Milestone Group
Latest statistics and disclosures from BOK Financial Private Wealth's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VOO, VEA, VUG, VTV, ICSH, and represent 49.22% of BOK Financial Private Wealth's stock portfolio.
- Added to shares of these 10 stocks: VUG (+$153M), ICSH (+$102M), VO (+$35M), VTIP (+$17M), VEA (+$8.8M), VCRB, SPY, IWF, VGT, VWO.
- Started 375 new stock positions in CRWD, DD, RYAAY, HMC, CNMD, TRP, SHOP, FISV, ITUB, UMC.
- Reduced shares in these 10 stocks: IAUM (-$15M), Honeywell International, AAPL, PANW, IWB, IVV, VXUS, IJR, IJH, GOOG.
- Sold out of its positions in ARKF, ADC, AREB, CNBS, CTRA, Dupont De Nemours, FELC, FVAL, GBTC, BTC.
- BOK Financial Private Wealth was a net buyer of stock by $298M.
- BOK Financial Private Wealth has $1.9B in assets under management (AUM), dropping by 17.77%.
- Central Index Key (CIK): 0001317348
Tip: Access up to 7 years of quarterly data
Positions held by Milestone Group consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for BOK Financial Private Wealth
BOK Financial Private Wealth holds 792 positions in its portfolio as reported in the June 2026 quarterly 13F filing
BOK Financial Private Wealth has 792 total positions. Only the first 250 positions are shown.
- Sign up to view all of the BOK Financial Private Wealth June 30, 2026 positions
- Download the BOK Financial Private Wealth June 2026 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 17.9 | $349M | 508k | 686.81 |
|
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 9.9 | $194M | +4% | 2.7M | 71.25 |
|
| Vanguard Index Fds Growth Etf (VUG) | 9.4 | $184M | +500% | 2.1M | 86.14 |
|
| Vanguard Index Fds Value Etf (VTV) | 6.5 | $127M | 583k | 217.93 |
|
|
| Ishares Tr Ultra Short Dur (ICSH) | 5.4 | $106M | +2666% | 2.1M | 50.58 |
|
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 5.2 | $102M | +20% | 2.0M | 50.23 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 4.7 | $92M | 1.2M | 77.11 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 4.1 | $79M | 106k | 748.89 |
|
|
| Ishares Tr Rus 1000 Etf (IWB) | 4.1 | $79M | 193k | 409.50 |
|
|
| Ishares Tr Core Msci Eafe (IEFA) | 2.7 | $52M | 540k | 96.58 |
|
|
| Vanguard Malvern Fds Core Bd Etf (VCRB) | 2.6 | $51M | +7% | 656k | 77.23 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 2.4 | $47M | +306% | 583k | 80.57 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 1.8 | $36M | 261k | 137.53 |
|
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 1.6 | $30M | 138k | 219.43 |
|
|
| Ishares Gold Trust Micro Shs Repstg Un Tr (IAUM) | 1.5 | $30M | -33% | 748k | 40.01 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 1.4 | $28M | -3% | 331k | 85.49 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 1.1 | $22M | -4% | 148k | 148.31 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 1.0 | $20M | 89k | 227.06 |
|
|
| Apple (AAPL) | 0.8 | $16M | -7% | 57k | 289.36 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.6 | $11M | -5% | 32k | 357.37 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.6 | $11M | -4% | 37k | 303.12 |
|
| Ishares Tr Eafe Value Etf (EFV) | 0.6 | $11M | -2% | 141k | 76.55 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.5 | $9.8M | 94k | 103.88 |
|
|
| Broadcom (AVGO) | 0.5 | $9.4M | -4% | 25k | 377.75 |
|
| Spdr Series Trust St Str P400mid (SPMD) | 0.5 | $9.2M | -4% | 137k | 67.56 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.5 | $9.1M | 330k | 27.70 |
|
|
| Amazon (AMZN) | 0.4 | $8.0M | -5% | 34k | 238.34 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.4 | $8.0M | +22% | 134k | 59.69 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.4 | $7.8M | +46% | 11k | 748.68 |
|
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.4 | $6.9M | 126k | 55.01 |
|
|
| Amphenol Corp Cl A (APH) | 0.3 | $6.3M | -8% | 36k | 176.57 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.3 | $5.6M | 16k | 343.91 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $5.4M | 15k | 370.04 |
|
|
| Palo Alto Networks (PANW) | 0.3 | $5.4M | -18% | 16k | 341.02 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.3 | $5.1M | -5% | 41k | 124.42 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.3 | $5.0M | 14k | 368.38 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.3 | $4.9M | -6% | 15k | 327.33 |
|
| Microsoft Corporation (MSFT) | 0.2 | $4.6M | -5% | 13k | 373.01 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.2 | $4.6M | 61k | 75.51 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $4.5M | 9.0k | 500.39 |
|
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $4.1M | +6% | 14k | 300.45 |
|
| Costco Wholesale Corporation (COST) | 0.2 | $3.9M | -4% | 4.2k | 935.47 |
|
| Mastercard Incorporated Cl A (MA) | 0.2 | $3.8M | -6% | 7.4k | 513.57 |
|
| Ishares Tr Russell 3000 Etf (IWV) | 0.2 | $3.5M | 8.1k | 426.40 |
|
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.2 | $3.3M | 21k | 158.03 |
|
|
| Dbx Etf Tr Xtrack Msci Eafe (DBEF) | 0.2 | $3.1M | 57k | 54.63 |
|
|
| Morgan Stanley Com New (MS) | 0.2 | $3.0M | -8% | 15k | 209.04 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $2.8M | 95k | 29.43 |
|
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $2.7M | 93k | 28.96 |
|
|
| Lennox International (LII) | 0.1 | $2.4M | 4.2k | 574.31 |
|
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $2.4M | +360% | 19k | 124.17 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $2.4M | -17% | 3.2k | 737.15 |
|
| Cisco Systems (CSCO) | 0.1 | $2.4M | 20k | 117.46 |
|
|
| American Centy Etf Tr Avantis Emgmkt (AVEM) | 0.1 | $2.3M | +16% | 24k | 96.49 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $2.3M | -8% | 11k | 212.77 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.1 | $2.1M | 38k | 56.48 |
|
|
| Wal-Mart Stores (WMT) | 0.1 | $2.1M | -8% | 19k | 113.26 |
|
| NVIDIA Corporation (NVDA) | 0.1 | $2.1M | -3% | 11k | 200.08 |
|
| Ishares Tr Hdg Msci Eafe (HEFA) | 0.1 | $2.1M | 44k | 46.92 |
|
|
| Vanguard World Inf Tech Etf (VGT) | 0.1 | $2.1M | +693% | 17k | 119.52 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $1.9M | +5% | 22k | 83.75 |
|
| Micron Technology (MU) | 0.1 | $1.9M | +35% | 1.6k | 1154.29 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $1.8M | -5% | 58k | 31.71 |
|
| Itt (ITT) | 0.1 | $1.8M | 9.2k | 198.15 |
|
|
| Johnson & Johnson (JNJ) | 0.1 | $1.8M | -2% | 7.2k | 253.97 |
|
| Union Pacific Corporation (UNP) | 0.1 | $1.7M | -5% | 6.4k | 272.00 |
|
| Thermo Fisher Scientific (TMO) | 0.1 | $1.7M | -10% | 3.4k | 501.84 |
|
| Pepsi (PEP) | 0.1 | $1.7M | -8% | 13k | 135.40 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.1 | $1.7M | -4% | 11k | 156.30 |
|
| Keysight Technologies (KEYS) | 0.1 | $1.7M | -17% | 4.8k | 350.07 |
|
| Ecolab (ECL) | 0.1 | $1.7M | -14% | 6.0k | 279.34 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $1.7M | +3% | 23k | 73.41 |
|
| Intercontinental Exchange (ICE) | 0.1 | $1.6M | -8% | 13k | 123.11 |
|
| Lowe's Companies (LOW) | 0.1 | $1.6M | -7% | 7.3k | 220.49 |
|
| Intuit (INTU) | 0.1 | $1.4M | -8% | 5.3k | 261.00 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $1.4M | -26% | 14k | 98.98 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $1.3M | 5.3k | 236.62 |
|
|
| Exxon Mobil Corporation (XOM) | 0.1 | $1.2M | 8.8k | 136.72 |
|
|
| Xylem (XYL) | 0.1 | $1.2M | -3% | 9.8k | 118.21 |
|
| Caterpillar (CAT) | 0.1 | $1.2M | +7% | 1.1k | 1064.90 |
|
| Ishares Core Msci Emkt (IEMG) | 0.1 | $1.1M | +227% | 14k | 82.84 |
|
| Ge Vernova (GEV) | 0.1 | $1.1M | -3% | 941.00 | 1174.81 |
|
| Edwards Lifesciences (EW) | 0.1 | $1.1M | 12k | 90.46 |
|
|
| L3harris Technologies (LHX) | 0.1 | $1.1M | 3.7k | 290.59 |
|
|
| Emerson Electric (EMR) | 0.0 | $964k | -15% | 6.7k | 143.16 |
|
| Wisdomtree Tr Us Smallcap Divd (DES) | 0.0 | $936k | -2% | 23k | 40.68 |
|
| Meta Platforms Cl A (META) | 0.0 | $913k | -25% | 1.6k | 563.29 |
|
| Eli Lilly & Co. (LLY) | 0.0 | $891k | -2% | 743.00 | 1199.43 |
|
| Global X Fds Artificial Etf (AIQ) | 0.0 | $889k | 14k | 65.61 |
|
|
| Arista Networks Com Shs (ANET) | 0.0 | $871k | -18% | 5.1k | 169.88 |
|
| UnitedHealth (UNH) | 0.0 | $857k | -14% | 2.1k | 415.63 |
|
| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.0 | $855k | +492% | 10k | 82.62 |
|
| Alps Etf Tr Med Breakthgh (SBIO) | 0.0 | $841k | 13k | 64.65 |
|
|
| Blackrock (BLK) | 0.0 | $788k | -2% | 819.00 | 961.56 |
|
| McDonald's Corporation (MCD) | 0.0 | $784k | -11% | 2.9k | 270.31 |
|
| Honeywell International (HON) | 0.0 | $783k | NEW | 3.5k | 223.87 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $774k | 7.0k | 110.32 |
|
|
| Honeywell Aerospace (HONA) | 0.0 | $772k | NEW | 3.5k | 221.05 |
|
| Cardinal Health (CAH) | 0.0 | $771k | -12% | 3.2k | 237.56 |
|
| Waste Management (WM) | 0.0 | $762k | 3.4k | 222.88 |
|
|
| Spdr Series Trust St Str Sp Div (SDY) | 0.0 | $759k | -16% | 5.0k | 152.18 |
|
| Church & Dwight (CHD) | 0.0 | $743k | -10% | 7.7k | 96.88 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $729k | +12% | 3.0k | 242.43 |
|
| ConocoPhillips (COP) | 0.0 | $712k | +9% | 6.8k | 103.97 |
|
| O'reilly Automotive (ORLY) | 0.0 | $700k | 7.6k | 92.09 |
|
|
| Abbvie (ABBV) | 0.0 | $696k | -25% | 2.8k | 251.64 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $688k | -4% | 7.1k | 96.43 |
|
| Evercore Class A (EVR) | 0.0 | $671k | -12% | 2.0k | 341.44 |
|
| Chevron Corporation (CVX) | 0.0 | $654k | 3.9k | 165.76 |
|
|
| Cognex Corporation (CGNX) | 0.0 | $646k | -13% | 8.9k | 72.42 |
|
| Hartford Financial Services (HIG) | 0.0 | $607k | 4.6k | 133.12 |
|
|
| Motorola Solutions Com New (MSI) | 0.0 | $606k | -17% | 1.5k | 416.50 |
|
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.0 | $596k | 4.7k | 127.81 |
|
|
| Tesla Motors (TSLA) | 0.0 | $585k | +5% | 1.4k | 420.60 |
|
| Flexshares Tr Iboxx 3r Targt (TDTT) | 0.0 | $578k | NEW | 24k | 23.91 |
|
| Everpure Cl A (P) | 0.0 | $555k | -34% | 7.0k | 78.79 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $555k | 2.2k | 252.23 |
|
|
| Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) | 0.0 | $552k | 3.4k | 161.54 |
|
|
| Rayonier (RYN) | 0.0 | $543k | 26k | 21.28 |
|
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $538k | 4.3k | 124.44 |
|
|
| Merck & Co (MRK) | 0.0 | $523k | +2% | 4.0k | 129.44 |
|
| Williams Companies (WMB) | 0.0 | $522k | +3% | 7.0k | 74.34 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.0 | $521k | -56% | 1.5k | 353.40 |
|
| International Business Machines (IBM) | 0.0 | $506k | 1.8k | 281.21 |
|
|
| Qnity Electronics Common Stock (Q) | 0.0 | $505k | -24% | 3.1k | 163.31 |
|
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.0 | $491k | +34% | 6.0k | 82.34 |
|
| Flexshares Tr Mornstar Usmkt (TILT) | 0.0 | $474k | NEW | 1.7k | 276.07 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $471k | -14% | 948.00 | 496.73 |
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.0 | $471k | 8.1k | 58.20 |
|
|
| Yum! Brands (YUM) | 0.0 | $469k | 2.9k | 159.86 |
|
|
| Stryker Corporation (SYK) | 0.0 | $453k | -24% | 1.4k | 315.72 |
|
| Dimensional Etf Trust Internatnal Val (DFIV) | 0.0 | $452k | 8.4k | 54.02 |
|
|
| Coca-Cola Company (KO) | 0.0 | $436k | +4% | 5.3k | 81.85 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.0 | $412k | +7352% | 5.3k | 77.91 |
|
| J P Morgan Exchange Traded F Income Etf (JPIE) | 0.0 | $405k | +359% | 8.8k | 46.05 |
|
| Bank of America Corporation (BAC) | 0.0 | $385k | -16% | 6.8k | 56.98 |
|
| Udr (UDR) | 0.0 | $377k | -4% | 9.4k | 39.92 |
|
| Uber Technologies (UBER) | 0.0 | $370k | -21% | 5.1k | 72.16 |
|
| Vanguard Scottsdale Fds Vng Rus3000idx (VTHR) | 0.0 | $365k | -13% | 1.1k | 331.43 |
|
| Home Depot (HD) | 0.0 | $363k | +5% | 1.0k | 352.68 |
|
| Ge Aerospace Com New (GE) | 0.0 | $359k | +3% | 960.00 | 373.59 |
|
| Dupont De Nemours Common Stock (DD) | 0.0 | $355k | NEW | 2.6k | 135.64 |
|
| Jacobs Engineering Group (J) | 0.0 | $346k | -53% | 2.7k | 126.00 |
|
| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.0 | $342k | -3% | 3.2k | 106.31 |
|
| Dover Corporation (DOV) | 0.0 | $337k | 1.5k | 224.28 |
|
|
| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.0 | $337k | -13% | 4.1k | 82.27 |
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.0 | $329k | 1.1k | 306.33 |
|
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.0 | $318k | -6% | 1.6k | 197.60 |
|
| Brown & Brown (BRO) | 0.0 | $316k | -4% | 4.9k | 64.15 |
|
| Procter & Gamble Company (PG) | 0.0 | $310k | -3% | 2.1k | 146.62 |
|
| Ishares Tr U S Equity Factr (LRGF) | 0.0 | $307k | -4% | 4.1k | 75.63 |
|
| Select Sector Spdr Tr St Str Discr Etf (XLY) | 0.0 | $304k | -8% | 2.6k | 117.28 |
|
| salesforce (CRM) | 0.0 | $301k | +2% | 1.9k | 157.13 |
|
| Select Sector Spdr Tr St Str Svc Etf (XLC) | 0.0 | $297k | 2.8k | 107.13 |
|
|
| Vulcan Materials Company (VMC) | 0.0 | $296k | 1.0k | 295.01 |
|
|
| First Tr Exchange-traded SHS (FDL) | 0.0 | $295k | 6.1k | 48.66 |
|
|
| Hilton Worldwide Holdings (HLT) | 0.0 | $293k | -29% | 885.00 | 330.46 |
|
| Philip Morris International (PM) | 0.0 | $284k | -42% | 1.6k | 182.46 |
|
| TJX Companies (TJX) | 0.0 | $277k | +244% | 1.8k | 151.50 |
|
| Bny Mellon Etf Trust Us Lrg Cp Core (BKLC) | 0.0 | $273k | 1.9k | 143.39 |
|
|
| Zoetis Cl A (ZTS) | 0.0 | $273k | -4% | 3.8k | 71.86 |
|
| Vanguard Admiral Fds 500 Val Idx Fd (VOOV) | 0.0 | $268k | 1.2k | 219.21 |
|
|
| Cullen/Frost Bankers (CFR) | 0.0 | $265k | 1.7k | 154.52 |
|
|
| Select Sector Spdr Tr St Str Energ Etf (XLE) | 0.0 | $263k | 4.9k | 53.11 |
|
|
| Digital Realty Trust (DLR) | 0.0 | $261k | -27% | 1.5k | 179.58 |
|
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.0 | $240k | -68% | 4.9k | 48.43 |
|
| Flexshares Tr Stoxx Globr Inf (NFRA) | 0.0 | $238k | NEW | 3.7k | 64.12 |
|
| Netflix (NFLX) | 0.0 | $238k | -25% | 3.3k | 71.40 |
|
| Vanguard World Industrial Etf (VIS) | 0.0 | $238k | 659.00 | 360.38 |
|
|
| Ishares Tr Core S&p Us Gwt (IUSG) | 0.0 | $233k | 1.2k | 188.09 |
|
|
| Fortinet (FTNT) | 0.0 | $233k | +2% | 1.5k | 153.62 |
|
| Automatic Data Processing (ADP) | 0.0 | $229k | 1.0k | 225.90 |
|
|
| Deere & Company (DE) | 0.0 | $229k | -55% | 360.00 | 635.95 |
|
| Lam Research Corp Com New (LRCX) | 0.0 | $228k | +21% | 526.00 | 433.59 |
|
| Qualcomm (QCOM) | 0.0 | $223k | +4% | 1.2k | 184.79 |
|
| Abbott Laboratories (ABT) | 0.0 | $222k | -62% | 2.4k | 90.75 |
|
| Dow (DOW) | 0.0 | $219k | -18% | 8.0k | 27.36 |
|
| Vertiv Holdings Com Cl A (VRT) | 0.0 | $218k | 650.00 | 334.82 |
|
|
| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.0 | $217k | 760.00 | 285.48 |
|
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.0 | $213k | +492% | 444.00 | 478.51 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $211k | -8% | 5.8k | 36.13 |
|
| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.0 | $211k | 402.00 | 523.80 |
|
|
| Visa Com Cl A (V) | 0.0 | $205k | -26% | 597.00 | 343.21 |
|
| Pfizer (PFE) | 0.0 | $195k | -2% | 8.1k | 24.08 |
|
| Sofi Technologies (SOFI) | 0.0 | $193k | 11k | 17.93 |
|
|
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $192k | +545% | 1.2k | 164.60 |
|
| Vectrus (VVX) | 0.0 | $191k | 2.6k | 74.56 |
|
|
| Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) | 0.0 | $191k | 3.0k | 63.85 |
|
|
| Select Sector Spdr Tr St Str Care Etf (XLV) | 0.0 | $186k | 1.2k | 158.66 |
|
|
| Newmont Mining Corporation (NEM) | 0.0 | $185k | +2% | 2.0k | 93.40 |
|
| Old Dominion Freight Line (ODFL) | 0.0 | $184k | NEW | 847.00 | 216.60 |
|
| Markel Corporation (MKL) | 0.0 | $178k | 91.00 | 1953.01 |
|
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $168k | 1.1k | 146.41 |
|
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.0 | $166k | NEW | 3.3k | 50.58 |
|
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $164k | 416.00 | 393.96 |
|
|
| Becton, Dickinson and (BDX) | 0.0 | $162k | +7% | 1.1k | 151.33 |
|
| McKesson Corporation (MCK) | 0.0 | $161k | +2% | 213.00 | 756.46 |
|
| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.0 | $157k | 1.7k | 90.10 |
|
|
| Schwab Strategic Tr Fundamental Us L (FNDX) | 0.0 | $151k | 4.9k | 31.10 |
|
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $151k | -3% | 1.3k | 117.50 |
|
| Cigna Corp (CI) | 0.0 | $149k | -27% | 541.00 | 275.68 |
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $144k | NEW | 920.00 | 156.95 |
|
| Bristol Myers Squibb (BMY) | 0.0 | $143k | -10% | 2.5k | 57.62 |
|
| Rollins (ROL) | 0.0 | $143k | -33% | 3.4k | 41.74 |
|
| Raymond James Financial (RJF) | 0.0 | $142k | -72% | 931.00 | 152.03 |
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.0 | $139k | 849.00 | 163.67 |
|
|
| Verizon Communications (VZ) | 0.0 | $138k | +3% | 3.3k | 42.34 |
|
| Novo-nordisk A S Adr (NVO) | 0.0 | $136k | +8% | 2.8k | 47.94 |
|
| Texas Instruments Incorporated (TXN) | 0.0 | $132k | +17% | 444.00 | 298.07 |
|
| Corteva (CTVA) | 0.0 | $128k | -5% | 1.5k | 84.69 |
|
| Dimensional Etf Trust World Ex Us Core (DFAX) | 0.0 | $124k | 3.4k | 36.84 |
|
|
| Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) | 0.0 | $124k | -22% | 2.3k | 54.03 |
|
| Waters Corporation (WAT) | 0.0 | $124k | +2% | 330.00 | 375.04 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $124k | -2% | 3.7k | 33.84 |
|
| Cambria Etf Tr Shshld Yield Etf (SYLD) | 0.0 | $124k | 1.6k | 79.09 |
|
|
| Nucor Corporation (NUE) | 0.0 | $121k | 543.00 | 223.31 |
|
|
| Schwab Strategic Tr Us Reit Etf (SCHH) | 0.0 | $118k | 5.0k | 23.68 |
|
|
| Nice Sponsored Adr (NICE) | 0.0 | $118k | 1.3k | 90.85 |
|
|
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.0 | $118k | 795.00 | 147.75 |
|
|
| BP Sponsored Adr (BP) | 0.0 | $114k | +6% | 3.1k | 36.95 |
|
| Freeport Mcmoran CL B (FCX) | 0.0 | $112k | +3% | 1.8k | 62.89 |
|
| Dimensional Etf Trust Us Equi Mark Etf (DFUS) | 0.0 | $112k | 1.4k | 81.94 |
|
|
| Amentum Holdings (AMTM) | 0.0 | $109k | -13% | 5.3k | 20.67 |
|
| Ishares Tr S&P SML 600 GWT (IJT) | 0.0 | $109k | -6% | 609.00 | 178.68 |
|
| Analog Devices (ADI) | 0.0 | $106k | +31% | 268.00 | 397.17 |
|
| Ishares Tr Core Univrsl Usd (IUSB) | 0.0 | $104k | -5% | 2.3k | 46.15 |
|
| EOG Resources (EOG) | 0.0 | $100k | +6% | 774.00 | 129.73 |
|
| Flexshares Tr Mornstar Upstr (GUNR) | 0.0 | $98k | NEW | 2.0k | 49.28 |
|
| Walt Disney Company (DIS) | 0.0 | $96k | -19% | 992.00 | 97.00 |
|
| Ishares Tr Ishares Semicdtr (SOXX) | 0.0 | $96k | 150.00 | 640.76 |
|
|
| Corning Incorporated (GLW) | 0.0 | $95k | -12% | 373.00 | 255.12 |
|
| GSK Sponsored Adr (GSK) | 0.0 | $94k | +11% | 1.8k | 52.83 |
|
| Altria (MO) | 0.0 | $94k | -45% | 1.3k | 73.05 |
|
| Wisdomtree Tr Us High Dividend (DHS) | 0.0 | $94k | 827.00 | 113.69 |
|
|
| Schwab Strategic Tr Fundamental Us S (FNDA) | 0.0 | $93k | 2.4k | 38.06 |
|
|
| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.0 | $91k | 1.7k | 52.76 |
|
|
| Bny Mellon Etf Trust Ii Municipal Inter (BKMI) | 0.0 | $91k | -37% | 3.4k | 26.44 |
|
| Metropcs Communications (TMUS) | 0.0 | $90k | -21% | 538.00 | 167.73 |
|
| Shell Spon Ads (SHEL) | 0.0 | $90k | +69% | 1.2k | 77.54 |
|
| Intel Corporation (INTC) | 0.0 | $90k | +141% | 643.00 | 139.63 |
|
| S&p Global (SPGI) | 0.0 | $89k | +3% | 219.00 | 407.26 |
|
| Dbx Etf Tr Xtrack Msci Eafe (HDEF) | 0.0 | $89k | 2.8k | 32.14 |
|
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.0 | $82k | NEW | 41.00 | 1989.46 |
|
| Vail Resorts (MTN) | 0.0 | $81k | 584.00 | 138.37 |
|
|
| Intuitive Surgical Com New (ISRG) | 0.0 | $80k | +11% | 200.00 | 397.68 |
|
| Devon Energy Corporation (DVN) | 0.0 | $79k | +24% | 1.9k | 41.32 |
|
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $78k | 351.00 | 221.01 |
|
|
| First Tr Exchange-traded Nasdaq Cyb Etf (CIBR) | 0.0 | $75k | 830.00 | 89.85 |
|
|
| Pan American Silver Corp Can (PAAS) | 0.0 | $74k | 1.7k | 44.79 |
|
|
| Tractor Supply Company (TSCO) | 0.0 | $74k | -80% | 2.3k | 31.61 |
|
Past Filings by BOK Financial Private Wealth
SEC 13F filings are viewable for BOK Financial Private Wealth going back to 2011
- BOK Financial Private Wealth 2026 Q2 filed Aug. 10, 2026
- BOK Financial Private Wealth 2026 Q1 filed May 12, 2026
- BOK Financial Private Wealth 2025 Q4 filed Feb. 6, 2026
- BOK Financial Private Wealth 2025 Q3 filed Nov. 7, 2025
- BOK Financial Private Wealth 2025 Q2 filed Aug. 7, 2025
- BOK Financial Private Wealth 2025 Q1 filed May 14, 2025
- BOK Financial Private Wealth 2024 Q4 filed Feb. 7, 2025
- BOK Financial Private Wealth 2024 Q3 filed Nov. 13, 2024
- BOK Financial Private Wealth 2024 Q2 filed Aug. 14, 2024
- BOK Financial Private Wealth 2024 Q1 filed May 1, 2024
- BOK Financial Private Wealth 2023 Q4 filed Jan. 30, 2024
- BOK Financial Private Wealth 2023 Q3 filed Oct. 13, 2023
- BOK Financial Private Wealth 2023 Q2 filed Aug. 8, 2023
- BOK Financial Private Wealth 2023 Q1 filed April 24, 2023
- BOK Financial Private Wealth 2022 Q4 filed Feb. 2, 2023
- BOK Financial Private Wealth 2022 Q3 restated filed Nov. 7, 2022