Arvest Investments, Inc.

Institutional manager — quarterly 13F holdings, Q ending 2026-03-31

Reported value
$733.4M
Q ending 2026-03-31
Prior quarter
$711.7M
Q ending 2025-12-31
Change
+3.0% QoQ · +15.6% YoY
Positions
199
reported holdings

Largest positions

Top 100 of 199 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
HoldingTickerTypeValueShares
Vanguard Tax-Managed FdsVEAShares$57.7M900K
Invesco Exchange Traded Fd TRSPShares$50.1M261K
Goldman Sachs Etf TrGIGBShares$34.2M746K
Janus Detroit Str TrJMBSShares$27.3M604K
Ishares TrIVVShares$24.5M38K
Ishares TrCMBSShares$22.7M465K
Ishares TrMBBShares$20.9M220K
Vanguard Intl Equity Index FVWOShares$20.6M381K
Vanguard Index FdsVOEShares$20.4M111K
Goldman Sachs Etf TrGSLCShares$18.7M150K
Goldman Sachs Etf TrGEMShares$18.0M416K
Ishares TrIEFShares$17.8M187K
Vanguard Index FdsVBRShares$15.5M71K
Tortoise Capital Series TrusTPYPShares$14.6M344K
First Tr Exchng Traded Fd ViEIPIShares$13.8M615K
Vanguard Index FdsVOTShares$12.3M48K
Ishares TrTLHShares$12.0M119K
Ishares TrIEIShares$11.2M94K
First Tr Exchange Trad Fd ViFTGCShares$10.8M377K
Ishares TrEFAShares$9.6M99K
State Str Spdr S&P Midcap 40MDYShares$9.6M16K
Spdr Series TrustSPYMShares$9.2M121K
Vanguard Index FdsVBKShares$8.9M30K
Ishares TrAGZShares$8.6M78K
First Tr Exchange Traded FdSDVYShares$7.8M198K
Alphabet IncGOOGLShares$7.4M26K
Ishares TrSCZShares$7.4M95K
Franklin Templeton Etf TrFLJPShares$7.2M198K
Jpmorgan Chase & CoJPMShares$7.0M24K
Apple IncAAPLShares$7.0M28K
Microsoft CorpMSFTShares$7.0M19K
Schwab Strategic TrSCHPShares$6.9M259K
First Tr Exchange Traded FdRDVYShares$6.3M92K
Amazon Com IncAMZNShares$6.1M29K
Bondbloxx Etf TrustXTWOShares$6.0M122K
Walmart IncWMTShares$6.0M48K
Vanguard Scottsdale FdsVCITShares$6.0M72K
Ishares TrIDVShares$5.1M120K
Spdr Series TrustSPHYShares$5.0M213K
Nvidia CorporationNVDAShares$4.8M27K
Global X FdsAIQShares$4.8M102K
Vanguard Intl Equity Index FVNQIShares$4.5M102K
Ishares TrIGVShares$4.4M55K
Vanguard Scottsdale FdsVGSHShares$4.4M75K
Ishares TrIVWShares$4.4M39K
First Tr Exchange Traded FdAIRRShares$4.2M38K
Exxon Mobil CorpXOMShares$4.2M25K
Invesco India Exchange-TradeIMVPShares$4.1M198K
Merck & Co IncMRKShares$3.4M29K
Sprott Fds TrLITPShares$3.4M258K
Global X FdsPAVEShares$3.2M63K
Ishares TrIJRShares$2.6M21K
Cambria Etf TrGMOMShares$2.6M72K
Ishares TrFLOTShares$2.6M51K
Ishares TrTLTShares$2.6M30K
Palo Alto Networks IncPANWShares$2.6M16K
First Tr Exchange-Traded FdGRIDShares$2.5M15K
State Str Spdr Dow Jones IndDIAShares$2.4M5K
First Tr Exchange-Traded FdLGOVShares$2.4M110K
Johnson & JohnsonJNJShares$2.2M9K
Oneok Inc NewOKEShares$2.0M22K
Advanced Micro Devices IncAMDShares$1.8M9K
Eversource EnergyESShares$1.8M26K
Goldman Sachs Etf TrGBILShares$1.8M18K
Cheniere Energy IncLNGShares$1.7M6K
Meta Platforms IncMETAShares$1.7M3K
Ishares TrEMBShares$1.7M18K
Truist Finl CorpTFCShares$1.7M36K
Broadcom IncAVGOShares$1.6M5K
Public Svc Enterprise GroupPEGShares$1.6M19K
Chevron CorporationCVXShares$1.6M8K
Travelers Companies IncTRVShares$1.5M5K
Citizens Finl Group IncCFGShares$1.5M26K
Micron Technology IncMUShares$1.5M5K
Abbvie IncABBVShares$1.5M7K
Eog Res IncEOGShares$1.5M10K
Mcdonalds CorpMCDShares$1.4M5K
Unilever PlcULShares$1.4M25K
Dte Energy CoDTEShares$1.4M9K
Prudential Finl IncPRUShares$1.4M14K
Alliant Energy CorpLNTShares$1.3M19K
Equinix IncEQIXShares$1.3M1K
Procter & Gamble CoPGShares$1.3M9K
Hp IncHPQShares$1.2M65K
Ecolab IncECLShares$1.2M5K
Seagate Technology Hldngs PlShares$1.2M3K
Lam Research CorpLRCXShares$1.2M6K
Honeywell Intl IncHONGBPShares$1.2M5K
Lockheed Martin CorpLMTShares$1.2M2K
Lowes Cos IncLOWShares$1.2M5K
Huntington Bancshares IncHBANShares$1.1M72K
International Business MachsIBMShares$1.1M5K
Iqvia Hldgs IncIQVShares$1.1M7K
Carrier Global CorporationCARRShares$1.1M20K
Edison IntlEIXShares$1.1M15K
General Dynamics CorpGDShares$1.1M3K
Bank America CorpBACShares$1.1M22K
Capital One Finl CorpCOFShares$1.1M6K
Firstenergy CorpFEShares$1.0M21K
ConocophillipsCOPShares$1.0M8K

Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.