account_balance
Investment manager · 13F filer · SEC CIK 2114442
Tulsa Wealth Advisors, INC
Reported value$766Mas of Sep 30, 2026
Positions170 12 new, 8 sold out
Top 10 weight49.8%ITOT alone is 8%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
ITOTiShares Tr Core S&P TTL STK
8.4%
DYNFiShares U.S. Equity Factor Rotation Acti
7.2%
SPHQInvesco S&P 500 Quality ETF
6.4%
AVLVAvantis US Large Cap Value ETF
5.6%
FLCCFederated Hermes MDT Large Cap Core ETF
4.4%
VUGVanguard Morningstar Growth ETF
4.3%
FTRBFederated Hermes Total Return Bond ETF
4.1%New
TDITouchstone Dynamic International ETF
3.5%
IEFiShares Tr 7-10 Yr Trsy Bd
3.1%
XLGInvesco S&P 500 Top 50 ETF
2.7%
HEFAiShares Tr HDG MSCI EAFE
2.5%
FWDAb Disruptors ETF
2.5%
ITOTiShares Tr Core S&P TTL STK
8.4%
DYNFiShares U.S. Equity Factor Rotation Acti
7.2%
SPHQInvesco S&P 500 Quality ETF
6.4%
AVLVAvantis US Large Cap Value ETF
5.6%
FLCCFederated Hermes MDT Large Cap Core ETF
4.4%
VUGVanguard Morningstar Growth ETF
4.3%
FTRBFederated Hermes Total Return Bond ETF
4.1%
TDITouchstone Dynamic International ETF
3.5%
IEFiShares Tr 7-10 Yr Trsy Bd
3.1%
XLG2.7%
HEFA
FWD2.5%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
ITOT iShares Tr Core S&P TTL STK 8.4% Held
DYNF iShares U.S. Equity Factor Rotation Acti 7.2% Held
SPHQ Invesco S&P 500 Quality ETF 6.4% Held
AVLV Avantis US Large Cap Value ETF 5.6% Held
FLCC Federated Hermes MDT Large Cap Core ETF 4.4% Held
VUG Vanguard Morningstar Growth ETF 4.3% Held
FTRB Federated Hermes Total Return Bond ETF 4.1% New
TDI Touchstone Dynamic International ETF 3.5% Held
IEF iShares Tr 7-10 Yr Trsy Bd 3.1% Held
XLG Invesco S&P 500 Top 50 ETF 2.7% Held
HEFA iShares Tr HDG MSCI EAFE 2.5% Held
FWD Ab Disruptors ETF 2.5% Held
What changed
Biggest moves since Jun 30, 2026
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