Tulsa Wealth Advisors, INC

Position in MSFT — Microsoft Corp

CIK 2114442 TULSA, OK

Position in MSFT

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$12,351,065

+$1,014,979 QoQ

Shares Held

33,111

+8.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

4.60%

of 13F equity value

Holder Rank

#2,197

of 6,179 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Tulsa Wealth Advisors, INC holds $13,752,975 across 3 Software - Infrastructure names. MSFT ranks #1 (89.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp This page	33,111	$12,351,065
2	PLTR	Palantir Technologies Inc.	9,030	$1,053,530
3	SNPS	Synopsys Inc	781	$348,380

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$12,351,065	33,111	+8.1%	Shares	Sole	2026-08-06
2026-03-31	$11,336,086	30,624	-30.2%	Shares	Sole	2026-05-11
2025-12-31	$21,232,852	43,904	—	Shares	Sole	2026-03-03
No filing history on record for this holder in this stock.