO	Broadcom Inc. Technology	Reduced	47,032	-20,476	$14,556,874	−37.7%	6.07%
AAPL	Apple Inc. Technology	Reduced	53,699	-31,595	$13,628,269	−41.2%	5.68%
SPY	Spdr S&P 500 ETF Trust	NEW	20,312	NEW	$13,209,706	NEW	5.51%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	43,051	-14,147	$12,663,882	−31.3%	5.28%
WMT	Walmart Inc. Consumer Defensive	Reduced	92,325	-51,149	$11,474,151	−28.2%	4.78%
MSFT	Microsoft Corp Technology	Reduced	30,624	-13,280	$11,336,086	−46.6%	4.73%
ETN	Eaton Corp plc Industrials	NEW	25,578	NEW	$9,148,483	NEW	3.81%
MSI	Motorola Solutions, Inc. Technology	Reduced	20,902	-6,499	$9,070,840	−13.6%	3.78%
MPC	Marathon Petroleum Corp Energy	Reduced	34,166	-11,285	$8,342,653	+12.9%	3.48%
ADI	Analog Devices Inc Technology	Reduced	19,345	-8,054	$6,154,418	−17.2%	2.57%
JNJ	Johnson & Johnson Healthcare	Reduced	24,663	-9,592	$6,028,623	−15.0%	2.51%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	18,317	-5,625	$6,024,278	−26.9%	2.51%
CME	Cme Group Inc. Financial Services	Reduced	20,052	-7,133	$5,922,358	−20.2%	2.47%
CB	Chubb Ltd Financial Services	NEW	16,731	NEW	$5,453,134	NEW	2.27%
JCI	Johnson Controls International plc Industrials	NEW	38,753	NEW	$5,074,705	NEW	2.12%
GOOGL	Alphabet Inc. Communication Services	Reduced	16,959	-9,751	$4,876,730	−41.7%	2.03%
DRI	Darden Restaurants Inc Consumer Cyclical	Reduced	23,949	-5,930	$4,694,961	−14.6%	1.96%
APD	Air Products & Chemicals, Inc. Basic Materials	Reduced	14,747	-4,115	$4,283,856	−8.1%	1.79%
ABBV	AbbVie Inc. Healthcare	Reduced	18,161	-7,155	$3,949,835	−31.7%	1.65%
O	Realty Income Corp Real Estate	NEW	63,287	NEW	$3,871,898	NEW	1.61%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	17,954	-9,762	$3,739,279	−41.6%	1.56%
VZ	Verizon Communications Inc Communication Services	Reduced	72,213	-22,220	$3,625,092	−5.8%	1.51%
NEE	Nextera Energy Inc Utilities	Reduced	34,156	-13,365	$3,172,409	−16.8%	1.32%
V	Visa Inc. Financial Services	Reduced	10,477	-5,426	$3,166,568	−43.2%	1.32%
UNP	Union Pacific Corp Industrials	Reduced	12,877	-3,614	$3,124,217	−18.1%	1.30%
CMI	Cummins Inc Industrials	Reduced	5,673	-2,243	$3,052,187	−24.5%	1.27%
TT	Trane Technologies plc Industrials	NEW	7,026	NEW	$2,928,015	NEW	1.22%
META	Meta Platforms, Inc. Communication Services	Reduced	4,683	-2,765	$2,679,284	−45.5%	1.12%
ETR	Entergy Corp /De/ Utilities	Reduced	20,927	-5,177	$2,351,357	−2.5%	0.98%
CMCSA	Comcast Corp Communication Services	Reduced	74,918	-18,704	$2,150,895	−18.0%	0.90%
BBY	Best Buy Co Inc Consumer Cyclical	Reduced	33,409	-9,188	$2,144,857	−24.8%	0.89%
MDT	Medtronic plc Healthcare	NEW	23,944	NEW	$2,074,747	NEW	0.87%
WFC	Wells Fargo & Company/Mn Financial Services	Reduced	25,944	-9,683	$2,065,401	−37.8%	0.86%
UNH	Unitedhealth Group Inc Healthcare	Reduced	7,042	-4,014	$1,905,494	−47.8%	0.79%
FIS	Fidelity National Information Services, Inc. Technology	Reduced	40,195	-3,430	$1,885,547	−35.0%	0.79%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Reduced	10,888	-5,580	$1,738,813	−31.3%	0.73%
NVDA	Nvidia Corp Technology	Reduced	9,214	-24,474	$1,606,921	−74.4%	0.67%
AMD	Advanced Micro Devices Inc Technology	Reduced	7,855	-4,232	$1,597,942	−38.3%	0.67%
OKE	Oneok Inc /New/ Energy	Reduced	14,508	-81,336	$1,311,378	−81.4%	0.55%
ALL	Allstate Corp Financial Services	Reduced	6,156	-3,186	$1,276,385	−34.4%	0.53%
LLY	ELI LILLY & Co Healthcare	Reduced	1,374	-8	$1,263,763	−14.9%	0.53%
PLTR	Palantir Technologies Inc. Technology	Reduced	8,110	-4,743	$1,186,330	−48.1%	0.49%
MRK	Merck & Co., Inc. Healthcare	Reduced	9,510	-5,005	$1,143,957	−25.1%	0.48%
GEV	GE Vernova Inc. Industrials	Reduced	1,280	-826	$1,117,312	−18.8%	0.47%
NXPI	NXP Semiconductors N.V. Technology	NEW	5,412	NEW	$1,065,406	NEW	0.44%
ZTS	Zoetis Inc. Healthcare	NEW	8,526	NEW	$1,007,858	NEW	0.42%
CRM	Salesforce, Inc. Technology	Reduced	5,175	-1,886	$966,017	−48.4%	0.40%
SPGI	S&P Global Inc. Financial Services	Reduced	2,258	-880	$960,417	−41.4%	0.40%
QQQ	Invesco Qqq Trust, Series 1	NEW	1,662	NEW	$959,273	NEW	0.40%
XOM	Exxon Mobil Corp Energy	Reduced	5,597	-3,408	$949,587	−12.4%	0.40%