Bok Financial Private Wealth
$1.9B 13F equity value
816 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Bok Financial Private Wealth covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 508,379 | $349M | 17.9% |
| VEA | VANGUARD TAX-MANAGED FDS | 2,716,005 | $194M | 9.9% |
| VUG | VANGUARD INDEX FDS | 2,136,784 | $184M | 9.4% |
| VTV | VANGUARD INDEX FDS | 582,494 | $127M | 6.5% |
| ICSH | ISHARES TR | 2,097,755 | $106M | 5.4% |
| VTIP | VANGUARD MALVERN FDS | 2,030,876 | $102M | 5.2% |
| IJH | ISHARES TR | 1,197,424 | $92M | 4.7% |
| IVV | ISHARES TR | 105,489 | $79M | 4.1% |
| IWB | ISHARES TR | 192,855 | $79M | 4.1% |
| IEFA | ISHARES TR | 539,455 | $52M | 2.7% |
Track Bok Financial Private Wealth's 13F portfolio: $1.9B in reported holdings, 816 positions. Top holdings and quarterly changes on SentiSense.
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