Arvest Investments, Inc. Portfolio Stock Holdings

Arvest Investments, Inc. disclosed 255 stock positions valued at approximately $826.6 million in its latest SEC 13F filing. The largest holdings include VANGUARD TAX-MANAGED FDS, INVESCO EXCHANGE TRADED FD T, and GOLDMAN SACHS ETF TR. The filing reflects positions held as of June 30, 2026 and was filed on July 17, 2026.

Report Period
June 30, 2026
No. of Stocks
255
Portfolio Value
$826.6M
Holdings by Sector
Arvest Investments, Inc. Portfolio Holdings in Q2 2026

246 holdings in the latest reporting period.

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CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
VANGUARD TAX-MANAGED FDS VEAOther8.07%936,830+36,564+4.06%$66,749,176
INVESCO EXCHANGE TRADED FD T RSPOther7.08%275,090+14,108+5.41%$58,531,016
GOLDMAN SACHS ETF TR GIGBOther4.86%874,482+128,848+17.28%$40,147,498
JANUS DETROIT STR TR JMBSOther3.50%643,610+39,277+6.50%$28,956,033
ISHARES TR IVVOther3.15%34,720-2,791-7.44%$26,001,702
ISHARES TR CMBSOther2.91%494,745+29,623+6.37%$24,069,367
VANGUARD INTL EQUITY INDEX F VWOOther2.77%383,621+2,725+0.72%$22,898,346
VANGUARD INDEX FDS VOEOther2.75%114,879+3,989+3.60%$22,700,169
GOLDMAN SACHS ETF TR GSLCOther2.74%159,455+9,924+6.64%$22,625,176
GOLDMAN SACHS ETF TR GEMOther2.64%419,485+3,259+0.78%$21,813,222
ISHARES TR MBBOther2.56%224,016+4,153+1.89%$21,174,063
VANGUARD INDEX FDS VBROther2.15%73,201+2,079+2.92%$17,787,136
ISHARES TR IEFOther2.10%183,980-2,906-1.55%$17,399,028
VANGUARD INDEX FDS VOTOther1.86%50,086+2,203+4.60%$15,341,442
FIRST TR EXCHNG TRADED FD VI EIPIOther1.61%610,463-4,737-0.77%$13,332,530
ISHARES TR TLHOther1.55%127,888+8,389+7.02%$12,833,598
BONDBLOXX ETF TRUST XFIVOther1.43%242,898+242,898+100.00%$11,824,274
SPDR SERIES TRUST SPLGOther1.32%124,408+3,831+3.18%$10,933,032
STATE STR SPDR S&P MIDCAP 40 MDYOther1.32%15,536+31+0.20%$10,927,368
VANGUARD INDEX FDS VBKOther1.32%29,746+210+0.71%$10,878,290
ISHARES TR EFAOther1.22%97,426-1,402-1.42%$10,120,673
FIRST TR EXCHANGE TRADED FD SDVYOther1.15%220,001+22,154+11.20%$9,490,878
ISHARES TR AGZOther1.10%83,419+4,972+6.34%$9,115,817
SCHWAB STRATEGIC TR SCHPOther1.09%339,269+79,908+30.81%$8,990,649
ALPHABET INC GOOGLCommunication Services1.06%24,606-1,294-5.00%$8,793,739
ISHARES TR IGVOther1.02%93,230+38,546+70.49%$8,446,682
JPMORGAN CHASE & CO JPMFinancial Services1.00%25,203+1,450+6.10%$8,249,702
FRANKLIN TEMPLETON ETF TR FLJPOther0.99%206,357+8,073+4.07%$8,202,720
ISHARES TR SCZOther0.98%98,417+3,839+4.06%$8,096,793
MICROSOFT CORP MSFTTechnology0.96%21,351+2,527+13.42%$7,964,510
FIRST TR EXCHANGE TRADED FD RDVYOther0.96%97,757+5,709+6.20%$7,924,202
APPLE INC AAPLTechnology0.94%26,917-596-2.17%$7,788,967
FIRST TR EXCHANGE TRAD FD VI FTGCOther0.92%280,704-95,956-25.48%$7,593,059
VANGUARD SCOTTSDALE FDS VCITOther0.83%83,311+10,992+15.20%$6,885,716
AMAZON COM INC AMZNConsumer Cyclical0.81%28,082-980-3.37%$6,693,063
WALMART INC WMTConsumer Defensive0.77%56,486+8,210+17.01%$6,397,684
BONDBLOXX ETF TRUST XTWOOther0.77%130,119+8,079+6.62%$6,369,342
ISHARES TR IDVOther0.74%148,637+28,721+23.95%$6,158,071
GLOBAL X FDS AIQOther0.71%89,165-13,224-12.92%$5,850,123
SPDR SERIES TRUST SPHYOther0.69%242,141+29,530+13.89%$5,675,808
ISHARES TR IVWOther0.67%40,238+1,623+4.20%$5,533,962
NVIDIA CORPORATION NVDATechnology0.66%27,319-129-0.47%$5,466,312
FIRST TR EXCHANGE TRADED FD AIRROther0.63%39,229+1,255+3.30%$5,227,333
ADVANCED MICRO DEVICES INC AMDTechnology0.61%8,734-318-3.51%$5,073,667
VANGUARD SCOTTSDALE FDS VGSHOther0.60%85,691+10,983+14.70%$4,987,226
VANGUARD INTL EQUITY INDEX F VNQIOther0.55%100,765-936-0.92%$4,519,340
EA SERIES TRUST FRDMOther0.49%55,646+55,646+100.00%$4,056,593
GLOBAL X FDS PAVEOther0.48%67,907+5,366+8.58%$4,001,136
MERCK & CO INC MRKHealthcare0.48%30,803+2,198+7.68%$3,958,225
MICRON TECHNOLOGY INC MUTechnology0.47%3,354-1,147-25.48%$3,871,613
PALO ALTO NETWORKS INC PANWTechnology0.46%11,206-4,709-29.59%$3,821,470
EXXON MOBIL CORP XOMEnergy0.42%25,670+1,028+4.17%$3,509,631
SEAGATE TECHNOLOGY HLDNGS PL STXOther0.38%3,258+117+3.72%$3,144,148
ISHARES TR IJROther0.37%20,696-490-2.31%$3,069,522
STATE STR SPDR DOW JONES IND DIAOther0.36%5,630+382+7.28%$2,941,488
ISHARES TR FLOTOther0.35%57,147+6,354+12.51%$2,917,367
FIRST TR EXCHANGE-TRADED FD GRIDOther0.34%14,830-215-1.43%$2,843,828
FIRST TR EXCHANGE-TRADED FD LGOVOther0.33%129,401+19,814+18.08%$2,769,193
ISHARES TR TLTOther0.33%31,943+2,147+7.21%$2,760,597
CAMBRIA ETF TR GMOMOther0.32%74,450+2,020+2.79%$2,651,164
LAM RESEARCH CORP LRCXOther0.30%5,746+6+0.10%$2,489,914
ABRDN PALLADIUM ETF TRUST PALLOther0.29%107,816+99,576+1208.45%$2,380,577
BROADCOM INC AVGOTechnology0.29%6,297+1,148+22.30%$2,378,691
CONSTELLATION ENERGY CORP CEGUtilities0.29%9,505+9,505+100.00%$2,360,756
GOLDMAN SACHS ETF TR GBILOther0.23%18,687+1,031+5.84%$1,871,743
ISHARES TR EMBOther0.22%18,892+1,016+5.68%$1,822,015
EVERSOURCE ENERGY ESUtilities0.22%25,102-634-2.46%$1,814,121
JOHNSON & JOHNSON JNJHealthcare0.22%7,022-1,866-20.99%$1,783,496
TRUIST FINL CORP TFCFinancial Services0.21%35,338-764-2.12%$1,760,564
CITIZENS FINL GROUP INC CFGFinancial Services0.21%24,963-563-2.21%$1,749,157
TRAVELERS COMPANIES INC TRVFinancial Services0.21%5,270-27-0.51%$1,739,948
CHENIERE ENERGY INC LNGEnergy0.20%6,982+860+14.05%$1,668,985
META PLATFORMS INC METACommunication Services0.20%2,958-19-0.64%$1,666,211
CARRIER GLOBAL CORPORATION CARRIndustrials0.20%22,082+2,147+10.77%$1,619,756
ABBVIE INC ABBVHealthcare0.19%6,201-729-10.52%$1,560,451
APPLIED MATLS INC AMATTechnology0.19%2,141-4-0.19%$1,547,943
PUBLIC SVC ENTERPRISE GROUP PEGUtilities0.19%18,975-476-2.45%$1,540,051
PRUDENTIAL FINL INC PRUFinancial Services0.18%13,689-356-2.53%$1,477,507
EQUINIX INC EQIXReal Estate0.17%1,350-2-0.15%$1,407,688
DTE ENERGY CO DTEUtilities0.17%9,215-220-2.33%$1,404,165
ALLIANT ENERGY CORP LNTUtilities0.17%18,286-483-2.57%$1,395,038
HP INC HPQTechnology0.17%63,139-1,873-2.88%$1,385,269
ARISTA NETWORKS INC ANETOther0.16%7,937+1,217+18.11%$1,348,337
IQVIA HLDGS INC IQVHealthcare0.15%6,527-56-0.85%$1,261,243
ONEOK INC NEW OKEEnergy0.15%14,412-7,618-34.58%$1,252,979
HUNTINGTON BANCSHARES INC HBANFinancial Services0.15%70,619-1,525-2.11%$1,252,074
GLOBAL X FDS COPXOther0.15%16,122+16,122+100.00%$1,240,910
BANK OF AMER CORP BACFinancial Services0.15%21,625-68-0.31%$1,232,196
CHEVRON CORPORATION CVXEnergy0.15%7,381-194-2.56%$1,223,557
CITIGROUP INC CFinancial Services0.15%8,740-166-1.86%$1,223,250
CAPITAL ONE FINL CORP COFFinancial Services0.14%5,758-22-0.38%$1,155,202
ALTRIA GROUP INC MOConsumer Defensive0.14%15,735+15,735+100.00%$1,132,133
GENERAL DYNAMICS CORP GDIndustrials0.13%3,135-2-0.06%$1,110,607
LOWES COS INC LOWConsumer Cyclical0.13%5,024-17-0.34%$1,107,858
ELI LILLY & CO LLYHealthcare0.13%918-3-0.33%$1,101,076
HOME DEPOT INC HDConsumer Cyclical0.13%3,094-5-0.16%$1,091,191
KEYCORP KEYFinancial Services0.13%47,121-1,136-2.35%$1,086,139
EDISON INTL EIXUtilities0.13%14,547-349-2.34%$1,083,024
INTERNATIONAL PAPER CO IPConsumer Cyclical0.13%27,639-649-2.29%$1,053,045
FORD MTR CO FConsumer Cyclical0.13%75,007-1,712-2.23%$1,042,597