Universe · entity
BOK Financial Private Wealth, Inc.
Institutional manager (13F) · CIK 1317348
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $1.5B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | VANGUARD INDEX FDS | $303M | 506,947 |
| 2 | VANGUARD TAX-MANAGED FDS | $166M | 2,592,872 |
| 3 | VANGUARD INDEX FDS | $156M | 356,081 |
| 4 | VANGUARD INDEX FDS | $113M | 577,790 |
| 5 | VANGUARD MALVERN FDS | $84M | 1,685,046 |
| 6 | ISHARES TR | $82M | 1,208,022 |
| 7 | ISHARES TR | $70M | 106,908 |
| 8 | ISHARES TR | $70M | 195,697 |
| 9 | ISHARES GOLD TR | $53M | 1,130,650 |
| 10 | ISHARES TR | $49M | 546,166 |
| 11 | VANGUARD MALVERN FDS | $47M | 610,668 |
| 12 | VANGUARD INDEX FDS | $41M | 143,631 |
| 13 | ISHARES TR | $30M | 265,827 |
| 14 | ISHARES TR | $27M | 139,781 |
| 15 | VANGUARD STAR FDS | $26M | 342,338 |
| 16 | ISHARES TR | $19M | 154,199 |
| 17 | ISHARES TR | $19M | 89,693 |
| 18 | APPLE INC | $15M | 61,006 |
| 19 | ISHARES TR | $11M | 143,712 |
| 20 | VANGUARD INDEX FDS | $10M | 38,347 |
| 21 | ALPHABET INC | $10M | 33,194 |
| 22 | ISHARES TR | $9M | 94,405 |
| 23 | SPDR SERIES TRUST | $8M | 142,538 |
| 24 | SCHWAB STRATEGIC TR | $8M | 329,865 |
| 25 | BROADCOM INC | $8M | 26,097 |
| 26 | AMAZON COM INC | $7M | 35,597 |
| 27 | DIMENSIONAL ETF TRUST | $6M | 124,098 |
| 28 | VANGUARD INTL EQUITY INDEX F | $6M | 108,773 |
| 29 | SPDR GOLD TR | $6M | 13,563 |
| 30 | ISHARES GOLD TR | $5M | 61,199 |
| 31 | AMPHENOL CORP | $5M | 39,204 |
| 32 | MICROSOFT CORP | $5M | 13,222 |
| 33 | VANGUARD INDEX FDS | $5M | 16,328 |
| 34 | ISHARES TR | $5M | 43,495 |
| 35 | VANGUARD INDEX FDS | $5M | 14,894 |
| 36 | JPMORGAN CHASE & CO | $5M | 16,058 |
| 37 | STATE STR SPDR S&P 500 ETF T | $5M | 7,170 |
| 38 | COSTCO WHOLESALE CORPORATION | $4M | 4,351 |
| 39 | BERKSHIRE HATHAWAY INC DEL | $4M | 9,013 |
| 40 | MASTERCARD INCORPORATED | $4M | 7,830 |
| 41 | ISHARES TR | $4M | 75,839 |
| 42 | ISHARES TR | $3M | 12,889 |
| 43 | PALO ALTO NETWORKS INC | $3M | 19,408 |
| 44 | VANGUARD WHITEHALL FDS | $3M | 20,952 |
| 45 | ISHARES TR | $3M | 8,103 |
| 46 | DBX ETF TR | $3M | 56,863 |
| 47 | MORGAN STANLEY | $3M | 15,791 |
| 48 | WALMART INC | $3M | 20,137 |
| 49 | INTUIT | $2M | 5,770 |
| 50 | SCHWAB STRATEGIC TR | $2M | 94,907 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.