Institutional Fund
Arvest Investments, Inc.
Lowell, ARCIK 10250385 filings on record
Portfolio Value
$733.37M
Q1 2026
Holdings
199
Reported positions
New Buys
19
Opened this quarter
QoQ Change
+3.0%
from $711.75M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Tax-Managed Fds7.9%
- Invesco Exchange Traded Fd T6.8%
- Goldman Sachs ETF Tr4.7%
- Janus Detroit Str Tr3.7%
- Ishares Tr3.3%
- Ishares Tr3.1%
- Other70.5%
Portfolio Holdings
199 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Tax-Managed Fds | 900.3K | $57.69M | 7.9% | +38.8K | Added |
| 2 | Invesco Exchange Traded Fd T | 261.0K | $50.09M | 6.8% | −1.6K | Reduced |
| 3 | Goldman Sachs ETF Tr | 745.6K | $34.15M | 4.7% | +47.5K | Added |
| 4 | Janus Detroit Str Tr | 604.3K | $27.30M | 3.7% | −4.2K | Reduced |
| 5 | Ishares Tr | 37.5K | $24.50M | 3.3% | +1.8K | Added |
| 6 | Ishares Tr | 465.1K | $22.67M | 3.1% | +26.9K | Added |
| 7 | Ishares Tr | 219.9K | $20.88M | 2.8% | −6.0K | Reduced |
| 8 | Vanguard Intl Equity Index F | 380.9K | $20.59M | 2.8% | +5.7K | Added |
| 9 | Vanguard Index Fds | 110.9K | $20.43M | 2.8% | +261 | Added |
| 10 | Goldman Sachs ETF Tr | 149.5K | $18.71M | 2.6% | +5.5K | Added |
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