Scissortail Wealth Management, LLC
•CIK: 1906793•Filing: Q4 2025
**Scissortail Wealth Management, LLC** manages $439M across a diversified portfolio of 107 positions. The firm exhibits a notable allocation to broad market exposure, highlighted by the top holding in VTI at $40.7M. Significant tactical weight is placed on sector and factor tilts, evidenced by substantial positions in IVW ($23.7M) and DYNF ($19.4M). The portfolio structure suggests a focus on core equity growth supplemented by targeted factor and thematic plays.
Total AUM
$438.5M
QoQ Performance
-4.4%
Positions
88
Top 10 Concentration
41.8%
Latest Filing
Q4 2025
Top Holdings Allocation
VTI
IVW
VTI9.3%
IVW5.4%
DYNF4.4%
VEU3.7%
QUAL3.7%
AAPL3.3%
IVE3.2%
NDQ3.1%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other64.7%
Technology10.7%
Financial6.0%
Consumer5.6%
Healthcare3.6%
Industrial3.0%
Energy3.0%
ETF2.0%
🚪 Exited Positionssold since Q3 2025
—
ISHARES TR
SOLD
$12.3M
—
ISHARES TR
SOLD
$9.0M
—
ISHARES TR
SOLD
$1.3M
+7 more exited positions
Changes from Q3 2025
NEW3 new positions
↑50 increased
↓26 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023