Arkfeld Wealth Strategies, L.L.C.
Registered adviserRegulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
| Rosters | Regulatory AUM | Main clients |
|---|---|---|
| Apr 2026 to Oct 2026 | $537,974,000 | Individuals and high net worth (100%) |
| Mar 2025 to Mar 2026 | $478,933,000 | Individuals and high net worth (100%) |
| Apr 2024 to Feb 2025 | $392,086,100 | Individuals and high net worth (100%) |
| May 2023 to Mar 2024 | $319,075,800 | Individuals and high net worth (99%) |
| Apr 2023 | $319,075,800 | Individuals and high net worth (99%) |
| Apr 2022 to Mar 2023 | $309,356,500 | Individuals and high net worth (100%) |
In the firm's words
- Fundamental active:
AWS primarily uses fundamental security methods of analysis
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.
Closest benchmark: the S&P 500 as of 2026-06-30, active share 69.0%; sector active share 35.5% against the combined 13F book's sector weights.
Over time 26 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
121 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026Portfolio Trend
Sector Breakdown
As of Sep 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Financial Services | 23.1% | $78,989,683 |
| Consumer Cyclical | 19.8% | $67,623,774 |
| Technology | 18.9% | $64,756,061 |
| Energy | 13.1% | $44,839,464 |
| Consumer Defensive | 7.4% | $25,480,067 |
| Communication Services | 7.0% | $23,799,733 |
| Unclassified | 4.7% | $16,177,733 |
| Industrials | 3.4% | $11,576,492 |
| Utilities | 1.2% | $4,032,312 |
| Basic Materials | 0.8% | $2,593,719 |
| Healthcare | 0.7% | $2,325,486 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| TOST | Toast, Inc. | +101,226 | 366,047 | $10,611,702 | |
| TSCO | Tractor Supply Co | +15,357 | 65,097 | $2,036,885 | |
| WMT | Walmart Inc. | +10,151 | 49,810 | $5,176,255 | |
| KHC | Kraft Heinz Co | +9,854 | 175,370 | $3,984,406 | |
| XPER | Xperi Inc. | +9,645 | 22,108 | $121,815 | |
| SUZ | Suzano S.A. | +3,205 | 26,476 | $226,899 | |
| GIS | General Mills Inc | +2,826 | 42,267 | $1,359,306 | |
| UPS | United Parcel Service Inc | +2,046 | 54,816 | $5,122,007 | |
| BWXT | BWX Technologies, Inc. | +908 | 23,025 | $3,154,425 | |
| VZ | Verizon Communications Inc | +509 | 25,627 | $1,175,510 | |
| SYM | Symbotic Inc. | +404 | 29,000 | $1,220,030 | |
| HPS | John Hancock Preferred Income Fund III | +395 | 26,210 | $315,568 | |
| SCHO | Schwab Short-Term U.S. Treasury ETF | +246 | 14,508 | $346,160 | |
| T | At&T Inc. | +186 | 26,747 | $652,626 | |
| JD | JD.com, Inc. | +164 | 10,352 | $275,363 | |
| BP | Bp PLC | +157 | 6,405 | $281,755 | |
| GOOG | Alphabet Inc. | +141 | 23,928 | $8,153,226 | |
| SHV | iShares 0-1 Year Treasury Bond ETF | +123 | 13,686 | $1,509,839 | |
| PFF | iShares Preferred and Income Securities ETF | +103 | 7,458 | $220,011 | |
| TSLA | Tesla, Inc. | +81 | 4,935 | $1,750,987 | |
| XLU | State Street(R) Utilities Select Sector SPDR(R) ETF | +59 | 22,070 | $870,440 | |
| SGOV | iShares 0-3 Month Treasury Bond ETF | +50 | 4,169 | $419,734 | |
| — | +46 | 6,722 | $0 | ||
| SPYG | State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF | +41 | 16,453 | $2,025,035 | |
| MKL | Markel Group Inc. | +41 | 185 | $316,803 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| DINO | HF Sinclair Corp | −53,798 | 132,176 | $14,185,128 | |
| RSPG | Victory Portfolios II | −25,230 | 44,162 | $0 | |
| KMI | Kinder Morgan, Inc. | −7,316 | 202,061 | $6,092,139 | |
| COUR | Coursera, Inc. | −3,406 | 12,974 | $64,351 | |
| SUB | iShares Short-Term National Muni Bond ETF | −3,107 | 9,120 | $953,404 | |
| AMZN | Amazon Com Inc | −2,546 | 142,970 | $35,620,975 | |
| CSCO | Cisco Systems, Inc. | −2,000 | 60,027 | $6,460,706 | |
| PPL | PPL Corp | −1,768 | 76,102 | $2,502,994 | |
| CHRD | Chord Energy Corp | −1,565 | 96,100 | $12,884,127 | |
| PYPL | PayPal Holdings, Inc. | −1,369 | 87,469 | $4,594,746 | |
| DVN | Devon Energy Corp | −1,362 | 54,474 | $2,507,982 | |
| AAPL | Apple Inc. | −1,158 | 66,992 | $22,309,675 | |
| S | SentinelOne, Inc. | −970 | 42,888 | $1,019,018 | |
| TJX | Tjx Companies Inc | −849 | 75,480 | $9,986,758 | |
| GOOGL | Alphabet Inc. | −817 | 36,254 | $12,474,276 | |
| SHEL | Shell plc | −753 | 4,968 | $472,208 | |
| BAC | Bank Of America Corp | −655 | 21,984 | $1,196,589 | |
| MSFT | Microsoft Corp | −639 | 20,289 | $10,406,228 | |
| GLD | Spdr Gold Trust | −621 | 13,541 | $5,156,954 | |
| CASY | Caseys General Stores Inc | −441 | 19,601 | $11,926,424 | |
| KOF | Coca Cola Femsa Sab De CV | −368 | 30,090 | $3,250,923 | |
| INTC | Intel Corp | −350 | 3,104 | $373,193 | |
| SFM | Sprouts Farmers Market, Inc. | −347 | 80,156 | $5,318,350 | |
| MRK | Merck & Co., Inc. | −308 | 3,408 | $495,216 | |
| CART | Maplebear Inc. | −243 | 19,210 | $828,335 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| CBSH | Commerce Bancshares Inc | 225,750 | $12,357,555 | |
| NKE | NIKE, Inc. | 111,668 | $3,953,047 | |
| RBA | Rb Global Inc. | 9,593 | $780,774 | |
| ORLY | O Reilly Automotive Inc | 4,846 | $413,896 | |
| NFLX | Netflix Inc | 5,394 | $375,314 | |
| VBF | Invesco Bond Fund | 22,545 | $319,688 | |
| FBTC | Fidelity Wise Origin Bitcoin Fund | 3,120 | $226,636 | |
| META | Meta Platforms, Inc. | 310 | $224,805 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 89,674 | $44,653,168 | 13.05% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 142,970 | $35,620,975 | 10.41% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 66,992 | $22,309,675 | 6.52% | |
| DINO |
HF Sinclair Corp
Energy
|
Reduced | 132,176 | $14,185,128 | 4.15% | |
| CHRD |
Chord Energy Corp
Energy
|
Reduced | 96,100 | $12,884,127 | 3.77% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 36,254 | $12,474,276 | 3.65% | |
| CBSH |
Commerce Bancshares Inc
Financial Services
|
NEW | 225,750 | $12,357,555 | 3.61% | |
| CASY |
Caseys General Stores Inc
Consumer Cyclical
|
Reduced | 19,601 | $11,926,424 | 3.49% | |
| TOST |
Toast, Inc.
Technology
|
Added | 366,047 | $10,611,702 | 3.10% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 20,289 | $10,406,228 | 3.04% | |
| TJX |
Tjx Companies Inc
Consumer Cyclical
|
Reduced | 75,480 | $9,986,758 | 2.92% | |
| GOOG |
Alphabet Inc.
Communication Services
|
Added | 23,928 | $8,153,226 | 2.38% | |
| BRK-A |
Berkshire Hathaway Inc
Financial Services
|
Held | 9 | $6,723,045 | 1.96% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Reduced | 60,027 | $6,460,706 | 1.89% | |
| KMI |
Kinder Morgan, Inc.
Energy
|
Reduced | 202,061 | $6,092,139 | 1.78% | |
| SFM |
Sprouts Farmers Market, Inc.
Consumer Defensive
|
Reduced | 80,156 | $5,318,350 | 1.55% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 49,810 | $5,176,255 | 1.51% | |
| GLD |
Spdr Gold Trust
|
Reduced | 13,541 | $5,156,954 | 1.51% | |
| UPS |
United Parcel Service Inc
Industrials
|
Added | 54,816 | $5,122,007 | 1.50% | |
| PYPL |
PayPal Holdings, Inc.
Financial Services
|
Reduced | 87,469 | $4,594,746 | 1.34% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 19,906 | $4,546,132 | 1.33% | |
| KHC |
Kraft Heinz Co
Consumer Defensive
|
Added | 175,370 | $3,984,406 | 1.16% | |
| NKE |
NIKE, Inc.
Consumer Cyclical
|
NEW | 111,668 | $3,953,047 | 1.16% | |
| IBKR |
Interactive Brokers Group, Inc.
Financial Services
|
Reduced | 43,794 | $3,740,883 | 1.09% | |
| KOF |
Coca Cola Femsa Sab De CV
Consumer Defensive
|
Reduced | 30,090 | $3,250,923 | 0.95% | |
| BWXT |
BWX Technologies, Inc.
Industrials
|
Added | 23,025 | $3,154,425 | 0.92% | |
| MPC |
Marathon Petroleum Corp
Energy
|
Reduced | 6,555 | $2,591,978 | 0.76% | |
| DVN |
Devon Energy Corp
Energy
|
Reduced | 54,474 | $2,507,982 | 0.73% | |
| PPL |
PPL Corp
Utilities
|
Reduced | 76,102 | $2,502,994 | 0.73% | |
| TGT |
Target Corp
Consumer Defensive
|
Reduced | 13,189 | $2,066,584 | 0.60% | |
| TSCO |
Tractor Supply Co
Consumer Cyclical
|
Added | 65,097 | $2,036,885 | 0.60% | |
| SHOP |
Shopify Inc.
Technology
|
Reduced | 13,724 | $2,035,269 | 0.59% | |
| SPYG |
State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF
|
Added | 16,453 | $2,025,035 | 0.59% | |
| NUE |
Nucor Corp
Basic Materials
|
Added | 8,533 | $1,994,588 | 0.58% | |
| HOOD |
Robinhood Markets, Inc.
Financial Services
|
Reduced | 17,694 | $1,990,575 | 0.58% | |
| VOO |
VANGUARD 500 INDEX FUND
|
Held | 2,737 | $1,918,253 | 0.56% | |
| COST |
Costco Wholesale Corp
Consumer Defensive
|
Reduced | 2,024 | $1,842,528 | 0.54% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 4,935 | $1,750,987 | 0.51% | |
| SHV |
iShares 0-1 Year Treasury Bond ETF
|
Added | 13,686 | $1,509,839 | 0.44% | |
| OKE |
Oneok Inc
Energy
|
Added | 17,056 | $1,454,365 | 0.43% | |
| SNOW |
Snowflake Inc.
Technology
|
Reduced | 4,108 | $1,394,912 | 0.41% | |
| GIS |
General Mills Inc
Consumer Defensive
|
Added | 42,267 | $1,359,306 | 0.40% | |
| NEE |
Nextera Energy Inc
Utilities
|
Reduced | 17,002 | $1,287,731 | 0.38% | |
| IBM |
International Business Machines Corp
Technology
|
Reduced | 5,618 | $1,235,566 | 0.36% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 3,706 | $1,226,055 | 0.36% | |
| SYM |
Symbotic Inc.
Industrials
|
Added | 29,000 | $1,220,030 | 0.36% | |
| BAC |
Bank Of America Corp
Financial Services
|
Reduced | 21,984 | $1,196,589 | 0.35% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Added | 25,627 | $1,175,510 | 0.34% | |
| PSX |
Phillips 66
Energy
|
Reduced | 4,321 | $1,103,194 | 0.32% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Reduced | 6,503 | $1,058,363 | 0.31% |
Showing the top 50 of 121 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.