Arkfeld Wealth Strategies, L.L.C. — 13F Holdings & Portfolio

CIK 1789382 · latest 13F-HR filed 2026-07-10

Arkfeld Wealth Strategies, L.L.C. manages $334.5M in 13F-reported U.S. long-equity assets across 119 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are BRK.B (13.59%), AMZN (10.62%), AAPL (6.37%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 9 new positions, exited 5, added to 48, and trimmed 29.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
3512 N. 163RD PLAZA
OMAHA, NE 68116
Phone
(402) 932-1970
Filing Manager
Arkfeld Wealth Strategies, L.L.C.
OMAHA, NE
Signatory
Andrew Arkfeld
CCO
Loading holdings…
AUM

$334.5M

Long-equity book

Holdings

119

Distinct positions

Period

2026-06-30

Filed 2026-07-10

Q/Q Activity

+9 / −5 / ↑48 / ↓29

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • BERKSHIRE HATHAWAY INC DEL$5.6M +13.9%
  • TOAST INC$4.7M +150.0%
  • APPLE INC$2.8M +15.0%
  • HF SINCLAIR CORP$1.9M +16.2%
  • CISCO SYS INC$1.7M +32.7%
Show all 48

Top Trims

  • INVESCO EXCHANGE TRADED FD T-$3.4M -33.4%
  • CHORD ENERGY CORPORATION-$1.8M -14.1%
  • BWX TECHNOLOGIES INC-$917.6K -17.4%
  • SPDR GOLD TR-$852.5K -13.6%
  • TJX COS INC NEW-$762.1K -6.2%
Show all 29

New Positions

  • TRACTOR SUPPLY CO$1.5M
  • MARKEL GROUP INC$284.8K
  • HORMEL FOODS CORP$235.0K
  • SCHWAB STRATEGIC TR$220.6K
  • ABBVIE INC$220.2K
Show all 9

Exited Positions

  • NETFLIX INC.$242.9K
  • META PLATFORMS INC$207.9K
  • FIDELITY WISE ORIGIN BITCOIN$203.9K
  • NOKIA CORP$193.0K
  • PAGSEGURO DIGITAL LTD$114.1K
Show all 5
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $45.5M 13.59% 89,746 SH
2 AMAZON COM INC AMZN 023135106 $35.5M 10.62% 145,516 SH
3 APPLE INC AAPL 037833100 $21.3M 6.37% 68,150 SH
4 CASEYS GEN STORES INC CASY 147528103 $16.2M 4.84% 20,042 SH
5 HF SINCLAIR CORP DINO 403949100 $13.8M 4.14% 185,974 SH
6 ALPHABET INC GOOGL 02079K305 $13.6M 4.06% 37,071 SH
7 TJX COS INC NEW TJX 872540109 $11.5M 3.45% 76,329 SH
8 CHORD ENERGY CORPORATION CHRD 674215207 $10.9M 3.26% 97,665 SH
9 ALPHABET INC GOOG 02079K107 $8.7M 2.60% 23,787 SH
10 MICROSOFT CORP MSFT 594918104 $8.1M 2.42% 20,928 SH
11 TOAST INC TOST 888787108 $7.8M 2.33% 264,821 SH
12 CISCO SYS INC CSCO 17275R102 $7.1M 2.11% 62,027 SH
13 SPROUTS FMRS MKT INC SFM 85208M102 $7.0M 2.08% 80,503 SH
14 BERKSHIRE HATHAWAY INC DEL BRK.A 084670108 $6.8M 2.04% 9 SH
15 INVESCO EXCHANGE TRADED FD T RSPG 46137V365 $6.7M 2.02% 69,392 SH
16 KINDER MORGAN INC DEL KMI 49456B101 $6.6M 1.98% 209,377 SH
17 UNITED PARCEL SVCS INC UPS 911312106 $5.8M 1.74% 52,770 SH
18 SPDR GOLD TR GLD 78463V107 $5.4M 1.62% 14,162 SH
19 WALMART INC WMT 931142103 $4.4M 1.31% 39,659 SH
20 BWX TECHNOLOGIES INC BWXT 05605H100 $4.4M 1.30% 22,117 SH
21 INTERACTIVE BROKERS GROUP IN IBKR 45841N107 $4.2M 1.26% 43,970 SH
22 KRAFT HEINZ CO KHC 500754106 $4.1M 1.23% 165,516 SH
23 PAYPAL HLDGS INC PYPL 70450Y103 $4.0M 1.20% 88,838 SH
24 NVIDIA CORPORATION NVDA 67066G104 $3.9M 1.18% 20,148 SH
25 COCA-COLA FEMSA SAB DE CV KOF 191241108 $3.3M 0.98% 30,458 SH
26 PPL CORP PPL 69351T106 $2.8M 0.84% 77,870 SH
27 DEVON ENERGY CORP NEW DVN 25179M103 $2.3M 0.67% 55,836 SH
28 ROBINHOOD MKTS INC HOOD 770700102 $2.1M 0.63% 17,856 SH
29 TESLA INC TSLA 88160R101 $2.0M 0.61% 4,854 SH
30 SPDR SERIES TRUST SPYG 78464A409 $1.9M 0.58% 16,412 SH
31 COSTCO WHOLESALE CORPORATION COST 22160K105 $1.9M 0.58% 2,028 SH
32 NUCOR CORP NUE 670346105 $1.9M 0.57% 8,526 SH
33 VANGUARD INDEX FDS VOO 922908363 $1.9M 0.57% 2,737 SH
34 MARATHON PETE CORP MPC 56585A102 $1.8M 0.54% 6,733 SH
35 INTERNATIONAL BUSINESS MACHS IBM 459200101 $1.7M 0.51% 5,694 SH
36 SHOPIFY INC SHOP 82509L107 $1.7M 0.50% 13,865 SH
37 TARGET CORP TGT 87612E106 $1.7M 0.50% 13,208 SH
38 TRACTOR SUPPLY CO TSCO 892356106 $1.5M 0.45% 49,740 SH
39 NEXTERA ENERGY INC NEE 65339F101 $1.5M 0.45% 17,113 SH
40 ISHARES TR SHV 464288679 $1.5M 0.45% 13,563 SH
41 ONEOK INC NEW OKE 682680103 $1.5M 0.44% 17,019 SH
42 GENERAL MILLS INC GIS 370334104 $1.4M 0.43% 39,441 SH
43 BANK OF AMER CORP BAC 060505104 $1.4M 0.41% 22,639 SH
44 ISHARES TR SUB 464288158 $1.3M 0.39% 12,227 SH
45 SYMBOTIC INC SYM 87151X101 $1.3M 0.38% 28,596 SH
46 JPMORGAN CHASE & CO JPM 46625H100 $1.3M 0.38% 3,765 SH
47 SNOWFLAKE INC SNOW 833445109 $1.1M 0.32% 4,140 SH
48 VERIZON COMMUNICATIONS INC VZ 92343V104 $1.1M 0.32% 25,118 SH
49 SELECT SECTOR SPDR TR XLU 81369Y886 $997.1K 0.30% 22,011 SH
50 MAPLEBEAR INC CART 565394103 $921.1K 0.28% 19,453 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-10 $334.5M 119 0001789382-26-000008
2026-03-31 2026-04-17 $316.2M 115 0001789382-26-000004
2025-12-31 2026-01-12 $290.9M 113 0001789382-26-000002