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Arrien Investments, Inc.
Arrien Investments, Inc. is a registered investment adviser headquartered in Boise, Idaho, United States. Founded by Kevin Arrien in 1997, the firm provides comprehensive financial advisory services to individuals and organizations. Their SEC registration was approved in 2022. Arrien Investments employs a team of financial advisors and associates who deliver tailored financial planning, portfolio management, retirement planning, and consulting strategies, guided by fiduciary principles of transparency and thoughtful consultation. The firm serves clients seeking personalized strategies and attentive guidance for their financial goals.
Investment Strategy
Arrien Investments operates a fee-based advisory platform with an emphasis on liquidity, transparency, and full expense disclosure. The firm employs a comprehensive, research-driven approach to planning and investment management, constructing portfolios customized to clients’ complete financial profiles and goals. Investment strategies include asset management, equity and debt research, retirement and business planning, portfolio allocation, estate and education trust management, and non-profit asset management. Their philosophy prioritizes continual learning, fiduciary duty, and positioning portfolios for long-term achievement of client objectives.
Latest 13F Filing Activity
Arrien Investments, Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 40 equity positions with a total 13F market value of $158M. The fund increased holdings in Ishares TR, SPDR Series Trust, SPDR Series Trust among other positions. Arrien Investments, Inc. reduced exposure to Ishares TR, Ishares TR, Ishares TR among others.
Top Holdings
Equity Positions (40)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPAB | SPDR SERIES TRUST | 18.40% | $29.1M | 1,137,370 | $25.59 | $25.60 | +$971.8K |
E EFA | ISHARES TR | 15.48% | $24.5M | 273,979 | $71.71 | $89.39 | +$1.1M |
S SPLG | SPDR SERIES TRUST | 13.35% | $21.1M | 290,740 | $50.31 | $72.69 | +$3.2M |
Q QEFA | SPDR INDEX SHS FDS | 7.27% | $11.5M | 134,752 | $70.75 | $85.34 | +$944.4K |
I IVV | ISHARES TR | 6.29% | $10.0M | 16,029 | $413.97 | $620.90 | +$1.1M |
Industry Allocation
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