Arvest Investments, Inc.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 3, 2025), Arvest Investments, Inc. reported 175 stock positions worth $664.5 million. Its top holding was Vanguard Ftse Developed ETF (VEA) at 7.3% of the portfolio, followed by Invesco S&P 500 Equal Weight (RSP, 7.0%) and Goldman Sachs Inv GRD (GIGB, 4.8%). Compared with Q1 2025, it opened 24 new positions, sold out of 10, added to 31 and reduced 91. The biggest buy was a new position in First TR Long Duration O-ETF (LGOV) and the biggest sale an exit from SS SPDR PF LNG TRM TSY E-Usd (SPTL).
- Most Recent 13F
- Q2 2026
- Location
- LOWELL, AR
- CIK
- 0001025038
- Portfolio Value
- $664.5M (Q2 2025)
- SEC Filing
- 0001025038-25-000010 ↗ filed Jul 3, 2025
Holdings Value
Holdings 175 stocks · $664.5M
| VEA Vanguard Ftse Developed ETF | 7.34% | 855,954 | $48.8M | Reduce -2.0% |
| RSP Invesco S&P 500 Equal Weight | 7.03% | 257,172 | $46.7M | Add +4.6% |
| GIGB Goldman Sachs Inv GRD Corp. | 4.84% | 698,962 | $32.2M | Reduce -0.6% |
| JMBS Janus Henderson Mortg Backed | 4.33% | 637,942 | $28.7M | Reduce -0.7% |
| MBB iShares MBS ETF | 3.44% | 243,525 | $22.9M | Reduce -0.3% |
| CMBS iShares CMBS ETF | 3.24% | 442,161 | $21.5M | Reduce -0.6% |
| IVV iShares Core S&P 500 ETF | 3.22% | 34,443 | $21.4M | Add +1.7% |
| VWO Vanguard Ftse Emerging Marke | 2.77% | 372,785 | $18.4M | Reduce -2.5% |
| GSLC Goldman Activebeta US LC ETF | 2.65% | 145,280 | $17.6M | Reduce -0.4% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 2.60% | 105,243 | $17.3M | Add +0.5% |
| GEM Goldman Sachs Activebeta Em | 2.50% | 446,226 | $16.6M | Reduce -2.5% |
| TPYP Tortoise North American Pipe | 2.23% | 414,368 | $14.8M | Reduce -1.8% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 2.04% | 69,582 | $13.6M | Add +0.5% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 1.89% | 44,118 | $12.5M | Reduce -1.8% |
| AGZ iShares Agency Bond ETF | 1.70% | 102,995 | $11.3M | Reduce -0.6% |
| EFA iShares MSCI Eafe ETF | 1.43% | 106,037 | $9.5M | Reduce -2.4% |
| SDVY First Trust Smid Cap Rising | 1.40% | 264,590 | $9.3M | Add +26.8% |
| TLH iShares 10-20 Year Treasury | 1.39% | 91,196 | $9.3M | Reduce -0.6% |
| MDY State Street SPDR S&P Midcap | 1.38% | 16,171 | $9.2M | Add +0.6% |
| JPM JPMorgan Chase & Co. | 1.30% | 29,690 | $8.6M | Reduce -2.3% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 1.25% | 29,919 | $8.3M | Reduce -0.2% |
| XLV SS Health Care Select Sector | 1.14% | 56,412 | $7.6M | Add +3.6% |
| TLT iShares 20+ Year Treasury BD | 1.13% | 85,211 | $7.5M | Reduce -0.7% |
| SCZ iShares MSCI Eafe Small-Cap | 1.08% | 98,452 | $7.2M | Reduce -2.1% |
| FLJP Franklin Ftse Japan ETF | 0.99% | 205,030 | $6.6M | Reduce -2.0% |
| TBLL Invesco Short Term Treasury | 0.99% | 62,413 | $6.6M | Reduce -11.1% |
| EMLP First Trust North American E | 0.96% | 170,843 | $6.4M | Reduce -1.8% |
| FTGC First Trust Global Tactical | 0.92% | 246,672 | $6.1M | Reduce -1.8% |
| VCIT Vanguard Int-Term Corporate | 0.88% | 70,625 | $5.9M | Reduce -0.9% |
| MSFT Microsoft Corp. | 0.81% | 10,857 | $5.4M | Add +54.7% |
| LGOV First TR Long Duration O-ETF | 0.80% | 249,229 | $5.3M | New |
| RDVY First Trust Rising Dividend | 0.78% | 82,306 | $5.2M | Add +20.1% |
| IEI iShares 3-7 Year Treasury Bo | 0.74% | 41,160 | $4.9M | Reduce -0.6% |
| SCHP Schwab U.S. Tips ETF | 0.74% | 183,500 | $4.9M | Reduce -0.7% |
| SHY iShares 1-3 Year Treasury Bo | 0.73% | 58,442 | $4.8M | Reduce -25.7% |
| IMVP Invesco India Exchange-Trade | 0.72% | 178,026 | $4.8M | Reduce -2.9% |
| WMT Walmart Inc. | 0.69% | 47,213 | $4.6M | Add +3.9% |
| GOOGL Alphabet Inc. Class A | 0.67% | 25,114 | $4.4M | Add +55.1% |
| AIRR First Trust Rba American Ind | 0.63% | 51,599 | $4.2M | Add +31.2% |
| AAPL Apple Inc. | 0.62% | 20,175 | $4.1M | Add +4.0% |
| AMZN Amazon.com Inc. | 0.58% | 17,540 | $3.8M | Add +145.3% |
| VNQI Vanguard GLBL Ex-US Real Est | 0.58% | 83,272 | $3.8M | Reduce -1.8% |
| SPHY SS SPDR P High Yield ETF | 0.56% | 155,751 | $3.7M | Add +3.6% |
| VGSH Vanguard Short-Term Treasury | 0.53% | 59,459 | $3.5M | Reduce -17.5% |
| AAXJ iShares MSCI All Country Asi | 0.51% | 41,193 | $3.4M | Reduce -2.2% |
| IWD iShares Russell 1000 Value E | 0.50% | 17,035 | $3.3M | Add +7.9% |
| NVDA Nvidia Corp. | 0.49% | 20,720 | $3.3M | Add +15.5% |
| IEF iShares 7-10 Year Treasury B | 0.49% | 33,747 | $3.2M | Reduce -0.6% |
| MRK Merck & Co. Inc. | 0.48% | 40,003 | $3.2M | Reduce -11.7% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.46% | 6,963 | $3.1M | Add +5.0% |
| PAVE Global X US Infrastructure | 0.43% | 64,978 | $2.8M | Add +14.4% |
| URNM Sprott Uranium Miners ETF | 0.41% | 56,956 | $2.7M | Reduce -2.1% |
| PPLT Abrdn Physical Platinum SHRS | 0.40% | 21,784 | $2.7M | Reduce -2.2% |
| AIQ Global X Art Intel & Tech | 0.39% | 58,879 | $2.6M | Add +12.3% |
| SSGA ACTIVE TR | 0.37% | 56,676 | $2.4M | Reduce -0.7% |
| XOM Exxon Mobil Corp. | 0.36% | 22,043 | $2.4M | Reduce -18.9% |
| GBIL Goldman Sachs Access Treasur | 0.36% | 23,702 | $2.4M | Reduce -0.7% |
| SLV iShares Silver Trust | 0.35% | 70,546 | $2.3M | Reduce -1.9% |
| MU Micron Technology Inc. | 0.35% | 18,685 | $2.3M | Reduce -14.3% |
| GMOM Cambria Global Momentum ETF | 0.35% | 77,572 | $2.3M | Reduce -17.8% |
| KRE SS SPDR S&P Regional Bank | 0.34% | 37,805 | $2.2M | Add +2.0% |
| PALL Abrdn Physical Palladium SHS | 0.32% | 20,879 | $2.1M | Reduce -2.0% |
| CRM Salesforce Inc. | 0.30% | 7,208 | $2.0M | Reduce -5.5% |
| FISV Fiserv Inc. | 0.29% | 11,318 | $2.0M | Add +0.1% |
| ABBV Abbvie Inc. | 0.29% | 10,311 | $1.9M | Reduce -0.4% |
| GD General Dynamics Corp. | 0.28% | 6,407 | $1.9M | Reduce -41.3% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.28% | 22,930 | $1.8M | New |
| LITP Sprott Lithium Miners ETF | 0.28% | 319,724 | $1.8M | Reduce -1.7% |
| PEG Public Service Enterprise GP | 0.27% | 21,663 | $1.8M | Reduce -2.0% |
| JNJ Johnson & Johnson | 0.27% | 11,924 | $1.8M | Reduce -19.6% |
| EOG EOG Resources Inc. | 0.27% | 15,073 | $1.8M | Add +8.4% |
| UL Unilever PLC | 0.27% | 29,183 | $1.8M | Reduce -2.0% |
| LNT Alliant Energy Corp. | 0.27% | 29,478 | $1.8M | Reduce -0.6% |
| TFC Truist Financial Corp. | 0.26% | 40,525 | $1.7M | Reduce -1.7% |
| CFG Citizens Financial Group | 0.26% | 38,032 | $1.7M | Reduce -1.6% |
| PRU Prudential Financial Inc. | 0.25% | 15,699 | $1.7M | Reduce -1.1% |
| SCHF Schwab Intl Equity ETF | 0.25% | 75,655 | $1.7M | Reduce -3.6% |
| ES Eversource Energy | 0.24% | 25,114 | $1.6M | Add +67.0% |
| PG The Procter & Gamble Co. | 0.23% | 9,632 | $1.5M | Reduce -0.2% |
| UNP Union Pacific Corp. | 0.23% | 6,523 | $1.5M | Reduce -0.2% |
| IP International Paper Co. | 0.22% | 31,799 | $1.5M | Reduce -1.2% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.22% | 5,048 | $1.5M | Reduce -33.0% |
| OMC Omnicom Group | 0.22% | 20,660 | $1.5M | Add +0.1% |
| LMT Lockheed Martin Corp. | 0.22% | 3,190 | $1.5M | Reduce -2.5% |
| TRV The Travelers Cos Inc. | 0.22% | 5,487 | $1.5M | Reduce -0.3% |
| AVGO Broadcom Inc. | 0.22% | 5,311 | $1.5M | New |
| IQV Iqvia Holdings Inc. | 0.22% | 9,200 | $1.4M | Reduce -0.5% |
| OKE Oneok Inc. | 0.22% | 17,654 | $1.4M | Reduce -2.5% |
| META Meta Platforms Inc. Class A | 0.22% | 1,952 | $1.4M | New |
| FLOT iShares Floating Rate Bond E | 0.21% | 27,934 | $1.4M | Reduce -34.2% |
| MCD McDonald's Corp. | 0.21% | 4,871 | $1.4M | Reduce -1.8% |
| BSX Boston Scientific Corp. | 0.21% | 13,140 | $1.4M | Add +1.6% |
| DTE DTE Energy Company | 0.21% | 10,571 | $1.4M | Reduce -25.4% |
| AES AES Corp. | 0.21% | 130,354 | $1.4M | Reduce -8.7% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.21% | 18,854 | $1.4M | Reduce -0.8% |
| HBAN Huntington Bancshares Inc. | 0.20% | 80,624 | $1.4M | Reduce -42.6% |
| HON Honeywell International Inc. | 0.20% | 5,728 | $1.3M | Reduce -0.3% |
| ECL Ecolab Inc. | 0.19% | 4,768 | $1.3M | Reduce -0.1% |
| ACN Accenture PLC Class A | 0.19% | 4,292 | $1.3M | Reduce -11.7% |
| COF Capital One Financial Corp. | 0.19% | 5,951 | $1.3M | Reduce -0.5% |
Portfolio Sells Q1 2025 → Q2 2025
| SPTL SS SPDR PF LNG TRM TSY E-Usd | Sold out | 0.00% | −0.89 |
| SHY iShares 1-3 Year Treasury Bo | Reduce -25.7% | 0.73% | −0.30 |
| VLO Valero Energy Corp. | Sold out | 0.00% | −0.28 |
| JMBS Janus Henderson Mortg Backed | Reduce -0.7% | 4.33% | −0.25 |
| GIGB Goldman Sachs Inv GRD Corp. | Reduce -0.6% | 4.84% | −0.23 |
| TMUS T-Mobile US Inc. | Sold out | 0.00% | −0.20 |
| NVS Novartis AG-Sponsored ADR | Reduce -75.6% | 0.07% | −0.20 |
| TPYP Tortoise North American Pipe | Reduce -1.8% | 2.23% | −0.19 |
| UPS United Parcel Service Class B | Sold out | 0.00% | −0.19 |
| IVW iShares S&P 500 Growth ETF | Sold out | 0.00% | −0.19 |
| GD General Dynamics Corp. | Reduce -41.3% | 0.28% | −0.19 |
| MOH Molina Healthcare Inc. | Sold out | 0.00% | −0.18 |
| TBLL Invesco Short Term Treasury | Reduce -11.1% | 0.99% | −0.18 |
| BMY Bristol-Myers Squibb Co. | Reduce -67.8% | 0.05% | −0.18 |
| MBB iShares MBS ETF | Reduce -0.3% | 3.44% | −0.17 |
| MRK Merck & Co. Inc. | Reduce -11.7% | 0.48% | −0.16 |
| DTD Wisdomtree US Total Dividend | Reduce -72.8% | 0.06% | −0.16 |
| GILD Gilead Sciences Inc. | Sold out | 0.00% | −0.16 |
| LOW Lowe's Cos Inc. | Reduce -40.2% | 0.19% | −0.16 |
| FBIN Fortune Brands Innovations I | Sold out | 0.00% | −0.16 |
| XOM Exxon Mobil Corp. | Reduce -18.9% | 0.36% | −0.15 |
| VGSH Vanguard Short-Term Treasury | Reduce -17.5% | 0.53% | −0.14 |
| CVX Chevron Corp. | Reduce -31.0% | 0.18% | −0.14 |
| HBAN Huntington Bancshares Inc. | Reduce -42.6% | 0.20% | −0.13 |
| FLOT iShares Floating Rate Bond E | Reduce -34.2% | 0.21% | −0.13 |
| CMBS iShares CMBS ETF | Reduce -0.6% | 3.24% | −0.13 |
| JNJ Johnson & Johnson | Reduce -19.6% | 0.27% | −0.11 |
| GLW Corning Inc. | Reduce -46.4% | 0.16% | −0.11 |
| TLH iShares 10-20 Year Treasury | Reduce -0.6% | 1.39% | −0.11 |
| TLT iShares 20+ Year Treasury BD | Reduce -0.7% | 1.13% | −0.10 |
| IPG Interpublic Group of Cos Inc. | Reduce -31.3% | 0.14% | −0.10 |
| DTE DTE Energy Company | Reduce -25.4% | 0.21% | −0.10 |
| FTGC First Trust Global Tactical | Reduce -1.8% | 0.92% | −0.09 |
| AGZ iShares Agency Bond ETF | Reduce -0.6% | 1.70% | −0.09 |
| BAC Bank of America Corp. | Reduce -40.2% | 0.16% | −0.09 |
| GMOM Cambria Global Momentum ETF | Reduce -17.8% | 0.35% | −0.08 |
| AES AES Corp. | Reduce -8.7% | 0.21% | −0.07 |
| IBM Intl Business Machines Corp. | Reduce -33.0% | 0.22% | −0.07 |
| OKE Oneok Inc. | Reduce -2.5% | 0.22% | −0.07 |
| TXN Texas Instruments Inc. | Reduce -35.3% | 0.16% | −0.06 |
| PFE Pfizer Inc. | Reduce -26.2% | 0.13% | −0.06 |
| EMLP First Trust North American E | Reduce -1.8% | 0.96% | −0.06 |
| ABBV Abbvie Inc. | Reduce -0.4% | 0.29% | −0.05 |
| IP International Paper Co. | Reduce -1.2% | 0.22% | −0.05 |
| SCHP Schwab U.S. Tips ETF | Reduce -0.7% | 0.74% | −0.05 |
| ACN Accenture PLC Class A | Reduce -11.7% | 0.19% | −0.05 |
| IQV Iqvia Holdings Inc. | Reduce -0.5% | 0.22% | −0.04 |
| VCIT Vanguard Int-Term Corporate | Reduce -0.9% | 0.88% | −0.04 |
| IEI iShares 3-7 Year Treasury Bo | Reduce -0.6% | 0.74% | −0.03 |
| LNT Alliant Energy Corp. | Reduce -0.6% | 0.27% | −0.03 |
Portfolio Buys Q1 2025 → Q2 2025
| LGOV First TR Long Duration O-ETF | New | 0.80% | +0.80 |
| MSFT Microsoft Corp. | Add +54.7% | 0.81% | +0.40 |
| AMZN Amazon.com Inc. | Add +145.3% | 0.58% | +0.36 |
| RSP Invesco S&P 500 Equal Weight | Add +4.6% | 7.03% | +0.32 |
| SDVY First Trust Smid Cap Rising | Add +26.8% | 1.40% | +0.30 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | New | 0.28% | +0.28 |
| GOOGL Alphabet Inc. Class A | Add +55.1% | 0.67% | +0.27 |
| AVGO Broadcom Inc. | New | 0.22% | +0.22 |
| IVV iShares Core S&P 500 ETF | Add +1.7% | 3.22% | +0.22 |
| META Meta Platforms Inc. Class A | New | 0.22% | +0.22 |
| AIRR First Trust Rba American Ind | Add +31.2% | 0.63% | +0.21 |
| NVDA Nvidia Corp. | Add +15.5% | 0.49% | +0.19 |
| HD Home Depot Inc. | New | 0.18% | +0.18 |
| CPB The Campbell's Company | New | 0.17% | +0.17 |
| RDVY First Trust Rising Dividend | Add +20.1% | 0.78% | +0.14 |
| KEY Keycorp | New | 0.14% | +0.14 |
| ATO Atmos Energy Corp. | New | 0.14% | +0.14 |
| TROW T Rowe Price Group Inc. | New | 0.14% | +0.14 |
| EIX Edison International | New | 0.13% | +0.13 |
| ORCL Oracle Corp. | New | 0.10% | +0.10 |
| BRK.B Berkshire Hathaway Inc. Class B | New | 0.10% | +0.10 |
| NEE Nextera Energy Inc. | New | 0.10% | +0.10 |
| PKG Packaging Corp. of America | New | 0.10% | +0.10 |
| ES Eversource Energy | Add +67.0% | 0.24% | +0.09 |
| PAVE Global X US Infrastructure | Add +14.4% | 0.43% | +0.09 |
| CBOE Cboe Global Markets Inc. | New | 0.09% | +0.09 |
| AIQ Global X Art Intel & Tech | Add +12.3% | 0.39% | +0.09 |
| CL Colgate-Palmolive Co. | New | 0.09% | +0.09 |
| F Ford Motor Co. | New | 0.09% | +0.09 |
| PNW Pinnacle West Capital | New | 0.08% | +0.08 |
| AEP American Electric Power | New | 0.07% | +0.07 |
| C Citigroup Inc. | New | 0.07% | +0.07 |
| VZ Verizon Communications Inc. | Add +1638.0% | 0.08% | +0.07 |
| RTX RTX Corp. | New | 0.07% | +0.07 |
| WMT Walmart Inc. | Add +3.9% | 0.69% | +0.07 |
| IVZ Invesco Ltd. | New | 0.05% | +0.05 |
| ISRG Intuitive Surgical Inc. | New | 0.04% | +0.04 |
| FNF Fidelity National Financial | New | 0.04% | +0.04 |
| IWD iShares Russell 1000 Value E | Add +7.9% | 0.50% | +0.03 |
| MDY State Street SPDR S&P Midcap | Add +0.6% | 1.38% | +0.03 |
| DIA SS SPDR Dow Jones Indus Avg | Add +5.0% | 0.46% | +0.02 |
| IWF iShares Russell 1000 Growth | Add +8.8% | 0.08% | +0.01 |
| LLY Eli Lilly & Co. | Add +18.4% | 0.15% | +0.01 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +0.5% | 2.04% | +0.01 |
| BSX Boston Scientific Corp. | Add +1.6% | 0.21% | +0.01 |
| IWM iShares Russell 2000 ETF | Add +5.0% | 0.08% | +0.01 |
| KRE SS SPDR S&P Regional Bank | Add +2.0% | 0.34% | +0.01 |
| SPHY SS SPDR P High Yield ETF | Add +3.6% | 0.56% | +0.00 |
| CFR Cullen/Frost Bankers Inc. | Add +0.9% | 0.01% | −0.00 |
| EOG EOG Resources Inc. | Add +8.4% | 0.27% | −0.01 |
Notes & Other Activity Q1 2025 → Q2 2025
| IJR iShares Core S&P Small-Cap E | CORE S&P SCP ETF | Sold out | 0 | $0before exit |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 219 | $826.6M | VEA, RSP, GIGB, JMBS, IVV |
| Q1 2026 | 199 | $733.4M | VEA, RSP, GIGB, JMBS, IVV |
| Q4 2025 | 189 | $711.7M | VEA, RSP, GIGB, JMBS, IVV |
| Q3 2025 | 182 | $697.0M | VEA, RSP, GIGB, JMBS, IVV |
| Q2 2025 | 175 | $664.5M | VEA, RSP, GIGB, JMBS, MBB |
| Q1 2025 | 161 | $634.2M | VEA, RSP, GIGB, JMBS, MBB |
| Q4 2024 | 164 | $625.5M | RSP, VEA, GIGB, JMBS, MBB |
| Q3 2024 | 160 | $662.1M | VEA, RSP, GIGB, JMBS, MBB |
| Q2 2024 | 158 | $623.9M | VEA, RSP, GIGB, JMBS, MBB |
| Q1 2024 | 155 | $630.6M | VEA, RSP, GIGB, JMBS, CMBS |