§ 13F · FUND PROFILE
BOK Financial Private Wealth, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1.6B (13F)Positions · 380Turnover · — · Q1Filed · May 12, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$50M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 507K | $303M | 18.3% | +1% |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | 2.59M | $166M | 10.0% | +4% |
| 3 | VUG | VANGUARD INDEX FDS | 356K | $156M | 9.4% | −1% |
| 4 | VTV | VANGUARD INDEX FDS | 578K | $113M | 6.8% | ±0% |
| 5 | VTIP | VANGUARD MALVERN FDS | 1.69M | $84M | 5.1% | +7% |
| 6 | IJH | ISHARES TR | 1.21M | $82M | 4.9% | −2% |
| 7 | IVV | ISHARES TR | 107K | $70M | 4.2% | −3% |
| 8 | IWB | ISHARES TR | 196K | $70M | 4.2% | −2% |
| 9 | IAUM | ISHARES GOLD TR | 1.13M | $53M | 3.2% | +60% |
| 10 | IEFA | ISHARES TR | 546K | $49M | 3.0% | ±0% |
§ 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 $1.6 billion in assets. The fund runs a broad portfolio of 380 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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