account_balance
Investment manager · 13F filer · SEC CIK 1317348
BOK Financial Private Wealth, Inc.
Reported value$1.46Bas of Sep 30, 2026
Positions458 16 new, 346 sold out
Top 10 weight70.9%VOO alone is 20%
FiledNov 1344 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VOOVanguard Index FDS
19.7%Trimmed −19%
VEAVanguard Tax-Managed FDS
9.5%Trimmed −28%
VUGVanguard Index FDS
9.3%Trimmed −29%
VTVVanguard Index FDS
7.0%Trimmed −19%
ICSHiShares Tr
5.8%Trimmed −20%
VTIPVanguard Malvern FDS
5.2%Trimmed −24%
IJHiShares Tr
4.2%Trimmed −28%
IVViShares Tr
3.6%Trimmed −34%
VCRBVanguard Malvern FDS
3.3%
IWBiShares Tr
3.2%
VOVanguard Index FDS
2.1%
IEFAiShares Tr
2.0%
VOOVanguard Index FDS
19.7%Trimmed −19%
VEAVanguard Tax-Managed FDS
9.5%
VUGVanguard Index FDS
9.3%−29%
VTVVanguard Index FDS
7.0%−19%
ICSHiShares Tr
5.8%−20%
VTIPVanguard Malvern FDS
5.2%
IJHiShares Tr
4.2%
IVV3.6%
VCRB
IWB3.2%
VO2.1%
IEFA
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VOO Vanguard Index FDS 19.7% Trimmed −19%
VEA Vanguard Tax-Managed FDS 9.5% Trimmed −28%
VUG Vanguard Index FDS 9.3% Trimmed −29%
VTV Vanguard Index FDS 7.0% Trimmed −19%
ICSH iShares Tr 5.8% Trimmed −20%
VTIP Vanguard Malvern FDS 5.2% Trimmed −24%
IJH iShares Tr 4.2% Trimmed −28%
IVV iShares Tr 3.6% Trimmed −34%
VCRB Vanguard Malvern FDS 3.3% Held
IWB iShares Tr 3.2% Trimmed −42%
VO Vanguard Index FDS 2.1% Trimmed −32%
IEFA iShares Tr 2.0% Trimmed −43%
What changed
Biggest moves since Jun 30, 2026
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