Bok Financial Private Wealth, Inc. has filed its 13F form on August 07, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.49 Billion distributed in 418 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $287M, Vanguard Growth ETF with a value of $176M, Vanguard Ftse Developed Market with a value of $130M, Vanguard Value ETF with a value of $102M, and Ishares Core S&P Mid Cap ETF with a value of $81M.
Examining the 13F form we can see an increase of $166M in the current position value, from $1.33B to 1.49B.
Bok Financial Private Wealth, Inc. is based out at Denver, CO
Below you can find more details about Bok Financial Private Wealth, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$1.49 Billion
ETFs: $1.33 Billion
Technology: $53.2 Million
Financial Services: $25.8 Million
Industrials: $16.9 Million
Consumer Cyclical: $16.2 Million
Healthcare: $15.8 Million
Consumer Defensive: $11.2 Million
Communication Services: $10.9 Million
Other: $9.01 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
