What does BOK Financial Private Wealth, Inc. hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · 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.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

VANGUARD INDEX FDS

$303M507K18.3%

VANGUARD TAX-MANAGED FDS

$166M2.6M10.0%

VANGUARD INDEX FDS

$156M356K9.4%

VANGUARD INDEX FDS

$113M578K6.8%

VANGUARD MALVERN FDS

$84M1.7M5.1%

ISHARES TR

$82M1.2M4.9%

ISHARES TR

$70M107K4.2%

ISHARES TR

$70M196K4.2%

ISHARES GOLD TR

$53M1.1M3.2%

ISHARES TR

$49M546K3.0%

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