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ARVEST INVESTMENTS, INC. — 13F Holdings & Portfolio

CIK 1025038 · latest 13F-HR filed 2026-07-17

Backtest portfolio

ARVEST INVESTMENTS, INC. manages $826.6M in 13F-reported U.S. long-equity assets across 255 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are VEA (8.07%), RSP (7.08%), GIGB (4.86%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 65 new positions, exited 9, added to 115, and trimmed 33.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
913 W MONROE AVENUE
LOWELL, AR 72745
Phone
(501) 988-6951
Filing Manager
ARVEST INVESTMENTS, INC.
LOWELL, AR
Signatory
Anne M. Reed
VP, Compliance Specialist
Loading holdings…
AUM

$826.6M

Long-equity book

Holdings

255

Distinct positions

Period

2026-06-30

Filed 2026-07-17

Q/Q Activity

+65 / −9 / ↑115 / ↓33

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • VANGUARD TAX-MANAGED FDS$9.1M +15.7%
  • INVESCO EXCHANGE TRADED FD T$8.4M +16.9%
  • GOLDMAN SACHS ETF TR$6.0M +17.6%
  • ISHARES TR$4.1M +93.0%
  • GOLDMAN SACHS ETF TR$3.9M +20.9%
Show all 115 →

Top Trims

  • FIRST TR EXCHANGE TRAD FD VI-$3.2M -29.8%
  • EOG RES INC-$1.5M -100.0%
  • ATMOS ENERGY CORP-$1.0M -100.0%
  • MCDONALDS CORP-$894.9K -63.1%
  • ONEOK INC NEW-$738.3K -37.1%
Show all 33 →

New Positions

  • BONDBLOXX ETF TRUST$11.8M
  • EA SERIES TRUST$4.1M
  • ABRDN PALLADIUM ETF TRUST$2.4M
  • CONSTELLATION ENERGY CORP$2.4M
  • GLOBAL X FDS$1.2M
Show all 65 →

Exited Positions

  • ISHARES TR$11.2M
  • INVESCO INDIA EXCHANGE-TRADE$4.1M
  • HONEYWELL INTL INC$1.2M
  • SALESFORCE INC$978.6K
  • KEURIG DR PEPPER INC$718.1K
Show all 9 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 VANGUARD TAX-MANAGED FDS VEA 921943858 $66.7M 8.07% 936,830 SH
2 INVESCO EXCHANGE TRADED FD T RSP 46137V357 $58.5M 7.08% 275,090 SH
3 GOLDMAN SACHS ETF TR GIGB 381430479 $40.1M 4.86% 874,482 SH
4 JANUS DETROIT STR TR JMBS 47103U852 $29.0M 3.50% 643,610 SH
5 ISHARES TR IVV 464287200 $26.0M 3.15% 34,720 SH
6 ISHARES TR CMBS 46429B366 $24.1M 2.91% 494,745 SH
7 VANGUARD INTL EQUITY INDEX F VWO 922042858 $22.9M 2.77% 383,621 SH
8 VANGUARD INDEX FDS VOE 922908512 $22.7M 2.75% 114,879 SH
9 GOLDMAN SACHS ETF TR GSLC 381430503 $22.6M 2.74% 159,455 SH
10 GOLDMAN SACHS ETF TR GEM 381430206 $21.8M 2.64% 419,485 SH
11 ISHARES TR MBB 464288588 $21.2M 2.56% 224,016 SH
12 VANGUARD INDEX FDS VBR 922908611 $17.8M 2.15% 73,201 SH
13 ISHARES TR IEF 464287440 $17.4M 2.10% 183,980 SH
14 VANGUARD INDEX FDS VOT 922908538 $15.3M 1.86% 50,086 SH
15 TORTOISE CAPITAL SERIES TRUS TPYP 890930308 $14.5M 1.75% 345,746 SH
16 FIRST TR EXCHNG TRADED FD VI EIPI 33740F276 $13.3M 1.61% 610,463 SH
17 ISHARES TR TLH 464288653 $12.8M 1.55% 127,888 SH
18 BONDBLOXX ETF TRUST XFIV 09789C838 $11.8M 1.43% 242,898 SH
19 SPDR SERIES TRUST SPYM 78464A854 $10.9M 1.32% 124,408 SH
20 STATE STR SPDR S&P MIDCAP 40 MDY 78467Y107 $10.9M 1.32% 15,536 SH
21 VANGUARD INDEX FDS VBK 922908595 $10.9M 1.32% 29,746 SH
22 ISHARES TR EFA 464287465 $10.1M 1.22% 97,426 SH
23 FIRST TR EXCHANGE TRADED FD SDVY 33741X102 $9.5M 1.15% 220,001 SH
24 ISHARES TR AGZ 464288166 $9.1M 1.10% 83,419 SH
25 SCHWAB STRATEGIC TR SCHP 808524870 $9.0M 1.09% 339,269 SH
26 ALPHABET INC GOOGL 02079K305 $8.8M 1.06% 24,606 SH
27 ISHARES TR IGV 464287515 $8.4M 1.02% 93,230 SH
28 JPMORGAN CHASE & CO JPM 46625H100 $8.2M 1.00% 25,203 SH
29 FRANKLIN TEMPLETON ETF TR FLJP 35473P744 $8.2M 0.99% 206,357 SH
30 ISHARES TR SCZ 464288273 $8.1M 0.98% 98,417 SH
31 MICROSOFT CORP MSFT 594918104 $8.0M 0.96% 21,351 SH
32 FIRST TR EXCHANGE TRADED FD RDVY 33738R506 $7.9M 0.96% 97,757 SH
33 APPLE INC AAPL 037833100 $7.8M 0.94% 26,917 SH
34 FIRST TR EXCHANGE TRAD FD VI FTGC 33739H101 $7.6M 0.92% 280,704 SH
35 VANGUARD SCOTTSDALE FDS VCIT 92206C870 $6.9M 0.83% 83,311 SH
36 AMAZON COM INC AMZN 023135106 $6.7M 0.81% 28,082 SH
37 WALMART INC WMT 931142103 $6.4M 0.77% 56,486 SH
38 BONDBLOXX ETF TRUST XTWO 09789C853 $6.4M 0.77% 130,119 SH
39 ISHARES TR IDV 464288448 $6.2M 0.74% 148,637 SH
40 GLOBAL X FDS AIQ 37954Y632 $5.9M 0.71% 89,165 SH
41 SPDR SERIES TRUST SPHY 78468R606 $5.7M 0.69% 242,141 SH
42 ISHARES TR IVW 464287309 $5.5M 0.67% 40,238 SH
43 NVIDIA CORPORATION NVDA 67066G104 $5.5M 0.66% 27,319 SH
44 FIRST TR EXCHANGE TRADED FD AIRR 33738R704 $5.2M 0.63% 39,229 SH
45 ADVANCED MICRO DEVICES INC AMD 007903107 $5.1M 0.61% 8,734 SH
46 VANGUARD SCOTTSDALE FDS VGSH 92206C102 $5.0M 0.60% 85,691 SH
47 VANGUARD INTL EQUITY INDEX F VNQI 922042676 $4.5M 0.55% 100,765 SH
48 EA SERIES TRUST FRDM 02072L607 $4.1M 0.49% 55,646 SH
49 GLOBAL X FDS PAVE 37954Y673 $4.0M 0.48% 67,907 SH
50 MERCK & CO INC MRK 58933Y105 $4.0M 0.48% 30,803 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-17 $826.6M 255 0001025038-26-000007
2026-03-31 2026-04-14 $733.4M 199 0001025038-26-000005
2025-12-31 2026-01-20 $711.7M 219 0001025038-26-000002