Arrien Investments, Inc. (CIK: 0002052048) is a financial institution headquartered at 4477 W Emerald Street, Suite A100, Boise, Idaho 83706-2055. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.

As of the latest reporting period (2026-06-30), the institution manages a portfolio valued at $198.31 M, comprising 44 distinct securities. Over its filing history, it has submitted 14 Form 13F reports.

To view the institution’s full SEC filing history:
🔗 View All SEC Filings

Q2 2026 — Top-10 concentration: 78.3%. Quarterly turnover: 1.3%. ▲ 2 new, +17 added, −15 reduced, ×4 exited.

Top Buys

Q2 2026

1. SPAB Spdr Portfolio Aggregate Bond Etf

+$1.75 M

2. VTV Vanguard Value Etf

+$857,552.56

3. SPIB State Street Spdr Portfolio Intermediate Term Corporate Bond Etf

+$647,016.06

4. QEFA Spdr Msci Eafe Strategicfactors Etf

+$467,016.53

5. INTC Intel Corporation

+$402,693

Top Sells

Q2 2026

1. EFA Ishares Msci Eafe Etf

−$528,125.92

2. IVV Ishares Core S&P 500 Etf

−$261,362.17

3. XLP Consumer Staples Select Sector Spdr Fund

−$244,341

4. TLH Ishares 10-20 Year Treasury Bond Etf

−$241,306

5. IYH Ishares Us Healthcare Etf

−$234,963

Stocks/ETFs

+7.52%

$198.31 M 100.00%

Options

$0 0.00%

Debt

$0 0.00%

Other

-53.66%

$247 0.00%

Name	Shares	Market Value	Weight	Change	Activity
Spdr Portfolio Aggregate Bond Etf ETF-SPAB	1.43 M	$36.53 M	18.42%	▲ 68,665	Add 5.0%
Ishares Msci Eafe Etf ETF-EFA	254,325	$26.42 M	13.32%	▼ 5,084	Reduce -2.0%
Spdr Portfolio S&P 500 Etf ETF-SPLG	287,849	$25.3 M	12.76%	▲ 1,357	Add 0.5%
Spdr Msci Eafe Strategicfactors Etf ETF-QEFA	149,823	$14.39 M	7.25%	▲ 4,864	Add 3.4%
Ishares Core S&P 500 Etf ETF-IVV	14,703	$11.01 M	5.55%	▼ 349	Reduce -2.3%
Spdr Portfolio Short Term Corporate Bond Etf ETF-SPSB	302,989	$9.09 M	4.59%	▼ 563	Reduce -0.2%
Spdr Portfolio Long Term Corporate Bond Etf ETF-SPLB	394,040	$8.83 M	4.45%	▲ 13,146	Add 3.5%
Ishares Us Utilities Etf ETF-IDU	70,480	$8.08 M	4.07%	▲ 1,424	Add 2.1%
Ishares Us Aerospace & Defense Etf ETF-ITA	32,282	$7.83 M	3.95%	▼ 779	Reduce -2.4%
Vanguard Value Etf ETF-VTV	35,671	$7.77 M	3.92%	▲ 3,935	Add 12.4%

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Arrien Investments, Inc.'s Portfolio

This portfolio view aggregates one or more SEC Form 13F filings submitted by Arrien Investments, Inc. each quarter. Holdings are organized into Stocks/ETFs, Options, Debt, and Other, with transaction markers indicating New Buy, Add, Reduce, No Change, or Sold Out. Reported anomalies are corrected where possible, and share counts are adjusted to reflect corporate actions such as stock splits. Since 2013, we have collected 14 quarters of portfolio data for this firm, providing a transparent record of institutional strategy over time.

Options Exposure History

CALL PUT

Report Date	Type	Underlying Shares	Notional Value	% Change

Report Date	Bought/Sold (Sh.)	% Change	Qtr. End Shares	Reported Price

Stocks ETFs

Name	Shares	Value	% of Portfolio	% Change
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CALL PUT

Type	Name	Shares	Value	% of Portfolio	% Change
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Name	Amount	Value	% of Portfolio	% Change
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Arrien Investments, Inc. Quarterly 13F Statistics

Discover detailed insights into Arrien Investments, Inc.’s SEC Form 13F filings, including:

Quarterly changes in holdings
Portfolio turnover
Asset allocation trends
Top 10 stock and ETF positions

This page provides a transparent view of institutional strategies based on official SEC disclosures, helping investors track long‑term shifts since 2013.

Quarter	Holdings	Total Value	Turnover Rate	Asset Allocation	Top 10 Stock & ETF Holdings

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Arrien Investments, Inc.'s All 13F Filings

This section lists all SEC Form 13F filings submitted by Arrien Investments, Inc..

Form 13F must be filed within 45 days after the end of each calendar quarter and discloses the reporting manager, the securities held, their CUSIP numbers, the number of shares held at quarter-end, and the total reported market value.

Please note that the market value shown reflects reported holdings only and should not be considered a substitute for Assets Under Management (AUM), as cash positions are excluded.
Each filing entry includes a direct link to the original Form 13F document on the SEC’s EDGAR system .

Report For	Filed At	AUM	Holdings	Form Type	Source

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Insider Trading Activity (SEC Form 4)

This section tracks real-time insider transactions reported via SEC Form 4 filings. Unlike the quarterly 13F portfolio snapshots, these records reflect immediate buying and selling activity where the filer acts as a corporate insider. Use this data to spot timely market moves.

Date Top Line (Transaction Date): The date of the most recent insider transaction. Bottom Line (Filing Date): The date the transaction was filed with the SEC.	Value Total Value: The total monetary value of the transaction. (Shares × Price)	Shares Shares Traded: Number of shares bought or sold in this specific transaction. Adjusted for splits.	Position / Chg Top Line (Held): Total shares owned after the transaction. Bottom Line (Change %): The percentage change in holdings due to this trade.
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Data Source & Methodology: This table is sourced exclusively from SEC Form 4 filings and is adjusted for stock splits. It reflects active insider trading decisions and does not include passive beneficial ownership reported in 13F or 13D/G filings.

Arrien Investments, Inc. 13F Filings, Portfolio & Analysis

Arrien Investments, Inc. — Portfolio Overview & Company Profile

Portfolio Summary (Q2 2026)

Top Buys

Top Sells

Asset Allocation

Sector Allocation (Stocks)

Top Stock & ETF Holdings (Q2 2026)

Historical Portfolio Charts

Arrien Investments, Inc.'s Portfolio

Arrien Investments, Inc. Quarterly 13F Statistics

Arrien Investments, Inc.'s All 13F Filings

Insider Trading Activity (SEC Form 4)