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.
OMAHA, NE 68116
$334.5M
Long-equity book
119
Distinct positions
2026-06-30
Filed 2026-07-10
+9 / −5 / ↑48 / ↓29
vs 2026-03-31
| 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%
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%
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
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
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 |
| 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 |