Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Scissortail Wealth Management, LLC (CIK 1906793) reported $497.6M across 115 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VTI ($34.8M, 7.00%), IVE ($23.4M, 4.71%), DYNF ($20.7M, 4.16%), IVW ($19.9M, 4.01%), AGG ($19.7M, 3.97%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $34.8M | 7.00% | 108,648 | Trimmed |
| 2 | IVE | ISHARES TR | $23.4M | 4.71% | 111,026 | Added |
| 3 | DYNF | BLACKROCK ETF TRUST | $20.7M | 4.16% | 356,186 | Added |
| 4 | IVW | ISHARES TR | $19.9M | 4.01% | 176,208 | Trimmed |
| 5 | AGG | ISHARES TR | $19.7M | 3.97% | 198,947 | New |
| 6 | VEU | VANGUARD INTL EQUITY INDEX F | $15.9M | 3.19% | 211,226 | Trimmed |
| 7 | BINC | BLACKROCK ETF TRUST II | $14.3M | 2.88% | 276,049 | Added |
| 8 | IBTG | ISHARES TR | $14.0M | 2.82% | 613,073 | Added |
| 9 | AAPL | APPLE INC | $13.6M | 2.74% | 53,730 | Added |
| 10 | QUAL | ISHARES TR | $12.7M | 2.55% | 66,255 | Trimmed |
| 11 | IBTI | ISHARES TR | $11.5M | 2.32% | 518,193 | Added |
| 12 | QQQ | INVESCO QQQ TR | $11.3M | 2.28% | 19,664 | Trimmed |
| 13 | IBHI | ISHARES TR | $11.3M | 2.27% | 485,371 | Added |
| 14 | MTUM | ISHARES TR | $10.7M | 2.14% | 44,466 | Added |
| 15 | WMT | WALMART INC | $9.9M | 1.98% | 79,497 | Trimmed |
| 16 | IVV | ISHARES TR | $9.3M | 1.88% | 14,287 | Added |
| 17 | COP | CONOCOPHILLIPS | $9.0M | 1.81% | 68,218 | Trimmed |
| 18 | CORO | BLACKROCK ETF TRUST | $8.8M | 1.77% | 274,080 | New |
| 19 | PSX | PHILLIPS 66 | $8.4M | 1.69% | 46,170 | Trimmed |
| 20 | MPC | MARATHON PETE CORP | $8.1M | 1.62% | 33,039 | Added |
| 21 | JCI | JOHNSON CONTROLS INTERNATION | $7.9M | 1.59% | 60,342 | Trimmed |
| 22 | JNJ | JOHNSON & JOHNSON | $7.9M | 1.58% | 32,169 | Added |
| 23 | MSFT | MICROSOFT CORP | $7.6M | 1.52% | 20,492 | Added |
| 24 | BNDX | VANGUARD CHARLOTTE FDS | $7.5M | 1.51% | 156,354 | Added |
| 25 | JPM | JPMORGAN CHASE & CO | $6.9M | 1.39% | 23,444 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31