BOK Financial Private Wealth, Inc. Q3 2025 Filing
Filed November 7, 2025
Portfolio Value
$1.6B
Holdings
380
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (380 positions)
| Stock | Value |
|---|---|
VOOVANGUARD INDEX FDS | $308.5M |
VUGVANGUARD INDEX FDS | $188.8M |
VEAVANGUARD TAX-MANAGED FDS | $145.7M |
VTVVANGUARD INDEX FDS | $109.3M |
IJHISHARES TR | $82.5M |
VTIPVANGUARD MALVERN FDS | $74.1M |
IVVISHARES TR | $74.0M |
IWBISHARES TR | $74.0M |
AQLTISHARES TR | $49.5M |
VOVANGUARD INDEX FDS | $42.4M |
IVWISHARES TR | $37.4M |
QUALISHARES TR | $28.4M |
VXUSVANGUARD STAR FDS | $25.8M |
IJRISHARES TR | $19.6M |
IVEISHARES TR | $19.5M |
AAPLAPPLE INC | $15.8M |
VBVANGUARD INDEX FDS | $11.2M |
EFVISHARES TR | $9.8M |
AVGOBROADCOM INC | $9.0M |
EFAISHARES TR | $9.0M |
SPMDSPDR SERIES TRUST | $8.5M |
GOOGLALPHABET INC | $8.4M |
AMZNAMAZON COM INC | $7.9M |
SCHFSCHWAB STRATEGIC TR | $7.7M |
MSFTMICROSOFT CORP | $7.4M |
APHAMPHENOL CORP NEW | $5.8M |
JPMJPMORGAN CHASE & CO. | $5.7M |
DFUVDIMENSIONAL ETF TRUST | $5.6M |
VTIVANGUARD INDEX FDS | $5.4M |
EFGISHARES TR | $5.2M |
VWOVANGUARD INTL EQUITY INDEX F | $5.1M |
VVVANGUARD INDEX FDS | $5.0M |
SPYSPDR S&P 500 ETF TR | $5.0M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $4.8M |
GQ9SPDR GOLD TR | $4.7M |
MAMASTERCARD INCORPORATED | $4.6M |
IAU*ISHARES GOLD TR | $4.4M |
ICSHISHARES TR | $4.4M |
COSTCOSTCO WHSL CORP NEW | $4.2M |
INTUINTUIT | $4.1M |
PANWPALO ALTO NETWORKS INC | $4.0M |
IWMISHARES TR | $3.4M |
IWVISHARES TR | $3.3M |
DBEFDBX ETF TR | $2.8M |
DWDMORGAN STANLEY | $2.7M |
SCHXSCHWAB STRATEGIC TR | $2.7M |
ICEINTERCONTINENTAL EXCHANGE IN | $2.6M |
NVDANVIDIA CORPORATION | $2.6M |
SCHBSCHWAB STRATEGIC TR | $2.5M |
RSPINVESCO EXCHANGE TRADED FD T | $2.3M |
VYMVANGUARD WHITEHALL FDS | $2.2M |
WMTWALMART INC | $2.2M |
LIILENNOX INTL INC | $2.2M |
HEFAISHARES TR | $2.1M |
ECLECOLAB INC | $2.1M |
JEPIJ P MORGAN EXCHANGE TRADED F | $2.1M |
TMOTHERMO FISHER SCIENTIFIC INC | $2.1M |
AGGISHARES TR | $2.1M |
LOWLOWES COS INC | $2.1M |
PEPPEPSICO INC | $1.9M |
SCHDSCHWAB STRATEGIC TR | $1.9M |
IWFISHARES TR | $1.9M |
BNDVANGUARD BD INDEX FDS | $1.9M |
UNPUNION PAC CORP | $1.8M |
ITTITT INC | $1.6M |
HONHONEYWELL INTL INC | $1.6M |
METAMETA PLATFORMS INC | $1.6M |
JNJJOHNSON & JOHNSON | $1.6M |
XYLXYLEM INC | $1.6M |
AQLTISHARES TR | $1.5M |
VEUVANGUARD INTL EQUITY INDEX F | $1.5M |
NDQINVESCO QQQ TR | $1.4M |
CSCOCISCO SYS INC | $1.4M |
ABTABBOTT LABS | $1.3M |
JJACOBS SOLUTIONS INC | $1.3M |
VGSHVANGUARD SCOTTSDALE FDS | $1.2M |
KEYSKEYSIGHT TECHNOLOGIES INC | $1.2M |
XOMEXXON MOBIL CORP | $1.2M |
EMREMERSON ELEC CO | $1.2M |
ACNACCENTURE PLC IRELAND | $1.1M |
LHXL3HARRIS TECHNOLOGIES INC | $1.1M |
MCDMCDONALDS CORP | $1.1M |
GEVGE VERNOVA INC | $1.1M |
ANETARISTA NETWORKS INC | $1.0M |
PSTGPURE STORAGE INC | $1.0M |
BLKBLACKROCK INC | $1.0M |
UNHUNITEDHEALTH GROUP INC | $988K |
SDYSPDR SERIES TRUST | $973K |
ABBVABBVIE INC | $948K |
EWEDWARDS LIFESCIENCES CORP | $940K |
VIGVANGUARD SPECIALIZED FUNDS | $940K |
TMUST-MOBILE US INC | $925K |
MSIMOTOROLA SOLUTIONS INC | $912K |
DISDISNEY WALT CO | $896K |
EVREVERCORE INC | $892K |
WMWASTE MGMT INC DEL | $873K |
ORLYOREILLY AUTOMOTIVE INC | $846K |
AVEMAMERICAN CENTY ETF TR | $833K |
CHDCHURCH & DWIGHT CO INC | $828K |
HIGHARTFORD INSURANCE GROUP INC | $815K |
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