Universe · entity
ARVEST INVESTMENTS, INC.
Institutional manager (13F) · CIK 1025038
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $614M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | VANGUARD TAX-MANAGED FDS | $58M | 900,266 |
| 2 | INVESCO EXCHANGE TRADED FD T | $50M | 260,982 |
| 3 | GOLDMAN SACHS ETF TR | $34M | 745,634 |
| 4 | JANUS DETROIT STR TR | $27M | 604,333 |
| 5 | ISHARES TR | $25M | 37,511 |
| 6 | ISHARES TR | $23M | 465,122 |
| 7 | ISHARES TR | $21M | 219,863 |
| 8 | VANGUARD INTL EQUITY INDEX F | $21M | 380,896 |
| 9 | VANGUARD INDEX FDS | $20M | 110,890 |
| 10 | GOLDMAN SACHS ETF TR | $19M | 149,531 |
| 11 | GOLDMAN SACHS ETF TR | $18M | 416,226 |
| 12 | ISHARES TR | $18M | 186,886 |
| 13 | VANGUARD INDEX FDS | $15M | 71,122 |
| 14 | TORTOISE CAPITAL SERIES TRUS | $15M | 344,037 |
| 15 | FIRST TR EXCHNG TRADED FD VI | $14M | 615,200 |
| 16 | VANGUARD INDEX FDS | $12M | 47,883 |
| 17 | ISHARES TR | $12M | 119,499 |
| 18 | ISHARES TR | $11M | 94,147 |
| 19 | FIRST TR EXCHANGE TRAD FD VI | $11M | 376,660 |
| 20 | ISHARES TR | $10M | 98,828 |
| 21 | STATE STR SPDR S&P MIDCAP 40 | $10M | 15,505 |
| 22 | SPDR SERIES TRUST | $9M | 120,577 |
| 23 | VANGUARD INDEX FDS | $9M | 29,536 |
| 24 | ISHARES TR | $9M | 78,447 |
| 25 | FIRST TR EXCHANGE TRADED FD | $8M | 197,847 |
| 26 | ALPHABET INC | $7M | 25,900 |
| 27 | ISHARES TR | $7M | 94,578 |
| 28 | FRANKLIN TEMPLETON ETF TR | $7M | 198,284 |
| 29 | JPMORGAN CHASE & CO | $7M | 23,753 |
| 30 | APPLE INC | $7M | 27,513 |
| 31 | MICROSOFT CORP | $7M | 18,824 |
| 32 | SCHWAB STRATEGIC TR | $7M | 259,361 |
| 33 | FIRST TR EXCHANGE TRADED FD | $6M | 92,048 |
| 34 | AMAZON COM INC | $6M | 29,062 |
| 35 | BONDBLOXX ETF TRUST | $6M | 122,040 |
| 36 | WALMART INC | $6M | 48,276 |
| 37 | VANGUARD SCOTTSDALE FDS | $6M | 72,319 |
| 38 | ISHARES TR | $5M | 119,916 |
| 39 | SPDR SERIES TRUST | $5M | 212,611 |
| 40 | NVIDIA CORPORATION | $5M | 27,448 |
| 41 | GLOBAL X FDS | $5M | 102,389 |
| 42 | VANGUARD INTL EQUITY INDEX F | $5M | 101,701 |
| 43 | ISHARES TR | $4M | 54,684 |
| 44 | VANGUARD SCOTTSDALE FDS | $4M | 74,708 |
| 45 | ISHARES TR | $4M | 38,615 |
| 46 | FIRST TR EXCHANGE TRADED FD | $4M | 37,974 |
| 47 | EXXON MOBIL CORP | $4M | 24,642 |
| 48 | INVESCO INDIA EXCHANGE-TRADE | $4M | 197,842 |
| 49 | MERCK & CO INC | $3M | 28,605 |
| 50 | SPROTT FDS TR | $3M | 258,430 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.