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BOK Financial Private Wealth, Inc. 13F holdings

Filed 2026-08-10 · BOK Financial Private Wealth, Inc. · 792 positions · $1.9B

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TickerCompanySharesValue% of portfolio
VOOVANGUARD INDEX FDS508.4K$349.2M17.9%
VEAVANGUARD TAX-MANAGED FDS2.7M$193.5M9.9%
VUGVANGUARD INDEX FDS2.1M$184.1M9.4%
VTVVANGUARD INDEX FDS582.5K$126.9M6.5%
ICSHISHARES TR2.1M$106.1M5.4%
VTIPVANGUARD MALVERN FDS2.0M$102.0M5.2%
IJHISHARES TR1.2M$92.3M4.7%
IVVISHARES TR105.5K$79.0M4.1%
IWBISHARES TR192.9K$79.0M4.1%
IEFAISHARES TR539.5K$52.1M2.7%
VCRBVANGUARD MALVERN FDS655.9K$50.7M2.6%
VOVANGUARD INDEX FDS583.4K$47.0M2.4%
IVWISHARES TR261.2K$35.9M1.8%
QUALISHARES TR137.7K$30.2M1.6%
IAUMISHARES GOLD TRUST MICRO748.0K$29.9M1.5%
VXUSVANGUARD STAR FDS330.5K$28.3M1.4%
IJRISHARES TR147.8K$21.9M1.1%
IVEISHARES TR88.6K$20.1M1.0%
AAPLAPPLE INC56.6K$16.4M0.8%
GOOGLALPHABET INC31.5K$11.3M0.6%
VBVANGUARD INDEX FDS36.7K$11.1M0.6%
EFVISHARES TR140.6K$10.8M0.6%
EFAISHARES TR94.2K$9.8M0.5%
AVGOBROADCOM INC25.0K$9.4M0.5%
SPMDSPDR SERIES TRUST136.5K$9.2M0.5%
SCHFSCHWAB STRATEGIC TR329.5K$9.1M0.5%
AMZNAMAZON COM INC33.6K$8.0M0.4%
VWOVANGUARD INTL EQUITY INDEX F133.5K$8.0M0.4%
SPYSTATE STR SPDR S&P 500 ETF T10.5K$7.8M0.4%
DFUVDIMENSIONAL ETF TRUST126.0K$6.9M0.4%
APHAMPHENOL CORP35.7K$6.3M0.3%
VVVANGUARD INDEX FDS16.3K$5.6M0.3%
VTIVANGUARD INDEX FDS14.7K$5.4M0.3%
PANWPALO ALTO NETWORKS INC15.7K$5.4M0.3%
EFGISHARES TR41.1K$5.1M0.3%
GLDSPDR GOLD TR13.6K$5.0M0.3%
JPMJPMORGAN CHASE & CO15.0K$4.9M0.3%
MSFTMICROSOFT CORP12.5K$4.6M0.2%
IAUISHARES GOLD TR61.2K$4.6M0.2%
BRK-BBERKSHIRE HATHAWAY INC DEL9.0K$4.5M0.2%
IWMISHARES TR13.7K$4.1M0.2%
COSTCOSTCO WHOLESALE CORPORATION4.2K$3.9M0.2%
MAMASTERCARD INCORPORATED7.4K$3.8M0.2%
IWVISHARES TR8.1K$3.5M0.2%
VYMVANGUARD WHITEHALL FDS21.0K$3.3M0.2%
DBEFDBX ETF TR56.9K$3.1M0.2%
MSMORGAN STANLEY14.5K$3.0M0.2%
SCHXSCHWAB STRATEGIC TR94.9K$2.8M0.1%
SCHBSCHWAB STRATEGIC TR93.0K$2.7M0.1%
LIILENNOX INTL INC4.2K$2.4M0.1%
IWFISHARES TR19.3K$2.4M0.1%
QQQINVESCO QQQ TR3.2K$2.4M0.1%
CSCOCISCO SYS INC20.2K$2.4M0.1%
AVEMAMERICAN CENTY ETF TR23.9K$2.3M0.1%
RSPINVESCO EXCHANGE TRADED FD T10.8K$2.3M0.1%
JEPIJ P MORGAN EXCHANGE TRADED F37.9K$2.1M0.1%
WMTWALMART INC18.5K$2.1M0.1%
NVDANVIDIA CORPORATION10.4K$2.1M0.1%
HEFAISHARES TR43.9K$2.1M0.1%
VGTVANGUARD WORLD FD17.2K$2.1M0.1%
Top Fund Holdings
13F
Top Fund Holdings

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