BOK Financial Private Wealth, Inc. Q3 2025 Filing

Filed November 7, 2025

Portfolio Value

$1.6T

Holdings

380

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (380 positions)

StockValue
VOOVANGUARD INDEX FDS
$308.5B
VUGVANGUARD INDEX FDS
$188.8B
VEAVANGUARD TAX-MANAGED FDS
$145.7B
VTVVANGUARD INDEX FDS
$109.3B
IJHISHARES TR
$82.5B
VTIPVANGUARD MALVERN FDS
$74.1B
IVVISHARES TR
$74.0B
IWBISHARES TR
$74.0B
AQLTISHARES TR
$49.5B
VOVANGUARD INDEX FDS
$42.4B
IVWISHARES TR
$37.4B
QUALISHARES TR
$28.4B
VXUSVANGUARD STAR FDS
$25.8B
IJRISHARES TR
$19.6B
IVEISHARES TR
$19.5B
AAPLAPPLE INC
$15.8B
VBVANGUARD INDEX FDS
$11.2B
EFVISHARES TR
$9.8B
AVGOBROADCOM INC
$9.0B
EFAISHARES TR
$9.0B
SPMDSPDR SERIES TRUST
$8.5B
GOOGLALPHABET INC
$8.4B
AMZNAMAZON COM INC
$7.9B
SCHFSCHWAB STRATEGIC TR
$7.7B
MSFTMICROSOFT CORP
$7.4B
APHAMPHENOL CORP NEW
$5.8B
JPMJPMORGAN CHASE & CO.
$5.7B
DFUVDIMENSIONAL ETF TRUST
$5.6B
VTIVANGUARD INDEX FDS
$5.4B
EFGISHARES TR
$5.2B
VWOVANGUARD INTL EQUITY INDEX F
$5.1B
VVVANGUARD INDEX FDS
$5.0B
SPYSPDR S&P 500 ETF TR
$5.0B
BRK/BBERKSHIRE HATHAWAY INC DEL
$4.8B
GQ9SPDR GOLD TR
$4.7B
MAMASTERCARD INCORPORATED
$4.6B
IAU*ISHARES GOLD TR
$4.4B
ICSHISHARES TR
$4.4B
COSTCOSTCO WHSL CORP NEW
$4.2B
INTUINTUIT
$4.1B
PANWPALO ALTO NETWORKS INC
$4.0B
IWMISHARES TR
$3.4B
IWVISHARES TR
$3.3B
DBEFDBX ETF TR
$2.8B
DWDMORGAN STANLEY
$2.7B
SCHXSCHWAB STRATEGIC TR
$2.7B
ICEINTERCONTINENTAL EXCHANGE IN
$2.6B
NVDANVIDIA CORPORATION
$2.6B
SCHBSCHWAB STRATEGIC TR
$2.5B
RSPINVESCO EXCHANGE TRADED FD T
$2.3B
VYMVANGUARD WHITEHALL FDS
$2.2B
WMTWALMART INC
$2.2B
LIILENNOX INTL INC
$2.2B
HEFAISHARES TR
$2.1B
ECLECOLAB INC
$2.1B
JEPIJ P MORGAN EXCHANGE TRADED F
$2.1B
TMOTHERMO FISHER SCIENTIFIC INC
$2.1B
AGGISHARES TR
$2.1B
LOWLOWES COS INC
$2.1B
PEPPEPSICO INC
$1.9B
SCHDSCHWAB STRATEGIC TR
$1.9B
IWFISHARES TR
$1.9B
BNDVANGUARD BD INDEX FDS
$1.9B
UNPUNION PAC CORP
$1.8B
ITTITT INC
$1.6B
HONHONEYWELL INTL INC
$1.6B
METAMETA PLATFORMS INC
$1.6B
JNJJOHNSON & JOHNSON
$1.6B
XYLXYLEM INC
$1.6B
AQLTISHARES TR
$1.5B
VEUVANGUARD INTL EQUITY INDEX F
$1.5B
NDQINVESCO QQQ TR
$1.4B
CSCOCISCO SYS INC
$1.4B
ABTABBOTT LABS
$1.3B
JJACOBS SOLUTIONS INC
$1.3B
VGSHVANGUARD SCOTTSDALE FDS
$1.2B
KEYSKEYSIGHT TECHNOLOGIES INC
$1.2B
XOMEXXON MOBIL CORP
$1.2B
EMREMERSON ELEC CO
$1.2B
ACNACCENTURE PLC IRELAND
$1.1B
LHXL3HARRIS TECHNOLOGIES INC
$1.1B
MCDMCDONALDS CORP
$1.1B
GEVGE VERNOVA INC
$1.1B
ANETARISTA NETWORKS INC
$1.0B
PSTGPURE STORAGE INC
$1.0B
BLKBLACKROCK INC
$1.0B
UNHUNITEDHEALTH GROUP INC
$987.9M
SDYSPDR SERIES TRUST
$972.8M
ABBVABBVIE INC
$948.2M
EWEDWARDS LIFESCIENCES CORP
$939.9M
VIGVANGUARD SPECIALIZED FUNDS
$939.8M
TMUST-MOBILE US INC
$925.4M
MSIMOTOROLA SOLUTIONS INC
$912.2M
DISDISNEY WALT CO
$895.5M
EVREVERCORE INC
$891.5M
WMWASTE MGMT INC DEL
$872.7M
ORLYOREILLY AUTOMOTIVE INC
$845.8M
AVEMAMERICAN CENTY ETF TR
$832.7M
CHDCHURCH & DWIGHT CO INC
$828.5M
HIGHARTFORD INSURANCE GROUP INC
$814.8M
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