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Manager record

Tulsa Wealth Advisors, INC

Tulsa, OK · CIK 2114442 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$710.17MReported 13F valueQ2 2026 · as filed
166Holdings listed
+24.5%vs prior quartervalue change includes market moves
3Quarters on record
Aug 06Latest filed
Reported 13F value by quarter, Q4 2025 to Q2 2026Q4 2025: $300.8M$300.8MQ4 2025110 holdingsQ1 2026: $570.4M$570.4MQ1 2026150 holdingsQ2 2026: $710.2M$710.2MQ2 2026166 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Aug 06 2026 13F-HR · period Q2 2026

$710.17M · 166 holdings listed · View original SEC filing ↗
May 11 2026 13F-HR · period Q1 2026

$570.37M · 150 holdings listed · View original SEC filing ↗
Mar 03 2026 13F-HR · period Q4 2025

$300.77M · 110 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Aug 06, 2026 · Change methodology