Notify me when BOK Financial Private Wealth, Inc. files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 455 | $1,633,889,802 | +$54,371,487 | -$38,965,830 | +$15,405,657 | VOO, VUG, VEA, VTV, IJH | 13F-HR | 06 Feb 2026, 13:50 |
| Q3 2025 | 379 | $1,589,051,416 | +$92,995,028 | -$104,083,958 | -$11,088,930 | VOO, VUG, VEA, VTV, IJH | 13F-HR | 07 Nov 2025, 14:36 |
| Q2 2025 | 417 | $1,499,224,026 | +$134,740,790 | -$96,873,896 | +$37,866,894 | VOO, VUG, VEA, VTV, IJH | 13F-HR | 07 Aug 2025, 16:33 |
| Q1 2025 | 464 | $1,331,296,843 | +$33,822,718 | -$39,510,344 | -$5,687,626 | VOO, VUG, VTV, IJH, VEA | 13F-HR | 14 May 2025, 12:46 |
| Q4 2024 | 639 | $1,376,905,988 | +$56,627,947 | -$46,864,050 | +$9,763,897 | VOO, VUG, VTV, IJH, IWB | 13F-HR | 07 Feb 2025, 12:40 |
| Q3 2024 | 516 | $1,381,532,352 | +$52,852,869 | -$116,632,385 | -$63,779,516 | VOO, VUG, VTV, IJH, IWB | 13F-HR | 12 Nov 2024, 18:06 |
| Q2 2024 | 459 | $1,376,340,010 | +$30,363,905 | -$17,224,752 | +$13,139,153 | VOO, VUG, VTV, IJH, IWB | 13F-HR | 14 Aug 2024, 13:11 |
| Q1 2024 | 452 | $1,342,913,522 | +$122,901,623 | -$43,340,494 | +$79,561,129 | VOO, VUG, VTV, IJH, IWB | 13F-HR | 30 Apr 2024, 18:03 |
| Q4 2023 | 510 | $1,230,737,004 | +$28,999,338 | -$57,929,362 | -$28,930,024 | VOO, VUG, VTV, IJH, IWB | 13F-HR | 30 Jan 2024, 12:35 |
| Q3 2023 | 380 | $1,143,013,302 | +$43,088,815 | -$82,103,366 | -$39,014,551 | VOO, VUG, VTV, IJH, VEA | 13F-HR | 13 Oct 2023, 11:05 |
| Q2 2023 | 357 | $1,226,845,116 | +$15,929,404 | -$105,917,061 | -$89,987,657 | VOO, VUG, VEA, VTV, IJH | 13F-HR | 08 Aug 2023, 15:35 |
| Q1 2023 | 468 | $1,245,144,200 | +$24,406,010 | -$53,009,954 | -$28,603,944 | VOO, VUG, IJH, VEA, VTV | 13F-HR | 21 Apr 2023, 18:06 |
| Q4 2022 | 362 | $1,204,023,601 | +$159,006,450 | -$152,939,659 | +$6,066,791 | VOO, VUG, IJH, VTV, VEA | 13F-HR | 02 Feb 2023, 15:31 |
| Q3 2022 | 362 | $1,110,955,000 | +$127,996,268 | -$61,076,618 | +$66,919,650 | VOO, VUG, IJH, VTV, VEA | Restatement | 07 Nov 2022, 10:22 |
| Q2 2022 | 369 | $1,124,356,000 | +$88,692,628 | -$152,931,629 | -$64,239,001 | VOO, VUG, IJH, VTV, VEA | 13F-HR | 15 Aug 2022, 13:55 |
| Q1 2022 | 314 | $1,407,636,000 | +$92,659,231 | -$46,445,263 | +$46,213,968 | VUG, VOO, IJH, VTV, VEA | 13F-HR | 09 May 2022, 16:44 |
| Q4 2021 | 305 | $1,451,186,000 | +$127,283,319 | -$35,884,287 | +$91,399,032 | VUG, VOO, IJH, VTV, VEA | 13F-HR | 15 Feb 2022, 13:29 |
| Q3 2021 | 241 | $1,254,151,000 | +$57,126,735 | -$26,390,803 | +$30,735,932 | VUG, VOO, IJH, VEA, IVV | Restatement | 15 Nov 2021, 11:40 |
| Q2 2021 | 229 | $1,228,101,000 | +$82,355,316 | -$30,466,532 | +$51,888,784 | VUG, VOO, IJH, VEA, IVV | 13F-HR | 02 Aug 2021, 18:03 |
| Q1 2021 | 196 | $1,099,421,000 | +$71,046,569 | -$76,993,349 | -$5,946,780 | VUG, VOO, IJH, IVV, VTV | 13F-HR | 11 May 2021, 17:50 |
| Q4 2020 | 181 | $1,050,002,000 | +$79,272,326 | -$103,379,953 | -$24,107,627 | VUG, VOO, IJH, IVV, VTV | 13F-HR | 01 Feb 2021, 14:56 |
| Q3 2020 | 163 | $959,816,000 | +$71,331,601 | -$119,831,345 | -$48,499,744 | VUG, IVV, IJH, VOO, VO | 13F-HR | 06 Nov 2020, 09:38 |
| Q2 2020 | 160 | $955,485,000 | +$141,898,394 | -$146,232,436 | -$4,334,042 | IVV, VUG, IJH, VGSH, VOO | 13F-HR | 13 Aug 2020, 11:43 |
| Q1 2020 | 183 | $823,397,000 | +$119,469,924 | -$235,735,292 | -$116,265,368 | IVV, IJH, VGSH, QUAL, VOO | 13F-HR | 07 May 2020, 12:15 |
| Q4 2019 | 185 | $1,184,700,000 | +$458,026,271 | -$36,365,565 | +$421,660,706 | IVV, IJH, QUAL, VGSH, DBEF | 13F-HR | 05 Feb 2020, 11:41 |
| Q3 2019 | 127 | $717,169,000 | +$83,502,082 | -$54,160,300 | +$29,341,782 | IVV, IJH, QUAL, DBEF, VGSH | 13F-HR | 08 Nov 2019, 16:42 |
| Q2 2019 | 123 | $684,234,000 | +$40,773,727 | -$122,122,101 | -$81,348,374 | IVV, QUAL, DBEF, VGSH, IWB | 13F-HR | 01 Aug 2019, 15:32 |
| Q1 2019 | 120 | $749,216,000 | +$13,634,360 | -$86,900,361 | -$73,266,001 | IVV, QUAL, DBEF, VGSH, IWB | 13F-HR | 30 Apr 2019, 14:52 |
| Q4 2018 | 126 | $736,861,000 | +$207,072,242 | -$24,250,391 | +$182,821,851 | IVV, QUAL, DBEF, VGSH, IWB | 13F-HR | 13 Feb 2019, 14:59 |
| Q3 2018 | 104 | $630,715,000 | +$14,276,186 | -$26,224,186 | -$11,948,000 | QUAL, DBEF, IVV, VGSH, IEMG | 13F-HR | 23 Oct 2018, 11:36 |
| Q2 2018 | 106 | $619,544,000 | +$48,550,304 | -$41,321,309 | +$7,228,995 | QUAL, IVV, DBEF, IEMG, VGSH | 13F-HR | 08 Aug 2018, 16:51 |
| Q1 2018 | 117 | $606,510,000 | +$7,479,083 | -$22,011,723 | -$14,532,640 | QUAL, DBEF, IVV, IEMG, IWB | 13F-HR | 09 May 2018, 10:23 |
| Q4 2017 | 121 | $630,258,000 | +$6,206,090 | -$12,385,794 | -$6,179,704 | QUAL, DBEF, IVV, IEMG, VNQ | 13F-HR | 05 Feb 2018, 12:03 |
| Q3 2017 | 126 | $608,137,000 | +$4,490,206 | -$112,083,414 | -$107,593,208 | QUAL, DBEF, IVV, IEMG, VNQ | 13F-HR | 06 Nov 2017, 09:13 |
| Q2 2017 | 138 | $692,522,000 | +$5,127,278 | -$41,185,309 | -$36,058,031 | QUAL, DBEF, IVV, UNP, IEMG | 13F-HR | 27 Jul 2017, 16:44 |
| Q1 2017 | 136 | $705,936,000 | +$46,603,646 | -$30,367,696 | +$16,235,950 | QUAL, DBEF, IVV, UNP, IEMG | 13F-HR | 08 May 2017, 19:48 |
| Q4 2016 | 138 | $657,763,000 | +$17,230,239 | -$27,018,504 | -$9,788,265 | QUAL, DBEF, IVV, UNP, VNQ | 13F-HR | 08 Feb 2017, 08:24 |
| Q3 2016 | 142 | $659,815,000 | +$24,923,565 | -$17,054,426 | +$7,869,139 | QUAL, DBEF, IVV, UNP, VNQ | 13F-HR | 07 Nov 2016, 15:45 |
| Q2 2016 | 134 | $626,923,000 | +$60,632,538 | -$31,701,484 | +$28,931,054 | QUAL, IVV, UNP, DBEF, VNQ | 13F-HR | 10 Aug 2016, 14:49 |
| Q1 2016 | 77 | $586,919,000 | +$15,330,902 | -$16,345,960 | -$1,015,058 | QUAL, IVV, UNP, VNQ, DBEF | 13F-HR | 12 May 2016, 10:16 |
| Q4 2015 | 77 | $583,720,000 | +$21,602,188 | -$23,481,570 | -$1,879,382 | QUAL, IVV, UNP, VNQ, IWB | 13F-HR | 08 Feb 2016, 15:01 |
| Q3 2015 | 76 | $569,983,000 | +$43,114,938 | -$27,713,486 | +$15,401,452 | QUAL, IVV, UNP, DBEF, IWB | 13F-HR | 22 Oct 2015, 13:40 |
| Q2 2015 | 78 | $601,167,000 | +$19,892,935 | -$6,160,827 | +$13,732,108 | QUAL, DBEF, IVV, UNP, IWB | 13F-HR | 16 Jul 2015, 15:29 |
| Q1 2015 | 75 | $604,831,000 | +$63,177,021 | -$82,571,037 | -$19,394,016 | QUAL, IVV, DBEF, UNP, IWB | 13F-HR | 30 Apr 2015, 07:57 |
| Q4 2014 | 83 | $615,284,000 | +$14,832,552 | -$10,743,297 | +$4,089,255 | VEA, QUAL, IVV, UNP, IWB | 13F-HR | 03 Feb 2015, 15:13 |
| Q3 2014 | 76 | $596,354,000 | +$9,863,663 | -$3,352,603 | +$6,511,060 | VEA, QUAL, IVV, UNP, IWB | 13F-HR | 05 Nov 2014, 10:58 |
| Q2 2014 | 77 | $600,038,000 | +$37,170,962 | -$5,117,641 | +$32,053,321 | VEA, IVV, QUAL, UNP, IWB | 13F-HR | 01 Aug 2014, 10:18 |
| Q1 2014 | 72 | $572,264,000 | +$37,616,483 | -$30,114,098 | +$7,502,385 | VEA, IVV, QUAL, UNP, IWB | 13F-HR | 05 May 2014, 13:50 |
| Q4 2013 | 67 | $554,803,000 | $0 | $0 | $0 | VEA, IVV, QUAL, UNP, IWB | 13F-HR | 28 Jan 2014, 12:50 |