StockDriftsStockDriftsTop 50 BOK Financial Private Wealth, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 17.91% | 508.4K | $349.2M | +0.28%(+1.43K) | $351.79(+102.59%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 9.92% | 2.72M | $193.5M | +4.75%(+123.13K) | $49.88(+48.38%) | 2026-06-30 | |
| VUG | VANGUARD INDEX FDS | 9.44% | 2.14M | $184.1M | +0.01%(+298) | $35.48(+151.33%) | 2026-06-30 | |
| VTV | VANGUARD INDEX FDS | 6.51% | 582.5K | $126.9M | +0.81%(+4.70K) | $123.92(+83.59%) | 2026-06-30 | |
| ICSH | ISHARES TR | 5.44% | 2.10M | $106.1M | +2666.06%(+2.02M) | $50.38(+0.24%) | 2026-06-30 | |
| VTIP | VANGUARD MALVERN FDS | 5.23% | 2.03M | $102.0M | +20.52%(+345.83K) | $50.33(-1.23%) | 2026-06-30 | |
| IJH | ISHARES TR | 4.74% | 1.20M | $92.3M | -0.88%(-10.60K) | $42.55(+84.61%) | 2026-06-30 | |
| IVV | ISHARES TR | 4.05% | 105.5K | $79.0M | -1.33%(-1.42K) | $140.15(+455.79%) | 2026-06-30 | |
| IWB | ISHARES TR | 4.05% | 192.9K | $79.0M | -1.45%(-2.84K) | $156.70(+171.09%) | 2026-06-30 | |
| IEFA | ISHARES TR | 2.67% | 539.5K | $52.1M | -1.23%(-6.71K) | $59.42(+70.52%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.97% | +55.98% | +8.57% | +50.83% |
| Top 20 Holdings Unweighted | +13.72% | +47.07% | +7.28% | +42.08% |
BOK Financial Private Wealth, Inc. reports $1.95B in US-listed equity holdings across 792 positions in its most recent 13F filing. Its largest disclosed positions are VOO (17.9%), VEA (9.9%) and VUG (9.4%). The top 20 holdings account for 84.91% of reported assets. Its disclosed equity book has returned +55.98% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from BOK Financial Private Wealth, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1317348). View BOK Financial Private Wealth, Inc.’s 13F filings on SEC