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Anne M Reed

Arvest Investments, Inc.

Assets Managed
$733.366M
Holdings
199
Last Quarter
2026 - Q1
Filed Date
1mo 7d ago
Growth Rate
3.04%(2Q avg: 2.58%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Arvest Investments, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 199 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 5 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 733.366M in assets, with a quarterly growth rate of 3.04% and a 2-quarter average growth rate of 2.58%. The portfolio is managed by Anne M Reed, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VEA
Vanguard Ftse Developed Etf
Recent Activity
Increased 4.51%
7.87%
$57.689M
900,266 shares@ $64.09 avg price
RSP
Invesco S&p 500 Equal Weight
Recent Activity
Decreased -0.59%
6.83%
$50.088M
260,982 shares@ $191.93 avg price
GIGB
Goldman Sachs Inv Grd Corp
Recent Activity
Increased 6.8%
4.66%
$34.15M
745,634 shares@ $45.81 avg price
JMBS
Janus Henderson Mortg Backed
Recent Activity
Decreased -0.68%
3.73%
$27.304M
604,333 shares@ $45.19 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 4.95%
3.35%
$24.503M
37,511 shares@ $653.23 avg price
CMBS
Ishares Cmbs Etf
Recent Activity
Increased 6.15%
3.1%
$22.665M
465,122 shares@ $48.74 avg price
MBB
Ishares Mbs Etf
Recent Activity
Decreased -2.65%
2.85%
$20.876M
219,863 shares@ $94.96 avg price
VWO
Vanguard Ftse Emerging Marke
Recent Activity
Increased 1.54%
2.81%
$20.587M
380,896 shares@ $54.06 avg price
VOE
Vanguard Mid-cap Value Etf
Recent Activity
Increased 0.24%
2.79%
$20.435M
110,890 shares@ $184.29 avg price
GSLC
Goldman Activebeta Us Lc Etf
Recent Activity
Increased 3.79%
2.56%
$18.711M
149,531 shares@ $125.14 avg price

1-10 of 199