Arvest Investments, Inc.
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 14, 2025), Arvest Investments, Inc. reported 182 stock positions worth $697.0 million. Its top holding was Vanguard Ftse Developed ETF (VEA) at 7.2% of the portfolio, followed by Invesco S&P 500 Equal Weight (RSP, 6.9%) and Goldman Sachs Inv GRD (GIGB, 4.7%). Compared with Q2 2025, it opened 11 new positions, sold out of 4, added to 38 and reduced 109. The biggest buy was iShares 7-10 Year Treasury B (IEF, shares +251%) and the biggest sale iShares 20+ Year Treasury BD (TLT, shares −68%).
- Most Recent 13F
- Q2 2026
- Location
- LOWELL, AR
- CIK
- 0001025038
- Portfolio Value
- $697.0M (Q3 2025)
- SEC Filing
- 0001025038-25-000012 ↗ filed Oct 14, 2025
Holdings Value
Holdings 182 stocks · $697.0M
| VEA Vanguard Ftse Developed ETF | 7.22% | 839,455 | $50.3M | Reduce -1.9% |
| RSP Invesco S&P 500 Equal Weight | 6.86% | 252,054 | $47.8M | Reduce -2.0% |
| GIGB Goldman Sachs Inv GRD Corp. | 4.69% | 699,798 | $32.7M | Add +0.1% |
| JMBS Janus Henderson Mortg Backed | 3.99% | 608,998 | $27.8M | Reduce -4.5% |
| IVV iShares Core S&P 500 ETF | 3.26% | 34,000 | $22.8M | Reduce -1.3% |
| CMBS iShares CMBS ETF | 3.09% | 438,579 | $21.5M | Reduce -0.8% |
| MBB iShares MBS ETF | 3.08% | 225,804 | $21.5M | Reduce -7.3% |
| VWO Vanguard Ftse Emerging Marke | 2.74% | 353,073 | $19.1M | Reduce -5.3% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 2.72% | 108,534 | $18.9M | Add +3.1% |
| GSLC Goldman Activebeta US LC ETF | 2.68% | 143,648 | $18.7M | Reduce -1.1% |
| GEM Goldman Sachs Activebeta Em | 2.47% | 422,781 | $17.2M | Reduce -5.3% |
| TPYP Tortoise North American Pipe | 2.22% | 423,742 | $15.4M | Add +2.3% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 2.11% | 70,561 | $14.7M | Add +1.4% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 1.77% | 41,890 | $12.3M | Reduce -5.0% |
| IEF iShares 7-10 Year Treasury B | 1.64% | 118,307 | $11.4M | Add +250.6% |
| IEI iShares 3-7 Year Treasury Bo | 1.53% | 88,947 | $10.6M | Add +116.1% |
| AGZ iShares Agency Bond ETF | 1.41% | 89,266 | $9.9M | Reduce -13.3% |
| TLH iShares 10-20 Year Treasury | 1.40% | 94,948 | $9.8M | Add +4.1% |
| EFA iShares MSCI Eafe ETF | 1.39% | 104,006 | $9.7M | Reduce -1.9% |
| MDY State Street SPDR S&P Midcap | 1.36% | 15,857 | $9.5M | Reduce -1.9% |
| SDVY First Trust Smid Cap Rising | 1.30% | 238,068 | $9.1M | Reduce -10.0% |
| XLV SS Health Care Select Sector | 1.29% | 64,633 | $9.0M | Add +14.6% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 1.27% | 29,782 | $8.9M | Reduce -0.5% |
| JPM JPMorgan Chase & Co. | 1.12% | 24,688 | $7.8M | Reduce -16.9% |
| SCZ iShares MSCI Eafe Small-Cap | 1.06% | 96,307 | $7.4M | Reduce -2.2% |
| GOOGL Alphabet Inc. Class A | 1.05% | 30,077 | $7.3M | Add +19.8% |
| FLJP Franklin Ftse Japan ETF | 1.00% | 201,233 | $7.0M | Reduce -1.9% |
| SCHP Schwab U.S. Tips ETF | 0.94% | 242,620 | $6.5M | Add +32.2% |
| VCIT Vanguard Int-Term Corporate | 0.94% | 77,484 | $6.5M | Add +9.7% |
| EMLP First Trust North American E | 0.93% | 168,447 | $6.4M | Reduce -1.4% |
| FTGC First Trust Global Tactical | 0.92% | 248,492 | $6.4M | Add +0.7% |
| AAPL Apple Inc. | 0.91% | 24,894 | $6.3M | Add +23.4% |
| LGOV First TR Long Duration O-ETF | 0.89% | 284,877 | $6.2M | Add +14.3% |
| SHY iShares 1-3 Year Treasury Bo | 0.82% | 69,238 | $5.7M | Add +18.5% |
| RDVY First Trust Rising Dividend | 0.81% | 83,487 | $5.6M | Add +1.4% |
| WMT Walmart Inc. | 0.79% | 53,444 | $5.5M | Add +13.2% |
| MSFT Microsoft Corp. | 0.76% | 10,231 | $5.3M | Reduce -5.8% |
| NVDA Nvidia Corp. | 0.69% | 25,917 | $4.8M | Add +25.1% |
| AMZN Amazon.com Inc. | 0.67% | 21,353 | $4.7M | Add +21.7% |
| VNQI Vanguard GLBL Ex-US Real Est | 0.63% | 91,979 | $4.4M | Add +10.5% |
| SPHY SS SPDR P High Yield ETF | 0.58% | 167,937 | $4.0M | Add +7.8% |
| AIRR First Trust Rba American Ind | 0.58% | 41,565 | $4.0M | Reduce -19.4% |
| VGSH Vanguard Short-Term Treasury | 0.55% | 65,528 | $3.9M | Add +10.2% |
| AAXJ iShares MSCI All Country Asi | 0.52% | 39,797 | $3.6M | Reduce -3.4% |
| AIQ Global X Art Intel & Tech | 0.51% | 72,142 | $3.6M | Add +22.5% |
| IDV iShares International Select | 0.45% | 85,707 | $3.1M | New |
| TBLL Invesco Short Term Treasury | 0.44% | 29,224 | $3.1M | Reduce -53.2% |
| IMVP Invesco India Exchange-Trade | 0.43% | 120,659 | $3.0M | Reduce -32.2% |
| PAVE Global X US Infrastructure | 0.41% | 59,733 | $2.8M | Reduce -8.1% |
| LLY Eli Lilly & Co. | 0.40% | 3,669 | $2.8M | Add +185.5% |
| MRK Merck & Co. Inc. | 0.40% | 32,970 | $2.8M | Reduce -17.6% |
| XOM Exxon Mobil Corp. | 0.38% | 23,683 | $2.7M | Add +7.4% |
| URNM Sprott Uranium Miners ETF | 0.38% | 43,729 | $2.6M | Reduce -23.2% |
| LITP Sprott Lithium Miners ETF | 0.38% | 292,089 | $2.6M | Reduce -8.6% |
| IWD iShares Russell 1000 Value E | 0.38% | 12,932 | $2.6M | Reduce -24.1% |
| SLV iShares Silver Trust | 0.37% | 60,738 | $2.6M | Reduce -13.9% |
| GMOM Cambria Global Momentum ETF | 0.36% | 77,513 | $2.5M | Reduce -0.1% |
| KRE SS SPDR S&P Regional Bank | 0.35% | 39,049 | $2.5M | Add +3.3% |
| SSGA ACTIVE TR | 0.35% | 56,075 | $2.5M | Reduce -1.1% |
| TLT iShares 20+ Year Treasury BD | 0.35% | 27,345 | $2.4M | Reduce -67.9% |
| PPLT Abrdn Physical Platinum SHRS | 0.34% | 16,778 | $2.4M | Reduce -23.0% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.34% | 5,055 | $2.3M | Reduce -27.4% |
| JNJ Johnson & Johnson | 0.31% | 11,766 | $2.2M | Reduce -1.3% |
| PALL Abrdn Physical Palladium SHS | 0.31% | 18,753 | $2.1M | Reduce -10.2% |
| GRID First TRST Nasd Class Edg Sgiif | 0.30% | 13,936 | $2.1M | New |
| ES Eversource Energy | 0.29% | 28,383 | $2.0M | Add +13.0% |
| CFG Citizens Financial Group | 0.29% | 37,673 | $2.0M | Reduce -0.9% |
| TFC Truist Financial Corp. | 0.26% | 40,158 | $1.8M | Reduce -0.9% |
| PEG Public Service Enterprise GP | 0.26% | 21,442 | $1.8M | Reduce -1.0% |
| CRM Salesforce Inc. | 0.25% | 7,364 | $1.7M | Add +2.2% |
| AVGO Broadcom Inc. | 0.25% | 5,242 | $1.7M | Reduce -1.3% |
| MU Micron Technology Inc. | 0.25% | 10,334 | $1.7M | Reduce -44.7% |
| IQV Iqvia Holdings Inc. | 0.25% | 9,084 | $1.7M | Reduce -1.3% |
| UL Unilever PLC | 0.25% | 28,909 | $1.7M | Reduce -0.9% |
| OMC Omnicom Group | 0.24% | 20,377 | $1.7M | Reduce -1.4% |
| ABBV Abbvie Inc. | 0.24% | 7,123 | $1.6M | Reduce -30.9% |
| GBIL Goldman Sachs Access Treasur | 0.24% | 16,411 | $1.6M | Reduce -30.8% |
| PRU Prudential Financial Inc. | 0.23% | 15,566 | $1.6M | Reduce -0.8% |
| LMT Lockheed Martin Corp. | 0.23% | 3,153 | $1.6M | Reduce -1.2% |
| FLOT iShares Floating Rate Bond E | 0.22% | 30,563 | $1.6M | Add +9.4% |
| PG The Procter & Gamble Co. | 0.22% | 10,118 | $1.6M | Add +5.0% |
| UNP Union Pacific Corp. | 0.22% | 6,438 | $1.5M | Reduce -1.3% |
| TRV The Travelers Cos Inc. | 0.22% | 5,414 | $1.5M | Reduce -1.3% |
| MCD McDonald's Corp. | 0.21% | 4,915 | $1.5M | Add +0.9% |
| DTE DTE Energy Company | 0.21% | 10,451 | $1.5M | Reduce -1.1% |
| META Meta Platforms Inc. Class A | 0.21% | 2,010 | $1.5M | Add +3.0% |
| IP International Paper Co. | 0.21% | 31,423 | $1.5M | Reduce -1.2% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.21% | 18,406 | $1.4M | Reduce -2.4% |
| FISV Fiserv Inc. | 0.21% | 11,157 | $1.4M | Reduce -1.4% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.20% | 5,008 | $1.4M | Reduce -0.8% |
| LNT Alliant Energy Corp. | 0.20% | 20,861 | $1.4M | Reduce -29.2% |
| LOW Lowe's Cos Inc. | 0.20% | 5,515 | $1.4M | Reduce -1.4% |
| HBAN Huntington Bancshares Inc. | 0.20% | 79,929 | $1.4M | Reduce -0.9% |
| HD Home Depot Inc. | 0.20% | 3,361 | $1.4M | Add +3.1% |
| ECL Ecolab Inc. | 0.18% | 4,707 | $1.3M | Reduce -1.3% |
| CVX Chevron Corp. | 0.18% | 8,294 | $1.3M | Reduce -0.9% |
| OKE Oneok Inc. | 0.18% | 17,473 | $1.3M | Reduce -1.0% |
| BSX Boston Scientific Corp. | 0.18% | 12,991 | $1.3M | Reduce -1.1% |
| COF Capital One Financial Corp. | 0.18% | 5,881 | $1.3M | Reduce -1.2% |
| MSI Motorola Solutions Inc. | 0.17% | 2,668 | $1.2M | Reduce -1.4% |
Portfolio Sells Q2 2025 → Q3 2025
| TLT iShares 20+ Year Treasury BD | Reduce -67.9% | 0.35% | −0.78 |
| TBLL Invesco Short Term Treasury | Reduce -53.2% | 0.44% | −0.55 |
| MBB iShares MBS ETF | Reduce -7.3% | 3.08% | −0.36 |
| JMBS Janus Henderson Mortg Backed | Reduce -4.5% | 3.99% | −0.34 |
| IMVP Invesco India Exchange-Trade | Reduce -32.2% | 0.43% | −0.29 |
| AGZ iShares Agency Bond ETF | Reduce -13.3% | 1.41% | −0.29 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Sold out | 0.00% | −0.28 |
| SCHF Schwab Intl Equity ETF | Sold out | 0.00% | −0.25 |
| JPM JPMorgan Chase & Co. | Reduce -16.9% | 1.12% | −0.18 |
| RSP Invesco S&P 500 Equal Weight | Reduce -2.0% | 6.86% | −0.17 |
| GLW Corning Inc. | Sold out | 0.00% | −0.16 |
| CMBS iShares CMBS ETF | Reduce -0.8% | 3.09% | −0.15 |
| EOG EOG Resources Inc. | Reduce -42.2% | 0.14% | −0.13 |
| VEA Vanguard Ftse Developed ETF | Reduce -1.9% | 7.22% | −0.13 |
| DIA SS SPDR Dow Jones Indus Avg | Reduce -27.4% | 0.34% | −0.13 |
| GD General Dynamics Corp. | Reduce -50.0% | 0.16% | −0.12 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Reduce -5.0% | 1.77% | −0.12 |
| GBIL Goldman Sachs Access Treasur | Reduce -30.8% | 0.24% | −0.12 |
| IWD iShares Russell 1000 Value E | Reduce -24.1% | 0.38% | −0.12 |
| SDVY First Trust Smid Cap Rising | Reduce -10.0% | 1.30% | −0.11 |
| MU Micron Technology Inc. | Reduce -44.7% | 0.25% | −0.10 |
| MDLZ Mondelez International Inc. Class A | Reduce -39.6% | 0.10% | −0.09 |
| FISV Fiserv Inc. | Reduce -1.4% | 0.21% | −0.09 |
| MRK Merck & Co. Inc. | Reduce -17.6% | 0.40% | −0.08 |
| LNT Alliant Energy Corp. | Reduce -29.2% | 0.20% | −0.07 |
| PPLT Abrdn Physical Platinum SHRS | Reduce -23.0% | 0.34% | −0.06 |
| AIRR First Trust Rba American Ind | Reduce -19.4% | 0.58% | −0.06 |
| MSFT Microsoft Corp. | Reduce -5.8% | 0.76% | −0.05 |
| ABBV Abbvie Inc. | Reduce -30.9% | 0.24% | −0.05 |
| AES AES Corp. | Reduce -34.9% | 0.16% | −0.05 |
| ACN Accenture PLC Class A | Reduce -1.2% | 0.15% | −0.04 |
| KDP Keurig Dr Pepper Inc. | Reduce -0.7% | 0.11% | −0.04 |
| EMLP First Trust North American E | Reduce -1.4% | 0.93% | −0.04 |
| OKE Oneok Inc. | Reduce -1.0% | 0.18% | −0.03 |
| EFA iShares MSCI Eafe ETF | Reduce -1.9% | 1.39% | −0.03 |
| URNM Sprott Uranium Miners ETF | Reduce -23.2% | 0.38% | −0.03 |
| BSX Boston Scientific Corp. | Reduce -1.1% | 0.18% | −0.03 |
| VWO Vanguard Ftse Emerging Marke | Reduce -5.3% | 2.74% | −0.03 |
| HON Honeywell International Inc. | Reduce -1.4% | 0.17% | −0.03 |
| GEM Goldman Sachs Activebeta Em | Reduce -5.3% | 2.47% | −0.03 |
| TXN Texas Instruments Inc. | Reduce -0.9% | 0.13% | −0.03 |
| UL Unilever PLC | Reduce -0.9% | 0.25% | −0.02 |
| MDY State Street SPDR S&P Midcap | Reduce -1.9% | 1.36% | −0.02 |
| PRU Prudential Financial Inc. | Reduce -0.8% | 0.23% | −0.02 |
| IBM Intl Business Machines Corp. | Reduce -0.8% | 0.20% | −0.02 |
| AMAT Applied Materials Inc. | Reduce -19.6% | 0.11% | −0.02 |
| LRCX Lam Research Corp. | Reduce -31.8% | 0.16% | −0.02 |
| PAVE Global X US Infrastructure | Reduce -8.1% | 0.41% | −0.02 |
| PEG Public Service Enterprise GP | Reduce -1.0% | 0.26% | −0.02 |
| SCZ iShares MSCI Eafe Small-Cap | Reduce -2.2% | 1.06% | −0.02 |
Portfolio Buys Q2 2025 → Q3 2025
| IEF iShares 7-10 Year Treasury B | Add +250.6% | 1.64% | +1.15 |
| IEI iShares 3-7 Year Treasury Bo | Add +116.1% | 1.53% | +0.79 |
| IDV iShares International Select | New | 0.45% | +0.45 |
| GOOGL Alphabet Inc. Class A | Add +19.8% | 1.05% | +0.38 |
| GRID First TRST Nasd Class Edg Sgiif | New | 0.30% | +0.30 |
| AAPL Apple Inc. | Add +23.4% | 0.91% | +0.29 |
| LLY Eli Lilly & Co. | Add +185.5% | 0.40% | +0.25 |
| SCHP Schwab U.S. Tips ETF | Add +32.2% | 0.94% | +0.20 |
| NVDA Nvidia Corp. | Add +25.1% | 0.69% | +0.20 |
| XLV SS Health Care Select Sector | Add +14.6% | 1.29% | +0.15 |
| LNG Cheniere Energy Inc. | New | 0.14% | +0.14 |
| AIQ Global X Art Intel & Tech | Add +22.5% | 0.51% | +0.12 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Add +3.1% | 2.72% | +0.11 |
| WMT Walmart Inc. | Add +13.2% | 0.79% | +0.10 |
| SHY iShares 1-3 Year Treasury Bo | Add +18.5% | 0.82% | +0.10 |
| AMZN Amazon.com Inc. | Add +21.7% | 0.67% | +0.09 |
| T AT&T Inc. | New | 0.09% | +0.09 |
| LGOV First TR Long Duration O-ETF | Add +14.3% | 0.89% | +0.09 |
| EXC Exelon Corp. | New | 0.08% | +0.08 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +1.4% | 2.11% | +0.07 |
| BBY Best Buy Co. Inc. | New | 0.07% | +0.07 |
| CAG Conagra Brands Inc. | New | 0.06% | +0.06 |
| F Ford Motor Co. | Add +62.5% | 0.15% | +0.06 |
| VCIT Vanguard Int-Term Corporate | Add +9.7% | 0.94% | +0.05 |
| VNQI Vanguard GLBL Ex-US Real Est | Add +10.5% | 0.63% | +0.05 |
| ES Eversource Energy | Add +13.0% | 0.29% | +0.05 |
| GE General Electric | New | 0.05% | +0.05 |
| ADBE Adobe Inc. | New | 0.05% | +0.05 |
| ETN Eaton Corp. PLC | New | 0.05% | +0.05 |
| AMD Advanced Micro Devices | New | 0.04% | +0.04 |
| C Citigroup Inc. | Add +35.1% | 0.11% | +0.04 |
| RDVY First Trust Rising Dividend | Add +1.4% | 0.81% | +0.03 |
| VGSH Vanguard Short-Term Treasury | Add +10.2% | 0.55% | +0.03 |
| XOM Exxon Mobil Corp. | Add +7.4% | 0.38% | +0.03 |
| SPHY SS SPDR P High Yield ETF | Add +7.8% | 0.58% | +0.02 |
| KRE SS SPDR S&P Regional Bank | Add +3.3% | 0.35% | +0.02 |
| HD Home Depot Inc. | Add +3.1% | 0.20% | +0.02 |
| FLOT iShares Floating Rate Bond E | Add +9.4% | 0.22% | +0.01 |
| TLH iShares 10-20 Year Treasury | Add +4.1% | 1.40% | +0.01 |
| FTGC First Trust Global Tactical | Add +0.7% | 0.92% | +0.01 |
| BND Vanguard Total Bond Market | Add +24.1% | 0.00% | +0.00 |
| MCD McDonald's Corp. | Add +0.9% | 0.21% | +0.00 |
| AGG iShares Core U.S. Aggregate | Add +3.0% | 0.00% | 0.00 |
| CFR Cullen/Frost Bankers Inc. | Add +0.6% | 0.01% | −0.00 |
| META Meta Platforms Inc. Class A | Add +3.0% | 0.21% | −0.01 |
| PG The Procter & Gamble Co. | Add +5.0% | 0.22% | −0.01 |
| TPYP Tortoise North American Pipe | Add +2.3% | 2.22% | −0.01 |
| CRM Salesforce Inc. | Add +2.2% | 0.25% | −0.05 |
| GIGB Goldman Sachs Inv GRD Corp. | Add +0.1% | 4.69% | −0.15 |
Notes & Other Activity Q2 2025 → Q3 2025
| QQQ Invesco QQQ Trust Series 1 | UNIT SER 1 | New | 0 | $0 |
| IYE iShares U.S. Energy ETF | U.S. ENERGY ETF | New | 0 | $0 |
| SCHG Schwab US Large-Cap Growth | US LCAP GR ETF | New | 0 | $0 |
| SCHD Schwab US DVD Equity ETF | US DIVIDEND EQ | New | 0 | $0 |
| TSN Tyson Foods Inc. Class A | CL A | New | 0 | $0 |
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 |