BOK Financial Private Wealth, Inc.

13F filer · CIK 0001317348

Reported Aug 10, 2026

Net seller this quarter

13F portfolio value$1.95BU.S. long equity reported on 13F

Positions639369 new · 10 closed

Net flow last quarter-$24.6MBuys minus sells

Top 10 positions weight5.6%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 10, 2026639 positions
IAUMiShares Gold Trust Micro	$29.9M	1.53%	0.48%	-33.9%	Q4 2025
AAPLApple Inc.	$16.4M	0.84%	0.00%	-7.2%	Q2 2013
GOOGLAlphabet Inc.	$11.3M	0.58%	0.00%	-5.0%	Q3 2016
AVGOBroadcom Inc.	$9.44M	0.48%	0.00%	-4.2%	Q1 2020
SPMDSupermedia Inc.	$9.22M	0.47%	Not reported	-4.2%	Q2 2025
AMZNAmazon Com Inc	$8M	0.41%	0.00%	-5.7%	Q2 2016
SPYSPDR S&P 500 ETF Trust	$7.84M	0.40%	Not reported	+46.1%	Q2 2013
APHAmphenol Corp	$6.31M	0.32%	0.00%	-8.8%	Q1 2020
PANWPalo Alto Networks Inc	$5.37M	0.28%	0.00%	-18.9%	Q3 2020
GLDSPDR Gold Trust	$5M	0.26%	0.00%	Not reported	Q2 2013
JPMJPMorgan Chase & Co	$4.91M	0.25%	0.00%	-6.6%	Q2 2013
MSFTMicrosoft Corp	$4.65M	0.24%	0.00%	-5.8%	Q3 2013
IAUIshares Gold Trust	$4.62M	0.24%	0.01%	Not reported	Q1 2022
BRK.BBerkshire Hathaway Inc	$4.5M	0.23%	Not reported	-0.3%	Q2 2013
COSTCostco Wholesale Corp	$3.91M	0.20%	0.00%	-4.0%	Q1 2020
MAMastercard Inc	$3.78M	0.19%	0.00%	-6.0%	Q4 2018
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$3.31M	0.17%	Not reported	Not reported	Q4 2018
MSMorgan Stanley	$3.02M	0.16%	0.00%	-8.4%	Q1 2020
LIILennox International Inc	$2.42M	0.12%	0.01%	-1.0%	Q1 2020
QQQInvesco QQQ Trust, Series 1	$2.38M	0.12%	Not reported	-17.3%	Q3 2018
CSCOCisco Systems, Inc.	$2.37M	0.12%	0.00%	+1.7%	Q3 2017
WMTWalmart Inc.	$2.1M	0.11%	0.00%	-8.1%	Q4 2013
NVDANvidia Corp	$2.09M	0.11%	0.00%	-3.3%	Q1 2020
MUMicron Technology Inc	$1.87M	0.10%	0.00%	+35.2%	Q1 2021
ITTItt Inc.	$1.82M	0.09%	0.01%	Not reported	Q4 2021
JNJJohnson & Johnson	$1.82M	0.09%	0.00%	-2.8%	Q2 2013
UNPUnion Pacific Corp	$1.74M	0.09%	0.00%	-5.2%	Q2 2013
TMOThermo Fisher Scientific Inc.	$1.69M	0.09%	0.00%	-10.0%	Q1 2020
PEPPepsico Inc	$1.69M	0.09%	0.00%	-8.0%	Q3 2013
KEYSKeysight Technologies, Inc.	$1.68M	0.09%	0.00%	-17.7%	Q1 2020
ECLEcolab Inc.	$1.68M	0.09%	0.00%	-14.7%	Q1 2020
ICEIntercontinental Exchange, Inc.	$1.64M	0.08%	0.00%	-8.1%	Q1 2020
LOWLowes Companies Inc	$1.61M	0.08%	0.00%	-7.3%	Q1 2020
INTUIntuit Inc.	$1.37M	0.07%	0.00%	-8.8%	Q1 2020
XOMExxonMobil Holdings Corp	$1.2M	0.06%	0.00%	-0.5%	Q2 2013
XYLXylem Inc.	$1.16M	0.06%	0.00%	-4.0%	Q4 2021
CATCaterpillar Inc	$1.15M	0.06%	0.00%	+7.7%	Q2 2016
GEVGE Vernova Inc.	$1.11M	0.06%	0.00%	-3.1%	Q2 2024
EWEdwards Lifesciences Corp	$1.1M	0.06%	0.00%	+0.3%	Q1 2020
LHXL3harris Technologies, Inc.	$1.08M	0.06%	0.00%	+0.3%	Q4 2021
EMREmerson Electric Co	$964K	0.05%	0.00%	-15.6%	Q1 2017
METAMeta Platforms, Inc.	$913K	0.05%	Not reported	-25.8%	Q4 2018
LLYELI LILLY & Co	$891K	0.05%	0.00%	-2.2%	Q3 2016
AIQAlliance HealthCare Services, Inc	$889K	0.05%	0.13%	Not reported	Q1 2026
ANETArista Networks, Inc.	$871K	0.04%	0.00%	-18.3%	Q1 2023
UNHUnitedhealth Group Inc	$857K	0.04%	0.00%	-14.6%	Q4 2018
SBIOSynbiotics Corp	$840K	0.04%	Not reported	Not reported	Q1 2026
BLKBlackRock, Inc.	$788K	0.04%	0.00%	-2.9%	Q1 2020
MCDMcdonalds Corp	$784K	0.04%	0.00%	-11.5%	Q3 2013
HONHoneywell International Inc	$783K	0.04%	0.00%	-2.7%	Q1 2020

Q1 2026Reported May 12, 2026278 positions
IAUMiShares Gold Trust Micro	$52.8M	3.19%	0.74%	+59.5%	Q4 2025
AAPLApple Inc.	$15.5M	0.94%	0.00%	-3.5%	Q2 2013
GOOGLAlphabet Inc.	$9.55M	0.58%	0.00%	-2.5%	Q3 2016
SPMDSupermedia Inc.	$8.44M	0.51%	Not reported	+0.4%	Q2 2025
AVGOBroadcom Inc.	$8.08M	0.49%	0.00%	-0.9%	Q1 2020
AMZNAmazon Com Inc	$7.41M	0.45%	0.00%	-3.7%	Q2 2016
GLDSPDR Gold Trust	$5.84M	0.35%	0.00%	+0.7%	Q2 2013
IAUIshares Gold Trust	$5.4M	0.33%	0.01%	+0.3%	Q1 2022
APHAmphenol Corp	$4.96M	0.30%	0.00%	-3.1%	Q1 2020
MSFTMicrosoft Corp	$4.89M	0.30%	0.00%	-5.7%	Q3 2013
JPMJPMorgan Chase & Co	$4.72M	0.29%	0.00%	-6.0%	Q2 2013
SPYSPDR S&P 500 ETF Trust	$4.68M	0.28%	Not reported	-5.2%	Q2 2013
COSTCostco Wholesale Corp	$4.34M	0.26%	0.00%	-4.8%	Q1 2020
BRK.BBerkshire Hathaway Inc	$4.32M	0.26%	Not reported	+1.0%	Q2 2013
MAMastercard Inc	$3.91M	0.24%	0.00%	-2.3%	Q4 2018
PANWPalo Alto Networks Inc	$3.11M	0.19%	0.00%	-4.9%	Q3 2020
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$3.1M	0.19%	Not reported	-2.1%	Q4 2018
MSMorgan Stanley	$2.6M	0.16%	0.00%	-8.2%	Q1 2020
WMTWalmart Inc.	$2.51M	0.15%	0.00%	-6.3%	Q4 2013
INTUIntuit Inc.	$2.49M	0.15%	0.00%	-3.7%	Q1 2020
ICEIntercontinental Exchange, Inc.	$2.28M	0.14%	0.00%	-6.3%	Q1 2020
QQQInvesco QQQ Trust, Series 1	$2.25M	0.14%	Not reported	+59.4%	Q3 2018
PEPPepsico Inc	$2.1M	0.13%	0.00%	-2.8%	Q3 2013
LIILennox International Inc	$1.99M	0.12%	0.01%	+1.8%	Q1 2020
NVDANvidia Corp	$1.88M	0.11%	0.00%	-13.6%	Q1 2020
ECLEcolab Inc.	$1.88M	0.11%	0.00%	-5.6%	Q1 2020
LOWLowes Companies Inc	$1.86M	0.11%	0.00%	-3.2%	Q1 2020
TMOThermo Fisher Scientific Inc.	$1.84M	0.11%	0.00%	-8.2%	Q1 2020
JNJJohnson & Johnson	$1.8M	0.11%	0.00%	-4.4%	Q2 2013
ITTItt Inc.	$1.75M	0.11%	0.01%	Not reported	Q4 2021
KEYSKeysight Technologies, Inc.	$1.65M	0.10%	0.00%	-13.9%	Q1 2020
UNPUnion Pacific Corp	$1.64M	0.10%	0.00%	-11.0%	Q2 2013
HONHoneywell International Inc	$1.63M	0.10%	0.00%	-5.9%	Q1 2020
CSCOCisco Systems, Inc.	$1.54M	0.09%	0.00%	-0.6%	Q3 2017
XOMExxonMobil Holdings Corp	$1.49M	0.09%	0.00%	-3.8%	Q2 2013
LHXL3harris Technologies, Inc.	$1.28M	0.08%	0.00%	Not reported	Q4 2021
METAMeta Platforms, Inc.	$1.25M	0.08%	Not reported	-37.4%	Q4 2018
XYLXylem Inc.	$1.23M	0.07%	0.00%	Not reported	Q4 2021
EMREmerson Electric Co	$1.05M	0.06%	0.00%	-10.5%	Q1 2017
MCDMcdonalds Corp	$1.02M	0.06%	0.00%	-8.2%	Q3 2013
EWEdwards Lifesciences Corp	$968K	0.06%	0.00%	Not reported	Q1 2020
GOOGAlphabet Inc.	$963K	0.06%	Not reported	-7.2%	Q3 2016
ACNAccenture plc	$871K	0.05%	0.00%	-4.6%	Q1 2019
GEVGE Vernova Inc.	$848K	0.05%	0.00%	-45.9%	Q2 2024
CVXChevron Corp	$832K	0.05%	0.00%	-8.4%	Q2 2013
COPConocophillips	$823K	0.05%	0.00%	+76.5%	Q3 2013
BLKBlackRock, Inc.	$811K	0.05%	0.00%	-0.9%	Q1 2020
ABBVAbbVie Inc.	$808K	0.05%	0.00%	-6.6%	Q4 2014
CHDChurch & Dwight Co Inc	$804K	0.05%	0.00%	-2.5%	Q1 2020
WMWaste Management Inc	$785K	0.05%	0.00%	-12.8%	Q4 2021

Q4 2025Reported Feb 6, 2026304 positions
IAUMiShares Gold Trust Micro	$30.5M	1.86%	0.53%	New	Q4 2025
AAPLApple Inc.	$17.2M	1.05%	0.00%	+1.8%	Q2 2013
GOOGLAlphabet Inc.	$10.7M	0.65%	0.00%	-1.2%	Q3 2016
AVGOBroadcom Inc.	$9.12M	0.56%	0.00%	-3.8%	Q1 2020
AMZNAmazon Com Inc	$8.53M	0.52%	0.00%	+2.5%	Q2 2016
SPMDSupermedia Inc.	$8.22M	0.50%	Not reported	-4.1%	Q2 2025
MSFTMicrosoft Corp	$6.78M	0.41%	0.00%	-1.5%	Q3 2013
JPMJPMorgan Chase & Co	$5.51M	0.34%	0.00%	-6.0%	Q2 2013
APHAmphenol Corp	$5.48M	0.34%	0.00%	-13.2%	Q1 2020
GLDSPDR Gold Trust	$5.34M	0.33%	0.00%	+1.7%	Q2 2013
SPYSPDR S&P 500 ETF Trust	$5.17M	0.32%	Not reported	+2.0%	Q2 2013
IAUIshares Gold Trust	$4.95M	0.30%	0.01%	Not reported	Q1 2022
MAMastercard Inc	$4.57M	0.28%	0.00%	-0.5%	Q4 2018
BRK.BBerkshire Hathaway Inc	$4.49M	0.27%	Not reported	-7.4%	Q2 2013
INTUIntuit Inc.	$3.97M	0.24%	0.00%	-0.3%	Q1 2020
COSTCostco Wholesale Corp	$3.94M	0.24%	0.00%	-0.4%	Q1 2020
PANWPalo Alto Networks Inc	$3.76M	0.23%	0.00%	+2.6%	Q3 2020
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$3.07M	0.19%	Not reported	+34.5%	Q4 2018
MSMorgan Stanley	$3.05M	0.19%	0.00%	-0.3%	Q1 2020
ICEIntercontinental Exchange, Inc.	$2.51M	0.15%	0.00%	-0.8%	Q1 2020
WMTWalmart Inc.	$2.39M	0.15%	0.00%	-0.7%	Q4 2013
TMOThermo Fisher Scientific Inc.	$2.36M	0.14%	0.00%	-4.5%	Q1 2020
NVDANvidia Corp	$2.33M	0.14%	0.00%	-11.1%	Q1 2020
METAMeta Platforms, Inc.	$2.3M	0.14%	Not reported	+61.4%	Q4 2018
LIILennox International Inc	$2.04M	0.12%	0.01%	Not reported	Q1 2020
PEPPepsico Inc	$2.02M	0.12%	0.00%	+0.5%	Q3 2013
LOWLowes Companies Inc	$1.96M	0.12%	0.00%	-0.3%	Q1 2020
ECLEcolab Inc.	$1.96M	0.12%	0.00%	-1.7%	Q1 2020
UNPUnion Pacific Corp	$1.76M	0.11%	0.00%	-1.8%	Q2 2013
ITTItt Inc.	$1.59M	0.10%	0.01%	Not reported	Q4 2021
JNJJohnson & Johnson	$1.59M	0.10%	0.00%	-9.2%	Q2 2013
CSCOCisco Systems, Inc.	$1.54M	0.09%	0.00%	-1.1%	Q3 2017
QQQInvesco QQQ Trust, Series 1	$1.5M	0.09%	Not reported	+5.7%	Q3 2018
HONHoneywell International Inc	$1.49M	0.09%	0.00%	-0.8%	Q1 2020
XYLXylem Inc.	$1.4M	0.09%	0.00%	-2.4%	Q4 2021
KEYSKeysight Technologies, Inc.	$1.38M	0.08%	0.00%	-2.3%	Q1 2020
ACNAccenture plc	$1.24M	0.08%	0.00%	-0.6%	Q1 2019
ABTAbbott Laboratories	$1.2M	0.07%	0.00%	-4.4%	Q3 2016
EMREmerson Electric Co	$1.18M	0.07%	0.00%	-0.7%	Q1 2017
GEVGE Vernova Inc.	$1.17M	0.07%	0.00%	-0.4%	Q2 2024
GOOGAlphabet Inc.	$1.14M	0.07%	Not reported	+20.7%	Q3 2016
JJacobs Solutions Inc.	$1.11M	0.07%	0.01%	-1.6%	Q3 2022
XOMExxonMobil Holdings Corp	$1.1M	0.07%	0.00%	-12.6%	Q2 2013
MCDMcdonalds Corp	$1.09M	0.07%	0.00%	-3.7%	Q3 2013
LHXL3harris Technologies, Inc.	$1.09M	0.07%	0.00%	Not reported	Q4 2021
EWEdwards Lifesciences Corp	$1.03M	0.06%	0.00%	Not reported	Q1 2020
ANETArista Networks, Inc.	$967K	0.06%	0.00%	+4.0%	Q1 2023
LLYELI LILLY & Co	$964K	0.06%	0.00%	-3.0%	Q3 2016
UNHUnitedhealth Group Inc	$916K	0.06%	0.00%	-3.0%	Q4 2018
BLKBlackRock, Inc.	$911K	0.06%	0.00%	-1.2%	Q1 2020

Q3 2025Reported Nov 7, 2025239 positions
AAPLApple Inc.	$15.8M	1.00%	0.00%	-6.5%	Q2 2013
AVGOBroadcom Inc.	$9.03M	0.57%	0.00%	-2.0%	Q1 2020
SPMDSupermedia Inc.	$8.47M	0.53%	Not reported	+46.1%	Q2 2025
GOOGLAlphabet Inc.	$8.38M	0.53%	0.00%	-1.4%	Q3 2016
AMZNAmazon Com Inc	$7.92M	0.50%	0.00%	-1.1%	Q2 2016
MSFTMicrosoft Corp	$7.37M	0.46%	0.00%	-2.7%	Q3 2013
APHAmphenol Corp	$5.77M	0.36%	0.00%	-1.0%	Q1 2020
JPMJPMorgan Chase & Co	$5.74M	0.36%	0.00%	-3.2%	Q2 2013
SPYSPDR S&P 500 ETF Trust	$4.95M	0.31%	Not reported	-1.0%	Q2 2013
BRK.BBerkshire Hathaway Inc	$4.84M	0.30%	Not reported	-2.2%	Q2 2013
GLDSPDR Gold Trust	$4.71M	0.30%	0.00%	Not reported	Q2 2013
MAMastercard Inc	$4.58M	0.29%	0.00%	-0.2%	Q4 2018
IAUIshares Gold Trust	$4.44M	0.28%	0.01%	+52.4%	Q1 2022
COSTCostco Wholesale Corp	$4.25M	0.27%	0.00%	Not reported	Q1 2020
INTUIntuit Inc.	$4.11M	0.26%	0.00%	-0.3%	Q1 2020
PANWPalo Alto Networks Inc	$4.05M	0.25%	0.00%	-0.7%	Q3 2020
MSMorgan Stanley	$2.74M	0.17%	0.00%	-0.7%	Q1 2020
ICEIntercontinental Exchange, Inc.	$2.63M	0.17%	0.00%	+0.3%	Q1 2020
NVDANvidia Corp	$2.62M	0.17%	0.00%	+23.2%	Q1 2020
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$2.24M	0.14%	Not reported	-2.0%	Q4 2018
WMTWalmart Inc.	$2.23M	0.14%	0.00%	+8.1%	Q4 2013
LIILennox International Inc	$2.22M	0.14%	0.01%	-11.6%	Q1 2020
ECLEcolab Inc.	$2.08M	0.13%	0.00%	-1.2%	Q1 2020
TMOThermo Fisher Scientific Inc.	$2.07M	0.13%	0.00%	-1.3%	Q1 2020
LOWLowes Companies Inc	$2.05M	0.13%	0.00%	-1.3%	Q1 2020
PEPPepsico Inc	$1.95M	0.12%	0.00%	-1.9%	Q3 2013
UNPUnion Pacific Corp	$1.83M	0.12%	0.00%	-1.1%	Q2 2013
ITTItt Inc.	$1.64M	0.10%	0.01%	-38.8%	Q4 2021
HONHoneywell International Inc	$1.62M	0.10%	0.00%	-1.8%	Q1 2020
METAMeta Platforms, Inc.	$1.59M	0.10%	Not reported	+3.8%	Q4 2018
JNJJohnson & Johnson	$1.57M	0.10%	0.00%	-35.7%	Q2 2013
XYLXylem Inc.	$1.55M	0.10%	0.00%	-43.3%	Q4 2021
QQQInvesco QQQ Trust, Series 1	$1.39M	0.09%	Not reported	+14.3%	Q3 2018
CSCOCisco Systems, Inc.	$1.38M	0.09%	0.00%	-2.1%	Q3 2017
ABTAbbott Laboratories	$1.35M	0.08%	0.00%	-7.4%	Q3 2016
JJacobs Solutions Inc.	$1.28M	0.08%	0.01%	-1.6%	Q3 2022
KEYSKeysight Technologies, Inc.	$1.22M	0.08%	0.00%	-4.1%	Q1 2020
XOMExxonMobil Holdings Corp	$1.18M	0.07%	0.00%	-4.4%	Q2 2013
EMREmerson Electric Co	$1.18M	0.07%	0.00%	-2.2%	Q1 2017
ACNAccenture plc	$1.14M	0.07%	0.00%	-37.4%	Q1 2019
LHXL3harris Technologies, Inc.	$1.13M	0.07%	0.00%	-12.5%	Q4 2021
MCDMcdonalds Corp	$1.13M	0.07%	0.00%	-47.9%	Q3 2013
GEVGE Vernova Inc.	$1.11M	0.07%	0.00%	+0.7%	Q2 2024
ANETArista Networks, Inc.	$1.03M	0.07%	0.00%	-2.8%	Q1 2023
PEverpure, Inc.	$1.03M	0.06%	0.00%	-5.4%	Q2 2024
BLKBlackRock, Inc.	$1M	0.06%	0.00%	+1.7%	Q1 2020
UNHUnitedhealth Group Inc	$988K	0.06%	0.00%	-49.1%	Q4 2018
ABBVAbbVie Inc.	$948K	0.06%	0.00%	-6.3%	Q4 2014
EWEdwards Lifesciences Corp	$940K	0.06%	0.00%	Not reported	Q1 2020
TMUST-Mobile US, Inc.	$925K	0.06%	0.00%	+0.2%	Q4 2021

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