13F Insight
DOSSIER · 13F-HR · Q2 2026

BOK Financial Private Wealth, Inc.

$1.9B in tracked AUM across 792 positions as of Q2 2026.

BF
CIK 0001317348 · last filed Jun 30, 2026
Total AUM
$1.9B
as of Q2 2026
Holdings
792
—
positions
Whale Score
68
68
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

BOK Financial Private Wealth, Inc. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VOO
VANGUARD INDEX FDS
$349M508K17.9%02
VEA
VANGUARD TAX-MANAGED FDS
$194M2.7M9.9%03
VUG
VANGUARD INDEX FDS
$184M2.1M9.4%04
VTV
VANGUARD INDEX FDS
$127M582K6.5%05
ICSH
ISHARES TR
$106M2.1M5.4%06
VTIP
VANGUARD MALVERN FDS
$102M2.0M5.2%07
IJH
ISHARES TR
$92M1.2M4.7%08
IVV
ISHARES TR
$79M105K4.1%09
IWB
ISHARES TR
$79M193K4.1%10
IEFA
ISHARES TR
$52M539K2.7%

Filing history

2026Q2Jun 30
$1.9B▲ 17.8%
792 positionsView →2026Q1Mar 31
$1.7B▲ 1.3%
448 positionsView →2025Q4Dec 31
$1.6B▲ 2.8%
456 positionsView →2025Q3Sep 30
$1.6B▲ 6.0%
380 positionsView →2025Q2Jun 30
$1.5B▲ 12.6%
418 positionsLocked2025Q1Mar 31
$1.3B▼ 3.3%
468 positionsLocked2024Q4Dec 31
$1.4B▼ 0.3%
641 positionsLocked2024Q3Sep 30
$1.4B▲ 0.4%
536 positionsLocked2024Q2Jun 30
$1.4B▲ 2.5%
466 positionsLocked2024Q1Mar 31
$1.3B▲ 9.1%
453 positionsLocked2023Q4Dec 31
$1.2B▲ 7.7%
510 positionsLocked2023Q3Sep 30
$1.1B▼ 6.8%
380 positionsLocked
Showing 12 of 85