§ 13F · FUND PROFILE
ARVEST INVESTMENTS, INC..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $664M (13F)Positions · 175Turnover · — · Q1Filed · Apr 14, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$20M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VEA | VANGUARD TAX-MANAGED FDS | 900K | $58M | 7.9% | +5% |
| 2 | RSP | INVESCO EXCHANGE TRADED FD T | 261K | $50M | 6.8% | −1% |
| 3 | GIGB | GOLDMAN SACHS ETF TR | 746K | $34M | 4.7% | +7% |
| 4 | JMBS | JANUS DETROIT STR TR | 604K | $27M | 3.7% | −1% |
| 5 | IVV | ISHARES TR | 38K | $25M | 3.3% | +5% |
| 6 | CMBS | ISHARES TR | 465K | $23M | 3.1% | +6% |
| 7 | MBB | ISHARES TR | 220K | $21M | 2.8% | −3% |
| 8 | VWO | VANGUARD INTL EQUITY INDEX F | 381K | $21M | 2.8% | +2% |
| 9 | VOE | VANGUARD INDEX FDS | 111K | $20M | 2.8% | ±0% |
| 10 | GSLC | GOLDMAN SACHS ETF TR | 150K | $19M | 2.6% | +4% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ARVEST SIGNAL
AC read
ARVEST INVESTMENTS, INC. is a Other fund managing $664 million in assets. The fund runs a portfolio of 175 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed