Arkfeld Wealth Strategies, L.L.C. Top Holdings and 13F Report (2025)

About Arkfeld Wealth Strategies, L.L.C.

Investment Activity

Arkfeld Wealth Strategies, L.L.C. has $253.12 million in total holdings as of June 30, 2025.
Arkfeld Wealth Strategies, L.L.C. owns shares of 106 different stocks, but just 24 companies or ETFs make up 80% of its holdings.
Approximately 5.93% of the portfolio was purchased this quarter.
About 5.66% of the portfolio was sold this quarter.
This quarter, Arkfeld Wealth Strategies, L.L.C. has purchased 98 new stocks and bought additional shares in 55 stocks.
Arkfeld Wealth Strategies, L.L.C. sold shares of 31 stocks and completely divested from 4 stocks this quarter.

Largest Holdings

Berkshire Hathaway: $33,851,750
Amazon.com: $29,473,141
Apple: $14,108,326
HF Sinclair: $11,230,959
Casey's General Stores: $11,024,493

Largest New Holdings this Quarter

91913Y100 - Valero Energy: $340,357 Holding
47215P106 - JD.com: $335,313 Holding
315948109 - FIDELITY WISE ORIGIN BITCOIN: $294,310 Holding
69608A108 - PALANTIR TECHNOLOGIES INC: $283,387 Holding
86800U302 - SUPER MICRO COMPUTER INC: $273,709 Holding

Largest Purchases this Quarter

Invesco S&P 500 Equal Weight Energy ETF: 100,449 shares (about $7.58M)
HF Sinclair: 21,558 shares (about $956.10K)
Berkshire Hathaway: 1,654 shares (about $790.66K)
Valero Energy: 2,368 shares (about $340.36K)
JD.com: 10,472 shares (about $335.31K)

Largest Sales this Quarter

iShares Short Treasury Bond ETF: 58,118 shares (about $6.40M)
iShares Short Duration Bond Active ETF: 44,924 shares (about $2.28M)
SPDR Bloomberg 1-3 Month T-Bill ETF: 16,421 shares (about $1.50M)
Schwab Short-Term U.S. Treasury ETF: 21,557 shares (about $522.77K)
Suzano: 44,748 shares (about $416.60K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
BRK.B Berkshire Hathaway	$33,851,750	$790,663 ▲	2.4%	70,815	13.4%	Finance
AMZN Amazon.com	$29,473,141	$171,624 ▲	0.6%	131,889	11.6%	Retail/Wholesale
AAPL Apple	$14,108,326	$180,136 ▲	1.3%	67,199	5.6%	Computer and Technology
DINO HF Sinclair	$11,230,959	$956,096 ▲	9.3%	253,235	4.4%	Energy
CASY Casey's General Stores	$11,024,493	$155,741 ▼	-1.4%	20,953	4.4%	Retail/Wholesale
CHRD Chord Energy	$10,907,244	$27,845 ▼	-0.3%	105,762	4.3%	Energy
MSFT Microsoft	$9,965,773	$5,973 ▼	-0.1%	20,023	3.9%	Computer and Technology
TJX TJX Companies	$9,724,150	$14,895 ▲	0.2%	77,688	3.8%	Retail/Wholesale
RSPG Invesco S&P 500 Equal Weight Energy ETF	$8,609,658	$7,579,859 ▲	736.1%	114,096	3.4%	ETF
GOOGL Alphabet	$7,329,072	$64,883 ▲	0.9%	41,456	2.9%	Computer and Technology
KMI Kinder Morgan	$5,976,370	$18,783 ▼	-0.3%	210,956	2.4%	Energy
BRK.A Berkshire Hathaway	$5,731,320		0.0%	8	2.3%	Finance
GLD SPDR Gold Shares	$4,933,460	$15,061 ▼	-0.3%	16,051	1.9%	Finance
CSCO Cisco Systems	$4,903,017	$43,495 ▼	-0.9%	71,130	1.9%	Computer and Technology
TOST Toast	$4,826,712	$12,418 ▼	-0.3%	107,667	1.9%	Computer and Technology
GOOG Alphabet	$4,699,450	$9,056 ▼	-0.2%	26,467	1.9%	Computer and Technology
UPS United Parcel Service	$4,382,968	$249,807 ▲	6.0%	43,460	1.7%	Transportation
WMT Walmart	$3,800,756	$331,434 ▲	9.6%	38,256	1.5%	Retail/Wholesale
PYPL PayPal	$3,680,484	$129,735 ▲	3.7%	48,313	1.5%	Business Services
NVDA NVIDIA	$3,612,904	$80,543 ▲	2.3%	22,832	1.4%	Computer and Technology
BWXT BWX Technologies	$3,349,958	$2,301 ▼	-0.1%	23,298	1.3%	Aerospace
KHC Kraft Heinz	$2,742,892	$282,499 ▲	11.5%	105,172	1.1%	Consumer Staples
PPL PPL	$2,615,579	$5,793 ▼	-0.2%	77,660	1.0%	Utilities
COST Costco Wholesale	$1,836,768	$52,592 ▼	-2.8%	1,851	0.7%	Retail/Wholesale
DVN Devon Energy	$1,818,764	$74,053 ▲	4.2%	55,654	0.7%	Energy
SHOP Shopify	$1,779,882	$5,133 ▲	0.3%	15,257	0.7%	Computer and Technology
IBM International Business Machines	$1,710,542	$5,849 ▲	0.3%	5,849	0.7%	Computer and Technology
VOO Vanguard S&P 500 ETF	$1,588,800	$17,121 ▼	-1.1%	2,784	0.6%	ETF
SFM Sprouts Farmers Market	$1,584,105	$16,419 ▼	-1.0%	9,648	0.6%	Retail/Wholesale
SPYG SPDR Portfolio S&P 500 Growth ETF	$1,548,014	$1,240 ▲	0.1%	16,235	0.6%	ETF
SHV iShares Short Treasury Bond ETF	$1,513,728	$6,400,498 ▼	-80.9%	13,745	0.6%	ETF
OKE ONEOK	$1,440,063	$3,688 ▲	0.3%	17,963	0.6%	Energy
TGT Target	$1,367,106	$164,183 ▼	-10.7%	13,456	0.5%	Retail/Wholesale
SYM Symbotic	$1,355,990	$51,393 ▲	3.9%	28,680	0.5%	Business Services
SUB iShares Short-Term National Muni Bond ETF	$1,293,156	$11,271 ▼	-0.9%	12,162	0.5%	ETF
MPC Marathon Petroleum	$1,214,230	$4,588 ▼	-0.4%	6,881	0.5%	Energy
TSLA Tesla	$1,198,393	$185,182 ▲	18.3%	4,077	0.5%	Auto/Tires/Trucks
BAC Bank of America	$1,154,989	$5,839 ▲	0.5%	23,736	0.5%	Finance
NUE Nucor	$1,148,404	$89,424 ▲	8.4%	8,386	0.5%	Basic Materials
NEE NextEra Energy	$1,139,897	$10,166 ▲	0.9%	15,249	0.5%	Utilities
XLU Utilities Select Sector SPDR Fund	$1,134,934	$656 ▲	0.1%	13,839	0.4%	ETF
JPM JPMorgan Chase & Co.	$1,092,972	$4,964 ▲	0.5%	3,743	0.4%	Finance
KOF Coca Cola Femsa	$1,022,659	$3,528 ▼	-0.3%	10,436	0.4%	Consumer Staples
SNOW Snowflake	$942,899	$6,774 ▼	-0.7%	4,176	0.4%	Computer and Technology
MAPLEBEAR INC	$932,840	$98 ▼	0.0%	19,096	0.4%	COM
T AT&T	$723,147	$33,467 ▲	4.9%	25,454	0.3%	Computer and Technology
XOM Exxon Mobil	$694,762	$334,992 ▲	93.1%	6,253	0.3%	Energy
USMV iShares MSCI USA Min Vol Factor ETF	$676,948	$83,985 ▲	14.2%	7,214	0.3%	ETF
BIL SPDR Bloomberg 1-3 Month T-Bill ETF	$612,347	$1,502,593 ▼	-71.0%	6,692	0.2%	ETF
PG Procter & Gamble	$612,207	$2,087 ▲	0.3%	3,814	0.2%	Consumer Staples
VZ Verizon Communications	$584,541	$6,634 ▲	1.1%	13,658	0.2%	Computer and Technology
PSX Phillips 66	$575,155	$1,390 ▲	0.2%	4,550	0.2%	Energy
NU NU	$529,056	$83,366 ▼	-13.6%	39,600	0.2%	Finance
ORCL Oracle	$506,666		0.0%	2,181	0.2%	Computer and Technology
QCOM QUALCOMM	$495,820	$1,423 ▲	0.3%	3,136	0.2%	Computer and Technology
V Visa	$480,184	$35,675 ▲	8.0%	1,346	0.2%	Business Services
UNP Union Pacific	$466,865	$706 ▲	0.2%	1,984	0.2%	Transportation
VYM Vanguard High Dividend Yield ETF	$461,623	$16,034 ▲	3.6%	3,426	0.2%	ETF
LLY Eli Lilly and Company	$447,178	$772 ▲	0.2%	579	0.2%	Medical
CAH Cardinal Health	$444,193	$65,707 ▼	-12.9%	2,650	0.2%	Medical
MCD McDonald's	$435,533		0.0%	1,484	0.2%	Retail/Wholesale
SHEL Shell	$434,158	$2,863 ▲	0.7%	6,218	0.2%	Energy
DIS Walt Disney	$425,876	$2,586 ▲	0.6%	3,458	0.2%	Consumer Discretionary
SUZ Suzano	$423,931	$416,604 ▼	-49.6%	45,535	0.2%	Basic Materials
KO CocaCola	$411,325	$46,516 ▲	12.8%	5,792	0.2%	Consumer Staples
SGOV iShares 0-3 Month Treasury Bond ETF	$399,438	$4,118 ▲	1.0%	3,977	0.2%	ETF
CVX Chevron	$390,190	$16,805 ▲	4.5%	2,647	0.2%	Energy
JNJ Johnson & Johnson	$386,863	$15,679 ▲	4.2%	2,492	0.2%	Medical
EPD Enterprise Products Partners	$367,429	$344 ▲	0.1%	11,735	0.1%	Energy
PEP PepsiCo	$363,955	$13,445 ▲	3.8%	2,707	0.1%	Consumer Staples
REDDIT INC	$357,352		0.0%	2,330	0.1%	CL A
HPS John Hancock Preferred Income Fund III	$344,175	$4,739 ▲	1.4%	23,968	0.1%	Financial Services
RGA Reinsurance Group of America	$342,143	$194 ▲	0.1%	1,760	0.1%	Finance
VLO Valero Energy	$340,357	$340,357 ▲	New Holding	2,368	0.1%	Energy
LOW Lowe's Companies	$339,675	$1,125 ▲	0.3%	1,510	0.1%	Retail/Wholesale
SCHO Schwab Short-Term U.S. Treasury ETF	$335,411	$522,772 ▼	-60.9%	13,831	0.1%	ETF
JD JD.com	$335,313	$335,313 ▲	New Holding	10,472	0.1%	Retail/Wholesale
DG Dollar General	$335,219	$931 ▼	-0.3%	2,882	0.1%	Retail/Wholesale
NEAR iShares Short Duration Bond Active ETF	$325,108	$2,283,482 ▼	-87.5%	6,396	0.1%	ETF
ARISTA NETWORKS INC	$305,628		0.0%	3,012	0.1%	COM SHS
FIDELITY WISE ORIGIN BITCOIN	$294,310	$294,310 ▲	New Holding	3,120	0.1%	SHS
PAA Plains All American Pipeline	$293,172		0.0%	15,968	0.1%	Energy
PALANTIR TECHNOLOGIES INC	$283,387	$283,387 ▲	New Holding	2,037	0.1%	CL A
MO Altria Group	$279,618	$1,205 ▲	0.4%	4,641	0.1%	Consumer Staples
DUK Duke Energy	$277,343	$4,808 ▲	1.8%	2,365	0.1%	Utilities
THEMES ETF TR	$277,295	$6,079 ▼	-2.1%	7,618	0.1%	GENERATIVE ARTIF
NFLX Netflix	$276,929		0.0%	215	0.1%	Consumer Discretionary
SUPER MICRO COMPUTER INC	$273,709	$273,709 ▲	New Holding	5,810	0.1%	COM NEW
SHY iShares 1-3 Year Treasury Bond ETF	$255,187	$184,901 ▼	-42.0%	3,097	0.1%	Manufacturing
SBUX Starbucks	$249,289	$843 ▲	0.3%	2,662	0.1%	Retail/Wholesale
GRMN Garmin	$247,852	$1,072 ▲	0.4%	1,156	0.1%	Computer and Technology
SCHW Charles Schwab	$244,464	$244,464 ▲	New Holding	2,640	0.1%	Finance
PGR Progressive	$239,200	$1,522 ▼	-0.6%	943	0.1%	Finance
PM Philip Morris International	$235,945	$235,945 ▲	New Holding	1,302	0.1%	Consumer Staples
TSM Taiwan Semiconductor Manufacturing	$229,628	$229,628 ▲	New Holding	1,002	0.1%	Computer and Technology
PFF iShares Preferred and Income Securities ETF	$226,613	$18,702 ▲	9.0%	7,331	0.1%	ETF
DIA SPDR Dow Jones Industrial Average ETF Trust	$224,381	$444 ▲	0.2%	505	0.1%	Finance
ODC Oil-Dri Corporation Of America	$220,427	$220,427 ▲	New Holding	3,668	0.1%	Basic Materials
K Kellanova	$219,409	$1,036 ▲	0.5%	2,754	0.1%	Consumer Discretionary
MRK Merck & Co., Inc.	$219,231		0.0%	2,710	0.1%	Medical

Showing largest 100 holdings. View all holdings.

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Arkfeld Wealth Strategies, L.L.C. Top Holdings and 13F Report (2025)

About Arkfeld Wealth Strategies, L.L.C.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

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Arkfeld Wealth Strategies, L.L.C. Top Holdings and 13F Report (2025)

About Arkfeld Wealth Strategies, L.L.C.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofArkfeld Wealth Strategies, L.L.C.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools