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BOK Financial Private Wealth, Inc.

All holdings · as of Mar 31, 2026

448 positions

CompanyClassValueShares% of portfolio
ISHARES TR$133.0K1,3220.0%
INVESCO EXCHANGE TRADED FD T$131.1K1,7430.0%
ISHARES TR$130.5K4160.0%
STARBUCKS CORP$128.8K1,4380.0%
Fortinet Inc$121.2K1,4830.0%
ISHARES TR$120.1K8490.0%
Walt Disney Co$118.1K1,2250.0%
CAMBRIA ETF TR$117.8K1,5620.0%
DIMENSIONAL ETF TRUST$114.8K3,3780.0%
ISHARES TR$109.9K2,3800.0%
SCHWAB STRATEGIC TR$109.6K3,7620.0%
SCHWAB STRATEGIC TR$106.8K4,9700.0%
iShares MSCI UAE ETF$105.4K7950.0%
EOG RESOURCES INC$104.7K7240.0%
FREEPORT-MCMORAN INC$101.4K1,7250.0%
NOVO-NORDISK A S$99.3K2,6160.0%
Mondelez International, Inc.$98.9K1,7000.0%
DIMENSIONAL ETF TRUST$96.7K1,3630.0%
Waters Corp$95.6K3210.0%
ISHARES TR$93.8K6480.0%
LAM RESEARCH CORP$92.4K4320.0%
PAN AMERN SILVER CORP$90.6K1,6580.0%
NUCOR CORP$90.4K5330.0%
WISDOMTREE TR$90.3K8270.0%
S&P Global Inc.$89.7K2110.0%
DBX ETF TR$89.3K2,7560.0%
GSK PLC$89.1K1,6000.0%
J P MORGAN EXCHANGE TRADED F$88.2K1,9140.0%
AT&T INC.$87.8K3,0290.0%
TJX Cos Inc/The$84.8K5310.0%
SCHWAB STRATEGIC TR$84.1K1,7190.0%
Intuitive Surgical Inc$83.0K1800.0%
SCHWAB STRATEGIC TR$79.0K2,4360.0%
IQVIA HOLDINGS INC.$78.8K4620.0%
Devon Energy Corp$76.7K1,5250.0%
Docusign Inc$76.6K1,6150.0%
VAIL RESORTS INC$76.2K5840.0%
Yum China Holdings, Inc.YUMCCommon Stock$73.8K1,5120.0%
TEXAS INSTRUMENTS INC$73.2K3770.0%
Check Point Software Technologies Ltd$71.0K4970.0%
ISHARES TR$69.0K7450.0%
KBR Inc$68.9K1,8620.0%
HERSHEY CO$68.6K3300.0%
ROPER TECHNOLOGIES INC$67.8K1920.0%
Akamai Technologies Inc$66.7K5810.0%
ISHARES TR$66.4K3500.0%
DoubleLine Income Solutions FundDSLClosed-End Fund$65.6K6,0560.0%
ANALOG DEVICES INC$64.9K2040.0%
SHELL PLC$63.8K6860.0%
ISHARES TR$62.2K5860.0%
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