Q3 2026 13F · SEC CIK 1025038

Arvest Investments, Inc.

Wealth managerFiled 2026-10-21 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $834.8M
Reported positions: 214
Top holdings a year, 3 yrs: +11.0%
Assets under management: $3.4B

Arvest Investments, Inc. is a wealth manager that reported 214 positions worth $834.8M in its Q3 2026 13F, filed 2026-10-21. Its largest holdings were Vanguard Ftse Developed Markets Index Fu (VEA, 8.0%), Invesco Exchange Traded Fd T (RSP, 6.9%), Goldman Sachs ETF Tr (GIGB, 4.8%). A portfolio copying its top holdings returned 11.0% a year over the last 3 years, against 18.8% for the S&P 500.

Arvest Investments, Inc. holdings largest 50 of 214 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Arvest Investments, Inc. 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
VEAVanguard Ftse Developed Markets Index Fu	8.0%	8.1%	940,807	+0.4%	$66.4M
RSPInvesco Exchange Traded Fd T	6.9%	7.1%	278,885	+1.4%	$58.0M
GIGBGoldman Sachs ETF Tr	4.8%	4.9%	927,924	+6.1%	$40.4M
JMBSJanus Detroit Str Tr	3.5%	3.5%	681,829	+5.9%	$28.8M
IVVIshares Tr	3.2%	3.1%	34,524	-0.6%	$26.4M
CMBSIshares Tr	3.0%	2.9%	523,353	+5.8%	$24.7M
VWOVanguard Intl Equity Index F	2.8%	2.8%	399,855	+4.2%	$23.7M
GSLCGoldman Sachs ETF Tr	2.8%	2.7%	159,545	+0.1%	$23.1M
VOEVanguard Index Fds	2.7%	2.7%	115,114	+0.2%	$22.5M
GEMGoldman Sachs ETF Tr	2.7%	2.6%	435,742	+3.9%	$22.3M
MBBIshares Tr	2.5%	2.6%	237,371	+6.0%	$21.3M
IEFIshares Tr	2.1%	2.1%	195,703	+6.4%	$17.5M
VBRVanguard Index Fds	2.1%	2.2%	74,812	+2.2%	$17.3M
VOTVanguard Index Fds	1.8%	1.9%	51,424	+2.7%	$15.0M
TPYPTortoise North	1.7%	1.8%	365,434	+5.7%	$14.6M
EIPIFirst Tr Exchng Traded Fd Vi	1.6%	1.6%	643,564	+5.4%	$13.7M
SPLGSpdr Series Trust	1.6%	1.3%	148,509	+19.4%	$13.3M
XFIVBondbloxx ETF Trust	1.4%	1.4%	257,005	+5.8%	$12.0M
TLHIshares Tr	1.3%	1.6%	116,131	-9.2%	$10.7M
MSFTMicrosoft Corp	1.2%	1.0%	20,316	-4.8%	$10.4M
VBKVanguard Index Fds	1.2%	1.3%	30,648	+3.0%	$10.4M
MDYState Str Spdr S&p Midcap 40	1.2%	1.3%	15,722	+1.2%	$10.3M
EFAIshares Tr	1.2%	1.2%	97,630	+0.2%	$10.1M
SDVYFirst Tr Exchange Traded Fd	1.1%	1.1%	232,641	+5.7%	$9.4M
AGZIshares Tr	1.1%	1.1%	88,212	+5.7%	$9.4M
IGVIshares Tr	1.1%	1.0%	87,138	-6.5%	$9.3M
GOOGLAlphabet Inc	1.1%	1.1%	26,368	+7.2%	$9.1M
SCHPSchwab Strategic Tr	1.1%	1.1%	359,702	+6.0%	$9.0M
FTGCFirst Trust Global Tactical Co	1.1%	0.9%	291,524	+3.9%	$8.9M
AAPLApple Inc	1.1%	0.9%	26,632	-1.1%	$8.9M
FLJPFranklin Templeton ETF Tr	1.0%	1.0%	207,478	+0.5%	$8.6M
XTWOBondbloxx ETF Trust	1.0%	0.8%	176,677	+35.8%	$8.5M
SCZIshares Tr	1.0%	1.0%	99,253	+0.8%	$8.4M
RDVYFirst Tr Exchange Traded Fd	0.9%	1.0%	99,294	+1.6%	$7.8M
AMZNAmazon Com Inc	0.9%	0.8%	29,356	+4.5%	$7.3M
WMTWalmart Inc	0.8%	0.8%	62,759	+11.1%	$6.5M
NVDANvidia Corporation	0.8%	0.7%	27,476	+0.6%	$6.3M
AIQGlobal X Fds	0.7%	0.7%	94,286	+5.7%	$6.1M
IDVIshares Tr	0.7%	0.7%	137,422	-7.5%	$5.8M
SPHYSpdr Series Trust	0.7%	0.7%	255,669	+5.6%	$5.8M
FRDMEa Series Trust	0.7%	0.5%	81,579	+46.6%	$5.7M
IVWIshares Tr	0.7%	0.7%	40,106	-0.3%	$5.7M
JPMJpmorgan Chase & Co	0.7%	1.0%	17,067	-32.3%	$5.6M
VCITVanguard Scottsdale Fds	0.6%	0.8%	67,236	-19.3%	$5.3M
AMDAdvanced Micro Devices Inc	0.6%	0.6%	8,446	-3.3%	$5.2M
VGSHVanguard Scottsdale Fds	0.6%	0.6%	89,576	+4.5%	$5.2M
AIRRFirst Tr Exchange Traded Fd	0.6%	0.6%	49,319	+25.7%	$5.1M
VNQIVanguard Intl Equity Index F	0.5%	0.5%	106,326	+5.5%	$4.5M
IJRIshares Tr	0.5%	—	31,481	—	$4.3M
XOMExxonmobil Holdings Corp	0.5%	—	25,727	—	$4.2M

What Arvest Investments, Inc. bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +12.7% /yr; S&P 500 +20.1%
3 years: +11.0% /yr; S&P 500 +18.8%
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$834.8M	214
Q2 2026	$826.6M	219
Q1 2026	$733.4M	199
Q4 2025	$711.7M	189
Q3 2025	$697.0M	182
Q2 2025	$664.5M	175
Q1 2025	$634.2M	161
Q4 2024	$625.5M	164
Q3 2024	$662.1M	160
Q2 2024	$623.9M	158
Q1 2024	$630.6M	155
Q4 2023	$615.6M	154

Questions about Arvest Investments, Inc.'s portfolio

What stocks does Arvest Investments, Inc. own?

Arvest Investments, Inc.'s latest 13F, for Q3 2026 and filed Oct 21, 2026, lists 214 positions worth $834.8M. The largest are Vanguard Ftse Developed Markets Index Fu (VEA) at 8.0%, Invesco Exchange Traded Fd T (RSP) at 6.9%, Goldman Sachs ETF Tr (GIGB) at 4.8%, Janus Detroit Str Tr (JMBS) at 3.5% and Ishares Tr (IVV) at 3.2%.

What did Arvest Investments, Inc. buy last quarter?

In Q3 2026, Arvest Investments, Inc. added Ea Series Trust (FRDM) (+46.6% shares), Bondbloxx ETF Trust (XTWO) (+35.8% shares) and First Tr Exchange Traded Fd (AIRR) (+25.7% shares), compared with its Q2 2026 filing.

What did Arvest Investments, Inc. sell last quarter?

In Q3 2026, Arvest Investments, Inc. cut from its top 50 Global X U.s. Infrastructure Development (PAVE), cut from its top 50 Merck & Co Inc (MRK), Jpmorgan Chase & Co (JPM) (-32.3% shares), Vanguard Scottsdale Fds (VCIT) (-19.3% shares) and Ishares Tr (TLH) (-9.2% shares), compared with its Q2 2026 filing.

How has Arvest Investments, Inc.'s portfolio performed?

A portfolio copying Arvest Investments, Inc.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +11.0% a year over the last 3 years, against +18.8% for the S&P 500. Over 1 year: +12.7% against +20.1%.

When is Arvest Investments, Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Arvest Investments, Inc.'s filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Arvest Investments, Inc. manage?

Arvest Investments, Inc. reported $3.4B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $834.8M.