TraderTrends

Manager Profile

BOK Financial Private Wealth, Inc.

Diversified · Technology 44%

A clean view of the latest 13F profile, portfolio scale, and filing history for this manager.

Most Recent 13F

Q1 2026

Location

DENVER, CO

Portfolio Value

$1.7B

Latest reported 13F value

Holdings

5

Distinct positions in last filing

Top Position

VANGUARD INDEX FDS

Latest disclosed holding

Top 4

922908363 921943858 922908736 922908744 922020805

Quick ticker snapshot

Sector Exposure

How this manager's portfolio splits across sectors.

Technology
44.2%
Financial Services
34.2%
Healthcare
14.2%
Industrials
2.4%
Consumer Cyclical
1.8%
Communication Services
0.9%
Consumer Defensive
0.7%
Energy
0.5%
Basic Materials
0.5%
Real Estate
0%
Utilities
0%
Holdings Value Over Time

Quarterly trend based on reported 13F portfolio value.

Q1 2026
Largest Positions

Top 5 largest positions by current portfolio value.

1
VANGUARD INDEX FDS

Shares: 506.9K

302.9M

Position Value
2
VANGUARD TAX-MANAGED FDS

Shares: 2.6M

166.2M

Position Value
3
VANGUARD INDEX FDS

Shares: 356.1K

155.5M

Position Value
4
VANGUARD INDEX FDS

Shares: 577.8K

113.4M

Position Value
5
VANGUARD MALVERN FDS

Shares: 1.7M

84.2M

Position Value
Filing History

Quarter-by-quarter summary of this manager's 13F filings.

Quarter Holdings Value Form Type Date Filed Filing ID