§ 13F · FUND PROFILE
BOK Financial Private Wealth, Inc..
AUM · $1.9B (13F)Positions · 792Turnover · n/a · Q2Filed · Aug 10, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$6M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 10, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 508K | $349M | 17.9% | ±0% |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | 2.72M | $194M | 9.9% | +5% |
| 3 | VUG | VANGUARD INDEX FDS | 2.14M | $184M | 9.4% | +500% |
| 4 | VTV | VANGUARD INDEX FDS | 582K | $127M | 6.5% | +1% |
| 5 | ICSH | ISHARES TR | 2.10M | $106M | 5.4% | +2666% |
| 6 | VTIP | VANGUARD MALVERN FDS | 2.03M | $102M | 5.2% | +21% |
| 7 | IJH | ISHARES TR | 1.20M | $92M | 4.7% | −1% |
| 8 | IVV | ISHARES TR | 105K | $79M | 4.1% | −1% |
| 9 | IWB | ISHARES TR | 193K | $79M | 4.1% | −1% |
| 10 | IEFA | ISHARES TR | 539K | $52M | 2.7% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BOK SIGNAL
AC read
BOK Financial Private Wealth, Inc. is a Other fund managing $1.9 billion in assets. The fund runs a broad portfolio of 792 positions.
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