Universe · entity
Arvest Bank Trust Division
Institutional manager (13F) · CIK 1625959
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $1.5B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | STATE STR SPDR S&P MIDCAP 40 | $140M | 227,616 |
| 2 | ISHARES TR | $126M | 1,300,889 |
| 3 | ISHARES TR | $95M | 145,833 |
| 4 | VANGUARD TAX-MANAGED FDS | $86M | 1,343,652 |
| 5 | WALMART INC | $73M | 590,623 |
| 6 | ISHARES TR | $68M | 274,763 |
| 7 | STATE STR SPDR S&P 500 ETF T | $51M | 78,042 |
| 8 | NEW WORLD FD INC NEW | $50M | 539,999 |
| 9 | GOLDMAN SACHS ETF TR | $49M | 1,134,345 |
| 10 | APPLE INC | $47M | 185,562 |
| 11 | NVIDIA CORPORATION | $46M | 261,348 |
| 12 | TORTOISE CAPITAL SERIES TRUS | $45M | 1,065,759 |
| 13 | FIRST TR EXCHNG TRADED FD VI | $41M | 1,830,850 |
| 14 | MICROSOFT CORP | $40M | 107,151 |
| 15 | ALPHABET INC | $36M | 123,932 |
| 16 | INVESCO EXCHANGE TRADED FD T | $35M | 182,409 |
| 17 | UNIFIED SER TR | $31M | 1,113,615 |
| 18 | SPDR SERIES TRUST | $31M | 406,051 |
| 19 | AMAZON COM INC | $29M | 141,191 |
| 20 | ADVISORS INNER CIRCLE FD | $26M | 1,297,537 |
| 21 | ISHARES TR | $25M | 313,649 |
| 22 | MFS SERIES TRUST XVII | $24M | 618,520 |
| 23 | VANGUARD INTL EQUITY INDEX F | $22M | 412,869 |
| 24 | FRANKLIN TEMPLETON ETF TR | $18M | 506,086 |
| 25 | VANGUARD INDEX FDS | $18M | 29,221 |
| 26 | META PLATFORMS INC | $17M | 29,877 |
| 27 | JPMORGAN CHASE & CO | $16M | 55,239 |
| 28 | BROADCOM INC | $16M | 51,665 |
| 29 | JOHNSON & JOHNSON | $15M | 60,784 |
| 30 | TRAVELERS COMPANIES INC | $15M | 50,866 |
| 31 | MICRON TECHNOLOGY INC | $15M | 43,135 |
| 32 | ABBVIE INC | $14M | 65,182 |
| 33 | ISHARES TR | $13M | 148,264 |
| 34 | LAM RESEARCH CORP | $13M | 59,838 |
| 35 | CONOCOPHILLIPS | $13M | 95,219 |
| 36 | HONEYWELL INTL INC | $12M | 53,103 |
| 37 | ECOLAB INC | $12M | 43,366 |
| 38 | LOWES COS INC | $11M | 46,238 |
| 39 | IQVIA HLDGS INC | $11M | 63,667 |
| 40 | GENERAL DYNAMICS CORP | $11M | 31,361 |
| 41 | BANK OF AMER CORP | $10M | 214,364 |
| 42 | CAPITAL ONE FINL CORP | $10M | 53,797 |
| 43 | ATMOS ENERGY CORP | $10M | 51,835 |
| 44 | HOME DEPOT INC | $10M | 28,892 |
| 45 | NRG ENERGY INC | $9M | 63,296 |
| 46 | ISHARES TR | $9M | 73,187 |
| 47 | ELI LILLY & CO | $9M | 9,309 |
| 48 | BERKSHIRE HATHAWAY INC DEL | $8M | 17,236 |
| 49 | ARISTA NETWORKS INC | $8M | 64,878 |
| 50 | ACCENTURE PLC IRELAND | $8M | 39,815 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.