§ 13F · FUND PROFILE
BOK Financial Private Wealth, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1499.2T (13F)Positions · 418Turnover · — · Q4Filed · Feb 6, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$37.0T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 6, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 501K | $314.0T | 19.2% | ±0% |
| 2 | VUG | VANGUARD INDEX FDS | 359K | $175.2T | 10.7% | −9% |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | 2.48M | $155.0T | 9.5% | +2% |
| 4 | VTV | VANGUARD INDEX FDS | 577K | $110.3T | 6.7% | −1% |
| 5 | IJH | ISHARES TR | 1.24M | $81.7T | 5.0% | −2% |
| 6 | VTIP | VANGUARD MALVERN FDS | 1.57M | $77.8T | 4.8% | +7% |
| 7 | IVV | ISHARES TR | 110K | $75.5T | 4.6% | ±0% |
| 8 | IWB | ISHARES TR | 200K | $74.8T | 4.6% | −1% |
| 9 | IEFA | ISHARES TR | 547K | $49.0T | 3.0% | −3% |
| 10 | VO | VANGUARD INDEX FDS | 146K | $42.3T | 2.6% | +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 $1499224.6 trillion in assets. The fund runs a broad portfolio of 418 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed