ARVEST INVESTMENTS, INC.

Est. AUM

$733.4M

13F long equity, this entity only

Positions

199

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$57.7M	900266	7.87%	SOLE
2	INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$50.1M	260982	6.83%	SOLE
3	GOLDMAN SACHS ETF TR	ACCESS INVT GR	$34.1M	745634	4.66%	SOLE
4	JANUS DETROIT STR TR	HENDERSON MTG	$27.3M	604333	3.72%	SOLE
5	ISHARES TR	CORE S&P500 ETF	$24.5M	37511	3.34%	SOLE
6	ISHARES TR	CMBS ETF	$22.7M	465122	3.09%	SOLE
7	ISHARES TR	MBS ETF	$20.9M	219863	2.85%	SOLE
8	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$20.6M	380896	2.81%	SOLE
9	VANGUARD INDEX FDS	MCAP VL IDXVIP	$20.4M	110890	2.79%	SOLE
10	GOLDMAN SACHS ETF TR	ACTIVEBETA US LG	$18.7M	149531	2.55%	SOLE
11	GOLDMAN SACHS ETF TR	ACTIVEBETA EME	$18.0M	416226	2.45%	SOLE
12	ISHARES TR	7-10 YR TRSY BD	$17.8M	186886	2.43%	SOLE
13	VANGUARD INDEX FDS	SM CP VAL ETF	$15.5M	71122	2.11%	SOLE
14	TORTOISE CAPITAL SERIES TRUS	NORTH AMRCN PIPE	$14.6M	344037	1.99%	SOLE
15	FIRST TR EXCHNG TRADED FD VI	FT ENERGY INCOME	$13.8M	615200	1.89%	SOLE
16	VANGUARD INDEX FDS	MCAP GR IDXVIP	$12.3M	47883	1.68%	SOLE
17	ISHARES TR	10-20 YR TRS ETF	$12.0M	119499	1.64%	SOLE
18	ISHARES TR	3 7 YR TREAS BD	$11.2M	94147	1.52%	SOLE
19	FIRST TR EXCHANGE TRAD FD VI	FST TR GLB FD	$10.8M	376660	1.47%	SOLE
20	ISHARES TR	MSCI EAFE ETF	$9.6M	98828	1.31%	SOLE
21	STATE STR SPDR S&P MIDCAP 40	UTSER1 S&PDCRP	$9.6M	15505	1.30%	SOLE
22	SPDR SERIES TRUST	STATE STREET SPD	$9.2M	120577	1.26%	SOLE
23	VANGUARD INDEX FDS	SML CP GRW ETF	$8.9M	29536	1.22%	SOLE
24	ISHARES TR	AGENCY BOND ETF	$8.6M	78447	1.17%	SOLE
25	FIRST TR EXCHANGE TRADED FD	SMID RISNG ETF	$7.8M	197847	1.06%	SOLE
26	ALPHABET INC	CAP STK CL A	$7.4M	25900	1.02%	SOLE
27	ISHARES TR	EAFE SML CP ETF	$7.4M	94578	1.01%	SOLE
28	FRANKLIN TEMPLETON ETF TR	FTSE JAPAN ETF	$7.2M	198284	0.98%	SOLE
29	JPMORGAN CHASE & CO	COM	$7.0M	23753	0.95%	SOLE
30	APPLE INC	COM	$7.0M	27513	0.95%	SOLE
31	MICROSOFT CORP	COM	$7.0M	18824	0.95%	SOLE
32	SCHWAB STRATEGIC TR	US TIPS ETF	$6.9M	259361	0.94%	SOLE
33	FIRST TR EXCHANGE TRADED FD	RISNG DIVD ACHIV	$6.3M	92048	0.86%	SOLE
34	AMAZON COM INC	COM	$6.1M	29062	0.83%	SOLE
35	BONDBLOXX ETF TRUST	BLOOMBERG TWO YR	$6.0M	122040	0.82%	SOLE
36	WALMART INC	COM	$6.0M	48276	0.82%	SOLE
37	VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$6.0M	72319	0.82%	SOLE
38	ISHARES TR	INTL SEL DIV ETF	$5.1M	119916	0.70%	SOLE
39	SPDR SERIES TRUST	STATE STREET SPD	$5.0M	212611	0.68%	SOLE
40	NVIDIA CORPORATION	COM	$4.8M	27448	0.65%	SOLE
41	GLOBAL X FDS	ARTIFICIAL ETF	$4.8M	102389	0.65%	SOLE
42	VANGUARD INTL EQUITY INDEX F	GLB EX US ETF	$4.5M	101701	0.62%	SOLE
43	ISHARES TR	EXPANDED TECH	$4.4M	54684	0.60%	SOLE
44	VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$4.4M	74708	0.60%	SOLE
45	ISHARES TR	S&P 500 GRWT ETF	$4.4M	38615	0.60%	SOLE
46	FIRST TR EXCHANGE TRADED FD	RBA INDL ETF	$4.2M	37974	0.57%	SOLE
47	EXXON MOBIL CORP	COM	$4.2M	24642	0.57%	SOLE
48	INVESCO INDIA EXCHANGE-TRADE	INDIA ETF	$4.1M	197842	0.55%	SOLE
49	MERCK & CO INC	COM	$3.4M	28605	0.47%	SOLE
50	SPROTT FDS TR	LITHIUM MINERS	$3.4M	258430	0.47%	SOLE

1–50 of 199

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.