Filed: 3/3/2026ACC: 0002114442-26-000001
📋 What this filing means
TULSA WEALTH ADVISORS, INC filed this quarterly 13F‑HR report disclosing 110 equity positions with a total reported market value of $300.77M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
110
Positions
$300.77M
Total AUM (reported)
1.90M
Total Shares
Allocation by class
COMMON STOCK$300.77M100.0%
Portfolio Concentration
Top 3$67.79M22.5%
4–10$76.37M25.4%
11–25$79.81M26.5%
Rest$76.81M25.5%
Top 3 weight
22.5%
Top 10 weight
47.9%
Voting Authority Distribution
Total shares with voting rights: 1.90M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
1.90M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole110
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings110
Rows:
BROADCOM INCORPORATED
SOLEShares67.51K
TypeSH
Market value$23.36M
7.77%
Sole
0.00
Shared
0.00
None
67.51K
APPLE INCORPORATED
SOLEShares85.29K
TypeSH
Market value$23.19M
7.71%
Sole
0.00
Shared
0.00
None
85.29K
MICROSOFT CORPORATION
SOLEShares43.90K
TypeSH
Market value$21.23M
7.06%
Sole
0.00
Shared
0.00
None
43.90K
JPMORGAN CHASE & COMPANY.
SOLEShares57.20K
TypeSH
Market value$18.43M
6.13%
Sole
0.00
Shared
0.00
None
57.20K
WALMART INCORPORATED
SOLEShares143.47K
TypeSH
Market value$15.98M
5.31%
Sole
0.00
Shared
0.00
None
143.47K
MOTOROLA SOLUTIONS INCORPORATED COM NEW
SOLEShares27.40K
TypeSH
Market value$10.50M
3.49%
Sole
0.00
Shared
0.00
None
27.40K
ALPHABET INCORPORATED CAP STK CLASS A
SOLEShares26.71K
TypeSH
Market value$8.36M
2.78%
Sole
0.00
Shared
0.00
None
26.71K
HOME DEPOT INCORPORATED
SOLEShares23.94K
TypeSH
Market value$8.24M
2.74%
Sole
0.00
Shared
0.00
None
23.94K
ANALOG DEVICES INCORPORATED
SOLEShares27.40K
TypeSH
Market value$7.43M
2.47%
Sole
0.00
Shared
0.00
None
27.40K
CME GROUP INCORPORATED
SOLEShares27.18K
TypeSH
Market value$7.42M
2.47%
Sole
0.00
Shared
0.00
None
27.18K
MARATHON PETE CORPORATION
SOLEShares45.45K
TypeSH
Market value$7.39M
2.46%
Sole
0.00
Shared
0.00
None
45.45K
JOHNSON & JOHNSON
SOLEShares34.26K
TypeSH
Market value$7.09M
2.36%
Sole
0.00
Shared
0.00
None
34.26K
ONEOK INCORPORATED NEW
SOLEShares95.84K
TypeSH
Market value$7.04M
2.34%
Sole
0.00
Shared
0.00
None
95.84K
AMAZON COM INCORPORATED
SOLEShares27.72K
TypeSH
Market value$6.40M
2.13%
Sole
0.00
Shared
0.00
None
27.72K
NVIDIA CORPORATION
SOLEShares33.69K
TypeSH
Market value$6.28M
2.09%
Sole
0.00
Shared
0.00
None
33.69K
ABBVIE INCORPORATED
SOLEShares25.32K
TypeSH
Market value$5.78M
1.92%
Sole
0.00
Shared
0.00
None
25.32K
VISA INCORPORATED COM CLASS A
SOLEShares15.90K
TypeSH
Market value$5.58M
1.85%
Sole
0.00
Shared
0.00
None
15.90K
DARDEN RESTAURANTS INCORPORATED
SOLEShares29.88K
TypeSH
Market value$5.50M
1.83%
Sole
0.00
Shared
0.00
None
29.88K
META PLATFORMS INCORPORATED CLASS A
SOLEShares7.45K
TypeSH
Market value$4.92M
1.63%
Sole
0.00
Shared
0.00
None
7.45K
AIR PRODUCTS & CHEMICALS INCORPORATED
SOLEShares18.86K
TypeSH
Market value$4.66M
1.55%
Sole
0.00
Shared
0.00
None
18.86K
CUMMINS INCORPORATED
SOLEShares7.92K
TypeSH
Market value$4.04M
1.34%
Sole
0.00
Shared
0.00
None
7.92K
VERIZON COMMUNICATIONS INCORPORATED
SOLEShares94.43K
TypeSH
Market value$3.85M
1.28%
Sole
0.00
Shared
0.00
None
94.43K
NEXTERA ENERGY INCORPORATED
SOLEShares47.52K
TypeSH
Market value$3.81M
1.27%
Sole
0.00
Shared
0.00
None
47.52K
UNION PAC CORPORATION
SOLEShares16.49K
TypeSH
Market value$3.81M
1.27%
Sole
0.00
Shared
0.00
None
16.49K
UNITEDHEALTH GROUP INCORPORATED
SOLEShares11.06K
TypeSH
Market value$3.65M
1.21%
Sole
0.00
Shared
0.00
None
11.06K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BROADCOM INCORPORATEDSOLE | Common Stock | 67.51K | SH | $23.36M 7.77% | 0.00 | 0.00 | 67.51K |
APPLE INCORPORATEDSOLE | Common Stock | 85.29K | SH | $23.19M 7.71% | 0.00 | 0.00 | 85.29K |
MICROSOFT CORPORATIONSOLE | Common Stock | 43.90K | SH | $21.23M 7.06% | 0.00 | 0.00 | 43.90K |
JPMORGAN CHASE & COMPANY.SOLE | Common Stock | 57.20K | SH | $18.43M 6.13% | 0.00 | 0.00 | 57.20K |
WALMART INCORPORATEDSOLE | Common Stock | 143.47K | SH | $15.98M 5.31% | 0.00 | 0.00 | 143.47K |
MOTOROLA SOLUTIONS INCORPORATED COM NEWSOLE | Common Stock | 27.40K | SH | $10.50M 3.49% | 0.00 | 0.00 | 27.40K |
ALPHABET INCORPORATED CAP STK CLASS ASOLE | Common Stock | 26.71K | SH | $8.36M 2.78% | 0.00 | 0.00 | 26.71K |
HOME DEPOT INCORPORATEDSOLE | Common Stock | 23.94K | SH | $8.24M 2.74% | 0.00 | 0.00 | 23.94K |
ANALOG DEVICES INCORPORATEDSOLE | Common Stock | 27.40K | SH | $7.43M 2.47% | 0.00 | 0.00 | 27.40K |
CME GROUP INCORPORATEDSOLE | Common Stock | 27.18K | SH | $7.42M 2.47% | 0.00 | 0.00 | 27.18K |
MARATHON PETE CORPORATIONSOLE | Common Stock | 45.45K | SH | $7.39M 2.46% | 0.00 | 0.00 | 45.45K |
JOHNSON & JOHNSONSOLE | Common Stock | 34.26K | SH | $7.09M 2.36% | 0.00 | 0.00 | 34.26K |
ONEOK INCORPORATED NEWSOLE | Common Stock | 95.84K | SH | $7.04M 2.34% | 0.00 | 0.00 | 95.84K |
AMAZON COM INCORPORATEDSOLE | Common Stock | 27.72K | SH | $6.40M 2.13% | 0.00 | 0.00 | 27.72K |
NVIDIA CORPORATIONSOLE | Common Stock | 33.69K | SH | $6.28M 2.09% | 0.00 | 0.00 | 33.69K |
ABBVIE INCORPORATEDSOLE | Common Stock | 25.32K | SH | $5.78M 1.92% | 0.00 | 0.00 | 25.32K |
VISA INCORPORATED COM CLASS ASOLE | Common Stock | 15.90K | SH | $5.58M 1.85% | 0.00 | 0.00 | 15.90K |
DARDEN RESTAURANTS INCORPORATEDSOLE | Common Stock | 29.88K | SH | $5.50M 1.83% | 0.00 | 0.00 | 29.88K |
META PLATFORMS INCORPORATED CLASS ASOLE | Common Stock | 7.45K | SH | $4.92M 1.63% | 0.00 | 0.00 | 7.45K |
AIR PRODUCTS & CHEMICALS INCORPORATEDSOLE | Common Stock | 18.86K | SH | $4.66M 1.55% | 0.00 | 0.00 | 18.86K |
CUMMINS INCORPORATEDSOLE | Common Stock | 7.92K | SH | $4.04M 1.34% | 0.00 | 0.00 | 7.92K |
VERIZON COMMUNICATIONS INCORPORATEDSOLE | Common Stock | 94.43K | SH | $3.85M 1.28% | 0.00 | 0.00 | 94.43K |
NEXTERA ENERGY INCORPORATEDSOLE | Common Stock | 47.52K | SH | $3.81M 1.27% | 0.00 | 0.00 | 47.52K |
UNION PAC CORPORATIONSOLE | Common Stock | 16.49K | SH | $3.81M 1.27% | 0.00 | 0.00 | 16.49K |
UNITEDHEALTH GROUP INCORPORATEDSOLE | Common Stock | 11.06K | SH | $3.65M 1.21% | 0.00 | 0.00 | 11.06K |
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