13F Filings History of Scissortail Wealth Management, LLC

Latest 13F report
Q4 2025 - 29 Jan 2026
Value $
$438,529,315
Signature - Title
Sarah H Schmidt - Consultant
Location
Tulsa, OK
Summary
This page shows a list of all the recent 13F filings made by Scissortail Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Scissortail Wealth Management, LLC reported 107 stock holdings with total value $438,529,315 as of Q4 2025. Top holdings included VTI, IVW, DYNF, VEU, and QUAL.

Notify me when Scissortail Wealth Management, LLC files a new 13F portfolio report.

⭐ Subscribe ⭐
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 107 $438,529,315 +$10,125,516 -$34,381,332 -$24,255,816 VTI, IVW, DYNF, VEU, QUAL 13F-HR 29 Jan 2026, 14:47
Q3 2025 116 $458,697,351 +$38,361,479 -$20,880,363 +$17,481,116 VTI, IVW, DYNF, QUAL, VEU 13F-HR 29 Oct 2025, 16:32
Q2 2025 110 $416,253,290 +$17,581,026 -$18,871,301 -$1,290,275 VTI, IVW, QUAL, IVV, VEU 13F-HR 14 Aug 2025, 21:59
Q1 2025 105 $389,285,328 +$59,164,593 -$52,121,899 +$7,042,694 VTI, IVW, QUAL, IVV, VEU 13F-HR 12 May 2025, 16:17
Q4 2024 123 $390,633,435 +$53,163,354 -$8,045 +$53,155,309 VTI, IVW, IVV, AAPL, QUAL 13F-HR 13 Feb 2025, 17:56
Q3 2024 125 $54,510 $0 $0 $0 IBTF, IBDP, IBHE, IBTI, DMAR 13F-HR 14 Nov 2024, 12:00
Q2 2024 124 $383,170,080 +$24,280,816 -$19,174,066 +$5,106,750 VTI, IVV, IBTE, IVW, VEU 13F-HR 14 Aug 2024, 18:24
Q1 2024 112 $378,609,202 +$195,849,858 -$139,261,145 +$56,588,713 VTI, IBTE, IVV, VEU, QUAL 13F-HR 15 May 2024, 10:50
Q4 2023 159 $308,722,770 +$178,457,127 -$3,747,102 +$174,710,025 AAPL, IBTE, QUAL, JPM, IBTF 13F-HR 30 Jan 2024, 16:31
Q3 2023 46 $126,984,693 +$51,671,394 -$43,121,442 +$8,549,952 IBTE, AAPL, COP, IBTF, QQQ 13F-HR 23 Oct 2023, 13:19
Q2 2023 40 $121,926,356 +$39,280,792 -$32,792,315 +$6,488,477 IBTE, QQQ, SPTL, QUAL, IBHE 13F-HR 20 Jul 2023, 14:57
Q1 2023 45 $110,975,107 +$39,733,865 -$98,995,871 -$59,262,006 IBTE, AAPL, COP, IBDP, IBHE Restatement 05 May 2023, 14:57
Q4 2022 120 $170,281,000 +$100,378,000 -$128,326,042 -$27,948,042 IBTE, COP, JPM, MRK, MPC 13F-HR 13 Feb 2023, 10:37
Q3 2022 84 $173,634,000 +$46,249,391 -$64,972,204 -$18,722,813 VTI, IVV, VEU, AAPL, MPC 13F-HR 03 Nov 2022, 10:48
Q2 2022 123 $104,187,000 $0 $0 $0 MBB, USMV, STIP, IAU, FLOT 13F-HR 12 Aug 2022, 12:23
Q1 2022 90 $198,564,000 +$59,749,462 -$105,283,342 -$45,533,880 VTI, IVV, AAPL, VEU, COP 13F-HR 19 Aug 2022, 14:38
Q4 2021 123 $259,711,000 $0 $0 $0 VTI, VEU, IVV, AAPL, MBB 13F-HR 04 Feb 2022, 14:54