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CIK: 0001025038
Total reported value
$826.6M
$826.6M
219 檔
22.8%
The Q4 2025 SEC filing reveals that Arvest Investments, Inc. held a total portfolio value of $826.6M, covering 219 public equity positions.
Arvest Investments, Inc. executed strategic sector rebalancing during Q4 2025, establishing 7 new positions while fully exiting 7 holdings and trimming 20 positions.
In terms of portfolio concentration, the top 5 core holdings (including VEA, RSP, GIGB) accounted for 22.8% of total reported equity market value during Q4 2025.
Showing top 200 holdings (of 219 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 7.56% | +0.20% | +2.62% | |
| 2 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 7.07% | +0.25% | +4.16% | |
| 3 | GIGB | Goldman Sachs Inv Grd CORP | ETF-Commodities | 4.54% | +0.20% | -0.23% | |
| 4 | JMBS | Janus Henderson Mortg Backed | ETF-Other | 3.91% | -0.22% | -0.08% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.44% | -0.19% | +5.13% | |
| 6 | CMBS | Ishares Cmbs ETF | ETF-Other | 3.02% | -0.18% | -0.09% | |
| 7 | MBB | Ishares Mbs ETF | ETF-Other | 3.02% | -0.29% | +0.02% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.83% | -0.04% | +6.25% | |
| 9 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 2.76% | -0.04% | +1.93% | |
| 10 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 2.68% | +0.19% | +0.30% | |
| 11 | GEM | Goldman Sachs Activebeta Em | ETF-Commodities | 2.40% | +0.19% | -3.03% | |
| 12 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 2.15% | -0.33% | +34.38% | |
| 13 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 2.12% | +0.04% | +1.13% | |
| 14 | TPYP | Tortoise North American Pipe | ETF-Other | 1.82% | -0.24% | -13.46% | |
| 15 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 1.72% | +0.18% | +4.49% | |
| 16 | EIPI | Ft Energy Income ETF | ETF-Other | 1.56% | -0.28% | — | |
| 17 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 1.49% | -1.52% | EXIT | |
| 18 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.45% | +0.06% | +600.79% | |
| 19 | SDVY | First Trust Smid Cap Rising | ETF-Other | 1.42% | +0.09% | +10.71% | |
| 20 | AGZ | Ishares Agency Bond ETF | ETF-Other | 1.38% | -0.07% | +0.00% | |
| 21 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.38% | -0.09% | -1.48% | |
| 22 | MDY | State Street Spdr S&p Midcap | ETF-Other | 1.37% | +0.02% | +1.83% | |
| 23 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 1.35% | -0.09% | -0.38% | |
| 24 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.33% | +0.07% | — | |
| 25 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 1.26% | +0.10% | -0.44% | |
| 26 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.11% | +0.04% | -16.36% | |
| 27 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.08% | +0.05% | -3.00% | |
| 28 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 1.04% | -0.03% | -1.08% | |
| 29 | FLJP | Franklin Ftse Japan ETF | ETF-Other | 0.96% | +0.01% | -1.03% | |
| 30 | AAPL | Apple Inc | Stock-Tech | 0.95% | -0.01% | +0.11% | |
| 31 | MSFT | Microsoft CORP | Stock-Tech | 0.94% | +0.01% | +35.53% | |
| 32 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.90% | +0.15% | -0.13% | |
| 33 | WMT | Walmart Inc | Stock-Consumer Staples | 0.89% | -0.05% | +6.52% | |
| 34 | RDVY | First Trust Rising Dividend | ETF-Other | 0.88% | +0.10% | +7.76% | |
| 35 | FTGC | First Trust Global Tactical | ETF-Other | 0.84% | -0.55% | +3.34% | |
| 36 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.82% | +0.01% | -9.87% | |
| 37 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.81% | — | +0.23% | |
| 38 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.74% | -0.02% | +6.15% | |
| 39 | NVDA | Nvidia CORP | Stock-Tech | 0.68% | +0.01% | +0.03% | |
| 40 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 0.63% | +0.01% | +12.56% | |
| 41 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.60% | — | +11.52% | |
| 42 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-Other | 0.60% | -0.07% | +0.82% | |
| 43 | AIRR | First Trust Rba American Ind | ETF-Other | 0.59% | +0.06% | +3.06% | |
| 44 | AIQ | Global X Art Intel & Tech | ETF-Tech | 0.53% | +0.06% | +3.32% | |
| 45 | IDV | Ishares International Select | ETF-Other | 0.51% | +0.04% | +7.73% | |
| 46 | LGOV | First Tr Long Duration O-etf | ETF-Other | 0.50% | +0.02% | -43.29% | |
| 47 | IMVP | Invesco India Exchange-trade | ETF-Other | 0.48% | -0.55% | EXIT | |
| 48 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.46% | +0.01% | -5.19% | |
| 49 | PAVE | Global X US Infrastructure | ETF-Other | 0.44% | +0.05% | +10.04% | |
| 50 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.42% | — | +9.06% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +1.2% | +600.79% | Add |
| 2 | IEF | Ishares 7-10 Year Treasury B | +0.5% | +34.38% | Add |
| 3 | VEA | Vanguard Ftse Developed ETF | +0.3% | +2.62% | Add |
| 4 | RSP | Invesco S&p 500 Equal Weight | +0.2% | +4.16% | Add |
| 5 | IVV | Ishares Core S&p 500 ETF | +0.2% | +5.13% | Add |
| 6 | MSFT | Microsoft CORP | +0.2% | +35.53% | Add |
| 7 | SDVY | First Trust Smid Cap Rising | +0.1% | +10.71% | Add |
| 8 | WMT | Walmart Inc | +0.1% | +6.52% | Add |
| 9 | FLOT | Ishares Floating Rate Bond E | +0.1% | +47.17% | Add |
| 10 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +6.25% | Add |
| 11 | AGG | Ishares Core U.s. Aggregate | +0.1% | +6140.38% | Add |
| 12 | MU | Micron Technology Inc | +0.1% | -19.59% | Trim |
| 13 | RDVY | First Trust Rising Dividend | +0.1% | +7.76% | Add |
| 14 | AMZN | Amazon.com Inc | +0.1% | +6.15% | Add |
| 15 | GOOGL | Alphabet Inc-cl A | +0.1% | -16.36% | Trim |
| 16 | MRK | Merck & Co. Inc. | +0.1% | -5.19% | Trim |
| 17 | IDV | Ishares International Select | +0.1% | +7.73% | Add |
| 18 | OMC | Omnicom Group | +0.1% | +30.00% | Add |
| 19 | VOE | Vanguard Mid-cap Value ETF | 0% | +1.93% | Add |
| 20 | TXN | Texas Instruments Inc | -0.1% | -54.93% | Trim |
| 21 | CFG | Citizens Financial Group | -0.1% | -30.68% | Trim |
| 22 | LMT | Lockheed Martin CORP | -0.1% | -35.33% | Trim |
| 23 | HD | Home Depot Inc | -0.1% | -32.19% | Trim |
| 24 | CRM | Salesforce Inc | -0.1% | -45.06% | Trim |
| 25 | VCIT | Vanguard Int-term Corporate | -0.1% | -9.87% | Trim |
| 26 | BSX | Boston Scientific CORP | -0.1% | -77.04% | Trim |
| 27 | PALL | Abrdn Physical Palladium Shs | -0.1% | -56.06% | Trim |
| 28 | MSI | Motorola Solutions Inc | -0.2% | -76.87% | Trim |
| 29 | PPLT | Abrdn Physical Platinum Shrs | -0.2% | -60.64% | Trim |
| 30 | SLV | Ishares Silver Trust | -0.2% | -63.92% | Trim |
| 31 | FISV | Fiserv Inc | -0.2% | -89.65% | Trim |
| 32 | LLY | Eli Lilly & Co | -0.3% | -73.64% | Trim |
| 33 | TBLL | Invesco Short Term Treasury | -0.3% | -59.58% | Trim |
| 34 | KRE | Ss Spdr S&p Regional Bank | -0.4% | EXIT | Sold out |
| 35 | URNM | Sprott Uranium Miners ETF | -0.4% | EXIT | Sold out |
| 36 | LGOV | First Tr Long Duration O-etf | -0.4% | -43.29% | Trim |
| 37 | TPYP | Tortoise North American Pipe | -0.4% | -13.46% | Trim |
| 38 | XLV | Ss Health Care Select Sector | -1.3% | -99.65% | Trim |
| 39 | EIPI | Ft Energy Income ETF | — | NEW | New buy |
| 40 | IVW | Ishares S&p 500 Growth ETF | — | NEW | New buy |
| 41 | EMLP | First Trust North American E | — | EXIT | Sold out |
| 42 | AAXJ | Ishares Msci All Country Asi | — | EXIT | Sold out |
| 43 | IJR | Ishares Core S&p Small-cap E | — | NEW | New buy |
| 44 | UL | Unilever PLC | — | EXIT | Sold out |
| 45 | UL | Unilever Plc-sponsored Adr | — | NEW | New buy |
| 46 | IPG | Interpublic Group Of Cos Inc | — | EXIT | Sold out |
| 47 | EQIX | Equinix Inc | — | NEW | New buy |
| 48 | HRL | Hormel Foods CORP | — | NEW | New buy |
| 49 | ANET | Arista Networks Inc | — | NEW | New buy |
| 50 | CL | Colgate-palmolive Co | — | EXIT | Sold out |
According to official SEC Form 13F filings, Arvest Investments, Inc. reported a total U.S. public equity portfolio value of $826.6M across 219 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Top New Position Initiated
EIPI
市值: $11.1M
Top Position Liquidated / Trimmed
EMLP
前期市值: $6.4M
During Q4 2025, Arvest Investments, Inc.'s top holdings by market value included VEA (7.6%)、RSP (7.1%)、GIGB (4.5%). The largest single position, VEA, represented 7.6% of total portfolio value.
In Q4 2025, Arvest Investments, Inc. made 50 total portfolio adjustments, initiating 7 new buys, adding to 16 positions, trimming 20 holdings, and fully liquidating 7 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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