Scissortail Wealth Management, LLC

CIK 0001906793 • 6 13F filings • May 12, 2025 – Aug 5, 2026

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Filer information

Filed by: Scissortail Wealth Management, LLC, Consultant
Address: 1203 E. 33RD STREET, TULSA, OK, 74105-2013
Phone: 8592034734
AUM: $438.5M

AUM over time

$519.6M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $438.5M106 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$3.9M	0.9%Prev: 0.8%	16,930 SH	Increased+400 SH
AIR PRODS & CHEMS INC	COM	$4.0M	0.9%Prev: 1.0%	16,278 SH	Decreased+299 SH
ALPHABET INC	CAP STK CL A	$1.6M	0.4%Prev: 0.3%	5,068 SH	Increased+300 SH
ALPHABET INC	CAP STK CL C	$1.9M	0.4%Prev: 0.3%	5,910 SH	Increased
AMAZON COM INC	COM	$7.1M	1.6%Prev: 1.5%	30,875 SH	Increased-150 SH
AMERICAN EXPRESS CO	COM	$1.1M	0.3%Prev: 0.2%	3,017 SH	Increased
ANALOG DEVICES INC	COM	$5.4M	1.2%Prev: 1.0%	19,937 SH	Increased+428 SH
APPLE INC	COM	$14.4M	3.3%Prev: 3.0%	53,004 SH	Increased-140 SH
ATMOS ENERGY CORP	COM	$298K	0.1%Prev: 0.1%	1,780 SH	Decreased
BANK AMERICA CORP	COM	$221K	0.1%Prev: 0.0%	4,012 SH	Increased+6 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$2.5M	0.6%Prev: 0.5%	4,905 SH	Decreased-60 SH
BEST BUY INC	COM	$1.8M	0.4%Prev: 0.4%	26,490 SH	Decreased-740 SH
BLACKROCK ETF TRUST	ISHARES US EQUIT	$19.4M	4.4%Prev: 4.0%	318,763 SH	Increased+5,004 SH
BLACKROCK ETF TRUST	ISHARES US THEMA	$3.4M	0.8%Prev: 0.7%	87,780 SH	Increased+248 SH
BLACKROCK ETF TRUST II	ISHARES FLEXIBLE	$12.8M	2.9%Prev: 2.7%	242,259 SH	Increased+12,113 SH
BROADCOM INC	COM	$10.9M	2.5%Prev: 2.4%	31,610 SH	Decreased-1,772 SH
CHEVRON CORP NEW	COM	$806K	0.2%Prev: 0.2%	5,289 SH	Decreased
CHORD ENERGY CORPORATION	COM NEW	$293K	0.1%Prev: 0.1%	3,156 SH	Decreased
CHUBB LIMITED	COM	$6.3M	1.4%Prev: 1.2%	20,313 SH	Increased+224 SH
CME GROUP INC	COM	$6.0M	1.4%Prev: 1.3%	22,050 SH	Increased+38 SH
COCA COLA CO	COM	$243K	0.1%Prev: 0.1%	3,478 SH	Increased-55 SH
COMCAST CORP NEW	CL A	$1.8M	0.4%Prev: 0.4%	58,936 SH	Decreased-2,642 SH
CONOCOPHILLIPS	COM	$6.5M	1.5%Prev: 1.4%	69,252 SH	Decreased
CORTEVA INC	COM	$234K	0.1%Prev: 0.1%	3,486 SH	Decreased
COSTCO WHSL CORP NEW	COM	$379K	0.1%Prev: 0.1%	439 SH	Decreased
COTERRA ENERGY INC	COM	$227K	0.1%Prev: 0.0%	8,638 SH	Increased
CROWDSTRIKE HLDGS INC	CL A	$341K	0.1%Prev: 0.1%	727 SH	Decreased
CSX CORP	COM	$298K	0.1%Prev: 0.1%	8,211 SH	Increased+22 SH
DARDEN RESTAURANTS INC	COM	$2.5M	0.6%Prev: 0.6%	13,634 SH	Decreased+236 SH
DEVON ENERGY CORP NEW	COM	$2.0M	0.5%Prev: 0.4%	54,505 SH	Increased-389 SH
EATON CORP PLC	SHS	$5.1M	1.2%Prev: 1.3%	16,058 SH	Decreased+101 SH
ELI LILLY & CO	COM	$242K	0.1%	225 SH	New
ENTERGY CORP NEW	COM	$2.3M	0.5%	24,438 SH	New
EXXON MOBIL CORP	COM	$702K	0.2%Prev: 0.1%	5,823 SH	Increased-99 SH
FIDELITY NATL INFORMATION SV	COM	$2.1M	0.5%Prev: 0.5%	31,901 SH	Decreased-1,580 SH
GE AEROSPACE	COM NEW	$394K	0.1%Prev: 0.1%	1,272 SH	Increased
GLOBAL X FDS	DEFENSE TECH ETF	$1.9M	0.4%Prev: 0.4%	29,653 SH	Decreased+401 SH
GOLDMAN SACHS GROUP INC	COM	$440K	0.1%Prev: 0.1%	500 SH	Increased
HCA HEALTHCARE INC	COM	$3.0M	0.7%Prev: 0.6%	6,510 SH	Increased-220 SH
HELMERICH & PAYNE INC	COM	$404K	0.1%Prev: 0.1%	14,096 SH	Increased+120 SH
HOME DEPOT INC	COM	$5.2M	1.2%Prev: 1.3%	15,049 SH	Decreased+292 SH
INSMED INC	COM PAR $.01	$435K	0.1%Prev: 0.1%	2,500 SH	Increased
INTERNATIONAL BUSINESS MACHS	COM	$381K	0.1%Prev: 0.1%	1,272 SH	Increased+145 SH
INTUIT	COM	$1.7M	0.4%Prev: 0.4%	2,640 SH	Decreased
INVESCO QQQ TR	UNIT SER 1	$13.6M	3.1%Prev: 2.9%	22,211 SH	Increased+419 SH
ISHARES INC	CORE MSCI EMKT	$5.5M	1.2%Prev: 1.2%	81,126 SH	Increased-619 SH
ISHARES TR	CONV BD ETF	$477K	0.1%Prev: 0.1%	4,840 SH	Decreased-40 SH
ISHARES TR	CORE S&P500 ETF	$8.2M	1.9%Prev: 1.8%	11,902 SH	Increased-117 SH
ISHARES TR	EAFE VALUE ETF	$6.9M	1.6%Prev: 1.4%	96,226 SH	Increased-374 SH
ISHARES TR	IBDS DEC28 ETF	$1.4M	0.3%Prev: 0.3%	55,632 SH	Increased+3,950 SH
ISHARES TR	IBONDS 2026 TERM	$3.4M	0.8%Prev: 0.7%	148,222 SH	Increased+9,189 SH
ISHARES TR	IBONDS 26 TRM TS	$12.0M	2.7%Prev: 2.5%	526,067 SH	Increased+27,240 SH
ISHARES TR	IBONDS 27 TRM TS	$1.4M	0.3%Prev: 0.3%	62,783 SH	Increased+4,555 SH
ISHARES TR	IBONDS 28 TRM TS	$10.1M	2.3%Prev: 2.1%	451,382 SH	Increased+22,453 SH
ISHARES TR	IBONDS 29 TR HI	$1.4M	0.3%Prev: 0.3%	59,589 SH	Increased+4,521 SH
ISHARES TR	IBONDS DEC 26	$1.3M	0.3%Prev: 0.3%	50,725 SH	Increased+352 SH
ISHARES TR	IBONDS DEC2026	$2.8M	0.6%Prev: 0.6%	115,189 SH	Increased+8,452 SH
ISHARES TR	MSCI USA MMENTM	$2.0M	0.5%Prev: 0.4%	8,050 SH	Decreased+54 SH
ISHARES TR	MSCI USA QLT FCT	$16.1M	3.7%Prev: 3.4%	81,149 SH	Increased+1,242 SH
ISHARES TR	NATIONAL MUN ETF	$1.4M	0.3%Prev: 0.3%	13,150 SH	Increased+79 SH
ISHARES TR	S&P 100 ETF	$6.0M	1.4%Prev: 1.3%	17,399 SH	Increased+55 SH
ISHARES TR	S&P 500 GRWT ETF	$23.7M	5.4%Prev: 5.0%	192,614 SH	Increased+1,430 SH
ISHARES TR	S&P 500 VAL ETF	$14.1M	3.2%Prev: 2.9%	66,302 SH	Increased+1,236 SH
JOHNSON & JOHNSON	COM	$6.6M	1.5%Prev: 1.3%	31,984 SH	Increased+122 SH
JOHNSON CTLS INTL PLC	SHS	$7.6M	1.7%Prev: 1.5%	63,506 SH	Increased-572 SH
JPMORGAN CHASE & CO.	COM	$9.0M	2.0%Prev: 1.9%	27,868 SH	Increased-93 SH
LOWES COS INC	COM	$761K	0.2%Prev: 0.2%	3,155 SH	Decreased
MARATHON PETE CORP	COM	$5.3M	1.2%Prev: 1.4%	32,490 SH	Decreased+112 SH
MASTERCARD INCORPORATED	CL A	$1.3M	0.3%Prev: 0.3%	2,220 SH	Increased
MEDTRONIC PLC	SHS	$4.9M	1.1%Prev: 1.0%	50,608 SH	Increased+965 SH
META PLATFORMS INC	CL A	$619K	0.1%Prev: 0.2%	937 SH	Decreased-201 SH
MICROSOFT CORP	COM	$9.2M	2.1%Prev: 2.2%	19,109 SH	Decreased-206 SH
MOTOROLA SOLUTIONS INC	COM NEW	$5.0M	1.1%Prev: 1.3%	13,139 SH	Decreased+226 SH
NETFLIX INC	COM	$209K	0.0%Prev: 0.1%	2,225 SH	Decreased+2,023 SH
NUTEX HEALTH INC	COM	$414K	0.1%Prev: 0.1%	2,513 SH	Increased
NVIDIA CORPORATION	COM	$5.8M	1.3%Prev: 1.3%	30,946 SH	Decreased-700 SH
OCCIDENTAL PETE CORP	COM	$247K	0.1%Prev: 0.1%	5,995 SH	Decreased-13 SH
ONEOK INC NEW	COM	$1.4M	0.3%Prev: 0.3%	18,771 SH	Increased+2,787 SH
PALANTIR TECHNOLOGIES INC	CL A	$433K	0.1%Prev: 0.1%	2,434 SH	Decreased+2 SH
PHILIP MORRIS INTL INC	COM	$277K	0.1%Prev: 0.1%	1,719 SH	Decreased
PHILLIPS 66	COM	$6.1M	1.4%Prev: 1.4%	47,478 SH	Decreased-253 SH
PROCTER AND GAMBLE CO	COM	$451K	0.1%Prev: 0.1%	3,145 SH	Decreased
REPUBLIC SVCS INC	COM	$236K	0.1%Prev: 0.1%	1,113 SH	Decreased
SALESFORCE INC	COM	$330K	0.1%Prev: 0.1%	1,244 SH	Increased+10 SH
SELLAS LIFE SCIENCES GROUP I	COM NEW	$103K	0.0%Prev: 0.0%	27,322 SH	Increased
SPDR S&P 500 ETF TR	TR UNIT	$434K	0.1%Prev: 0.1%	637 SH	Increased-1 SH
SPDR SERIES TRUST	STATE STREET SPD	$1.8M	0.4%	54,864 SH	New
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$228K	0.1%Prev: 0.0%	750 SH	Increased
TEXAS INSTRS INC	COM	$211K	0.0%Prev: 0.0%	1,207 SH	Decreased
TRANE TECHNOLOGIES PLC	SHS	$299K	0.1%Prev: 0.1%	767 SH	Decreased
UNION PAC CORP	COM	$5.1M	1.2%Prev: 1.1%	22,010 SH	Increased+478 SH
UNITED RENTALS INC	COM	$405K	0.1%Prev: 0.1%	500 SH	Decreased
VALERO ENERGY CORP	COM	$361K	0.1%Prev: 0.1%	2,216 SH	Decreased
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$2.3M	0.5%Prev: 0.5%	30,746 SH	Increased+1,367 SH
VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$6.3M	1.4%Prev: 1.3%	129,552 SH	Increased+8,862 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$40.7M	9.3%Prev: 8.5%	121,510 SH	Increased+2,153 SH
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$16.2M	3.7%Prev: 3.4%	220,218 SH	Increased+3,901 SH
VANGUARD WHITEHALL FDS	EM MK GOV BD ETF	$3.7M	0.8%Prev: 0.8%	55,169 SH	Increased+2,802 SH
VANGUARD WORLD FD	INF TECH ETF	$886K	0.2%Prev: 0.2%	1,176 SH	Increased+63 SH
VERIZON COMMUNICATIONS INC	COM	$4.8M	1.1%Prev: 1.1%	117,504 SH	Decreased+1,973 SH
VISA INC	COM CL A	$847K	0.2%Prev: 0.2%	2,416 SH	Increased
WALMART INC	COM	$11.0M	2.5%Prev: 2.2%	99,026 SH	Increased-274 SH
WATERS CORP	COM	$619K	0.1%Prev: 0.1%	1,630 SH	Increased
WILLIAMS COS INC	COM	$786K	0.2%Prev: 0.2%	13,084 SH	Decreased+23 SH
XCEL ENERGY INC	COM	$255K	0.1%Prev: 0.1%	3,449 SH	Decreased-200 SH
YUM BRANDS INC	COM	$260K	0.1%Prev: 0.1%	1,720 SH	Decreased-176 SH

Sold (vs prior filing)

ENBRIDGE INC — $211K
ENERGY TRANSFER L P — $175K
HALOZYME THERAPEUTICS INC — $209K
HOULIHAN LOKEY INC — $289K
ISHARES TR — $9.0M
ISHARES TR — $12.3M
ISHARES TR — $1.3M
ISHARES TR — $8.1M
J P MORGAN EXCHANGE TRADED F — $230K
KKR & CO INC — $230K
ORACLE CORP — $280K
SPDR SERIES TRUST — $1.3M
SPOTIFY TECHNOLOGY S A — $239K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 29, 2026	Q4 2025	13F-HR	0001906793-26-000001	$438.5M	View
Oct 29, 2025	Q3 2025	13F-HR	0001906793-25-000006	$458.7M	View
Aug 5, 2026	Q2 2026