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Andy Armstrong

Tulsa Wealth Advisors, Inc

Assets Managed
$570.367M
Holdings
150
Last Quarter
2026 - Q1
Filed Date
15d ago
Growth Rate
89.64%(2Q avg: 44.82%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Tulsa Wealth Advisors, Inc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 150 positions.

Assets under management

The assets under management (AUM) of Tulsa Wealth Advisors, Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 570.367M in assets, with a quarterly growth rate of 89.64% and a 2-quarter average growth rate of 44.82%. The portfolio is managed by Andy Armstrong, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPHQ
Invesco S&p 500 Quality Etf
Recent Activity
New Position
9.93%
$56.606M
752,841 shares@ $75.19 avg price
ITOT
Ishares Core S&p Total U.s.
Recent Activity
New Position
9.87%
$56.24M
394,861 shares@ $142.44 avg price
DYNF
Ishrs Us E F R A Etf-usd Inc
Recent Activity
New Position
8.21%
$46.794M
804,300 shares@ $58.18 avg price
AVLV
Avantis Us Large Cap Value
Recent Activity
New Position
5.78%
$32.912M
408,289 shares@ $80.62 avg price
XLG
Invesco S&p 500 Top 50 Etf
Recent Activity
New Position
4.41%
$25.147M
460,984 shares@ $54.55 avg price
VUG
Vanguard Growth Etf
Recent Activity
New Position
4.27%
$24.298M
55,628 shares@ $436.8 avg price
IEF
Ishares 7-10 Year Treasury B
Recent Activity
New Position
4.18%
$23.789M
249,260 shares@ $95.44 avg price
HEFA
Isha Curr Hedged Msci Eafe
Recent Activity
New Position
3.19%
$18.149M
427,085 shares@ $42.5 avg price
AVGO
Broadcom Inc
Recent Activity
Decreased -30.33%
2.56%
$14.557M
47,032 shares@ $309.52 avg price
AAPL
Apple Inc
Recent Activity
Decreased -37.04%
2.39%
$13.628M
53,699 shares@ $253.79 avg price

1-10 of 150