Terminal · Institutions

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 13F Holdings -- Portfolio & Top Positions (2026-06-30)

Scissortail Wealth Management, LLC (CIK 1906793) reported $519.6M across 106 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VTI ($40.2M, 7.74%), DYNF ($24.3M, 4.67%), IVW ($24.1M, 4.63%), IVE ($23.4M, 4.51%), IVV ($22.2M, 4.27%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1VTIVANGUARD TOTAL STOCK MARKET ETF$40.2M7.74%108,661Added
2DYNFISHARES U.S. EQUITY FACTOR ROTATION ACTI$24.3M4.67%357,136Added
3IVWISHARES TR SP 500 GRWT ETF$24.1M4.63%175,126Trimmed
4IVEISHARES TR SP 500 VAL ETF$23.4M4.51%103,271Trimmed
5IVVISHARES TR CORE SP500 ETF$22.2M4.27%29,611Added
6AGGISHARES TR CORE US AGGBD ET$20.0M3.85%202,137Added
7VEUVANGUARD FTSE ALLWORLD EXUS ETF$17.8M3.43%213,024Added
8BINCISHARES FLEXIBLE INCOME ACTIVE ETF$15.0M2.89%286,467Added
9IBTGISHARES IBONDS DEC 2026 TERM TREASURY ETF$14.4M2.76%626,984Added
10QQQINVESCO QQQ TRUST$14.2M2.73%19,230Trimmed
11AAPLAPPLE INCORPORATED$13.8M2.65%47,564Trimmed
12MTUMISHARES TR MSCI USA MMENTM$13.8M2.65%40,238Trimmed
13IBTIISHARES IBONDS DEC 2028 TERM TREASURY ETF$11.7M2.24%526,299Added
14IBHIISHARES IBONDS 2029 TERM HIGH YIELD AND INCOME ETF$11.6M2.22%494,248Added
15QUALISHARES TR MSCI USA QLT FCT$10.9M2.10%49,769Trimmed
16COROISHARES INTL CTRY ROTATION ACTIVE ETF$10.1M1.95%276,840Added
17JCIJOHNSON CONTROLS INTERNATION SHS (IRELAND)$8.3M1.60%56,968Trimmed
18MPCMARATHON PETE CORPORATION$8.2M1.57%31,920Trimmed
19WMTWALMART INC$8.0M1.54%70,707Trimmed
20BNDXVANGUARD TOTAL INTERNATIONAL BOND ETF$7.8M1.49%160,235Added
21MSFTMICROSOFT CORPORATION$7.8M1.49%20,797Added
22ADIANALOG DEVICES INCORPORATED$7.6M1.47%19,232Trimmed
23AVGOBROADCOM INCORPORATED$7.5M1.45%19,909Trimmed
24JNJJOHNSON JOHNSON$7.5M1.45%29,667Trimmed
25JPMJPMORGAN CHASE COMPANY$7.2M1.38%21,868Trimmed

Source: SEC Form 13F filings · as of 2026-06-30