Arrien Investments, Inc. Portfolio Holdings

Arrien Investments, Inc.

$158 Billion
Q2 2025

Arrien Investments, Inc. has filed its 13F form on July 30, 2025 for Q2 2025 where it was disclosed a total value porftolio of $158 Billion distributed in 40 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio Aggregate Bond with a value of $29.1B, Ishares Tr Msci Eafe ETF with a value of $24.5B, Spdr Portfolio S&P 500 ETF (Ma with a value of $21.1B, Spdr Index Shs Fds Msci Eafe S with a value of $11.5B, and Ishares Core S&P 500 ETF with a value of $9.95B.

Examining the 13F form we can see an increase of $18.8B in the current position value, from $139B to 158B.

Arrien Investments, Inc. is based out at Boise, ID

Below you can find more details about Arrien Investments, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $158 Billion

ETFs: $155 Billion

Technology: $1.22 Billion

Consumer Cyclical: $786 Million

Basic Materials: $602 Million

Utilities: $276 Million

Communication Services: $268 Million

Industrials: $230 Million

Financial Services: $208 Million

Other: $0

Stock Holdings Table

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
SPAB Spdr Portfolio Aggregate Bond ETFs	$0	$29.1 Billion 18.4% of portfolio	1,137,370	Q2 2025 Added 3.21%
EFA Ishares Tr Msci Eafe ETF ETFs	$0	$24.5 Billion 15.48% of portfolio	273,979	Q2 2025 Reduced 4.14%
SPLG Spdr Portfolio S&P 500 ETF (Ma ETFs	$0	$21.1 Billion 13.35% of portfolio	290,740	Q2 2025 Added 6.44%
QEFA Spdr Index Shs Fds Msci Eafe S ETFs	$0	$11.5 Billion 7.27% of portfolio	134,752	Q2 2025 Added 0.8%
IVV Ishares Core S&P 500 ETF ETFs	$0	$9.95 Billion 6.29% of portfolio	16,029	Q2 2025 Added 1.17%
ITA Ishares Tr ETFs	$0	$8.58 Billion 5.42% of portfolio	45,510	Q2 2025 Reduced 1.76%
IDU Ishares Tr U S Utils ETF ETFs	$0	$7.26 Billion 4.59% of portfolio	69,431	Q2 2025 Reduced 2.08%
AGG Ishares Core U.S. Aggregate Bo ETFs	$0	$6.38 Billion 4.03% of portfolio	64,266	Q2 2025 Reduced 2.63%
SGOV Ishares Trishares 0 3 Mnth Tre ETFs	$0	$5.92 Billion 3.74% of portfolio	58,829	Q2 2025 New
IGF Ishares Global Infrastructure ETFs	$0	$4.89 Billion 3.09% of portfolio	82,650	Q2 2025 Added 2.65%
SPLB Spdr Portfolio Long Term Corpo ETFs	$0	$3.82 Billion 2.41% of portfolio	169,298	Q2 2025 New
VTV Vanguard Value ETF ETFs	$0	$2.9 Billion 1.83% of portfolio	16,388	Q2 2025 Added 2.95%
VOO Vanguard Index Fds S&P 500 ETF ETFs	$0	$2.72 Billion 1.72% of portfolio	4,796	Q2 2025 Added 3.9%
SHV Ishares Tr ETFs	$0	$2.49 Billion 1.57% of portfolio	22,556	Q2 2025 Reduced 33.45%
LQD Ishares Iboxx $ Investment Gra ETFs	$0	$2.26 Billion 1.43% of portfolio	20,620	Q2 2025 Added 6.92%
IFRA Ishares Tr ETFs	$0	$1.69 Billion 1.07% of portfolio	34,373	Q2 2025 Added 0.23%
FLQL Franklin Templeton ETF Tr Libe ETFs	$0	$1.32 Billion 0.83% of portfolio	20,836	Q2 2025 Added 3.93%
IYH Ishares Tr ETFs	$0	$1.28 Billion 0.81% of portfolio	22,728	Q2 2025 Reduced 29.19%
VDC Vanguard Consumer Staples ETF ETFs	$0	$1.25 Billion 0.79% of portfolio	5,711	Q1 2024 Added 11.08%
IEF Ishares Barclays ETFs	$0	$1.04 Billion 0.66% of portfolio	10,889	Q2 2025 Added 5.87%
MCD Mcdonalds Corp Consumer Cyclical	$222B	$786 Million 0.5% of portfolio	2,691	Q2 2025 Added 0.52%
SPSB Spdr Portfolio Short Term Corp ETFs	$0	$771 Million 0.49% of portfolio	25,549	Q2 2025 New
RSP Invesco S&P 500 Equal Weight E ETFs	$0	$687 Million 0.43% of portfolio	3,779	Q2 2025 Reduced 23.89%
MUB Ishares National Muni Bond ETF ETFs	$0	$656 Million 0.41% of portfolio	6,283	Q2 2025 Reduced 25.36%
AAPL Apple Inc. Technology	$3.69T	$640 Million 0.4% of portfolio	3,117	Q2 2025 Reduced 2.75%
PPTA Perpetua Resources Corp. Basic Materials	$1.09B	$579 Million 0.37% of portfolio	47,678	Q2 2025 Added 0.84%
IAU Ishares Gold Trust ETFs	$53.5B	$468 Million 0.3% of portfolio	7,500	Q4 2024 New
QQQ Invesco Qqq Trust, Series 1 ETFs	$0	$428 Million 0.27% of portfolio	776	Q2 2025 Added 1.44%
IEI Ishares Barclays 3 7 Yr Treas ETFs	$0	$410 Million 0.26% of portfolio	3,439	Q2 2025 New
TLH Ishares Barclays 10 20 Yr Trea ETFs	$0	$364 Million 0.23% of portfolio	3,578	Q2 2025 Added 2.35%
XLP Consumer Staples Sector Spdr ETFs	$0	$339 Million 0.21% of portfolio	4,185	Q2 2025 Reduced 9.3%
EZU Ishares Inc Msci Eurozone ETF ETFs	$0	$315 Million 0.2% of portfolio	5,296	Q2 2025 Reduced 6.58%
AVGO Broadcom Inc. Technology	$127B	$295 Million 0.19% of portfolio	1,072	Q2 2025 New
MSFT Microsoft Corp Technology	$3.95T	$286 Million 0.18% of portfolio	574	Q2 2025 Reduced 6.21%
IDA Idacorp Inc Utilities	$6.34B	$276 Million 0.17% of portfolio	2,391	Q2 2025 Reduced 10.42%
GOOG Alphabet Inc. Communication Services	$1.24T	$268 Million 0.17% of portfolio	1,513	Q1 2024 Reduced 27.42%
BA Boeing CO Industrials	$139B	$230 Million 0.15% of portfolio	1,097	Q2 2025 New
PPA Invesco Exchange Traded Fd Tr ETFs	$0	$226 Million 0.14% of portfolio	1,595	Q2 2025 New
USB Us Bancorp \De\ Financial Services	$68B	$208 Million 0.13% of portfolio	4,586	Q2 2025 New
UAMY United States Antimony Corp Basic Materials	$406M	$23 Million 0.01% of portfolio	10,552	Q2 2025 New

Summary

Portfolio
No. of Stocks 40
Current Value $158 Billion
Prior Value $139 Billion
Filing
Period Q2 2025
Filing Date July 30, 2025
Form Type 13F-HR
Activity in Q2 2025
New Purchases 9 stocks
Additional Purchases 15 stocks
Sold out of 0 stocks
Reduced holdings in 13 stocks

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Arrien Investments, Inc. Portfolio Holdings