Tulsa Wealth Advisors, INC reported 102 positions worth $250.32M for the quarter ended Jun 30, 2026, up 11.1% on the prior quarter. It opened 9 new positions, added to 48, trimmed 41 and exited 2. Its largest holding is Broadcom Inc. at 7.1% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| SCI Service Corp International | +27.8K | – | $2.11M | 0.843% |
| AAPL Apple Inc. | +4,626 | +8.6% | $1.34M | 6.74% |
| MSFT Microsoft Corp | +2,487 | +8.1% | $927.71K | 4.93% |
| WFC Wells Fargo & Company | +10.0K | +38.6% | $828.62K | 1.19% |
| VZ Verizon Communications Inc | +13.8K | +19.2% | $585.69K | 1.46% |
| WMT Walmart Inc. | +4,734 | +5.1% | $536.17K | 4.39% |
| AMAT Applied Materials Inc | +626 | – | $452.68K | 0.181% |
| UNH Unitedhealth Group Inc | +1,048 | +14.9% | $435.59K | 1.34% |
| MU Micron Technology Inc | +375 | – | $432.71K | 0.173% |
| HD Home Depot, Inc. | +1,095 | +6.0% | $386.18K | 2.74% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| CMCSA Comcast Corp | -52.8K | -70.5% | $1.30M | 0.217% |
| MDT Medtronic plc | -11.9K | -49.6% | $928.21K | 0.378% |
| STE STERIS plc | -3,584 | -100.0% | $792.63K | Exited |
| BBY Best Buy Co Inc | -9,431 | -28.2% | $715.62K | 0.727% |
| ATO Atmos Energy Corp | -2,863 | -100.0% | $528.85K | Exited |
| AMD Advanced Micro Devices Inc | -815 | -10.4% | $473.44K | 1.63% |
| MPC Marathon Petroleum Corp | -1,149 | -3.4% | $293.77K | 3.37% |
| TT Trane Technologies plc | -400 | -5.7% | $196.46K | 1.3% |
| PSX Phillips 66 | -1,069 | -35.1% | $180.73K | 0.133% |
| PEG Public Service Enterprise Group Inc | -1,882 | -19.5% | $152.75K | 0.253% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| SCI Service Corp International | +27.8K | $2.11M | 0.843% |
| AMAT Applied Materials Inc | +626 | $452.68K | 0.181% |
| MU Micron Technology Inc | +375 | $432.71K | 0.173% |
| EQIX Equinix Inc | +355 | $370.36K | 0.148% |
| MRVL Marvell Technology, Inc. | +1,125 | $335.02K | 0.134% |
| TSM Taiwan Semiconductor Manufacturing Co Ltd | +567 | $270.61K | 0.108% |
| HOOD Robinhood Markets, Inc. | +2,027 | $203.27K | 0.081% |
| PH Parker-Hannifin Corp | +206 | $201.55K | 0.081% |
| ACHR Archer Aviation Inc. | +10.6K | $49.97K | 0.02% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AVGO Broadcom Inc. | Technology | 46.8K | $17.66M | 7.06% | -268 | -0.6% | Reduced | 0% |
| 2 | AAPL Apple Inc. | Technology | 58.3K | $16.88M | 6.74% | +4,626 | +8.6% | Added | 0% |
| 3 | JPM Jpmorgan Chase & Co | Financial Services | 43.5K | $14.24M | 5.69% | +458 | +1.1% | Added | 0% |
| 4 | MSFT Microsoft Corp | Technology | 33.1K | $12.35M | 4.93% | +2,487 | +8.1% | Added | 0% |
| 5 | WMT Walmart Inc. | Consumer Staples | 97.1K | $10.99M | 4.39% | +4,734 | +5.1% | Added | 0% |
| 6 | ETN Eaton Corp plc | Industrials | 25.6K | $10.92M | 4.36% | +56 | +0.2% | Added | 0.01% |
| 7 | MSI Motorola Solutions, Inc. | Industrials | 21.7K | $9.02M | 3.6% | +814 | +3.9% | Added | 0.01% |
| 8 | MPC Marathon Petroleum Corp | Energy | 33.0K | $8.44M | 3.37% | -1,149 | -3.4% | Reduced | 0.01% |
| 9 | ADI Analog Devices Inc | Technology | 19.1K | $7.58M | 3.03% | -271 | -1.4% | Reduced | 0% |
| 10 | HD Home Depot, Inc. | Consumer Discretionary | 19.4K | $6.85M | 2.74% | +1,095 | +6.0% | Added | 0% |
| 11 | JNJ Johnson & Johnson | Healthcare | 25.2K | $6.39M | 2.55% | +513 | +2.1% | Added | 0% |
| 12 | GOOGL Alphabet Inc. | Technology | 16.8K | $6.01M | 2.4% | -148 | -0.9% | Reduced | 0% |
| 13 | CB Chubb Ltd | Financial Services | 17.4K | $5.92M | 2.37% | +654 | +3.9% | Added | 0% |
| 14 | JCI Johnson Controls International plc | Industrials | 38.3K | $5.60M | 2.24% | -413 | -1.1% | Reduced | 0.01% |
| 15 | DRI Darden Restaurants Inc | Consumer Discretionary | 24.6K | $5.07M | 2.03% | +678 | +2.8% | Added | 0.02% |
Tip. Select a row to see that position’s full history at Tulsa Wealth Advisors.
As of its Q2 2026 13F filing, Tulsa Wealth Advisors, INC’s five largest positions were Broadcom Inc. (AVGO) at 7.1%, Apple Inc. (AAPL) at 6.7%, Jpmorgan Chase & Co (JPM) at 5.7%, Microsoft Corp (MSFT) at 4.9%, Walmart Inc. (WMT) at 4.4% of the reported portfolio.
Tulsa Wealth Advisors, INC reported a 13F portfolio worth $250.32M across 102 positions for Q2 2026. That is up 11.1% from the previous quarter.
Its largest purchases by value were Service Corp International ($2.11M), Apple Inc. ($1.34M), Microsoft Corp ($927.71K). It opened 9 new positions.
Its largest sales by value were Comcast Corp ($1.30M), Medtronic plc ($928.21K), STERIS plc ($792.63K). It exited 2 positions entirely.
From the Form 13F-HR reports Tulsa Wealth Advisors, INC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.