Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
BOK Financial Private Wealth, Inc. (CIK 1317348) reported $1.66B across 421 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VOO ($302.9M, 18.30%), VEA ($166.2M, 10.04%), VUG ($155.5M, 9.39%), VTV ($113.4M, 6.85%), VTIP ($84.2M, 5.08%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $302.9M | 18.30% | 506,947 | Added |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | $166.2M | 10.04% | 2.6M | Added |
| 3 | VUG | VANGUARD INDEX FDS | $155.5M | 9.39% | 356,081 | Trimmed |
| 4 | VTV | VANGUARD INDEX FDS | $113.4M | 6.85% | 577,790 | Added |
| 5 | VTIP | VANGUARD MALVERN FDS | $84.2M | 5.08% | 1.7M | Added |
| 6 | IJH | ISHARES TR | $81.6M | 4.93% | 1.2M | Trimmed |
| 7 | IVV | ISHARES TR | $69.8M | 4.22% | 106,908 | Trimmed |
| 8 | IWB | ISHARES TR | $69.8M | 4.21% | 195,697 | Trimmed |
| 9 | IAUM | ISHARES GOLD TR | $52.8M | 3.19% | 1.1M | Added |
| 10 | IEFA | ISHARES TR | $49.4M | 2.99% | 546,166 | Trimmed |
| 11 | VCRB | VANGUARD MALVERN FDS | $47.3M | 2.85% | 610,668 | New |
| 12 | VO | VANGUARD INDEX FDS | $41.2M | 2.49% | 143,631 | Trimmed |
| 13 | IVW | ISHARES TR | $30.1M | 1.82% | 265,827 | Trimmed |
| 14 | QUAL | ISHARES TR | $26.8M | 1.62% | 139,781 | Trimmed |
| 15 | VXUS | VANGUARD STAR FDS | $26.4M | 1.59% | 342,338 | Trimmed |
| 16 | IJR | ISHARES TR | $19.2M | 1.16% | 154,199 | Trimmed |
| 17 | IVE | ISHARES TR | $18.9M | 1.14% | 89,693 | Trimmed |
| 18 | AAPL | APPLE INC | $15.5M | 0.94% | 61,006 | Trimmed |
| 19 | EFV | ISHARES TR | $10.7M | 0.65% | 143,712 | Added |
| 20 | VB | VANGUARD INDEX FDS | $10.0M | 0.61% | 38,347 | Trimmed |
| 21 | GOOGL | ALPHABET INC | $9.5M | 0.58% | 33,194 | Trimmed |
| 22 | EFA | ISHARES TR | $9.2M | 0.55% | 94,405 | Trimmed |
| 23 | SPMD | SPDR SERIES TRUST | $8.4M | 0.51% | 142,538 | Added |
| 24 | SCHF | SCHWAB STRATEGIC TR | $8.2M | 0.49% | 329,865 | Trimmed |
| 25 | AVGO | BROADCOM INC | $8.1M | 0.49% | 26,097 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31