Tulsa Wealth Advisors, INC

CIK 0002114442 • 3 13F filings • Mar 3, 2026 – Aug 6, 2026

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Filer information

Filed by: Tulsa Wealth Advisors, INC, Chief Compliance Officer
Address: 1375 E 71ST STREET, TULSA, OK, 74136
Phone: 5138325385
AUM: $300.8M

AUM over time

$710.2M latest

Sector allocation over time

Past 3 quarters

Q4 2025

Q2 2026

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $300.8M110 positionsView on SEC.gov

			% of Portfolio
AAON INCORPORATED COM PAR $0.004	Common Stock	$645K	0.2%	8,463 SH	New
ABBOTT LABS	Common Stock	$225K	0.1%	1,793 SH	New
ABBVIE INCORPORATED	Common Stock	$5.8M	1.9%	25,316 SH	New
ADVANCED MICRO DEVICES INCORPORATED	Common Stock	$2.6M	0.9%	12,087 SH	New
AIR PRODUCTS & CHEMICALS INCORPORATED	Common Stock	$4.7M	1.5%	18,862 SH	New
ALLIENT INCORPORATED	Common Stock	$659K	0.2%	12,262 SH	New
ALLSTATE CORPORATION	Common Stock	$1.9M	0.6%	9,342 SH	New
ALPHABET INCORPORATED CAP STK CLASS A	Common Stock	$8.4M	2.8%	26,710 SH	New
ALPHABET INCORPORATED CAP STK CLASS C	Common Stock	$1.5M	0.5%	4,650 SH	New
AMAZON COM INCORPORATED	Common Stock	$6.4M	2.1%	27,716 SH	New
AMERICAN ELEC PWR COMPANY INCORPORATED	Common Stock	$471K	0.2%	4,083 SH	New
AMERICAN EXPRESS COMPANY	Common Stock	$403K	0.1%	1,089 SH	New
AMPHENOL CORPORATION NEW CLASS A	Common Stock	$767K	0.3%	5,676 SH	New
ANALOG DEVICES INCORPORATED	Common Stock	$7.4M	2.5%	27,399 SH	New
APPLE INCORPORATED	Common Stock	$23.2M	7.7%	85,294 SH	New
APPLOVIN CORPORATION COM CLASS A	Common Stock	$264K	0.1%	392 SH	New
ARCHER AVIATION INCORPORATED COM CLASS A	Common Stock	$100K	0.0%	13,264 SH	New
AT&T INCORPORATED	Common Stock	$279K	0.1%	11,243 SH	New
ATMOS ENERGY CORPORATION	Common Stock	$760K	0.3%	4,535 SH	New
BANK AMERICA CORPORATION	Common Stock	$527K	0.2%	9,577 SH	New
BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW	Common Stock	$1.1M	0.4%	2,153 SH	New
BEST BUY INCORPORATED	Common Stock	$2.9M	0.9%	42,597 SH	New
BOEING COMPANY	Common Stock	$302K	0.1%	1,392 SH	New
BOK FINL CORPORATION COM NEW	Common Stock	$502K	0.2%	4,241 SH	New
BOOKING HOLDINGS INCORPORATED	Common Stock	$305K	0.1%	57 SH	New
BROADCOM INCORPORATED	Common Stock	$23.4M	7.8%	67,508 SH	New
CADENCE DESIGN SYSTEM INCORPORATED	Common Stock	$575K	0.2%	1,838 SH	New
CALUMET INCORPORATED	Common Stock	$212K	0.1%	10,692 SH	New
CATERPILLAR INCORPORATED	Common Stock	$905K	0.3%	1,580 SH	New
CHEVRON CORPORATION NEW	Common Stock	$972K	0.3%	6,375 SH	New
CHIPOTLE MEXICAN GRILL INCORPORATED	Common Stock	$453K	0.2%	12,242 SH	New
CISCO SYSTEMS INCORPORATED	Common Stock	$439K	0.1%	5,702 SH	New
CME GROUP INCORPORATED	Common Stock	$7.4M	2.5%	27,185 SH	New
COCA COLA COMPANY	Common Stock	$381K	0.1%	5,456 SH	New
COMCAST CORP NEW CLASS A	Common Stock	$2.8M	0.9%	93,622 SH	New
CONOCOPHILLIPS	Common Stock	$3.2M	1.1%	34,615 SH	New
CONSTELLATION ENERGY CORPORATION	Common Stock	$419K	0.1%	1,187 SH	New
COSTCO WHOLESALE CORPORATION NEW	Common Stock	$548K	0.2%	636 SH	New
CROWDSTRIKE HLDGS INCORPORATED CLASS A	Common Stock	$317K	0.1%	676 SH	New
CUMMINS INCORPORATED	Common Stock	$4.0M	1.3%	7,916 SH	New
D R HORTON INCORPORATED	Common Stock	$537K	0.2%	3,727 SH	New
D-WAVE QUANTUM INCORPORATED	Common Stock	$248K	0.1%	9,471 SH	New
DARDEN RESTAURANTS INCORPORATED	Common Stock	$5.5M	1.8%	29,879 SH	New
DEVON ENERGY CORPORATION NEW	Common Stock	$343K	0.1%	9,375 SH	New
DEXCOM INCORPORATED	Common Stock	$430K	0.1%	6,480 SH	New
DIAMONDBACK ENERGY INCORPORATED	Common Stock	$973K	0.3%	6,473 SH	New
DYCOM INDUSTRIES INCORPORATED	Common Stock	$553K	0.2%	1,636 SH	New
EDWARDS LIFESCIENCES CORPORATION	Common Stock	$804K	0.3%	9,430 SH	New
ELI LILLY & COMPANY	Common Stock	$1.5M	0.5%	1,382 SH	New
ENTERGY CORPORATION NEW	Common Stock	$2.4M	0.8%	26,104 SH	New
EXXON MOBIL CORPORATION	Common Stock	$1.1M	0.4%	9,005 SH	New
FIDELITY NATL INFORMATION SVCS	Common Stock	$2.9M	1.0%	43,625 SH	New
FIRST AMERN FINL CORPORATION	Common Stock	$454K	0.2%	7,388 SH	New
FISERV INCORPORATED	Common Stock	$361K	0.1%	5,367 SH	New
FORD MTR COMPANY	Common Stock	$337K	0.1%	25,722 SH	New
GALECTIN THERAPEUTICS INCORPORATED COM NEW	Common Stock	$97K	0.0%	23,394 SH	New
GE AEROSPACE COM NEW	Common Stock	$247K	0.1%	803 SH	New
GE VERNOVA INCORPORATED	Common Stock	$1.4M	0.5%	2,106 SH	New
GOLDMAN SACHS GROUP INCORPORATED	Common Stock	$539K	0.2%	613 SH	New
HOME DEPOT INCORPORATED	Common Stock	$8.2M	2.7%	23,942 SH	New
INTEL CORPORATION	Common Stock	$259K	0.1%	7,020 SH	New
INTERCONTINENTAL EXCHANGE INCORPORATED	Common Stock	$607K	0.2%	3,751 SH	New
INTERNATIONAL BUSINESS MACHINES	Common Stock	$1.3M	0.4%	4,510 SH	New
IQVIA HLDGS INCORPORATED	Common Stock	$1.3M	0.4%	5,824 SH	New
JOHNSON & JOHNSON	Common Stock	$7.1M	2.4%	34,255 SH	New
JPMORGAN CHASE & COMPANY.	Common Stock	$18.4M	6.1%	57,198 SH	New
KLX ENERGY SERVICS HOLDNGS INCORPORATED COM NEW	Common Stock	$117K	0.0%	61,753 SH	New
L3HARRIS TECHNOLOGIES INCORPORATED	Common Stock	$661K	0.2%	2,253 SH	New
LOWES COMPANIES INCORPORATED	Common Stock	$667K	0.2%	2,766 SH	New
MARATHON PETE CORPORATION	Common Stock	$7.4M	2.5%	45,451 SH	New
MASTERCARD INCORPORATED CLASS A	Common Stock	$722K	0.2%	1,264 SH	New
MCDONALDS CORPORATION	Common Stock	$736K	0.2%	2,409 SH	New
MERCK & COMPANY INCORPORATED	Common Stock	$1.5M	0.5%	14,515 SH	New
META PLATFORMS INCORPORATED CLASS A	Common Stock	$4.9M	1.6%	7,448 SH	New
MICRON TECHNOLOGY INCORPORATED	Common Stock	$202K	0.1%	709 SH	New
MICROSOFT CORPORATION	Common Stock	$21.2M	7.1%	43,904 SH	New
MOTOROLA SOLUTIONS INCORPORATED COM NEW	Common Stock	$10.5M	3.5%	27,401 SH	New
NETFLIX INCORPORATED	Common Stock	$336K	0.1%	3,581 SH	New
NEXTERA ENERGY INCORPORATED	Common Stock	$3.8M	1.3%	47,521 SH	New
NORFOLK SOUTHN CORPORATION	Common Stock	$351K	0.1%	1,217 SH	New
NVIDIA CORPORATION	Common Stock	$6.3M	2.1%	33,688 SH	New
OGE ENERGY CORPORATION	Common Stock	$354K	0.1%	8,302 SH	New
OKLO INCORPORATED COM CLASS A	Common Stock	$332K	0.1%	4,632 SH	New
ONE GAS INCORPORATED	Common Stock	$1.0M	0.3%	13,482 SH	New
ONEOK INCORPORATED NEW	Common Stock	$7.0M	2.3%	95,844 SH	New
ORACLE CORPORATION	Common Stock	$436K	0.1%	2,238 SH	New
OREILLY AUTOMOTIVE INCORPORATED	Common Stock	$364K	0.1%	3,992 SH	New
PALANTIR TECHNOLOGIES INCORPORATED CLASS A	Common Stock	$2.3M	0.8%	12,853 SH	New
PHILIP MORRIS INTERNATIONAL INCORPORATED	Common Stock	$217K	0.1%	1,354 SH	New
PHILLIPS 66	Common Stock	$2.5M	0.8%	19,325 SH	New
PROCTER AND GAMBLE COMPANY	Common Stock	$421K	0.1%	2,935 SH	New
PUBLIC SVC ENTERPRISE GRP INCORPORATED	Common Stock	$1.1M	0.4%	14,015 SH	New
QUANTUM COMPUTING INCORPORATED	Common Stock	$246K	0.1%	24,012 SH	New
ROBINHOOD MKTS INCORPORATED COM CLASS A	Common Stock	$1.5M	0.5%	13,193 SH	New
RTX CORPORATION	Common Stock	$753K	0.3%	4,106 SH	New
S&P GLOBAL INCORPORATED	Common Stock	$1.6M	0.5%	3,138 SH	New
SALESFORCE INCORPORATED	Common Stock	$1.9M	0.6%	7,061 SH	New
SOFI TECHNOLOGIES INCORPORATED	Common Stock	$201K	0.1%	7,680 SH	New
SOUTHERN COMPANY	Common Stock	$268K	0.1%	3,072 SH	New
SYNCHRONY FINANCIAL	Common Stock	$260K	0.1%	3,122 SH	New
SYNOPSYS INCORPORATED	Common Stock	$456K	0.2%	970 SH	New
TESLA INCORPORATED	Common Stock	$1.9M	0.6%	4,245 SH	New
TJX COMPANIES INCORPORATED NEW	Common Stock	$2.5M	0.8%	16,468 SH	New
UNION PAC CORPORATION	Common Stock	$3.8M	1.3%	16,491 SH	New
UNITEDHEALTH GROUP INCORPORATED	Common Stock	$3.6M	1.2%	11,056 SH	New
VERIZON COMMUNICATIONS INCORPORATED	Common Stock	$3.8M	1.3%	94,433 SH	New
VISA INCORPORATED COM CLASS A	Common Stock	$5.6M	1.9%	15,903 SH	New
WALMART INCORPORATED	Common Stock	$16.0M	5.3%	143,474 SH	New
WELLS FARGO COMPANY NEW	Common Stock	$3.3M	1.1%	35,627 SH	New
WILLIAMS COMPANIES INCORPORATED	Common Stock	$1.4M	0.5%	22,952 SH	New

Sold (vs prior filing)

AB DISRUPTORS ETF — $21.4M
ABBVIE INCORPORATED — $4.9M
ADVANCED MICRO DEVICES INCORPORATED — $4.1M
AIR PRODUCTS AND CHEMICALS INCORPORATED — $4.5M
ALLSTATE CORPORATION — $1.4M
ALPHABET INCORPORATED CAP STK CLASS A — $6.0M
ALPHABET INCORPORATED CAP STK CLASS C — $352K
AMAZON COM INCORPORATED — $4.2M
AMERICAN ELEC PWR COMPANY INCORPORATED — $445K
AMPHENOL CORPORATION CLASS A — $631K
AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF — $4.4M
ANALOG DEVICES INCORPORATED — $7.6M
APPLE INCORPORATED — $16.9M
APPLIED MATLS INCORPORATED — $453K
ARCHER AVIATION INCORPORATED COM CLASS A — $50K
AVANTIS US LARGE CAP VALUE ETF — $43.5M
BANK OF AMER CORPORATION — $485K
BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW — $798K
BEST BUY INCORPORATED — $1.8M
BROADCOM INCORPORATED — $17.7M
… and 146 more

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Filing Date	Quarter	Form	Accession	Portfolio	Filing
Mar 3, 2026	Q4 2025	13F-HR	0002114442-26-000001	$300.8M	View
Aug 6, 2026	Q2 2026	13F-HR	0001765380-26-000308	$710.2M	View
May 11, 2026	Q1 2026