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Arkfeld Wealth Strategies 13F Portfolio

Portfolio Manager
Arkfeld Wealth Strategies, L.L.C.
Performance
+6.45% (2026 Q2)
AUM (13F)
$334.46M
# of Holdings
119
Performance Rank
Allocation (Top 20)
73.88%
Latest filing
Q2 2026

Arkfeld Wealth Strategies, L.L.C. Holdings Map

Top 50 Arkfeld Wealth Strategies, L.L.C. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
BRK.B
BERKSHIRE HATHAWAY INC DEL
13.59%89.7K$45.5M
+6.61%(+5.57K)
2025-Q2: 70.8K shares2025-Q3: 73.9K shares2025-Q4: 74.8K shares2026-Q1: 84.2K shares2026-Q2: 89.7K shares
$305.95(+63.86%)
2026-06-30
AMZN
AMAZON COM INC
10.62%145.5K$35.5M
-0.46%(-668)
2025-Q2: 131.9K shares2025-Q3: 131.3K shares2025-Q4: 131.0K shares2026-Q1: 146.2K shares2026-Q2: 145.5K shares
$150.84(+74.05%)
2026-06-30
AAPL
APPLE INC
6.37%68.2K$21.3M
-2.04%(-1.42K)
2025-Q2: 67.2K shares2025-Q3: 67.2K shares2025-Q4: 67.1K shares2026-Q1: 69.6K shares2026-Q2: 68.2K shares
$90.48(+237.50%)
2026-06-30
CASY
CASEYS GEN STORES INC
4.84%20.0K$16.2M
-0.76%(-154)
2025-Q2: 21.0K shares2025-Q3: 20.8K shares2025-Q4: 20.7K shares2026-Q1: 20.2K shares2026-Q2: 20.0K shares
$194.57(+335.04%)
2026-06-30
DINO
HF SINCLAIR CORP
4.14%186.0K$13.8M
-9.05%(-18.50K)
2025-Q2: 253.2K shares2025-Q3: 253.8K shares2025-Q4: 254.5K shares2026-Q1: 204.5K shares2026-Q2: 186.0K shares
$47.75(+98.87%)
2026-06-30
GOOGL
ALPHABET INC
4.06%37.1K$13.6M
-4.32%(-1.67K)
2025-Q2: 41.5K shares2025-Q3: 40.7K shares2025-Q4: 40.5K shares2026-Q1: 38.7K shares2026-Q2: 37.1K shares
$122.81(+180.69%)
2026-06-30
TJX
TJX COS INC NEW
3.45%76.3K$11.5M
-0.66%(-507)
2025-Q2: 77.7K shares2025-Q3: 77.7K shares2025-Q4: 77.5K shares2026-Q1: 76.8K shares2026-Q2: 76.3K shares
$119.22(+27.43%)
2026-06-30
CHRD
CHORD ENERGY CORPORATION
3.26%97.7K$10.9M
-0.02%(-22)
2025-Q2: 105.8K shares2025-Q3: 103.7K shares2025-Q4: 99.9K shares2026-Q1: 97.7K shares2026-Q2: 97.7K shares
$132.51(+3.63%)
2026-06-30
GOOG
ALPHABET INC
2.6%23.8K$8.7M
-3.08%(-756)
2025-Q2: 26.5K shares2025-Q3: 26.1K shares2025-Q4: 25.9K shares2026-Q1: 24.5K shares2026-Q2: 23.8K shares
$111.47(+207.40%)
2026-06-30
MSFT
MICROSOFT CORP
2.42%20.9K$8.1M
+0.83%(+172)
2025-Q2: 20.0K shares2025-Q3: 19.9K shares2025-Q4: 20.0K shares2026-Q1: 20.8K shares2026-Q2: 20.9K shares
$229.68(+111.63%)
2026-06-30

About Arkfeld Wealth Strategies, L.L.C.โ€™s portfolio

Arkfeld Wealth Strategies, L.L.C. reports $334.46M in US-listed equity holdings across 119 positions in its most recent 13F filing. Its largest disclosed positions are BRK.B (13.6%), AMZN (10.6%) and AAPL (6.4%). The top 20 holdings account for 73.88% of reported assets. Its disclosed equity book has returned +67.07% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.

Portfolio concentration

Portfolio concentration
BRK.B โ€” 14.8% ($45.46M)AMZN โ€” 11.6% ($35.53M)AAPL โ€” 6.9% ($21.31M)CASY โ€” 5.3% ($16.18M)DINO โ€” 4.5% ($13.85M)GOOGL โ€” 4.4% ($13.59M)TJX โ€” 3.8% ($11.55M)CHRD โ€” 3.5% ($10.90M)GOOG โ€” 2.8% ($8.68M)MSFT โ€” 2.6% ($8.09M)Other โ€” 39.7% ($121.96M)
60%in top 10
  • BRK.B14.8%
  • AMZN11.6%
  • AAPL6.9%
  • CASY5.3%
  • DINO4.5%
  • GOOGL4.4%
  • TJX3.8%
  • CHRD3.5%
  • GOOG2.8%
  • MSFT2.6%
  • Other39.7%

Portfolio changes

What the fund actually did

Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.

New buys
1
TSCOTRACTOR SUPPLY CO0.5%
Added to
24
TOSTTOAST INC+138.8%
BRK.BBERKSHIRE HATHAWAY INC DEL+6.6%
GISGENERAL MILLS INC+234.4%
KHCKRAFT HEINZ CO+13.7%
+20 more
Trimmed
24
RSPGINVESCO EXCHANGE TRADED FD T-31.2%
DINOHF SINCLAIR CORP-9.0%
GOOGLALPHABET INC-4.3%
AAPLAPPLE INC-2.0%
+20 more

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Source filings

Holdings on this page are parsed from Arkfeld Wealth Strategies, L.L.C.โ€™s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1789382). View Arkfeld Wealth Strategies, L.L.C.โ€™s 13F filings on SEC

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