Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
ARVEST INVESTMENTS, INC. (CIK 1025038) reported $733.4M across 198 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VEA ($57.7M, 7.87%), RSP ($50.1M, 6.83%), GIGB ($34.2M, 4.66%), JMBS ($27.3M, 3.72%), IVV ($24.5M, 3.34%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VEA | VANGUARD TAX-MANAGED FDS | $57.7M | 7.87% | 900,266 | Added |
| 2 | RSP | INVESCO EXCHANGE TRADED FD T | $50.1M | 6.83% | 260,982 | Trimmed |
| 3 | GIGB | GOLDMAN SACHS ETF TR | $34.2M | 4.66% | 745,634 | Added |
| 4 | JMBS | JANUS DETROIT STR TR | $27.3M | 3.72% | 604,333 | Trimmed |
| 5 | IVV | ISHARES TR | $24.5M | 3.34% | 37,511 | Added |
| 6 | CMBS | ISHARES TR | $22.7M | 3.09% | 465,122 | Added |
| 7 | MBB | ISHARES TR | $20.9M | 2.85% | 219,863 | Trimmed |
| 8 | VWO | VANGUARD INTL EQUITY INDEX F | $20.6M | 2.81% | 380,896 | Added |
| 9 | VOE | VANGUARD INDEX FDS | $20.4M | 2.79% | 110,890 | Added |
| 10 | GSLC | GOLDMAN SACHS ETF TR | $18.7M | 2.55% | 149,531 | Added |
| 11 | GEM | GOLDMAN SACHS ETF TR | $18.0M | 2.45% | 416,226 | Added |
| 12 | IEF | ISHARES TR | $17.8M | 2.43% | 186,886 | Added |
| 13 | VBR | VANGUARD INDEX FDS | $15.5M | 2.11% | 71,122 | Trimmed |
| 14 | TPYP | TORTOISE CAPITAL SERIES TRUS | $14.6M | 1.99% | 344,037 | Trimmed |
| 15 | EIPI | FIRST TR EXCHNG TRADED FD VI | $13.8M | 1.89% | 615,200 | Added |
| 16 | VOT | VANGUARD INDEX FDS | $12.3M | 1.68% | 47,883 | Added |
| 17 | TLH | ISHARES TR | $12.0M | 1.64% | 119,499 | Added |
| 18 | IEI | ISHARES TR | $11.2M | 1.52% | 94,147 | Added |
| 19 | FTGC | FIRST TR EXCHANGE TRAD FD VI | $10.8M | 1.47% | 376,660 | Added |
| 20 | EFA | ISHARES TR | $9.6M | 1.31% | 98,828 | Trimmed |
| 21 | MDY | STATE STR SPDR S&P MIDCAP 40 | $9.6M | 1.30% | 15,505 | Trimmed |
| 22 | SPLG | SPDR SERIES TRUST | $9.2M | 1.26% | 120,577 | Trimmed |
| 23 | VBK | VANGUARD INDEX FDS | $8.9M | 1.22% | 29,536 | Trimmed |
| 24 | AGZ | ISHARES TR | $8.6M | 1.17% | 78,447 | Trimmed |
| 25 | SDVY | FIRST TR EXCHANGE TRADED FD | $7.8M | 1.06% | 197,847 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31