Long-term investor
Tulsa Wealth Advisors, Inc. @tulsawealthadvisorsinc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002114442).
Record
- Tracked since 2025-12-31 (265 days), 135 trades recorded
- Returns: week n/a · month n/a · 90 days 0.0% · 6 months n/a · 1 year n/a · all +0.3%
- Max drawdown n/a · win rate 100% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 464287150 · 8.9% · long · since 2026-03-31
- 09290C103 · 7.7% · long · since 2026-03-31
- 46137V241 · 7.4% · long · since 2026-03-31
- 025072349 · 6.1% · long · since 2026-03-31
- 31423L503 · 4.6% · long · since 2026-06-30
- 922908736 · 4.4% · long · since 2026-03-31
- 89157W608 · 3.6% · long · since 2026-06-30
- 464287440 · 3.5% · long · since 2026-03-31
- 00039J509 · 3.0% · long · since 2026-06-30
- 46137V233 · 2.8% · long · since 2026-03-31
- 46434V803 · 2.7% · long · since 2026-03-31
- AVGO · 2.5% · long · since 2025-12-31