13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001025038
Total reported value
$826.6M
$826.6M
199 檔
23.4%
In Q1 2026, Arvest Investments, Inc.'s U.S. equity holdings reached a combined market value of $826.6M, distributed across 199 disclosed stock positions.
In Q1 2026, Arvest Investments, Inc. adopted a defensive or profit-taking posture, trimming 105 positions and completely liquidating 9 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 7.87% | +0.20% | +4.50% | |
| 2 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 6.83% | +0.25% | -0.59% | |
| 3 | GIGB | Goldman Sachs Inv Grd CORP | ETF-Commodities | 4.66% | +0.20% | +6.80% | |
| 4 | JMBS | Janus Henderson Mortg Backed | ETF-Other | 3.72% | -0.22% | -0.68% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.34% | -0.19% | +4.94% | |
| 6 | CMBS | Ishares Cmbs ETF | ETF-Other | 3.09% | -0.18% | +6.15% | |
| 7 | MBB | Ishares Mbs ETF | ETF-Other | 2.85% | -0.29% | -2.65% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.81% | -0.04% | +1.53% | |
| 9 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 2.79% | -0.04% | +0.24% | |
| 10 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 2.55% | +0.19% | +3.79% | |
| 11 | GEM | Goldman Sachs Activebeta Em | ETF-Commodities | 2.45% | +0.19% | +1.53% | |
| 12 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 2.43% | -0.33% | +17.55% | |
| 13 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 2.11% | +0.04% | -0.33% | |
| 14 | TPYP | Tortoise North American Pipe | ETF-Other | 1.99% | -0.24% | -6.18% | |
| 15 | EIPI | Ft Energy Income ETF | ETF-Other | 1.89% | -0.28% | +10.26% | |
| 16 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 1.68% | +0.18% | +9.40% | |
| 17 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 1.64% | -0.09% | +26.34% | |
| 18 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 1.52% | -1.52% | EXIT | |
| 19 | FTGC | First Trust Global Tactical | ETF-Other | 1.47% | -0.55% | +46.68% | |
| 20 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.31% | -0.09% | -3.55% | |
| 21 | MDY | State Street Spdr S&p Midcap | ETF-Other | 1.30% | +0.02% | -3.98% | |
| 22 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.26% | +0.06% | -6.52% | |
| 23 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 1.22% | +0.10% | -0.39% | |
| 24 | AGZ | Ishares Agency Bond ETF | ETF-Other | 1.17% | -0.07% | -12.12% | |
| 25 | SDVY | First Trust Smid Cap Rising | ETF-Other | 1.06% | +0.09% | -24.93% | |
| 26 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.02% | +0.04% | +2.96% | |
| 27 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 1.01% | -0.03% | -0.72% | |
| 28 | FLJP | Franklin Ftse Japan ETF | ETF-Other | 0.98% | +0.01% | -0.44% | |
| 29 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.95% | +0.05% | -0.81% | |
| 30 | AAPL | Apple Inc | Stock-Tech | 0.95% | -0.01% | +10.40% | |
| 31 | MSFT | Microsoft CORP | Stock-Tech | 0.95% | +0.01% | +35.76% | |
| 32 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.94% | +0.15% | +7.04% | |
| 33 | RDVY | First Trust Rising Dividend | ETF-Other | 0.86% | +0.10% | +2.32% | |
| 34 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.83% | -0.02% | +28.21% | |
| 35 | XTWO | Bondbloxx Bbg 2y US Tsy ETF | ETF-Other | 0.82% | -0.05% | — | |
| 36 | WMT | Walmart Inc | Stock-Consumer Staples | 0.82% | -0.05% | -15.20% | |
| 37 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.82% | +0.01% | +3.56% | |
| 38 | IDV | Ishares International Select | ETF-Other | 0.70% | +0.04% | +29.88% | |
| 39 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 0.68% | +0.01% | +12.47% | |
| 40 | NVDA | Nvidia CORP | Stock-Tech | 0.65% | +0.01% | +5.87% | |
| 41 | AIQ | Global X Art Intel & Tech | ETF-Tech | 0.65% | +0.06% | +37.36% | |
| 42 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-Other | 0.62% | -0.07% | +9.67% | |
| 43 | IGV | Ishares Expanded Tech-softwa | ETF-Tech | 0.60% | +0.42% | — | |
| 44 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.60% | — | +2.23% | |
| 45 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.60% | +0.07% | -49.82% | |
| 46 | AIRR | First Trust Rba American Ind | ETF-Other | 0.57% | +0.06% | -11.35% | |
| 47 | XOM | Exxon Mobil CORP | Stock-Energy | 0.57% | -0.15% | +1.23% | |
| 48 | IMVP | Invesco India Exchange-trade | ETF-Other | 0.55% | -0.55% | EXIT | |
| 49 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.47% | +0.01% | -8.49% | |
| 50 | LITP | Sprott Lithium Miners ETF | ETF-Other | 0.47% | -0.08% | +10.60% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | FTGC | First Trust Global Tactical | +0.6% | +46.68% | Add |
| 2 | EIPI | Ft Energy Income ETF | +0.3% | +10.26% | Add |
| 3 | VEA | Vanguard Ftse Developed ETF | +0.3% | +4.50% | Add |
| 4 | TLH | Ishares 10-20 Year Treasury | +0.3% | +26.34% | Add |
| 5 | IEF | Ishares 7-10 Year Treasury B | +0.3% | +17.55% | Add |
| 6 | IDV | Ishares International Select | +0.2% | +29.88% | Add |
| 7 | TPYP | Tortoise North American Pipe | +0.2% | -6.18% | Trim |
| 8 | AMD | Advanced Micro Devices | +0.2% | +220.99% | Add |
| 9 | XOM | Exxon Mobil CORP | +0.2% | +1.23% | Add |
| 10 | GIGB | Goldman Sachs Inv Grd CORP | +0.1% | +6.80% | Add |
| 11 | AIQ | Global X Art Intel & Tech | +0.1% | +37.36% | Add |
| 12 | HPQ | Hp Inc | +0.1% | +323.23% | Add |
| 13 | AMZN | Amazon.com Inc | +0.1% | +28.21% | Add |
| 14 | CMBS | Ishares Cmbs ETF | +0.1% | +6.15% | Add |
| 15 | IMVP | Invesco India Exchange-trade | +0.1% | +41.87% | Add |
| 16 | LITP | Sprott Lithium Miners ETF | +0.1% | +10.60% | Add |
| 17 | CVS | Cvs Health CORP | +0.1% | NEW | New buy |
| 18 | LNG | Cheniere Energy Inc | +0.1% | -4.69% | Trim |
| 19 | META | Meta Platforms Inc-class A | +0.1% | +58.69% | Add |
| 20 | GEM | Goldman Sachs Activebeta Em | +0.1% | +1.53% | Add |
| 21 | SPHY | Ss Spdr P High Yield ETF | +0.1% | +12.47% | Add |
| 22 | SCHP | Schwab U.s. Tips ETF | 0% | +7.04% | Add |
| 23 | CVX | Chevron CORP | 0% | -2.03% | Trim |
| 24 | EOG | Eog Resources Inc | 0% | -3.96% | Trim |
| 25 | OKE | Oneok Inc | 0% | -1.80% | Trim |
| 26 | ETN | Eaton Corporation plc | 0% | +94.23% | Add |
| 27 | DIS | Walt Disney Co/the | 0% | NEW | New buy |
| 28 | VOE | Vanguard Mid-cap Value ETF | 0% | +0.24% | Add |
| 29 | IEI | Ishares 3-7 Year Treasury Bo | 0% | +5.87% | Add |
| 30 | FLOT | Ishares Floating Rate Bond E | 0% | +12.92% | Add |
| 31 | COP | Conocophillips | 0% | -1.70% | Trim |
| 32 | EQIX | Equinix Inc | 0% | -0.81% | Trim |
| 33 | ANET | Arista Networks Inc | 0% | +59.35% | Add |
| 34 | HD | Home Depot Inc | 0% | +35.98% | Add |
| 35 | FLJP | Franklin Ftse Japan ETF | 0% | -0.44% | Trim |
| 36 | VNQI | Vanguard Glbl Ex-us Real Est | 0% | +9.67% | Add |
| 37 | LMT | Lockheed Martin CORP | 0% | -1.91% | Trim |
| 38 | TLT | Ishares 20+ Year Treasury Bd | 0% | +9.15% | Add |
| 39 | EIX | Edison International | 0% | -2.20% | Trim |
| 40 | ECL | Ecolab Inc | 0% | +13.62% | Add |
| 41 | HON | Honeywell International Inc | 0% | -1.24% | Trim |
| 42 | DTE | Dte Energy Company | 0% | -1.84% | Trim |
| 43 | MDLZ | Mondelez International Inc-a | 0% | +27.38% | Add |
| 44 | MSFT | Microsoft CORP | 0% | +35.76% | Add |
| 45 | MRK | Merck & Co. Inc. | 0% | -8.49% | Trim |
| 46 | GRID | First Trst Nasd Cl Edg Sgiif | 0% | -1.71% | Trim |
| 47 | BSX | Boston Scientific CORP | 0% | +112.40% | Add |
| 48 | FE | Firstenergy CORP | 0% | -2.32% | Trim |
| 49 | NEE | Nextera Energy Inc | 0% | -2.46% | Trim |
| 50 | VZ | Verizon Communications Inc | 0% | -1.85% | Trim |
According to official SEC Form 13F filings, Arvest Investments, Inc. reported a total U.S. public equity portfolio value of $826.6M across 199 disclosed positions in Q1 2026.
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.
In terms of portfolio concentration, the top 5 core holdings (including VEA, RSP, GIGB) accounted for 23.4% of total reported equity market value during Q1 2026.
Top New Position Initiated
XTWO
市值: $6.0M
Top Position Liquidated / Trimmed
SHY
前期市值: $5.7M
During Q1 2026, Arvest Investments, Inc.'s top holdings by market value included VEA (7.9%)、RSP (6.8%)、GIGB (4.7%). The largest single position, VEA, represented 7.9% of total portfolio value.
In Q1 2026, Arvest Investments, Inc. made 183 total portfolio adjustments, initiating 19 new buys, adding to 50 positions, trimming 105 holdings, and fully liquidating 9 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.