BOK Financial Private Wealth, Inc.: 13F holdings
CIK 13173482026Q2
| Positions | 792 |
|---|
| Reported value | $1.9bn |
|---|
| Filed | 2026-08-10 |
|---|
Change since last quarter
| Positions | 792 (+344 vs prior quarter) |
|---|
| Reported value | $1.9bn (+17.8%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VOO VANGUARD INDEX FDS | 508,379 | $349.2m | 17.9% |
| VEA VANGUARD TAX-MANAGED FDS | 2,716,005 | $193.5m | 9.9% |
| VUG VANGUARD INDEX FDS | 2,136,784 | $184.1m | 9.4% |
| VTV VANGUARD INDEX FDS | 582,494 | $126.9m | 6.5% |
| ICSH ISHARES TR | 2,097,755 | $106.1m | 5.4% |
| VTIP VANGUARD MALVERN FDS | 2,030,876 | $102.0m | 5.2% |
| IJH ISHARES TR | 1,197,424 | $92.3m | 4.7% |
| IVV ISHARES TR | 105,489 | $79.0m | 4.1% |
| IWB ISHARES TR | 192,855 | $79.0m | 4.1% |
| IEFA ISHARES TR | 539,455 | $52.1m | 2.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1317348")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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