ARVEST INVESTMENTS, INC.
CIK: 0001025038SEC EDGAR →
Portfolio Value
$711.7B
Holdings
219
As of
Q4 2025
New Positions
11
Closed Positions
4
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD TAX-MANAGED FDS | 861,470 | $53.8B | 7.56% |
| 2 | INVESCO EXCHANGE TRADED FD T | 262,534 | $50.3B | 7.07% |
| 3 | GOLDMAN SACHS ETF TR | 698,182 | $32.3B | 4.54% |
| 4 | JANUS DETROIT STR TR | 608,488 | $27.8B | 3.91% |
| 5 | ISHARES TR | 35,744 | $24.5B | 3.44% |
| 6 | ISHARES TR | 438,194 | $21.5B | 3.02% |
| 7 | ISHARES TR | 225,848 | $21.5B | 3.02% |
| 8 | VANGUARD INTL EQUITY INDEX F | 375,156 | $20.2B | 2.83% |
| 9 | VANGUARD INDEX FDS | 110,629 | $19.6B | 2.76% |
| 10 | GOLDMAN SACHS ETF TR | 144,073 | $19.1B | 2.68% |
Quarterly Changes
New Positions (45)
$11.1B · 558K shares
$9.5B · 77K shares
$2.6B · 22K shares
$1.6B · 25K shares
$1.0B · 1K shares
$906.0M · 38K shares
$552.0M · 4K shares
$404.0M · 25K shares
$358.0M · 4K shares
$342.0M · 15K shares
$231.0M · 4K shares
$50.0M · 356 shares
$21.0M · 324 shares
$20.0M · 849 shares
$5.0M · 115 shares
$2.0M · 25 shares
$1.0M · 114 shares
$0 · 0 shares
$0 · 0 shares
$0 · 0 shares
$0 · 0 shares
$0 · 0 shares
$0 · 0 shares
$0 · 0 shares
$0 · 0 shares
$0 · 0 shares
$0 · 0 shares
$0 · 0 shares
$0 · 0 shares
$0 · 0 shares
$0 · 0 shares
$0 · 0 shares
$0 · 0 shares
$0 · 0 shares
$0 · 0 shares
$0 · 0 shares
$0 · 0 shares
$0 · 0 shares
$0 · 0 shares
$0 · 0 shares
$0 · 0 shares
$0 · 0 shares
$0 · 0 shares
$0 · 0 shares
$0 · 0 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 105 | $585.1B | 82.2% |
| Technology | 26 | $35.5B | 5.0% |
| Unknown | 11 | $14.1B | 2.0% |
| Consumer Defensive | 10 | $13.3B | 1.9% |
| Consumer Cyclical | 10 | $12.0B | 1.7% |
| Communication Services | 5 | $11.8B | 1.7% |
| Healthcare | 16 | $11.6B | 1.6% |
| Utilities | 11 | $11.3B | 1.6% |
| Energy | 7 | $8.9B | 1.3% |
| Industrials | 14 | $5.8B | 0.8% |
| Real Estate | 2 | $1.4B | 0.2% |
| Basic Materials | 2 | $1.1B | 0.2% |