Bok Financial Private Wealth
$1.7B Assets Reported
520 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 506,947 | $303M | 18.3% |
| VEA | VANGUARD TAX-MANAGED FDS | 2,592,872 | $166M | 10.0% |
| VUG | VANGUARD INDEX FDS | 356,081 | $156M | 9.4% |
| VTV | VANGUARD INDEX FDS | 577,790 | $113M | 6.8% |
| VTIP | VANGUARD MALVERN FDS | 1,685,046 | $84M | 5.1% |
| IJH | ISHARES TR | 1,208,022 | $82M | 4.9% |
| IVV | ISHARES TR | 106,908 | $70M | 4.2% |
| IWB | ISHARES TR | 195,697 | $70M | 4.2% |
| IAUM | ISHARES GOLD TR | 1,130,650 | $53M | 3.2% |
| IEFA | ISHARES TR | 546,166 | $49M | 3.0% |
Track Bok Financial Private Wealth's 13F portfolio: $1.7B in reported holdings, 520 positions. Top holdings, AUM, and quarterly changes on SentiSense.