Arvest Investments, Inc.
Annual return '25
+16.4%
SPY '25
+17.7%
Alpha
-1.3ptsvs SPY
Invested
$733.4M
Holdings
198
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VEA
VANGUARD TAX-MANAGED FDS
Q1 2026: Increased +4.5% (861.5k → 900.3k shares)
7.9%
02
$RSP
INVESCO EXCHANGE TRADED FD T
Q1 2026: Sold 0.6% (262.5k → 261.0k shares)
6.8%
03
$GIGB
GOLDMAN SACHS ETF TR
Q1 2026: Increased +6.8% (698.2k → 745.6k shares)
4.7%
04
$JMBS
JANUS DETROIT STR TR
Q1 2026: Sold 0.7% (608.5k → 604.3k shares)
3.7%
05
$IVV
ISHARES TR
Q1 2026: Increased +4.9% (35.7k → 37.5k shares)
3.3%
06
$CMBS
ISHARES TR
Q1 2026: Increased +6.2% (438.2k → 465.1k shares)
3.1%
07
$MBB
ISHARES TR
Q1 2026: Sold 2.6% (225.8k → 219.9k shares)
2.8%
08
$VWO
VANGUARD INTL EQUITY INDEX F
Q1 2026: Increased +1.5% (375.2k → 380.9k shares)
2.8%
09
$VOE
VANGUARD INDEX FDS
Q4 2025: New position (110.6k shares)
2.8%
10
$GSLC
GOLDMAN SACHS ETF TR
Q1 2026: Increased +3.8% (144.1k → 149.5k shares)
2.6%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 09:45 UTC.