BOK Financial Private Wealth, Inc.
•CIK: 1317348•Filing: Q4 2025
**BOK Financial Private Wealth, Inc.** manages $1.6B across a diversified portfolio of 455 holdings. The strategy shows a significant allocation to core U.S. equity exposure, anchored by VOO ($314.0M) and VUG ($175.2M). Notable international and sector tilts include substantial positions in VEA ($155.0M) and VTV ($110.3M). This structure indicates a focus on broad market capitalization capture across developed global markets.
Total AUM
$1.6B
QoQ Performance
+2.8%
Positions
327
Top 10 Concentration
71.2%
Latest Filing
Q4 2025
Top Holdings Allocation
VOO
VUG
VEA
VTV
IJH
VOO19.2%
VUG10.7%
VEA9.5%
VTV6.7%
IJH5.0%
VTIP4.8%
IVV4.6%
IWB4.6%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other68.6%
ETF24.3%
Technology3.6%
Consumer1.2%
Financial1.0%
Healthcare0.6%
Industrial0.3%
Consumer Staples0.2%
🚪 Exited Positionssold since Q3 2025
+187 more exited positions
Changes from Q3 2025
NEW13 new positions
↑45 increased
↓101 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023