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Portfolio (Quarterly) Guide ↗

BOK Financial Private Wealth, Inc.

· CIK 0001317348
13F Portfolio $1.9B AUM 792 positions Filed Aug 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 792 New
Page 7 of 40  ·  792 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 MRK MERCK & CO INC Healthcare 4,043.0 $523K 0.03% NEW $129.44 +20.8%
122 WMB WILLIAMS COS INC Energy 7,018.0 $522K 0.03% NEW $74.34 -4.4%
123 GOOG ALPHABET INC 1,474.0 $521K 0.03% NEW $353.40
124 IBM INTERNATIONAL BUSINESS MACHS Technology 1,799.0 $506K 0.03% NEW $281.21 -16.7%
125 Q QNITY ELECTRONICS INC Technology 3,090.0 $505K 0.03% NEW $163.31 -22.5%
126 DFAS DIMENSIONAL ETF TRUST 5,959.0 $491K 0.03% NEW $82.34 +0.3%
127 TILT FLEXSHARES TR 1,718.0 $474K 0.02% NEW $276.07 +2.7%
128 VRTX VERTEX PHARMACEUTICALS INC Healthcare 948.0 $471K 0.02% NEW $496.73 +11.3%
129 VGSH VANGUARD SCOTTSDALE FDS 8,088.0 $471K 0.02% NEW $58.20 -0.0%
130 YUM YUM BRANDS INC Consumer Cyclical 2,936.0 $469K 0.02% NEW $159.86 -2.2%
131 SYK STRYKER CORPORATION Healthcare 1,435.0 $453K 0.02% NEW $315.72 +4.7%
132 DFIV DIMENSIONAL ETF TRUST 8,358.0 $452K 0.02% NEW $54.02 +8.1%
133 KO COCA COLA CO Consumer Defensive 5,323.0 $436K 0.02% NEW $81.85 +12.0%
134 BSV VANGUARD BD INDEX FDS 5,291.0 $412K 0.02% NEW $77.91 -0.2%
135 JPIE J P MORGAN EXCHANGE TRADED F 8,794.0 $405K 0.02% NEW $46.05 -0.2%
136 BAC BANK OF AMER CORP Financial Services 6,753.0 $385K 0.02% NEW $56.98 +9.6%
137 UDR UDR INC Real Estate 9,448.0 $377K 0.02% NEW $39.92 -4.4%
138 UBER UBER TECHNOLOGIES INC Technology 5,127.0 $370K 0.02% NEW $72.16 +11.3%
139 VTHR VANGUARD SCOTTSDALE FDS 1,101.0 $365K 0.02% NEW $331.43 +2.2%
140 HD HOME DEPOT INC Consumer Cyclical 1,030.0 $363K 0.02% NEW $352.68 -4.2%
Page 7 of 40  ·  792 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 34.6%
Technology 29.3%
Consumer Cyclical 7.0%
Industrials 7.0%
Communication Services 6.5%
Healthcare 5.7%
Consumer Defensive 5.0%
Energy 2.0%
Basic Materials 1.5%
Real Estate 0.7%