Free Trial
Memorial Day Savings! Save $100 on MarketBeat All Access
Claim Your Discount
Claim MarketBeat All Access Sale Promotion

Arkfeld Wealth Strategies, L.L.C. Top Holdings and 13F Report (2026)

About Arkfeld Wealth Strategies, L.L.C.

Investment Activity

  • Arkfeld Wealth Strategies, L.L.C. has $316.19 million in total holdings as of March 31, 2026.
  • Arkfeld Wealth Strategies, L.L.C. owns shares of 115 different stocks, but just 25 companies or ETFs make up 80% of its holdings.
  • Approximately 5.63% of the portfolio was purchased this quarter.
  • About 2.68% of the portfolio was sold this quarter.
  • This quarter, Arkfeld Wealth Strategies, L.L.C. has purchased 113 new stocks and bought additional shares in 60 stocks.
  • Arkfeld Wealth Strategies, L.L.C. sold shares of 39 stocks and completely divested from 3 stocks this quarter.

Largest Holdings

Berkshire Hathaway
$39,908,951
Amazon.com
$36,326,620
Apple
$18,534,571
Alphabet
$13,061,043

Largest New Holdings this Quarter

87612E106 - Target
$1,617,507 Holding
770700102 - Robinhood Markets
$1,392,230 Holding
677864100 - Oil-Dri Corporation Of America
$257,155 Holding
007903107 - Advanced Micro Devices
$231,792 Holding
30303M102 - Meta Platforms
$207,865 Holding

Largest Purchases this Quarter

Berkshire Hathaway
9,345 shares (about $4.43M)
Amazon.com
15,211 shares (about $3.78M)
PayPal
39,957 shares (about $1.98M)
Target
13,164 shares (about $1.62M)
Robinhood Markets
15,944 shares (about $1.39M)

Largest Sales this Quarter

HF Sinclair
50,033 shares (about $2.92M)
Invesco S&P 500 Equal Weight Energy ETF
9,467 shares (about $951.05K)
Alphabet
1,806 shares (about $608.84K)
Cisco Systems
6,434 shares (about $529.91K)
SPDR Gold Shares
1,168 shares (about $514.44K)

Sector Allocation Over Time

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

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$39,908,951$4,430,377 â–²12.5%84,18012.6%Finance
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$36,326,620$3,779,923 â–²11.6%146,18411.5%Retail/Wholesale
Apple Inc. stock logo
AAPL
Apple
$18,534,571$657,553 â–²3.7%69,5665.9%Computer and Technology
Casey's General Stores, Inc. stock logo
CASY
Casey's General Stores
$14,881,270$358,842 â–¼-2.4%20,1964.7%Retail/Wholesale
Alphabet Inc. stock logo
GOOGL
Alphabet
$13,061,043$608,839 â–¼-4.5%38,7434.1%Computer and Technology
Chord Energy Corporation stock logo
CHRD
Chord Energy
$12,689,565$292,146 â–¼-2.3%97,6874.0%Energy
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$12,311,368$107,193 â–¼-0.9%76,8363.9%Retail/Wholesale
HF Sinclair Corporation stock logo
DINO
HF Sinclair
$11,916,940$2,915,928 â–¼-19.7%204,4773.8%Energy
Invesco S&P 500 Equal Weight Energy ETF stock logo
RSPG
Invesco S&P 500 Equal Weight Energy ETF
$10,131,354$951,051 â–¼-8.6%100,8503.2%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$8,535,359$300,605 â–²3.7%20,7562.7%Computer and Technology
Alphabet Inc. stock logo
GOOG
Alphabet
$8,208,890$460,230 â–¼-5.3%24,5432.6%Computer and Technology
Kinder Morgan, Inc. stock logo
KMI
Kinder Morgan
$6,639,019$150,924 â–¼-2.2%209,4332.1%Energy
Berkshire Hathaway Inc. stock logo
BRK.A
Berkshire Hathaway
$6,401,111$711,235 â–²12.5%92.0%Finance
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$6,264,028$514,441 â–¼-7.6%14,2222.0%Finance
Sprouts Farmers Market, Inc. stock logo
SFM
Sprouts Farmers Market
$6,008,861$195,043 â–²3.4%80,1931.9%Retail/Wholesale
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$5,329,123$529,906 â–¼-9.0%64,7051.7%Computer and Technology
United Parcel Service, Inc. stock logo
UPS
United Parcel Service
$5,307,534$103,466 â–²2.0%51,2461.7%Transportation
BWX Technologies, Inc. stock logo
BWXT
BWX Technologies
$5,272,152$89,884 â–¼-1.7%22,1131.7%Aerospace
WALMART INC
$4,928,299$7,860 â–¼-0.2%39,5021.6%COM
PayPal Holdings, Inc. stock logo
PYPL
PayPal
$4,521,404$1,980,680 â–²78.0%91,2121.4%Business Services
NVIDIA Corporation stock logo
NVDA
NVIDIA
$4,157,540$61,848 â–¼-1.5%20,9061.3%Computer and Technology
Interactive Brokers Group, Inc. stock logo
IBKR
Interactive Brokers Group
$3,536,312$54,428 â–²1.6%44,3761.1%Finance
Kraft Heinz Company stock logo
KHC
Kraft Heinz
$3,204,082$349,144 â–²12.2%145,5741.0%Consumer Staples
Coca Cola Femsa S.A.B. de C.V. stock logo
KOF
Coca Cola Femsa
$3,164,262$15,688 â–¼-0.5%30,6581.0%Consumer Staples
Toast, Inc. stock logo
TOST
Toast
$3,122,747$112,049 â–²3.7%110,8931.0%Computer and Technology
PPL Corporation stock logo
PPL
PPL
$3,054,889$17,279 â–¼-0.6%77,6141.0%Utilities
Devon Energy Corporation stock logo
DVN
Devon Energy
$2,723,371$6,558 â–¼-0.2%60,2120.9%Energy
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$1,984,537$172,354 â–²9.5%2,0150.6%Retail/Wholesale
SPDR Portfolio S&P 500 Growth ETF stock logo
SPYG
SPDR Portfolio S&P 500 Growth ETF
$1,781,709$3,719 â–²0.2%16,2910.6%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$1,776,709$158,740 â–²9.8%4,5330.6%Auto/Tires/Trucks
SHOPIFY INC
$1,770,617$169,838 â–¼-8.8%13,8970.6%CL A SUB VTG SHS
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$1,753,081$40,530 â–¼-2.3%2,7250.6%ETF
Symbotic Inc. stock logo
SYM
Symbotic
$1,680,140$3,818 â–¼-0.2%28,6030.5%Business Services
Target Corporation stock logo
TGT
Target
$1,617,507$1,617,507 â–²New Holding13,1640.5%Retail/Wholesale
Nucor Corporation stock logo
NUE
Nucor
$1,615,031$17,064 â–²1.1%8,5180.5%Basic Materials
Marathon Petroleum Corporation stock logo
MPC
Marathon Petroleum
$1,554,198$12,712 â–²0.8%6,9690.5%Energy
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$1,553,727$8,303 â–²0.5%17,0290.5%Utilities
iShares Short Treasury Bond ETF stock logo
SHV
iShares Short Treasury Bond ETF
$1,491,325$9,920 â–²0.7%13,5300.5%ETF
ONEOK, Inc. stock logo
OKE
ONEOK
$1,437,018$20,352 â–¼-1.4%17,0870.5%Energy
Robinhood Markets, Inc. stock logo
HOOD
Robinhood Markets
$1,392,230$1,392,230 â–²New Holding15,9440.4%Finance
International Business Machines Corporation stock logo
IBM
International Business Machines
$1,388,670$5,385 â–²0.4%5,6730.4%Computer and Technology
iShares Short-Term National Muni Bond ETF stock logo
SUB
iShares Short-Term National Muni Bond ETF
$1,299,125$11,833 â–¼-0.9%12,1870.4%ETF
Bank of America Corporation stock logo
BAC
Bank of America
$1,255,070$22,869 â–¼-1.8%23,1050.4%Finance
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$1,148,578$3,977 â–²0.3%3,7540.4%Finance
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$1,118,021$253,387 â–²29.3%24,8280.4%Computer and Technology
Utilities Select Sector SPDR Fund stock logo
XLU
Utilities Select Sector SPDR Fund
$1,028,393$50,161 â–¼-4.7%22,3470.3%ETF
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$989,824$36,208 â–²3.8%6,6430.3%Energy
MAPLEBEAR INC
$811,018$3,881 â–²0.5%19,6420.3%COM
Phillips 66 stock logo
PSX
Phillips 66
$732,147$10,332 â–¼-1.4%4,5350.2%Energy
iShares MSCI USA Min Vol Factor ETF stock logo
USMV
iShares MSCI USA Min Vol Factor ETF
$686,932$2,537 â–²0.4%7,3120.2%ETF
AT&T Inc. stock logo
T
AT&T
$679,232$13,850 â–²2.1%26,6780.2%Computer and Technology
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$663,311$62,297 â–²10.4%2,7790.2%Medical
SPDR Bloomberg 1-3 Month T-Bill ETF stock logo
BIL
SPDR Bloomberg 1-3 Month T-Bill ETF
$608,825$10,707 â–¼-1.7%6,6530.2%ETF
Snowflake Inc. stock logo
SNOW
Snowflake
$597,280$5,490 â–¼-0.9%4,1340.2%Computer and Technology
SentinelOne, Inc. stock logo
S
SentinelOne
$582,260$769 â–²0.1%43,9110.2%Computer and Technology
Shell PLC Unsponsored ADR stock logo
SHEL
Shell
$568,981$2,965 â–²0.5%6,3330.2%Energy
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$567,452$13,907 â–²2.5%3,9580.2%Consumer Staples
Cardinal Health, Inc. stock logo
CAH
Cardinal Health
$565,253$1,695 â–²0.3%2,6680.2%Medical
Valero Energy Corporation stock logo
VLO
Valero Energy
$563,957$2,115 â–²0.4%2,4000.2%Energy
Chevron Corporation stock logo
CVX
Chevron
$547,098$15,161 â–²2.9%2,9590.2%Energy
Union Pacific Corporation stock logo
UNP
Union Pacific
$543,413$55,557 â–²11.4%2,1910.2%Transportation
PALANTIR TECHNOLOGIES INC
$542,871$2,274 â–²0.4%3,8190.2%CL A
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$532,960$2,755 â–²0.5%3,4820.2%Financial Services
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$524,4140.0%5790.2%Medical
CocaCola Company (The) stock logo
KO
CocaCola
$509,553$65,445 â–²14.7%6,7660.2%Consumer Staples
Seagate Technology Holdings PLC stock logo
STX
Seagate Technology
$492,0610.0%9470.2%Computer and Technology
Nu Holdings Ltd. stock logo
NU
NU
$487,735$23,010 â–¼-4.5%31,7950.2%Finance
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$485,202$7,124 â–¼-1.4%1,2940.2%Computer and Technology
ARISTA NETWORKS INC
$464,8420.0%3,0120.1%COM SHS
McDonald's Corporation stock logo
MCD
McDonald's
$460,271$5,818 â–²1.3%1,5030.1%Retail/Wholesale
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$441,952$124,723 â–²39.3%3,7490.1%Medical
Enterprise Products Partners L.P. stock logo
EPD
Enterprise Products Partners
$436,658$408 â–²0.1%11,7700.1%Energy
PepsiCo, Inc. stock logo
PEP
PepsiCo
$431,960$16,257 â–²3.9%2,7900.1%Consumer Staples
Qualcomm Incorporated stock logo
QCOM
Qualcomm
$427,302$3,459 â–²0.8%3,2120.1%Computer and Technology
Visa Inc. stock logo
V
Visa
$422,3950.0%1,3370.1%Business Services
The Walt Disney Company stock logo
DIS
Walt Disney
$415,734$68,928 â–²19.9%4,0350.1%Consumer Discretionary
iShares 0-3 Month Treasury Bond ETF stock logo
SGOV
iShares 0-3 Month Treasury Bond ETF
$411,602$3,519 â–²0.9%4,0940.1%ETF
General Mills, Inc. stock logo
GIS
General Mills
$406,746$224,326 â–²123.0%11,7930.1%Consumer Staples
JD.com, Inc. stock logo
JD
JD.com
$401,022$31 â–²0.0%12,7430.1%Retail/Wholesale
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$370,729$244 â–¼-0.1%1,5190.1%Retail/Wholesale
REDDIT INC
$369,892$1,902 â–¼-0.5%2,3340.1%CL A
John Hancock Preferred Income Fund III stock logo
HPS
John Hancock Preferred Income Fund III
$368,215$12,204 â–²3.4%25,4640.1%Financial Services
Reinsurance Group of America, Incorporated stock logo
RGA
Reinsurance Group of America
$366,242$208 â–²0.1%1,7630.1%Finance
Dollar General Corporation stock logo
DG
Dollar General
$355,109$9,118 â–²2.6%2,9210.1%Retail/Wholesale
iShares Silver Trust stock logo
SLV
iShares Silver Trust
$350,507$100,217 â–¼-22.2%4,8790.1%ETF
Schwab Short-Term U.S. Treasury ETF stock logo
SCHO
Schwab Short-Term U.S. Treasury ETF
$344,307$2,596 â–²0.8%14,1920.1%ETF
PLAINS ALL AMERN PIPELINE L
$344,2700.0%15,9680.1%UNIT LTD PARTN
Oracle Corporation stock logo
ORCL
Oracle
$331,493$39,059 â–¼-10.5%1,9520.1%Computer and Technology
iShares Short Duration Bond Active ETF stock logo
NEAR
iShares Short Duration Bond Active ETF
$326,248$407 â–²0.1%6,4130.1%ETF
Altria Group, Inc. stock logo
MO
Altria Group
$320,747$129 â–²0.0%4,9790.1%Consumer Staples
Garmin Ltd. stock logo
GRMN
Garmin
$310,902$1,329 â–²0.4%1,1700.1%Computer and Technology
BP p.l.c. stock logo
BP
BP
$299,150$3,136 â–²1.1%6,4860.1%Energy
Caterpillar Inc. stock logo
CAT
Caterpillar
$288,1720.0%3740.1%Industrials
Duke Energy Corporation stock logo
DUK
Duke Energy
$271,112$1,792 â–²0.7%2,1180.1%Utilities
The Charles Schwab Corporation stock logo
SCHW
Charles Schwab
$266,457$602 â–²0.2%2,6570.1%Finance
iShares 1-3 Year Treasury Bond ETF stock logo
SHY
iShares 1-3 Year Treasury Bond ETF
$258,074$825 â–²0.3%3,1280.1%Manufacturing
Oil-Dri Corporation Of America stock logo
ODC
Oil-Dri Corporation Of America
$257,155$257,155 â–²New Holding3,6840.1%Basic Materials
Intel Corporation stock logo
INTC
Intel
$256,523$52,279 â–¼-16.9%3,9500.1%Computer and Technology
Starbucks Corporation stock logo
SBUX
Starbucks
$250,575$11,113 â–¼-4.2%2,5480.1%Retail/Wholesale
Suzano S.A. Sponsored ADR stock logo
SUZ
Suzano
$248,895$34,079 â–¼-12.0%26,1170.1%Basic Materials

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data