Scissortail Wealth Management, LLC

RIA/Wealth

Scissortail Wealth Management, LLC is a RIA/Wealth based in Tulsa, OK led by Todd Charles Welsh, reporting $587.5M in AUM as of Q3 2025 with 56% ETF concentration.

FounderTodd Charles Welsh

Portfolio Value: $458.4M
Positions: 115
Top Holding: VTI at 8.54%
Last Reported: Q3 2025

Address1203 East 33rd Street, Suite 100, Tulsa, OK, 74105, United States

Top Holdings

Largest long holdings in Scissortail Wealth Management, LLC's portfolio (38.5% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Vanguard Total Stock Market VTI	ETF ETF	$39.2M	8.54%	+$375.4K Bought	— 119.4K shares	Q1 2024 Held for 1y 8m
2 iShares S&P 500 Growth ETF IVW	ETF ETF	$23.1M	5.03%	-$706.6K Sold	— 191.2K shares	Q1 2024 Held for 1y 8m
3 BlackRock U.S. Equity Factor Rotation DYNF	ETF ETF	$18.6M	4.05%	+$6.2M Bought	— 313.8K shares	Q1 2024 Held for 1y 8m
4 iShares MSCI USA Quality Factor QUAL	ETF ETF	$15.5M	3.39%	-$1.5M Sold	— 79.9K shares	Q1 2022 Held for 3y 8m
5 Vanguard FTSE All-World Ex-US ETF VEU	ETF ETF	$15.4M	3.37%	+$168.2K Bought	— 216.3K shares	Q1 2024 Held for 1y 8m
6 Apple AAPL	Consumer Electronics Technology	$13.5M	2.95%	+$104.9K Bought	0.00% 53.1K shares	Q4 2021 Held for 3y 11m
7 iShares S&P 500 Value IVE	ETF ETF	$13.4M	2.93%	+$1.7M Bought	— 65.1K shares	Q1 2024 Held for 1y 8m
8 Invesco QQQ Trust QQQ	ETF ETF	$13.1M	2.85%	+$3.8M Bought	— 21.8K shares	Q4 2021 Held for 3y 11m
9 iShares iBonds Dec 2025 Term Treasury IBTF	ETF ETF	$12.3M	2.69%	+$229.3K Bought	— 526.9K shares	Q1 2023 Held for 2y 8m
10 BlackRock Flexible Income BINC	ETF ETF	$12.3M	2.67%	+$86.7K Bought	— 230.1K shares	Q1 2025 Held for 8 months

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Scissortail Wealth Management, LLC's latest filing

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Market Value

$458.4M

Prior: $415.9M

Q/Q Change

+10.22%

+$42.5M

Net Flows % of MV

+2.38%

Turnover Ratio

6.46%

New Purchases

5 stocks

$5.9M

Added To

49 stocks

+$25.9M

Sold Out Of

3 stocks

$9.7M

Reduced Holdings

33 stocks

-$11.2M

Increased Positions

Position	Shares Δ	Change
1 THRO Theron Resource Group THRO	New	0 → 87.5K +$3.3M
2 Global X Defense Tech SHLD	New	0 → 29.3K +$2.1M
3 J.P. Morgan Nasdaq Equity Premium Income JEPQ	New	0 → 4.0K +$230.1K
4 Taiwan Semiconductor Manufacturing Company TSM	New	0 → 750.0 +$209.5K
5 SELLAS Life Sciences Group, Inc. SLS	New	0 → 27.3K +$44.0K

Decreased Positions

Position	Shares Δ	Change
1 iShares Currency Hedged MSCI EAFE HEFA	Sold	119.0K → 0 −$4.5M
2 iShares MSCI EAFE Growth EFG	Sold	27.9K → 0 −$3.1M
3 iShares MSCI Emerging Markets ex China EMXC	Sold	32.8K → 0 −$2.1M
4 iShares Core S&P 500 ETF IVV	-49.32%	23.7K → 12.0K −$7.8M
5 Enbridge ENB	-19.31%	5.2K → 4.2K −$50.5K