BOK Financial Private Wealth, Inc. Q4 2025 Filing
Filed February 6, 2026
Portfolio Value
$1.6B
Holdings
456
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (456 positions)
| Stock | Value |
|---|---|
VOOVANGUARD INDEX FDS | $314.0M |
VUGVANGUARD INDEX FDS | $175.2M |
VEAVANGUARD TAX-MANAGED FDS | $155.0M |
VTVVANGUARD INDEX FDS | $110.3M |
IJHISHARES TR | $81.7M |
VTIPVANGUARD MALVERN FDS | $77.8M |
IVVISHARES TR | $75.5M |
IWBISHARES TR | $74.8M |
AQLTISHARES TR | $49.0M |
VOVANGUARD INDEX FDS | $42.3M |
IVWISHARES TR | $33.7M |
IAUMISHARES GOLD TR | $30.5M |
QUALISHARES TR | $28.6M |
VXUSVANGUARD STAR FDS | $26.3M |
IVEISHARES TR | $19.5M |
IJRISHARES TR | $18.8M |
AAPLAPPLE INC | $17.2M |
GOOGLALPHABET INC | $10.7M |
VBVANGUARD INDEX FDS | $10.5M |
EFVISHARES TR | $10.2M |
EFAISHARES TR | $9.2M |
AVGOBROADCOM INC | $9.1M |
AMZNAMAZON COM INC | $8.5M |
SPMDSPDR SERIES TRUST | $8.2M |
SCHFSCHWAB STRATEGIC TR | $7.9M |
MSFTMICROSOFT CORP | $6.8M |
DFUVDIMENSIONAL ETF TRUST | $5.8M |
JPMJPMORGAN CHASE & CO. | $5.5M |
APHAMPHENOL CORP NEW | $5.5M |
GQ9SPDR GOLD TR | $5.3M |
VWOVANGUARD INTL EQUITY INDEX F | $5.3M |
SPYSPDR S&P 500 ETF TR | $5.2M |
VVVANGUARD INDEX FDS | $5.1M |
VTIVANGUARD INDEX FDS | $5.1M |
EFGISHARES TR | $5.1M |
IAU*ISHARES GOLD TR | $5.0M |
MAMASTERCARD INCORPORATED | $4.6M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $4.5M |
ICSHISHARES TR | $4.0M |
INTUINTUIT | $4.0M |
COSTCOSTCO WHSL CORP NEW | $3.9M |
PANWPALO ALTO NETWORKS INC | $3.8M |
IWMISHARES TR | $3.4M |
IWVISHARES TR | $3.2M |
VYMVANGUARD WHITEHALL FDS | $3.1M |
DWDMORGAN STANLEY | $3.1M |
DBEFDBX ETF TR | $2.9M |
SCHXSCHWAB STRATEGIC TR | $2.7M |
SCHBSCHWAB STRATEGIC TR | $2.5M |
ICEINTERCONTINENTAL EXCHANGE IN | $2.5M |
WMTWALMART INC | $2.4M |
TMOTHERMO FISHER SCIENTIFIC INC | $2.4M |
NVDANVIDIA CORPORATION | $2.3M |
METAMETA PLATFORMS INC | $2.3M |
RSPINVESCO EXCHANGE TRADED FD T | $2.3M |
HEFAISHARES TR | $2.2M |
JEPIJ P MORGAN EXCHANGE TRADED F | $2.2M |
AGGISHARES TR | $2.1M |
LIILENNOX INTL INC | $2.0M |
PEPPEPSICO INC | $2.0M |
ECLECOLAB INC | $2.0M |
LOWLOWES COS INC | $2.0M |
SCHDSCHWAB STRATEGIC TR | $1.9M |
IWFISHARES TR | $1.8M |
UNPUNION PAC CORP | $1.8M |
BNDVANGUARD BD INDEX FDS | $1.6M |
ITTITT INC | $1.6M |
JNJJOHNSON & JOHNSON | $1.6M |
VEUVANGUARD INTL EQUITY INDEX F | $1.6M |
CSCOCISCO SYS INC | $1.5M |
AQLTISHARES TR | $1.5M |
NDQINVESCO QQQ TR | $1.5M |
HONHONEYWELL INTL INC | $1.5M |
XYLXYLEM INC | $1.4M |
KEYSKEYSIGHT TECHNOLOGIES INC | $1.4M |
VGTVANGUARD WORLD FD | $1.4M |
VGSHVANGUARD SCOTTSDALE FDS | $1.3M |
AVEMAMERICAN CENTY ETF TR | $1.3M |
ACNACCENTURE PLC IRELAND | $1.2M |
ABTABBOTT LABS | $1.2M |
EMREMERSON ELEC CO | $1.2M |
GEVGE VERNOVA INC | $1.2M |
GOOGALPHABET INC | $1.1M |
JJACOBS SOLUTIONS INC | $1.1M |
XOMEXXON MOBIL CORP | $1.1M |
MCDMCDONALDS CORP | $1.1M |
LHXL3HARRIS TECHNOLOGIES INC | $1.1M |
EWEDWARDS LIFESCIENCES CORP | $1.0M |
ANETARISTA NETWORKS INC | $967K |
LLYELI LILLY & CO | $963K |
VIGVANGUARD SPECIALIZED FUNDS | $953K |
SDYSPDR SERIES TRUST | $921K |
UNHUNITEDHEALTH GROUP INC | $916K |
BLKBLACKROCK INC | $910K |
ABBVABBVIE INC | $908K |
EVREVERCORE INC | $885K |
CAHCARDINAL HEALTH INC | $884K |
BNDXVANGUARD CHARLOTTE FDS | $880K |
WMWASTE MGMT INC DEL | $860K |
DISDISNEY WALT CO | $834K |
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