Fund Holdings

ARVEST INVESTMENTS, INC.

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
TORTOISE CAPITAL SERIES TRUS0344,037+344,037014,573,4421.99%+14,573,442
BONDBLOXX ETF TRUST
BLOOMBERG TWO YR
0122,040+122,04006,015,8030.82%+6,015,803
FIRST TR EXCHANGE TRAD FD VI
FST TR GLB FD
256,784376,660+119,8765,965,09310,813,9201.47%+4,848,827
ISHARES TR054,684+54,68404,377,4540.60%+4,377,454
VANGUARD TAX-MANAGED FDS861,470900,266+38,79653,816,04057,689,0467.87%+3,873,006
FIRST TR EXCHNG TRADED FD VI
FT ENER INCO ETF
557,941615,200+57,25911,086,29213,835,8511.89%+2,749,559
PALO ALTO NETWORKS INC(PANW)015,915+15,91502,551,4920.35%+2,551,492
ISHARES TR158,986186,886+27,90015,288,11917,836,4552.43%+2,548,336
ISHARES TR94,588119,499+24,9119,616,82112,035,9461.64%+2,419,125
GOLDMAN SACHS ETF TR698,182745,634+47,45232,290,94534,150,0754.66%+1,859,130
ISHARES TR017,876+17,87601,679,1190.23%+1,679,119
ISHARES TR92,330119,916+27,5863,642,4215,103,6440.70%+1,461,223
EXXON MOBIL CORP24,34324,642+2992,929,4454,180,7850.57%+1,251,340
ADVANCED MICRO DEVICES INC(AMD)2,8209,052+6,232603,9311,841,4480.25%+1,237,517
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
03,141+3,14101,230,5180.17%+1,230,518
ISHARES TR
CMBS ETF
438,194465,122+26,92821,506,56222,665,4433.09%+1,158,881
CARRIER GLOBAL CORPORATION(CARR)019,935+19,93501,122,5390.15%+1,122,539
GLOBAL X FDS
ARTIFICIAL ETF
74,538102,389+27,8513,791,0454,778,5000.65%+987,455
GOLDMAN SACHS ETF TR409,963416,226+6,26317,062,68717,980,9812.45%+918,294
HP INC(HPQ)15,36165,012+49,651342,2431,248,8800.17%+906,637
AMAZON COM INC(AMZN)22,66729,062+6,3955,231,9966,052,7420.83%+820,746
VANGUARD INDEX FDS110,629110,890+26119,622,26820,434,8152.79%+812,547
INVESCO INDIA EXCHANGE-TRADE
INDIA ETF
139,454197,842+58,3883,390,1414,061,7080.55%+671,567
SPROTT FDS TR
LITHIUM MINERS
233,658258,430+24,7722,815,5573,429,3760.47%+613,819
NETFLIX INC.(NFLX)05,947+5,9470571,8040.08%+571,804
ARES MANAGEMENT CORPORATION(ARES)05,159+5,1590562,8460.08%+562,846
ISHARES TR88,92894,147+5,21910,613,62511,165,9011.52%+552,276
CVS HEALTH CORP(CVS)07,068+7,0680507,6230.07%+507,623
CHENIERE ENERGY INC(LNG)6,4236,122-3011,248,6871,737,2850.24%+488,598
SPDR SERIES TRUST
ST PORT HIGH ETF
189,038212,611+23,5734,474,5514,958,1000.68%+483,549
SCHWAB STRATEGIC TR242,293259,361+17,0686,418,3496,901,6130.94%+483,264
UBER TECHNOLOGIES INC(UBER)06,670+6,6700479,7730.07%+479,773
META PLATFORMS INC(META)1,8762,977+1,1011,238,3281,703,2310.23%+464,903
VANGUARD INTL EQUITY INDEX F375,156380,896+5,74020,168,38820,587,4552.81%+419,067
CHEVRON CORPORATION(CVX)7,7327,575-1571,178,4341,567,3700.21%+388,936
DEXCOM INC(DXCM)06,181+6,1810388,1660.05%+388,166
CATERPILLAR INC(CAT)0523+5230370,5240.05%+370,524
EOG RES INC(EOG)10,61110,191-4201,114,3341,473,3310.20%+358,997
KROGER CO(KR)04,907+4,9070355,0700.05%+355,070
ONEOK INC NEW(OKE)22,43322,030-4031,648,8251,991,2910.27%+342,466
VANGUARD INDEX FDS71,35971,122-23715,113,12515,451,4652.11%+338,340
NETAPP INC(NTAP)03,299+3,2990337,7840.05%+337,784
EATON CORP PLC(ETN)8491,649+800270,414589,7970.08%+319,383
FRANKLIN TEMPLETON ETF TR
FTSE JAPAN ETF
199,169198,284-8856,861,3777,173,9400.98%+312,563
VISA INC(V)0995+9950300,7280.04%+300,728
ISHARES TR
FLTG RATE NT ETF
44,98150,793+5,8122,287,7482,587,9290.35%+300,181
CONOCOPHILLIPS(COP)8,0557,918-137754,0741,045,2400.14%+291,166
DISNEY WALT CO(DIS)02,975+2,9750286,7300.04%+286,730
EQUINIX INC(EQIX)1,3631,352-111,044,2761,325,5300.18%+281,254
ARISTA NETWORKS INC(ANET)4,2176,720+2,503552,553825,0810.11%+272,528
VANGUARD INTL EQUITY INDEX F92,730101,701+8,9714,250,7874,520,6200.62%+269,833
MICROSOFT CORP(MSFT)13,86618,824+4,9586,706,3316,968,3280.95%+261,997
HOME DEPOT INC(HD)2,2793,099+820784,2031,019,2300.14%+235,027
LOCKHEED MARTIN CORP(LMT)2,0392,000-39986,2031,209,0820.16%+222,879
APPLE INC(AAPL)24,92127,513+2,5926,775,0376,982,6330.95%+207,596
ISHARES TR27,29929,796+2,4972,379,3982,583,0490.35%+203,651
EDISON INTL(EIX)15,23114,896-335914,1641,090,0890.15%+175,925
ECOLAB INC(ECL)4,0894,646+5571,073,4731,235,9580.17%+162,485
SPDR INDEX SHS FDS
ST S&P INTL ETF
03,513+3,5130160,2160.02%+160,216
HONEYWELL INTL INC(HON)5,4895,421-681,070,8761,225,3400.17%+154,464
MERCK & CO INC(MRK)31,26028,605-2,6553,290,4833,440,9770.47%+150,494
DTE ENERGY CO(DTB)9,6129,435-1771,239,7551,379,6580.19%+139,903
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
69,83472,319+2,4855,848,6375,984,4320.82%+135,795
MONDELEZ INTL INC(MDLZ)6,5208,305+1,785350,972478,7010.07%+127,729
FIRST TR EXCHANGE-TRADED FD
NASDQ CLN EDGE
15,30615,045-2612,342,2422,461,2230.34%+118,981
BOSTON SCIENTIFIC CORP(BSX)2,9836,336+3,353284,429397,5840.05%+113,155
VANGUARD INDEX FDS43,77047,883+4,11312,218,14612,322,9301.68%+104,784
FIRSTENERGY CORP(FE)21,15320,663-490947,0191,046,7870.14%+99,768
ALLIANT ENERGY CORP(LNT)19,22518,769-4561,249,8171,346,8630.18%+97,046
NEXTERA ENERGY INC(NEE)8,7658,549-216703,654794,0310.11%+90,377
VERIZON COMMUNICATIONS INC(VZ)10,30110,110-191419,592507,5390.07%+87,947
PFIZER INC(PFE)32,74932,100-649815,450901,3680.12%+85,918
MOTOROLA SOLUTIONS INC(MSI)617734+117236,508318,5330.04%+82,025
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
73,07774,708+1,6314,291,8614,373,4450.60%+81,584
GOLDMAN SACHS ETF TR16,91817,656+7381,690,8771,769,0110.24%+78,134
PINNACLE WEST CAP CORP(PNW)7,5857,436-149672,789749,1770.10%+76,388
MASTERCARD INCORPORATED(MA)8391,110+271478,968554,6220.08%+75,654
ATMOS ENERGY CORP(ATO)5,7835,641-142969,4041,042,0050.14%+72,601
COSTCO WHOLESALE CORPORATION(COST)509512+3438,931510,1720.07%+71,241
AT&T INC(T)20,89420,286-608519,006588,0910.08%+69,085
CAMBRIA ETF TR75,43372,430-3,0032,528,8762,590,8790.35%+62,003
CBOE GLOBAL MKTS INC(CBOE)2,4252,371-54608,675666,4160.09%+57,741
AMERICAN ELEC PWR CO INC4,3584,252-106502,520557,3520.08%+54,832
EXELON CORP(EXC)11,26711,004-263491,128539,4160.07%+48,288
TEXAS INSTRS INC(TXN)2,3042,272-32399,720441,0860.06%+41,366
NOVARTIS AG(NVS)3,4623,384-78477,305516,9060.07%+39,601
BRISTOL-MYERS SQUIBB CO(BMY)7,0646,931-133381,055420,3960.06%+39,341
FIRST TR EXCHNG TRADED FD VI
MULTI MGR SML CP
01,576+1,576037,3620.01%+37,362
GLOBAL X FDS
US INFR DEV ETF
65,73062,541-3,1893,141,2463,177,7560.43%+36,510
FIRST TR EXCHANGE TRADED FD
RISNG DIVD ACHIV
89,96592,048+2,0836,249,9126,285,0520.86%+35,140
ISHARES TR95,26594,578-6877,385,9187,415,8971.01%+29,979
ISHARES TR35,74437,511+1,76724,482,76024,503,0453.34%+20,285
RTX CORPORATION(RTX)2,9822,930-52546,898565,1970.08%+18,299
PAYPAL HLDGS INC(PYPL)3,9625,517+1,555231,301249,5330.03%+18,232
ISHARES TR
MSCI USA MMENTM
031+3107,4390.00%+7,439
EVERSOURCE ENERGY(ES)26,38325,736-6471,776,3671,782,9900.24%+6,623
ISHARES TR21,86321,186-6772,627,4952,633,6520.36%+6,157
PACKAGING CORP AMER(PKG)3,1183,059-59643,025649,1800.09%+6,155
KINDER MORGAN INC DEL(KMI)1,0001,000027,49033,5300.00%+6,040
GENERAL DYNAMICS CORP(GD)3,1813,137-441,070,9771,076,7440.15%+5,767
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