Scissortail Wealth Management, LLC has released its latest 13F-HR report, detailing its investment portfolio valued at approximately $545 million as of September 30, 2026. This filing is significant as it provides insights into the firm’s investment strategies and market positioning.
Scissortail Wealth Management, based in Tulsa, Oklahoma, focuses on asset management. The firm is registered with the SEC and is classified under the SIC code for asset management. The latest filing was made on November 3, 2026, and outlines a total of 116 entries in its portfolio.
According to the filing, the firm holds a diverse array of securities, with substantial investments in various ETFs and major corporations. For instance, Scissortail has significant positions in the Vanguard Morningstar Total Stock Market ETF and the iShares S&P 500 Value ETF, among others. The total value of these holdings reflects the firm’s strategy to leverage both equity and bond markets.
The filing indicates that the firm’s total portfolio value reached $545,216,893. This figure underscores Scissortail's growing presence in the asset management industry, which is characterized by increasing competition and evolving investment strategies.
This update may impact various stakeholders, including clients, competitors, and market analysts. As Scissortail continues to adapt its investment strategies, its actions may influence trends within the asset management sector. The firm’s focus on a diversified portfolio aligns with broader industry practices aimed at mitigating risks and maximizing returns.
Looking ahead, the filing does not specify any immediate actions or upcoming events, but it does set the stage for future reports and potential adjustments in investment strategies as market conditions evolve.
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