Scissortail Wealth Management, LLC
Scissortail Wealth Management, LLC is an SEC-registered investment adviser headquartered in Tulsa, Oklahoma. Founded in 2011, the firm employs approximately 10 professionals and provides comprehensive wealth management and investment advisory services, primarily serving individuals, including high net worth clients, as well as some charitable organizations and corporate accounts. Their services include personalized portfolio management, financial planning, and retirement strategies.
Investment Strategy
The firm employs a diversified investment strategy focused on direct management of equity and fixed income portfolios, utilizing both individual securities and ETFs. With a client-centric approach, Scissortail Wealth Management emphasizes asset allocation tailored to clients’ risk profiles and financial goals, leveraging broad market exposure via large ETF positions and direct investments in blue-chip stocks. Their strategy also includes periodic rebalancing, tax-aware management, and a focus on long-term growth and wealth preservation for primarily individual clients.
Top Holdings
Equity Positions (110)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VTI | VANGUARD INDEX FDS | 8.63% | $35.9M | 118,213 | $289.96 | $303.93 | +$4.0M |
I IVW | ISHARES TR | 5.21% | $21.7M | 197,037 | $101.54 | $110.10 | +$3.5M |
Q QUAL | ISHARES TR | 3.84% | $16.0M | 87,483 | $177.19 | $182.82 | +$1.6M |
I IVV | ISHARES TR | 3.54% | $14.7M | 23,717 | $588.80 | $620.90 | +$1.9M |
V VEU | VANGUARD INTL EQUITY INDEX F | 3.46% | $14.4M | 213,960 | $57.66 | $67.22 | +$1.6M |