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Ryan Flippo

Bok Financial Private Wealth, Inc.

Assets Managed
$1.656B
Holdings
448
Last Quarter
2026 - Q1
Filed Date
30d ago
Growth Rate
1.34%(2Q avg: 2.08%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Bok Financial Private Wealth, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 448 positions.

Assets under management

The assets under management (AUM) of Bok Financial Private Wealth, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.656B in assets, with a quarterly growth rate of 1.34% and a 2-quarter average growth rate of 2.08%. The portfolio is managed by Ryan Flippo, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 1.26%
18.3%
$302.926M
506,947 shares@ $597.55 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Increased 4.48%
10.04%
$166.151M
2.593M shares@ $64.09 avg price
VUG
Vanguard Growth Etf
Recent Activity
Decreased -0.86%
9.4%
$155.532M
356,081 shares@ $436.79 avg price
VTV
Vanguard Value Etf
Recent Activity
Increased 0.09%
6.85%
$113.362M
577,790 shares@ $196.2 avg price
VTIP
Vanguard Short-term Tips
Recent Activity
Increased 7.1%
5.09%
$84.168M
1.685M shares@ $49.95 avg price
IJH
Ishares Core S&p Midcap Etf
Recent Activity
Decreased -2.46%
4.93%
$81.578M
1.208M shares@ $67.53 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -2.99%
4.22%
$69.833M
106,908 shares@ $653.21 avg price
IWB
Ishares Russell 1000 Etf
Recent Activity
Decreased -2.24%
4.22%
$69.778M
195,697 shares@ $356.56 avg price
IAUM
Ishares Gold Trust Micro
Recent Activity
Increased 59.54%
3.19%
$52.801M
1.131M shares@ $46.71 avg price
IEFA
Ishares Core Msci Eafe Etf
Recent Activity
Decreased -0.2%
2.99%
$49.444M
546,166 shares@ $90.53 avg price

1-10 of 448