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CIK: 0001317348
Total reported value
$1.9B
$1.9B
456 檔
42.9%
The Q4 2025 SEC filing reveals that BOK Financial Private Wealth, Inc. held a total portfolio value of $1.9B, covering 456 public equity positions.
During Q4 2025, BOK Financial Private Wealth, Inc. performed routine portfolio adjustments (8 new buys, 14 additions, 26 trims, and 0 full exits), keeping overall allocation balanced.
Showing top 200 holdings (of 456 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 19.22% | -0.39% | -0.32% | |
| 2 | VUG | Vanguard Growth ETF | ETF-Other | 10.72% | +0.05% | -8.66% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 9.49% | -0.12% | +2.04% | |
| 4 | VTV | Vanguard Value ETF | ETF-Other | 6.75% | -0.34% | -1.02% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 5.00% | -0.19% | -2.08% | |
| 6 | VTIP | Vanguard Short-term Tips | ETF-Other | 4.76% | +0.15% | +7.49% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.62% | -0.17% | -0.35% | |
| 8 | IWB | Ishares Russell 1000 ETF | ETF-Other | 4.58% | -0.16% | -1.11% | |
| 9 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 3.00% | -0.32% | -3.42% | |
| 10 | VO | Vanguard Mid-cap ETF | ETF-Other | 2.59% | -0.08% | +1.46% | |
| 11 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.06% | +0.02% | -11.82% | |
| 12 | IAUM | Ishares Gold Trust Micro | ETF-Commodities | 1.86% | -1.66% | — | |
| 13 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.75% | -0.07% | -1.49% | |
| 14 | VXUS | Vanguard Total Intl Stock | ETF-Other | 1.61% | -0.14% | -0.87% | |
| 15 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.20% | -0.11% | -2.13% | |
| 16 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.15% | -0.04% | -5.24% | |
| 17 | AAPL | Apple Inc | Stock-Tech | 1.05% | -0.10% | +1.82% | |
| 18 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.65% | — | -1.20% | |
| 19 | VB | Vanguard Small-cap ETF | ETF-Other | 0.64% | -0.04% | -7.90% | |
| 20 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.63% | -0.10% | -0.41% | |
| 21 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.57% | -0.05% | -0.06% | |
| 22 | AVGO | Broadcom Inc | Stock-Tech | 0.56% | -0.01% | -3.77% | |
| 23 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.52% | -0.04% | +2.47% | |
| 24 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 0.50% | -0.04% | -4.13% | |
| 25 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.49% | -0.02% | +0.01% | |
| 26 | MSFT | Microsoft CORP | Stock-Tech | 0.41% | -0.06% | -1.49% | |
| 27 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.35% | — | — | |
| 28 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.34% | -0.04% | -6.01% | |
| 29 | APH | Amphenol Corp-cl A | Stock-Tech | 0.34% | +0.02% | -13.16% | |
| 30 | GLD | Spdr Gold Shares | ETF-Commodities | 0.33% | -0.09% | +1.74% | |
| 31 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.32% | +0.05% | +4.96% | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.32% | +0.12% | +1.97% | |
| 33 | VV | Vanguard Large-cap ETF | ETF-Other | 0.31% | — | — | |
| 34 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.31% | -0.01% | -7.11% | |
| 35 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.31% | -0.03% | -2.60% | |
| 36 | IAU | Ishares Gold Trust | ETF-Commodities | 0.30% | -0.09% | — | |
| 37 | MA | Mastercard Inc - A | Stock-Financials | 0.28% | -0.05% | -0.48% | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.27% | -0.03% | -7.35% | |
| 39 | ICSH | Ishares Ultra Short Duration | ETF-Other | 0.25% | +5.21% | -8.74% | |
| 40 | INTU | Intuit Inc | Stock-Tech | 0.24% | -0.08% | -0.33% | |
| 41 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.24% | -0.06% | -0.39% | |
| 42 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.23% | +0.09% | +2.59% | |
| 43 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.21% | +0.02% | -0.32% | |
| 44 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.20% | — | -4.32% | |
| 45 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.19% | -0.02% | +34.48% | |
| 46 | MS | Morgan Stanley | Stock-Financials | 0.19% | — | -0.28% | |
| 47 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-Other | 0.18% | -0.01% | — | |
| 48 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.17% | -0.01% | -0.29% | |
| 49 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.16% | — | — | |
| 50 | ICE | Intercontinental Exchange In | Stock-Financials | 0.15% | -0.06% | -0.77% |
According to official SEC Form 13F filings, BOK Financial Private Wealth, Inc. reported a total U.S. public equity portfolio value of $1.9B across 456 disclosed positions in Q4 2025.
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In terms of portfolio concentration, the top 5 core holdings (including VOO, VUG, VEA) accounted for 42.9% of total reported equity market value during Q4 2025.
Top New Position Initiated
IAUM
市值: $30.5M
Top Position Liquidated / Trimmed
VOO
前期市值: $308.5M
During Q4 2025, BOK Financial Private Wealth, Inc.'s top holdings by market value included VOO (19.2%)、VUG (10.7%)、VEA (9.5%). The largest single position, VOO, represented 19.2% of total portfolio value.
In Q4 2025, BOK Financial Private Wealth, Inc. made 48 total portfolio adjustments, initiating 8 new buys, adding to 14 positions, trimming 26 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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