Fund Holdings

ARVEST INVESTMENTS, INC.

Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
FIRST TR EXCHNG TRADED FD VI
FT ENER INCO ETF
0610,463+610,463013,332,5301.61%+13,332,530
BONDBLOXX ETF TRUST
BLOOMBERG FVE YR
0242,898+242,898011,824,2741.43%+11,824,274
SPDR SERIES TRUST
ST STR P500ETF
0124,408+124,408010,933,0321.32%+10,933,032
VANGUARD TAX-MANAGED FDS900,266936,830+36,56457,689,04666,749,1768.07%+9,060,130
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
260,982275,090+14,10850,087,84058,531,0167.08%+8,443,176
GOLDMAN SACHS ETF TR745,634874,482+128,84834,150,07540,147,4984.86%+5,997,423
SPDR SERIES TRUST
ST PORT HIGH ETF
0242,141+242,14105,675,8080.69%+5,675,808
ISHARES TR54,68493,230+38,5464,377,4548,446,6821.02%+4,069,228
EA SERIES TRUST
FREEDOM 100 EM
055,646+55,64604,056,5930.49%+4,056,593
GOLDMAN SACHS ETF TR149,531159,455+9,92418,710,92622,625,1762.74%+3,914,250
GOLDMAN SACHS ETF TR416,226419,485+3,25917,980,98121,813,2222.64%+3,832,241
ADVANCED MICRO DEVICES INC(AMD)9,0528,734-3181,841,4485,073,6670.61%+3,232,219
VANGUARD INDEX FDS47,88350,086+2,20312,322,93015,341,4421.86%+3,018,512
ABRDN PALLADIUM ETF TRUST0107,816+107,81602,380,5770.29%+2,380,577
CONSTELLATION ENERGY CORP(CEG)09,505+9,50502,360,7560.29%+2,360,756
MICRON TECHNOLOGY INC(MU)4,5013,354-1,1471,520,6543,871,6130.47%+2,350,959
VANGUARD INDEX FDS71,12273,201+2,07915,451,46517,787,1362.15%+2,335,671
VANGUARD INTL EQUITY INDEX F380,896383,621+2,72520,587,45522,898,3462.77%+2,310,891
VANGUARD INDEX FDS110,890114,879+3,98920,434,81522,700,1692.75%+2,265,354
SCHWAB STRATEGIC TR259,361339,269+79,9086,901,6138,990,6491.09%+2,089,036
VANGUARD INDEX FDS29,53629,746+2108,927,44210,878,2901.32%+1,950,848
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
3,1413,258+1171,230,5183,144,1480.38%+1,913,630
FIRST TR EXCHANGE TRADED FD
SMID RISNG ETF
197,847220,001+22,1547,801,1299,490,8781.15%+1,689,749
JANUS DETROIT STR TR
HENDERSON MTG
604,333643,610+39,27727,303,77428,956,0333.50%+1,652,259
FIRST TR EXCHANGE TRADED FD
RISNG DIVD ACHIV
92,04897,757+5,7096,285,0527,924,2020.96%+1,639,150
ISHARES TR37,51134,720-2,79124,503,04526,001,7023.15%+1,498,657
ISHARES TR
CMBS ETF
465,122494,745+29,62322,665,44324,069,3672.91%+1,403,924
STATE STR SPDR S&P MIDCAP 40(MDY)15,50515,536+319,562,96610,927,3681.32%+1,364,402
ALPHABET INC(GOOG)25,90024,606-1,2947,447,9758,793,7391.06%+1,345,764
PALO ALTO NETWORKS INC(PANW)15,91511,206-4,7092,551,4923,821,4700.46%+1,269,978
LAM RESEARCH CORP(LRCX)5,7405,746+61,226,4082,489,9140.30%+1,263,506
JPMORGAN CHASE & CO(JPM)23,75325,203+1,4506,987,4478,249,7021.00%+1,262,255
GLOBAL X FDS
GLOBAL X COPPER
016,122+16,12201,240,9100.15%+1,240,910
ISHARES TR38,61540,238+1,6234,367,8525,533,9620.67%+1,166,110
ALTRIA GROUP INC(MO)015,735+15,73501,132,1330.14%+1,132,133
GLOBAL X FDS
ARTIFICIAL ETF
102,38989,165-13,2244,778,5005,850,1230.71%+1,071,623
ISHARES TR119,916148,637+28,7215,103,6446,158,0710.74%+1,054,427
FRANKLIN TEMPLETON ETF TR
FTSE JAPAN ETF
198,284206,357+8,0737,173,9408,202,7200.99%+1,028,780
FIRST TR EXCHANGE TRADED FD
RBA INDL ETF
37,97439,229+1,2554,206,8165,227,3330.63%+1,020,517
MICROSOFT CORP(MSFT)18,82421,351+2,5276,968,3287,964,5100.96%+996,182
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
72,31983,311+10,9925,984,4326,885,7160.83%+901,284
GLOBAL X FDS
US INFR DEV ETF
62,54167,907+5,3663,177,7564,001,1360.48%+823,380
APPLIED MATLS INC2,1452,141-4733,1391,547,9430.19%+814,804
APPLE INC(AAPL)27,51326,917-5966,982,6337,788,9670.94%+806,334
ISHARES TR119,499127,888+8,38912,035,94612,833,5981.55%+797,652
BROADCOM INC(AVGO)5,1496,297+1,1481,593,6662,378,6910.29%+785,025
KIMBERLY-CLARK CORP(KMB)06,670+6,6700732,1650.09%+732,165
NIKE INC(NKE)017,524+17,5240719,3600.09%+719,360
ISHARES TR94,57898,417+3,8397,415,8978,096,7930.98%+680,896
NVIDIA CORPORATION(NVDA)27,44827,319-1294,786,9335,466,3120.66%+679,379
AMAZON COM INC(AMZN)29,06228,082-9806,052,7426,693,0630.81%+640,321
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
74,70885,691+10,9834,373,4454,987,2260.60%+613,781
HONEYWELL INTL INC02,687+2,6870601,6190.07%+601,619
HONEYWELL AEROSPACE INC02,687+2,6870594,0410.07%+594,041
ARISTA NETWORKS INC(ANET)6,7207,937+1,217825,0811,348,3370.16%+523,256
ISHARES TR98,82897,426-1,4029,599,21910,120,6731.22%+521,454
MERCK & CO INC(MRK)28,60530,803+2,1983,440,9773,958,2250.48%+517,248
STATE STR SPDR DOW JONES IND(DIA)5,2485,630+3822,430,9422,941,4880.36%+510,546
ISHARES TR78,44783,419+4,9728,606,4869,115,8171.10%+509,331
CARRIER GLOBAL CORPORATION(CARR)19,93522,082+2,1471,122,5391,619,7560.20%+497,217
STANLEY BLACK & DECKER INC(SWK)05,108+5,1080480,7640.06%+480,764
SKYWORKS SOLUTIONS INC(SWKS)06,429+6,4290435,8860.05%+435,886
ISHARES TR21,18620,696-4902,633,6523,069,5220.37%+435,870
FIRST TR EXCHANGE-TRADED FD
LNG DUR OPRTUN
109,587129,401+19,8142,363,8122,769,1930.33%+405,381
WALMART INC(WMT)48,27656,486+8,2105,999,8186,397,6840.77%+397,866
FIRST TR EXCHANGE-TRADED FD
NASDQ CLN EDGE
15,04514,830-2152,461,2232,843,8280.34%+382,605
DEVON ENERGY CORP NEW(DVN)08,711+8,7110359,9380.04%+359,938
BONDBLOXX ETF TRUST
BLOOMBERG TWO YR
122,040130,119+8,0796,015,8036,369,3420.77%+353,539
UNITEDHEALTH GROUP INC(UNH)0797+7970331,2570.04%+331,257
ISHARES TR
FLTG RATE NT ETF
50,79357,147+6,3542,587,9292,917,3670.35%+329,438
PALANTIR TECHNOLOGIES INC(PLTR)02,774+2,7740323,6420.04%+323,642
ISHARES TR219,863224,016+4,15320,876,03421,174,0632.56%+298,029
ALBEMARLE CORP(ALB)01,916+1,9160258,7170.03%+258,717
ELI LILLY & CO(LLY)921918-3847,1081,101,0760.13%+253,968
CVS HEALTH CORP(CVS)7,0687,091+23507,623733,5630.09%+225,940
TEXAS INSTRS INC(TXN)2,2722,237-35441,086666,7820.08%+225,696
CITIZENS FINL GROUP INC(CFG)25,52624,963-5631,530,7941,749,1570.21%+218,363
CITIGROUP INC(C)8,9068,740-1661,010,0291,223,2500.15%+213,221
TRAVELERS COMPANIES INC(TRV)5,2975,270-271,545,2191,739,9480.21%+194,729
CATERPILLAR INC(CAT)523530+7370,524564,3970.07%+193,873
ISHARES TR29,79631,943+2,1472,583,0492,760,5970.33%+177,548
PRICE T ROWE GROUP INC(TROW)8,4108,224-186758,077934,9860.11%+176,909
BANK OF AMER CORP21,69321,625-681,057,5371,232,1960.15%+174,659
NETAPP INC(NTAP)3,2993,304+5337,784511,3270.06%+173,543
SPDR INDEX SHS FDS
ST S&P INTL ETF
03,590+3,5900165,0130.02%+165,013
FORD MTR CO(F)76,71975,007-1,712885,3371,042,5970.13%+157,260
ISHARES TR17,87618,892+1,0161,679,1191,822,0150.22%+142,896
IQVIA HLDGS INC(IQV)6,5836,527-561,122,7501,261,2430.15%+138,493
HP INC(HPQ)65,01263,139-1,8731,248,8801,385,2690.17%+136,389
ISHARES TR1,3615,748+4,387580,419713,7560.09%+133,337
HUNTINGTON BANCSHARES INC(HBAN)72,14470,619-1,5251,129,0531,252,0740.15%+123,021
KEYCORP(KEY)48,25747,121-1,136967,5521,086,1390.13%+118,587
EATON CORP PLC(ETN)1,6491,653+4589,797704,3760.09%+114,579
PRUDENTIAL FINL INC(PFH)14,04513,689-3561,372,1041,477,5070.18%+105,403
HEALTHPEAK PROPERTIES INC(DOC)24,48223,712-770402,239507,4360.06%+105,197
GOLDMAN SACHS ETF TR17,65618,687+1,0311,769,0111,871,7430.23%+102,732
TRUIST FINL CORP(TFC)36,10235,338-7641,659,6311,760,5640.21%+100,933
CAPITAL ONE FINL CORP(COF)5,7805,758-221,054,4751,155,2020.14%+100,727
GE AEROSPACE(GE)1,1051,107+2313,565413,7190.05%+100,154
AMERICAN EXPRESS CO(AXP)2,4782,480+2749,545838,8600.10%+89,315
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