BOK Financial Private Wealth, Inc. - Portfolio overview

BOK Financial Private Wealth, Inc. has 479 reported holdings in this dataset, with the latest filing dated 2026-05-12.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. VOO - VANGUARD INDEX FDS, 18.28%
2. VEA - VANGUARD TAX-MANAGED FDS, 10.03%
3. VUG - VANGUARD INDEX FDS, 9.39%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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