13F Insight
DOSSIER · 13F-HR · Q1 2026

BOK Financial Private Wealth, Inc.

$1.7B in tracked AUM across 448 positions as of Q1 2026.

BF
CIK 0001317348 · last filed Mar 31, 2026
Total AUM
$1.7B
as of Q1 2026
Holdings
448
—
positions
Whale Score
64
64
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

BOK Financial Private Wealth, Inc. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
VOO
VANGUARD INDEX FDS
$303M507K18.3%02
VEA
VANGUARD TAX-MANAGED FDS
$166M2.6M10.0%03
VUG
VANGUARD INDEX FDS
$156M356K9.4%04
VTV
VANGUARD INDEX FDS
$113M578K6.8%05
VTIP
VANGUARD MALVERN FDS
$84M1.7M5.1%06
IJH
ISHARES TR
$82M1.2M4.9%07
IVV
ISHARES TR
$70M107K4.2%08
IWB
ISHARES TR
$70M196K4.2%09
IAUM
ISHARES GOLD TR
$53M1.1M3.2%10
IEFA
ISHARES TR
$49M546K3.0%

Filing history

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 positionsLocked2023Q2Jun 30
$1.2B▼ 1.5%
357 positionsLocked
Showing 12 of 84