§ 13F · FUND PROFILE
Arvest Bank Trust Division.
AUM · $2.1B (13F)Positions · 331Turnover · n/a · Q2Filed · Aug 13, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$42M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | MDY | STATE STR SPDR S&P MIDCAP 40 | 224K | $157M | 7.7% | −1% |
| 2 | EFA | ISHARES TR | 1.26M | $131M | 6.4% | −3% |
| 3 | IVV | ISHARES TR | 144K | $108M | 5.3% | −1% |
| 4 | VEA | VANGUARD TAX-MANAGED FDS | 1.34M | $95M | 4.7% | ±0% |
| 5 | IWM | ISHARES TR | 268K | $81M | 3.9% | −2% |
| 6 | WMT | WALMART INC | 616K | $70M | 3.4% | +4% |
| 7 | GEM | GOLDMAN SACHS ETF TR | 1.10M | $57M | 2.8% | −2% |
| 8 | RNWGX | NEW WORLD FD INC NEW | 526K | $57M | 2.8% | −2% |
| 9 | SPY | STATE STR SPDR S&P 500 ETF T | 75K | $56M | 2.7% | −4% |
| 10 | AAPL | APPLE INC | 182K | $53M | 2.6% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ARVEST SIGNAL
AC read
Arvest Bank Trust Division is a Dealer / Bank fund managing $2.1 billion in assets. The fund runs a broad portfolio of 331 positions.
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