BOK Financial Private Wealth, Inc. | 13F Holdings

Recent Signals

Historical data not yet available for this fund

Signals will appear when we have Q3 2025 comparison data

Current Positions

Showing 50 of 380 positions

VOO

Vanguard S&P 500 ETF

502,295 shares

$308.5M

19.41%

VUG

Vanguard Growth ETF

393,235 shares

$188.8M

11.88%

VEA

Vanguard FTSE Developed Markets ETF

2,432,153 shares

$145.7M

9.17%

VTV

Vanguard Value ETF

583,256 shares

$109.3M

6.88%

IJH

iShares Core S&P Mid-Cap ETF

1,264,927 shares

$82.5M

5.19%

VTIP

Vanguard Short-Term Inflation-Protected Securities ETF

1,463,820 shares

$74.1M

4.66%

IVV

iShares Core S&P 500 ETF

110,594 shares

$74.0M

4.66%

IWB

iShares Russell 1000 ETF

202,430 shares

$74.0M

4.66%

IEFA

iShares Core MSCI International Developed Markets ETF

566,670 shares

$49.5M

3.11%

Vanguard Mid-Cap ETF

143,760 shares

$42.4M

2.67%

IVW

iShares S&P 500 Growth ETF

309,677 shares

$37.4M

2.35%

QUAL

iShares MSCI USA Quality Factor ETF

146,128 shares

$28.4M

1.79%

VXUS

Vanguard Total International Stock ETF

351,262 shares

$25.8M

1.62%

IJR

iShares Core S&P Small-Cap ETF

164,997 shares

$19.6M

1.23%

IVE

iShares S&P 500 Value ETF

94,188 shares

$19.5M

1.22%

AAPL

Apple Inc.

62,109 shares

$15.8M

1.00%

Vanguard Small-Cap ETF

44,035 shares

$11.2M

0.71%

EFV

iShares MSCI EAFE Value ETF

143,896 shares

$9.8M

0.61%

AVGO

Broadcom Inc.

27,370 shares

$9.0M

0.57%

EFA

iShares MSCI EAFE ETF

96,192 shares

$9.0M

0.57%

SPMD

148,143 shares

$8.5M

0.53%

GOOGL

Alphabet Inc.

34,454 shares

$8.4M

0.53%

AMZN

AMAZON COM INC

36,066 shares

$7.9M

0.50%

SCHF

Schwab International Equity ETF

330,076 shares

$7.7M

0.48%

MSFT

MICROSOFT CORP

14,230 shares

$7.4M

0.46%

APH

AMPHENOL CORP /DE/

46,605 shares

$5.8M

0.36%

JPM

JPMORGAN CHASE & CO

18,183 shares

$5.7M

0.36%

DFUV

124,354 shares

$5.6M

0.35%

VTI

Vanguard Total Stock Market ETF

16,465 shares

$5.4M

0.34%

EFG

iShares MSCI EAFE Growth ETF

46,082 shares

$5.2M

0.33%

VWO

Vanguard FTSE Emerging Markets Stock Index Fund ETF

93,767 shares

$5.1M

0.32%

Vanguard Large-Cap ETF

16,328 shares

$5.0M

0.32%

SPY

SPDR S&P 500 ETF TRUST

7,415 shares

$5.0M

0.31%

BRK.B

Berkshire Hathaway Inc. Class B

9,634 shares

$4.8M

0.30%

GLD

SPDR GOLD TRUST

13,244 shares

$4.7M

0.30%

Mastercard Inc

8,049 shares

$4.6M

0.29%

IAU

ISHARES GOLD TRUST

60,999 shares

$4.4M

0.28%

ICSH

86,942 shares

$4.4M

0.28%

COST

COSTCO WHOLESALE CORP /NEW

4,590 shares

$4.2M

0.27%

INTU

INTUIT INC.

6,014 shares

$4.1M

0.26%

PANW

Palo Alto Networks Inc

19,888 shares

$4.0M

0.25%

IWM

iShares Russell 2000 ETF

13,921 shares

$3.4M

0.21%

IWV

iShares Russell 3000 ETF

8,752 shares

$3.3M

0.21%

DBEF

59,749 shares

$2.8M

0.17%

MORGAN STANLEY

17,252 shares

$2.7M

0.17%

SCHX

Schwab U.S. Large-Cap ETF

101,233 shares

$2.7M

0.17%

ICE

Intercontinental Exchange, Inc.

15,619 shares

$2.6M

0.17%

NVDA

NVIDIA CORP

14,068 shares

$2.6M

0.17%

SCHB

Schwab U.S. Broad Market ETF

96,572 shares

$2.5M

0.16%

RSP

Invesco S&P 500 Equal Weight ETF

11,994 shares

$2.3M

0.14%

Most Active Tickers

VOO

Vanguard S&P 500 ETF

3 signals

VUG

Vanguard Growth ETF

3 signals

VEA

Vanguard FTSE Developed Markets ETF

3 signals

VTV

Vanguard Value ETF

3 signals

IJH

iShares Core S&P Mid-Cap ETF

3 signals

VTIP

Vanguard Short-Term Inflation-Protected Securities ETF

3 signals

IVV

iShares Core S&P 500 ETF

3 signals

IWB

iShares Russell 1000 ETF

3 signals

IEFA

iShares Core MSCI International Developed Markets ETF

Activity (Last 7 Days)

Jul 29, 2026

+380-0

May 13, 2026

+456-0

May 12, 2026

+232-290

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