Tulsa Wealth Advisors, INC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed March 3, 2026), Tulsa Wealth Advisors, INC reported 110 stock positions worth $300.8 million. Its top holding was Broadcom (AVGO) at 7.8% of the portfolio, followed by Apple (AAPL, 7.7%) and Microsoft (MSFT, 7.1%).
- Most Recent 13F
- Q2 2026
- Location
- TULSA, OK
- CIK
- 0002114442
- Portfolio Value
- $300.8M (Q4 2025)
- SEC Filing
- 0002114442-26-000001 ↗ filed Mar 3, 2026
Holdings Value
Holdings 110 stocks · $300.8M
| AVGO Broadcom Inc. | 7.77% | 67,508 | $23.4M | — |
| AAPL Apple Inc. | 7.71% | 85,294 | $23.2M | — |
| MSFT Microsoft Corp. | 7.06% | 43,904 | $21.2M | — |
| JPM JPMorgan Chase & Co. | 6.13% | 57,198 | $18.4M | — |
| WMT Walmart Inc. | 5.31% | 143,474 | $16.0M | — |
| MSI Motorola Solutions Inc. | 3.49% | 27,401 | $10.5M | — |
| GOOGL Alphabet Inc. Class A | 2.78% | 26,710 | $8.4M | — |
| HD Home Depot Inc. | 2.74% | 23,942 | $8.2M | — |
| ADI Analog Devices Inc. | 2.47% | 27,399 | $7.4M | — |
| CME Cme Group Inc. | 2.47% | 27,185 | $7.4M | — |
| MPC Marathon Petroleum Corp. | 2.46% | 45,451 | $7.4M | — |
| JNJ Johnson & Johnson | 2.36% | 34,255 | $7.1M | — |
| OKE Oneok Inc. | 2.34% | 95,844 | $7.0M | — |
| AMZN Amazon.com Inc. | 2.13% | 27,716 | $6.4M | — |
| NVDA Nvidia Corp. | 2.09% | 33,688 | $6.3M | — |
| ABBV Abbvie Inc. | 1.92% | 25,316 | $5.8M | — |
| V Visa Inc. Class A | 1.85% | 15,903 | $5.6M | — |
| DRI Darden Restaurants Inc. | 1.83% | 29,879 | $5.5M | — |
| META Meta Platforms Inc. Class A | 1.63% | 7,448 | $4.9M | — |
| APD Air Products & Chemicals Inc. | 1.55% | 18,862 | $4.7M | — |
| CMI Cummins Inc. | 1.34% | 7,916 | $4.0M | — |
| VZ Verizon Communications Inc. | 1.28% | 94,433 | $3.8M | — |
| NEE Nextera Energy Inc. | 1.27% | 47,521 | $3.8M | — |
| UNP Union Pacific Corp. | 1.27% | 16,491 | $3.8M | — |
| UNH Unitedhealth Group Inc. | 1.21% | 11,056 | $3.6M | — |
| WFC Wells Fargo & Co. | 1.10% | 35,627 | $3.3M | — |
| COP Conocophillips | 1.08% | 34,615 | $3.2M | — |
| FIS Fidelity National Info Serv | 0.96% | 43,625 | $2.9M | — |
| BBY Best Buy Co. Inc. | 0.95% | 42,597 | $2.9M | — |
| CMCSA Comcast Corp. Class A | 0.93% | 93,622 | $2.8M | — |
| AMD Advanced Micro Devices | 0.86% | 12,087 | $2.6M | — |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.84% | 16,468 | $2.5M | — |
| PSX Phillips 66 | 0.83% | 19,325 | $2.5M | — |
| ETR Entergy Corp. | 0.80% | 26,104 | $2.4M | — |
| PLTR Palantir Technologies Inc. Class A | 0.76% | 12,853 | $2.3M | — |
| ALL Allstate Corp. | 0.65% | 9,342 | $1.9M | — |
| TSLA Tesla Inc. | 0.63% | 4,245 | $1.9M | — |
| CRM Salesforce Inc. | 0.62% | 7,061 | $1.9M | — |
| SPGI S&P Global Inc. | 0.55% | 3,138 | $1.6M | — |
| MRK Merck & Co. Inc. | 0.51% | 14,515 | $1.5M | — |
| HOOD Robinhood Markets Inc. Class A | 0.50% | 13,193 | $1.5M | — |
| LLY Eli Lilly & Co. | 0.49% | 1,382 | $1.5M | — |
| GOOG Alphabet Inc. Class C | 0.49% | 4,650 | $1.5M | — |
| WMB Williams Cos Inc. | 0.46% | 22,952 | $1.4M | — |
| GEV GE Vernova Inc. | 0.46% | 2,106 | $1.4M | — |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.44% | 4,510 | $1.3M | — |
| IQV Iqvia Holdings Inc. | 0.44% | 5,824 | $1.3M | — |
| PEG Public Service Enterprise GP | 0.37% | 14,015 | $1.1M | — |
| XOM Exxon Mobil Corp. | 0.36% | 9,005 | $1.1M | — |
| BRK.B Berkshire Hathaway Inc. Class B | 0.36% | 2,153 | $1.1M | — |
| OGS One Gas Inc. | 0.35% | 13,482 | $1.0M | — |
| FANG Diamondback Energy Inc. | 0.32% | 6,473 | $973K | — |
| CVX Chevron Corp. | 0.32% | 6,375 | $972K | — |
| CAT Caterpillar Inc. | 0.30% | 1,580 | $905K | — |
| EW Edwards Lifesciences Corp. | 0.27% | 9,430 | $804K | — |
| APH Amphenol Corp. Class A | 0.26% | 5,676 | $767K | — |
| ATO Atmos Energy Corp. | 0.25% | 4,535 | $760K | — |
| RTX RTX Corp. | 0.25% | 4,106 | $753K | — |
| MCD McDonald's Corp. | 0.24% | 2,409 | $736K | — |
| MA Mastercard Inc. Class A | 0.24% | 1,264 | $722K | — |
| LOW Lowe's Cos Inc. | 0.22% | 2,766 | $667K | — |
| LHX L3HARRIS Technologies Inc. | 0.22% | 2,253 | $661K | — |
| ALNT Allient Inc. | 0.22% | 12,262 | $659K | — |
| AAON Aaon Inc. | 0.21% | 8,463 | $645K | — |
| ICE Intercontinental Exchange Inc. | 0.20% | 3,751 | $607K | — |
| CDNS Cadence Design SYS Inc. | 0.19% | 1,838 | $575K | — |
| DY Dycom Industries Inc. | 0.18% | 1,636 | $553K | — |
| COST Costco Wholesale Corp. | 0.18% | 636 | $548K | — |
| GS Goldman Sachs Group Inc. | 0.18% | 613 | $539K | — |
| DHI D.R. Horton Inc. | 0.18% | 3,727 | $537K | — |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.18% | 9,577 | $527K | — |
| BOKF Bok Financial Corporation | 0.17% | 4,241 | $502K | — |
| AEP American Electric Power | 0.16% | 4,083 | $471K | — |
| SNPS Synopsys Inc. | 0.15% | 970 | $456K | — |
| FAF First American Financial | 0.15% | 7,388 | $454K | — |
| CMG Chipotle Mexican Grill Inc. | 0.15% | 12,242 | $453K | — |
| CSCO Cisco Systems Inc. | 0.15% | 5,702 | $439K | — |
| ORCL Oracle Corp. | 0.15% | 2,238 | $436K | — |
| DXCM Dexcom Inc. | 0.14% | 6,480 | $430K | — |
| PG The Procter & Gamble Co. | 0.14% | 2,935 | $421K | — |
| CEG Constellation Energy | 0.14% | 1,187 | $419K | — |
| AXP American Express Co. | 0.13% | 1,089 | $403K | — |
| KO The Coca-Cola Co. | 0.13% | 5,456 | $381K | — |
| ORLY O'reilly Automotive Inc. | 0.12% | 3,992 | $364K | — |
| FISV Fiserv Inc. | 0.12% | 5,367 | $361K | — |
| OGE Oge Energy Corp. | 0.12% | 8,302 | $354K | — |
| NSC Norfolk Southern Corp. | 0.12% | 1,217 | $351K | — |
| DVN Devon Energy Corp. | 0.11% | 9,375 | $343K | — |
| F Ford Motor Co. filed as FORD MTR CO | 0.11% | 25,722 | $337K | — |
| NFLX Netflix Inc. | 0.11% | 3,581 | $336K | — |
| OKLO Oklo Inc. | 0.11% | 4,632 | $332K | — |
| CRWD CrowdStrike Holdings Inc. Class A | 0.11% | 676 | $317K | — |
| BKNG Booking Holdings Inc. | 0.10% | 57 | $305K | — |
| BA The Boeing Co. | 0.10% | 1,392 | $302K | — |
| T AT&T Inc. | 0.09% | 11,243 | $279K | — |
| SO The Southern Co. | 0.09% | 3,072 | $268K | — |
| APP AppLovin Corp. Class A | 0.09% | 392 | $264K | — |
| SYF Synchrony Financial | 0.09% | 3,122 | $260K | — |
| INTC Intel Corp. | 0.09% | 7,020 | $259K | — |
| QBTS D-Wave Quantum Inc. | 0.08% | 9,471 | $248K | — |
Portfolio Sells Q4 2025
No earlier filing to compare with.
Portfolio Buys Q4 2025
No earlier filing to compare with.