• 13F History

Scissortail Wealth Management, LLC

13F Filings History

Latest 13F report
Q4 2024 - Feb 14, 2025
Value $
$391M
Signature - Title
Sarah 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 123 stock holdings with total value $391M as of Q4 2024. Top holdings included VTI, IVW, IVV, AAPL, and QUAL.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 123 $391M +$53.2M -$8.05K +$53.2M VTI, IVW, IVV, AAPL, QUAL 13F-HR 2/13/2025, 05:56 PM
Q3 2024 125 $54.5K $0 $0 IBTF, IBDP, IBHE, IBTI, DMAR 13F-HR 11/14/2024, 12:00 PM
Q2 2024 124 $383M +$24.3M -$19.2M +$5.11M VTI, IVV, IBTE, IVW, VEU 13F-HR 8/14/2024, 06:24 PM
Q1 2024 112 $379M +$196M -$139M +$56.6M VTI, IBTE, IVV, VEU, QUAL 13F-HR 5/15/2024, 10:50 AM
Q4 2023 154 $309M +$178M -$3.75M +$175M AAPL, IBTE, QUAL, JPM, IBTF 13F-HR 1/30/2024, 04:31 PM
Q3 2023 46 $127M +$51.7M -$8.07M +$43.6M IBTE, AAPL, COP, IBTF, QQQ 13F-HR 10/23/2023, 01:19 PM
Q2 2023 40 $122M +$39.3M -$4.87M +$34.4M IBTE, QQQ, SPTL, QUAL, IBHE 13F-HR 7/20/2023, 02:57 PM
Q1 2023 45 $111M +$39.7M -$36.8M +$2.94M IBTE, AAPL, COP, IBDP, IBHE Restatement 5/5/2023, 02:57 PM
Q4 2022 116 $170M +$109M -$550K +$109M IBTE, COP, JPM, MRK, MPC 13F-HR 2/13/2023, 09:37 AM
Q3 2022 77 $174M VTI, IVV, VEU, AAPL, MPC 13F-HR 11/3/2022, 10:48 AM
Q2 2022 51 $104M MBB, USMV, STIP, IAU, FLOT 13F-HR 8/12/2022, 12:23 PM
Q1 2022 85 $199M +$59.7M -$19.3M +$40.4M VTI, IVV, AAPL, VEU, COP 13F-HR 8/19/2022, 02:38 PM
Q4 2021 123 $254M VTI, VEU, IVV, AAPL, MBB 13F-HR 2/4/2022, 01:54 PM