DOSSIER · 13F-HR · Q1 2026
ARVEST INVESTMENTS, INC.
ARVEST INVESTMENTS's family office based in Boston, MA — $733M in tracked AUM across 199 positions as of Q1 2026.
AI
ARVEST INVESTMENTS·Boston, MA·Family Office
CIK 0001025038 · last filed Mar 31, 2026
AI Analysis · Q1 2026 · Q1 2026
Portfolio Overview
Arvest Investments’ 13F shows a materially larger and ETF-centric portfolio as of 2025-12-31: total reported market value $711.75M, up 172.6% from $261.12M on 2025-09-30. The filing lists 219 holdings, with ETFs explicitly accounting for $429.54M (≈60.4% of the portfolio). An additional $115.44M (≈16.2%) is classified as “Unknown” in the sector breakout and should be investigated for asset type and liquidity. The remaining reported sector-labeled equities are relatively smal...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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