Anne M. Reed

Arvest Investments, Inc.

Assets Managed

$826.638M

Holdings

255

Last Quarter

2026 - Q2

Filed Date

9d ago

Growth Rate

12.72%(2Q avg: 7.88%)

Sustained Growth

6 quarters

Portfolio positions

This chart displays the top 10 holdings in Arvest Investments, Inc.'s 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 255 positions.

Assets under management

The assets under management (AUM) of Arvest Investments, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 6 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 826.638M in assets, with a quarterly growth rate of 12.72% and a 2-quarter average growth rate of 7.88%. The portfolio is managed by Anne M. Reed, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
VEA Vanguard Ftse Developed Etf Recent Activity Increased 4.07%	8.08%	$66.749M 936,830 shares@ $71.26 avg price	Increased 4.07%
RSP Invesco S&p 500 Equal Weight Recent Activity Increased 5.41%	7.09%	$58.531M 275,090 shares@ $212.78 avg price	Increased 5.41%
GIGB Goldman Sachs Inv Grd Corp Recent Activity Increased 17.29%	4.86%	$40.147M 874,482 shares@ $45.92 avg price	Increased 17.29%
JMBS Janus Henderson Mortg Backed Recent Activity Increased 6.5%	3.51%	$28.956M 643,610 shares@ $45.0 avg price	Increased 6.5%
IVV Ishares Core S&p 500 Etf Recent Activity Decreased -7.44%	3.15%	$26.002M 34,720 shares@ $748.9 avg price	Decreased -7.44%
CMBS Ishares Cmbs Etf Recent Activity Increased 6.37%	2.92%	$24.069M 494,745 shares@ $48.66 avg price	Increased 6.37%
VWO Vanguard Ftse Emerging Marke Recent Activity Increased 0.72%	2.78%	$22.898M 383,621 shares@ $59.7 avg price	Increased 0.72%
VOE Vanguard Mid-cap Value Etf Recent Activity Increased 3.6%	2.75%	$22.7M 114,879 shares@ $197.61 avg price	Increased 3.6%
GSLC Goldman Activebeta Us Lc Etf Recent Activity Increased 6.64%	2.74%	$22.625M 159,455 shares@ $141.9 avg price	Increased 6.64%
GEM Goldman Sachs Activebeta Em Recent Activity Increased 0.79%	2.64%	$21.813M 419,485 shares@ $52.01 avg price	Increased 0.79%

1-10 of 255