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CIK: 0001025038
Total reported value
$826.6M
$826.6M
162 檔
20.7%
According to the latest 13F quarterly dataset, Arvest Investments, Inc. managed an equity portfolio of $826.6M at the end of Q1 2025, spanning 162 distinct U.S. exchange-listed positions.
During Q1 2025, Arvest Investments, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including VEA, RSP, GIGB) accounted for 20.7% of total reported equity market value during Q1 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 7.00% | +0.20% | +0.50% | |
| 2 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 6.71% | +0.25% | +2.94% | |
| 3 | GIGB | Goldman Sachs Inv Grd CORP | ETF-Commodities | 5.08% | +0.20% | +2.13% | |
| 4 | JMBS | Janus Henderson Mortg Backed | ETF-Other | 4.58% | -0.22% | +2.02% | |
| 5 | MBB | Ishares Mbs ETF | ETF-Other | 3.61% | -0.29% | +1.90% | |
| 6 | CMBS | Ishares Cmbs ETF | ETF-Other | 3.37% | -0.18% | +1.82% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.00% | -0.19% | -9.05% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.73% | -0.04% | +1.96% | |
| 9 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 2.65% | -0.04% | +1.10% | |
| 10 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 2.53% | +0.19% | -2.45% | |
| 11 | TPYP | Tortoise North American Pipeline Fund | Stock-Other | 2.42% | — | +2.00% | |
| 12 | GEM | Goldman Sachs Activebeta Em | ETF-Commodities | 2.39% | +0.19% | +2.45% | |
| 13 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 2.03% | +0.04% | +3.05% | |
| 14 | AGZ | Ishares Agency Bond ETF | ETF-Other | 1.79% | -0.07% | +1.59% | |
| 15 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 1.73% | +0.18% | -4.81% | |
| 16 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 1.50% | -0.09% | +2.29% | |
| 17 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.40% | -0.09% | -1.60% | |
| 18 | MDY | State Street Spdr S&p Midcap | ETF-Other | 1.35% | +0.02% | -1.12% | |
| 19 | XLV | Ss Health Care Select Sector | ETF-Other | 1.25% | — | +3.41% | |
| 20 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 1.23% | -0.02% | +2.36% | |
| 21 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 1.19% | +0.10% | -0.19% | |
| 22 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.18% | +0.05% | -15.47% | |
| 23 | TBLL | Invesco Short Term Treasury | ETF-Gov Bonds | 1.17% | -0.04% | EXIT | |
| 24 | SDVY | First Trust Smid Cap Rising | ETF-Other | 1.10% | +0.09% | +12.46% | |
| 25 | EMLP | First Trust North American E | ETF-Other | 1.03% | — | -22.59% | |
| 26 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 1.03% | — | +1.51% | |
| 27 | FTGC | First Trust Global Tactical | ETF-Other | 1.01% | -0.55% | -22.92% | |
| 28 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 1.01% | -0.03% | +0.26% | |
| 29 | FLJP | Franklin Ftse Japan ETF | ETF-Other | 0.97% | +0.01% | +0.38% | |
| 30 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.92% | +0.01% | +15.15% | |
| 31 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 0.88% | — | +23.11% | |
| 32 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.78% | +0.15% | +2.08% | |
| 33 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 0.77% | -1.52% | EXIT | |
| 34 | IMVP | Invesco India Exchange-trade | ETF-Other | 0.72% | -0.55% | EXIT | |
| 35 | AAPL | Apple Inc | Stock-Tech | 0.68% | -0.01% | +9.76% | |
| 36 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.67% | — | +13.07% | |
| 37 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.64% | +0.01% | +17.55% | |
| 38 | RDVY | First Trust Rising Dividend | ETF-Other | 0.63% | +0.10% | +29.87% | |
| 39 | WMT | Walmart Inc | Stock-Consumer Staples | 0.63% | -0.05% | -5.65% | |
| 40 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 0.56% | +0.01% | +11.60% | |
| 41 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-Other | 0.54% | -0.07% | +2.31% | |
| 42 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.51% | -0.33% | +1.94% | |
| 43 | XOM | Exxon Mobil CORP | Stock-Energy | 0.51% | -0.15% | +70.49% | |
| 44 | AAXJ | Ishares Msci All Country Asi | ETF-Other | 0.49% | — | +3.07% | |
| 45 | GD | General Dynamics CORP | Stock-Industrials | 0.47% | -0.02% | +2.84% | |
| 46 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.47% | — | +6.21% | |
| 47 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.44% | +0.03% | +5.22% | |
| 48 | GMOM | Cambria Global Momentum ETF | ETF-Other | 0.43% | -0.03% | -1.03% | |
| 49 | AIRR | First Trust Rba American Ind | ETF-Other | 0.42% | +0.06% | +31.81% | |
| 50 | MSFT | Microsoft CORP | Stock-Tech | 0.42% | +0.01% | +44.56% |
According to official SEC Form 13F filings, Arvest Investments, Inc. reported a total U.S. public equity portfolio value of $826.6M across 162 disclosed positions in Q1 2025.
During Q1 2025, Arvest Investments, Inc.'s top holdings by market value included VEA (7.0%)、RSP (6.7%)、GIGB (5.1%). The largest single position, VEA, represented 7.0% of total portfolio value.
In Q1 2025, Arvest Investments, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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