Tulsa Wealth Advisors, INC

13F filer · CIK 0002114442

Reported Aug 6, 2026

Net buyer this quarter

13F portfolio value$710MU.S. long equity reported on 13F

Positions1099 new · 2 closed

Net flow last quarter+$4.82MBuys minus sells

Top 10 positions weight17.3%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 6, 2026109 positions
AVGOBroadcom Inc.	$17.7M	2.49%	0.00%	-0.6%	Q4 2025
AAPLApple Inc.	$16.9M	2.38%	0.00%	+8.6%	Q4 2025
SPYSPDR S&P 500 ETF Trust	$14.6M	2.06%	Not reported	-3.7%	Q1 2026
JPMJPMorgan Chase & Co	$14.2M	2.01%	0.00%	+1.1%	Q4 2025
MSFTMicrosoft Corp	$12.4M	1.74%	0.00%	+8.1%	Q4 2025
WMTWalmart Inc.	$11M	1.55%	0.00%	+5.1%	Q4 2025
ETNEaton Corp plc	$10.9M	1.54%	0.01%	+0.2%	Q1 2026
MSIMotorola Solutions, Inc.	$9.02M	1.27%	0.01%	+3.9%	Q4 2025
MPCMarathon Petroleum Corp	$8.44M	1.19%	0.01%	-3.4%	Q4 2025
ADIAnalog Devices Inc	$7.58M	1.07%	0.00%	-1.4%	Q4 2025
HDHome Depot, Inc.	$6.85M	0.96%	0.00%	+6.0%	Q4 2025
JNJJohnson & Johnson	$6.39M	0.90%	0.00%	+2.1%	Q4 2025
GOOGLAlphabet Inc.	$6.01M	0.85%	0.00%	-0.9%	Q4 2025
CBChubb Ltd	$5.92M	0.83%	0.00%	+3.9%	Q1 2026
JCIJohnson Controls International plc	$5.6M	0.79%	0.01%	-1.1%	Q1 2026
DRIDarden Restaurants Inc	$5.07M	0.71%	0.02%	+2.8%	Q4 2025
ABBVAbbVie Inc.	$4.87M	0.69%	0.00%	+6.6%	Q4 2025
CMECme Group Inc.	$4.55M	0.64%	0.01%	+2.7%	Q4 2025
APDAir Products & Chemicals, Inc.	$4.5M	0.63%	0.01%	+4.0%	Q4 2025
ORealty Income Corp	$4.21M	0.59%	0.01%	+7.5%	Q1 2026
AMZNAmazon Com Inc	$4.2M	0.59%	0.00%	-1.8%	Q4 2025
AMDAdvanced Micro Devices Inc	$4.09M	0.58%	0.00%	-10.4%	Q4 2025
CMICummins Inc	$3.96M	0.56%	0.00%	-2.0%	Q4 2025
INCMInnocom Technology Holdings, Inc.	$3.82M	0.54%	0.06%	-6.0%	Q1 2026
VZVerizon Communications Inc	$3.64M	0.51%	0.00%	+19.2%	Q4 2025
VVisa Inc.	$3.58M	0.50%	0.00%	-0.4%	Q4 2025
UNPUnion Pacific Corp	$3.57M	0.50%	0.00%	+2.0%	Q4 2025
UNHUnitedhealth Group Inc	$3.36M	0.47%	0.00%	+14.9%	Q4 2025
TTTrane Technologies plc	$3.25M	0.46%	0.00%	-5.7%	Q1 2026
NEENextera Energy Inc	$3.09M	0.44%	0.00%	+3.2%	Q4 2025
WFCWells Fargo & Company	$2.97M	0.42%	0.00%	+38.7%	Q4 2025
METAMeta Platforms, Inc.	$2.81M	0.40%	Not reported	+6.5%	Q4 2025
ETREntergy Corp	$2.53M	0.36%	0.00%	+5.3%	Q4 2025
SCIService Corp International	$2.11M	0.30%	0.02%	New	Q2 2026
NVDANvidia Corp	$1.99M	0.28%	0.00%	+7.9%	Q4 2025
FISFidelity National Information Services, Inc.	$1.82M	0.26%	0.01%	+16.7%	Q4 2025
BBYBest Buy Co Inc	$1.82M	0.26%	0.01%	-28.2%	Q4 2025
LLYELI LILLY & Co	$1.8M	0.25%	0.00%	+9.1%	Q4 2025
NOBLNoble International, Ltd.	$1.57M	0.22%	Not reported	-32.9%	Q1 2026
TJXTJX Companies Inc	$1.56M	0.22%	0.00%	-5.3%	Q4 2025
OKEOneok Inc	$1.51M	0.21%	0.00%	+19.8%	Q4 2025
NXPINXP Semiconductors N.V.	$1.42M	0.20%	0.00%	-6.8%	Q1 2026
GEVGE Vernova Inc.	$1.42M	0.20%	0.00%	-5.9%	Q4 2025
ALLAllstate Corp	$1.4M	0.20%	0.00%	-4.7%	Q4 2025
QQQInvesco QQQ Trust, Series 1	$1.18M	0.17%	Not reported	-3.2%	Q1 2026
MRKMerck & Co., Inc.	$1.15M	0.16%	0.00%	-6.0%	Q4 2025
PLTRPalantir Technologies Inc.	$1.05M	0.15%	0.00%	+11.3%	Q4 2025
MDTMedtronic plc	$945K	0.13%	0.00%	-49.6%	Q1 2026
CATCaterpillar Inc	$881K	0.12%	0.00%	+7.1%	Q4 2025
SPGIS&P Global Inc.	$864K	0.12%	0.00%	-6.1%	Q4 2025

Q1 2026Reported May 11, 2026102 positions
AVGOBroadcom Inc.	$14.6M	2.55%	0.00%	-30.3%	Q4 2025
AAPLApple Inc.	$13.6M	2.39%	0.00%	-37.0%	Q4 2025
SPYSPDR S&P 500 ETF Trust	$13.2M	2.32%	Not reported	New	Q1 2026
JPMJPMorgan Chase & Co	$12.7M	2.22%	0.00%	-24.7%	Q4 2025
WMTWalmart Inc.	$11.5M	2.01%	0.00%	-35.7%	Q4 2025
MSFTMicrosoft Corp	$11.3M	1.99%	0.00%	-30.3%	Q4 2025
ETNEaton Corp plc	$9.15M	1.60%	0.01%	New	Q1 2026
MSIMotorola Solutions, Inc.	$9.07M	1.59%	0.01%	-23.7%	Q4 2025
MPCMarathon Petroleum Corp	$8.34M	1.46%	0.01%	-24.8%	Q4 2025
ADIAnalog Devices Inc	$6.15M	1.08%	0.00%	-29.4%	Q4 2025
JNJJohnson & Johnson	$6.03M	1.06%	0.00%	-28.0%	Q4 2025
HDHome Depot, Inc.	$6.02M	1.06%	0.00%	-23.5%	Q4 2025
CMECme Group Inc.	$5.92M	1.04%	0.01%	-26.2%	Q4 2025
CBChubb Ltd	$5.45M	0.96%	0.00%	New	Q1 2026
JCIJohnson Controls International plc	$5.07M	0.89%	0.01%	New	Q1 2026
GOOGLAlphabet Inc.	$4.88M	0.85%	0.00%	-36.5%	Q4 2025
DRIDarden Restaurants Inc	$4.69M	0.82%	0.02%	-19.9%	Q4 2025
APDAir Products & Chemicals, Inc.	$4.28M	0.75%	0.01%	-21.8%	Q4 2025
INCMInnocom Technology Holdings, Inc.	$4.06M	0.71%	0.06%	New	Q1 2026
ABBVAbbVie Inc.	$3.95M	0.69%	0.00%	-28.3%	Q4 2025
ORealty Income Corp	$3.87M	0.68%	0.01%	New	Q1 2026
AMZNAmazon Com Inc	$3.74M	0.66%	0.00%	-35.2%	Q4 2025
VZVerizon Communications Inc	$3.63M	0.64%	0.00%	-23.5%	Q4 2025
NEENextera Energy Inc	$3.17M	0.56%	0.00%	-28.1%	Q4 2025
VVisa Inc.	$3.17M	0.56%	0.00%	-34.1%	Q4 2025
UNPUnion Pacific Corp	$3.12M	0.55%	0.00%	-21.9%	Q4 2025
CMICummins Inc	$3.05M	0.54%	0.00%	-28.3%	Q4 2025
TTTrane Technologies plc	$2.93M	0.51%	0.00%	New	Q1 2026
METAMeta Platforms, Inc.	$2.68M	0.47%	Not reported	-37.1%	Q4 2025
ETREntergy Corp	$2.35M	0.41%	0.00%	-19.8%	Q4 2025
NOBLNoble International, Ltd.	$2.21M	0.39%	Not reported	New	Q1 2026
CMCSAComcast Corp	$2.15M	0.38%	0.00%	-20.0%	Q4 2025
BBYBest Buy Co Inc	$2.14M	0.38%	0.02%	-21.6%	Q4 2025
MDTMedtronic plc	$2.07M	0.36%	0.00%	New	Q1 2026
WFCWells Fargo & Company	$2.07M	0.36%	0.00%	-27.2%	Q4 2025
UNHUnitedhealth Group Inc	$1.91M	0.33%	0.00%	-36.3%	Q4 2025
FISFidelity National Information Services, Inc.	$1.89M	0.33%	0.01%	-7.9%	Q4 2025
TJXTJX Companies Inc	$1.74M	0.30%	0.00%	-33.9%	Q4 2025
NVDANvidia Corp	$1.61M	0.28%	0.00%	-72.7%	Q4 2025
AMDAdvanced Micro Devices Inc	$1.6M	0.28%	0.00%	-35.0%	Q4 2025
OKEOneok Inc	$1.31M	0.23%	0.00%	-84.9%	Q4 2025
ALLAllstate Corp	$1.28M	0.22%	0.00%	-34.1%	Q4 2025
LLYELI LILLY & Co	$1.26M	0.22%	0.00%	-0.6%	Q4 2025
PLTRPalantir Technologies Inc.	$1.19M	0.21%	0.00%	-36.9%	Q4 2025
MRKMerck & Co., Inc.	$1.14M	0.20%	0.00%	-34.5%	Q4 2025
GEVGE Vernova Inc.	$1.12M	0.20%	0.00%	-39.2%	Q4 2025
NXPINXP Semiconductors N.V.	$1.07M	0.19%	0.00%	New	Q1 2026
ZTSZoetis Inc.	$1.01M	0.18%	0.00%	New	Q1 2026
CRMSalesforce, Inc.	$966K	0.17%	0.00%	-26.7%	Q4 2025
SPGIS&P Global Inc.	$960K	0.17%	0.00%	-28.0%	Q4 2025

Q4 2025Reported Mar 3, 2026110 positions
AVGOBroadcom Inc.	$23.4M	7.77%	0.00%	New	Q4 2025
AAPLApple Inc.	$23.2M	7.71%	0.00%	New	Q4 2025
MSFTMicrosoft Corp	$21.2M	7.06%	0.00%	New	Q4 2025
JPMJPMorgan Chase & Co	$18.4M	6.13%	0.00%	New	Q4 2025
WMTWalmart Inc.	$16M	5.31%	0.00%	New	Q4 2025
MSIMotorola Solutions, Inc.	$10.5M	3.49%	0.02%	New	Q4 2025
GOOGLAlphabet Inc.	$8.36M	2.78%	0.00%	New	Q4 2025
HDHome Depot, Inc.	$8.24M	2.74%	0.00%	New	Q4 2025
ADIAnalog Devices Inc	$7.43M	2.47%	0.01%	New	Q4 2025
CMECme Group Inc.	$7.42M	2.47%	0.01%	New	Q4 2025
MPCMarathon Petroleum Corp	$7.39M	2.46%	0.02%	New	Q4 2025
JNJJohnson & Johnson	$7.09M	2.36%	0.00%	New	Q4 2025
OKEOneok Inc	$7.04M	2.34%	0.02%	New	Q4 2025
AMZNAmazon Com Inc	$6.4M	2.13%	0.00%	New	Q4 2025
NVDANvidia Corp	$6.28M	2.09%	0.00%	New	Q4 2025
ABBVAbbVie Inc.	$5.78M	1.92%	0.00%	New	Q4 2025
VVisa Inc.	$5.58M	1.85%	0.00%	New	Q4 2025
DRIDarden Restaurants Inc	$5.5M	1.83%	0.03%	New	Q4 2025
METAMeta Platforms, Inc.	$4.92M	1.63%	Not reported	New	Q4 2025
APDAir Products & Chemicals, Inc.	$4.66M	1.55%	0.01%	New	Q4 2025
CMICummins Inc	$4.04M	1.34%	0.01%	New	Q4 2025
VZVerizon Communications Inc	$3.85M	1.28%	0.00%	New	Q4 2025
NEENextera Energy Inc	$3.81M	1.27%	0.00%	New	Q4 2025
UNPUnion Pacific Corp	$3.81M	1.27%	0.00%	New	Q4 2025
UNHUnitedhealth Group Inc	$3.65M	1.21%	0.00%	New	Q4 2025
WFCWells Fargo & Company	$3.32M	1.10%	0.00%	New	Q4 2025
COPConocophillips	$3.24M	1.08%	0.00%	New	Q4 2025
FISFidelity National Information Services, Inc.	$2.9M	0.96%	0.01%	New	Q4 2025
BBYBest Buy Co Inc	$2.85M	0.95%	0.02%	New	Q4 2025
CMCSAComcast Corp	$2.8M	0.93%	0.00%	New	Q4 2025
AMDAdvanced Micro Devices Inc	$2.59M	0.86%	0.00%	New	Q4 2025
TJXTJX Companies Inc	$2.53M	0.84%	0.00%	New	Q4 2025
PSXPhillips 66	$2.49M	0.83%	0.00%	New	Q4 2025
ETREntergy Corp	$2.41M	0.80%	0.01%	New	Q4 2025
PLTRPalantir Technologies Inc.	$2.28M	0.76%	0.00%	New	Q4 2025
ALLAllstate Corp	$1.94M	0.65%	0.00%	New	Q4 2025
TSLATesla, Inc.	$1.91M	0.63%	0.00%	New	Q4 2025
CRMSalesforce, Inc.	$1.87M	0.62%	0.00%	New	Q4 2025
SPGIS&P Global Inc.	$1.64M	0.55%	0.00%	New	Q4 2025
MRKMerck & Co., Inc.	$1.53M	0.51%	0.00%	New	Q4 2025
HOODRobinhood Markets, Inc.	$1.49M	0.50%	0.01%	New	Q4 2025
LLYELI LILLY & Co	$1.49M	0.49%	0.00%	New	Q4 2025
GOOGAlphabet Inc.	$1.46M	0.49%	Not reported	New	Q4 2025
WMBWilliams Companies, Inc.	$1.38M	0.46%	0.00%	New	Q4 2025
GEVGE Vernova Inc.	$1.38M	0.46%	0.00%	New	Q4 2025
IBMInternational Business Machines Corp	$1.34M	0.44%	0.00%	New	Q4 2025
IQVIqvia Holdings Inc.	$1.31M	0.44%	0.00%	New	Q4 2025
PEGPublic Service Enterprise Group Inc	$1.13M	0.37%	0.00%	New	Q4 2025
XOMExxonMobil Holdings Corp	$1.08M	0.36%	0.00%	New	Q4 2025
BRK.BBerkshire Hathaway Inc	$1.08M	0.36%	Not reported	New	Q4 2025

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