BOK Financial Private Wealth, Inc.
All holdings · as of Mar 31, 2026
| Company | Value | % of portfolio |
|---|---|---|
| VANGUARD INDEX FDS | $302.93M | 18.3% |
| VANGUARD TAX-MANAGED FDS | $166.15M | 10.0% |
| VANGUARD INDEX FDS | $155.53M | 9.4% |
| VANGUARD INDEX FDS | $113.36M | 6.8% |
| VANGUARD MALVERN FDS | $84.17M | 5.1% |
| ISHARES TR | $81.58M | 4.9% |
| ISHARES TR | $69.83M | 4.2% |
| ISHARES TR | $69.78M | 4.2% |
| ISHARES GOLD TR | $52.80M | 3.2% |
| ISHARES TR | $49.44M | 3.0% |
| VANGUARD MALVERN FDS | $47.25M | 2.9% |
| VANGUARD INDEX FDS | $41.25M | 2.5% |
| ISHARES TR | $30.07M | 1.8% |
| iShares MSCI UAE ETF | $26.81M | 1.6% |
| VANGUARD STAR FDS | $26.40M | 1.6% |
| ISHARES TR | $19.17M | 1.2% |
| ISHARES TR | $18.94M | 1.1% |
| Apple Inc. | $15.48M | 0.9% |
| ISHARES TR | $10.69M | 0.6% |
| VANGUARD INDEX FDS | $10.04M | 0.6% |
| Alphabet Inc. | $9.55M | 0.6% |
| ISHARES TR | $9.17M | 0.6% |
| SPDR SERIES TRUST | $8.44M | 0.5% |
| SCHWAB STRATEGIC TR | $8.16M | 0.5% |
| Broadcom Inc. | $8.08M | 0.5% |
| Amazon.com Inc | $7.41M | 0.4% |
| DIMENSIONAL ETF TRUST | $6.01M | 0.4% |
| VANGUARD INTL EQUITY INDEX F | $5.88M | 0.4% |
| SPDR GOLD TR | $5.84M | 0.4% |
| ISHARES GOLD TR | $5.40M | 0.3% |
| AMPHENOL CORP /DE | $4.96M | 0.3% |
| MICROSOFT CORP | $4.89M | 0.3% |
| VANGUARD INDEX FDS | $4.88M | 0.3% |
| ISHARES TR | $4.84M | 0.3% |
| VANGUARD INDEX FDS | $4.78M | 0.3% |
| JPMORGAN CHASE & CO | $4.72M | 0.3% |
| STATE STR SPDR S&P 500 ETF T | $4.68M | 0.3% |
| COSTCO WHOLESALE CORP /NEW | $4.34M | 0.3% |
| Warren E. Buffett | $4.32M | 0.3% |
| Mastercard Inc | $3.91M | 0.2% |
| ISHARES TR | $3.84M | 0.2% |
| ISHARES TR | $3.20M | 0.2% |
| Palo Alto Networks Inc | $3.11M | 0.2% |
| VANGUARD WHITEHALL FDS | $3.10M | 0.2% |
| ISHARES TR | $3.00M | 0.2% |
| DBX ETF TR | $2.81M | 0.2% |
| Morgan Stanley | $2.60M | 0.2% |
| Walmart Inc. | $2.51M | 0.2% |
| INTUIT INC. | $2.49M | 0.2% |
| SCHWAB STRATEGIC TR | $2.43M | 0.1% |