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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 12 of 40  ·  792 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 FCX FREEPORT MCMORAN INC Basic Materials 1,785.0 $112K 0.01% NEW $62.89 +27.1%
222 DFUS DIMENSIONAL ETF TRUST 1,363.0 $112K 0.01% NEW $81.94 +2.0%
223 AMTM AMENTUM HOLDINGS INC Industrials 5,268.0 $109K 0.01% NEW $20.67 -2.0%
224 IJT ISHARES TR 609.0 $109K 0.01% NEW $178.68 -3.1%
225 ADI ANALOG DEVICES INC Technology 268.0 $106K 0.01% NEW $397.17 -5.9%
226 IUSB ISHARES TR 2,261.0 $104K 0.01% NEW $46.15 -0.9%
227 EOG EOG RES INC Energy 774.0 $100K 0.01% NEW $129.73 +13.2%
228 GUNR FLEXSHARES TR 1,989.0 $98K 0.01% NEW $49.28 +15.3%
229 DIS DISNEY WALT CO Communication Services 992.0 $96K 0.01% NEW $97.00 +14.7%
230 SOXX ISHARES TR 150.0 $96K 0.01% NEW $640.76 -19.8%
231 GLW CORNING INC Technology 373.0 $95K 0.01% NEW $255.12 -42.3%
232 GSK GSK PLC Healthcare 1,786.0 $94K 0.01% NEW $52.83 -1.4%
233 MO ALTRIA GROUP INC Consumer Defensive 1,290.0 $94K 0.01% NEW $73.05 -6.8%
234 DHS WISDOMTREE TR 827.0 $94K 0.01% NEW $113.69 +5.2%
235 FNDA SCHWAB STRATEGIC TR 2,436.0 $93K 0.01% NEW $38.06 -1.4%
236 FNDF SCHWAB STRATEGIC TR 1,719.0 $91K 0.01% NEW $52.76 +6.0%
237 BKMI BNY MELLON ETF TRUST II 3,422.0 $90K 0.01% NEW $26.44 -1.8%
238 TMUS T-MOBILE US INC Communication Services 538.0 $90K 0.01% NEW $167.73 +8.3%
239 SHEL SHELL PLC Energy 1,162.0 $90K 0.01% NEW $77.54 +18.9%
240 INTC INTEL CORP Technology 643.0 $90K 0.01% NEW $139.63 -37.3%
Page 12 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%