Arkfeld Wealth Strategies, L.L.C.

CIK

1789382

Location

OMAHA, NE

Portfolio Value

Small $293,991,105

Diversification

Diversified

Filing Date

Global Rank

#888 / 2,968 ▲ 2715

Top Industry

Insurance - Diversified 15.6%

3Y Alpha vs SPY

+0.8%

Period ended 30 days ago

Filed Jul 10, 2026 · 20d

26 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+74.8%

SPY

+67.9%

Annualised alpha

+1.6%

Max drawdown

−15.6%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

101 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

15.3%

+0.3 pts

Top 5

43.7%

+0.3 pts

Top 10

61.0%

−1.3 pts

HHI

574

Diversified+7

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Consumer Cyclical	23.2%	$68,209,451	11
Financial Services	20.2%	$59,443,690	14
Technology	18.9%	$55,663,637	20
Energy	13.8%	$40,546,251	14
Consumer Defensive	8.9%	$26,217,738	15
Communication Services	5.3%	$15,654,874	5
Industrials	4.3%	$12,715,989	7
Unclassified	2.0%	$5,744,818	3
Utilities	1.6%	$4,602,577	3
Healthcare	0.9%	$2,671,047	5
Basic Materials	0.9%	$2,521,033	4

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
TOST	Toast, Inc.	+153,928	264,821	$7,367,320
GIS	General Mills Inc	+27,648	39,441	$1,372,546
KHC	Kraft Heinz Co	+19,942	165,516	$3,909,487
BRK-B	Berkshire Hathaway Inc	+5,566	89,746	$44,908,000
HOOD	Robinhood Markets, Inc.	+1,912	17,856	$1,790,599
UPS	United Parcel Service Inc	+1,524	52,770	$5,672,775
ASM	Avino Silver & Gold Mines Ltd	+500	15,000	$95,100
HPS	John Hancock Preferred Income Fund III	+351	25,815	$375,350
TSLA	Tesla, Inc.	+321	4,854	$2,041,592
SFM	Sprouts Farmers Market, Inc.	+310	80,503	$6,808,943
VZ	Verizon Communications Inc	+290	25,118	$1,063,496
PPL	PPL Corp	+256	77,870	$2,830,574
MSFT	Microsoft Corp	+172	20,928	$7,806,562
WMT	Walmart Inc.	+157	39,659	$4,491,778
DG	Dollar General Corp	+139	3,060	$352,236
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+125	1,419	$677,671
MCD	Mcdonalds Corp	+106	1,609	$434,928
NEE	Nextera Energy Inc	+84	17,113	$1,502,008
QCOM	Qualcomm Inc/De	+62	3,274	$605,002
TGT	Target Corp	+44	13,208	$1,725,096
IBM	International Business Machines Corp	+21	5,694	$1,601,209
MO	Altria Group, Inc.	+21	5,000	$359,750
DUK	Duke Energy CORP	+15	2,133	$269,995
COST	Costco Wholesale Corp /New	+13	2,028	$1,897,133
XOM	ExxonMobil Holdings Corp	+12	6,655	$909,871
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
DINO	HF Sinclair Corp	−18,503	185,974	$12,953,089
DVN	Devon Energy Corp/De	−4,376	55,836	$2,307,143
SUZ	Suzano S.A.	−2,846	23,271	$180,582
CSCO	Cisco Systems, Inc.	−2,678	62,027	$7,285,691
JD	JD.com, Inc.	−2,555	10,188	$259,590
XPER	Xperi Inc.	−2,500	12,463	$102,570
PYPL	PayPal Holdings, Inc.	−2,374	88,838	$3,836,024
GOOGL	Alphabet Inc.	−1,672	37,071	$13,248,063
NU	Nu Holdings Ltd.	−1,500	30,295	$404,741
AAPL	Apple Inc.	−1,416	68,150	$19,719,884
NVDA	Nvidia Corp	−758	20,148	$4,031,413
AMZN	Amazon Com Inc	−668	145,516	$34,682,283
SHEL	Shell plc	−612	5,721	$443,606
TJX	Tjx Companies Inc /De/	−507	76,329	$11,563,843
INTC	Intel Corp	−496	3,454	$482,282
BAC	Bank Of America Corp /De/	−466	22,639	$1,289,970
IBKR	Interactive Brokers Group, Inc.	−406	43,970	$3,827,148
STX	Seagate Technology Holdings plc	−400	547	$527,855
ODC	Oil-Dri Corp of America	−297	3,387	$346,185
CAH	Cardinal Health Inc	−250	2,418	$574,420
BP	Bp PLC	−238	6,248	$230,863
MPC	Marathon Petroleum Corp	−236	6,733	$1,721,426
KOF	Coca Cola Femsa Sab De CV	−200	30,458	$3,236,162
CART	Maplebear Inc.	−189	19,453	$921,099
PSX	Phillips 66	−174	4,361	$737,227
No positions match the current search.

New Positions

Positions the filer opened this quarter

8 positions

Ticker	Company	Shares	Value
TSCO	Tractor Supply Co /De/	49,740	$1,572,281
MKL	Markel Group Inc.	144	$281,233
HRL	Hormel Foods Corp /De/	9,680	$240,257
ABBV	AbbVie Inc.	864	$217,416
EBAY	Ebay Inc	1,900	$212,325
MMM	3M Co	1,285	$208,054
PGR	Progressive Corp/Oh/	896	$195,731
COUR	Coursera, Inc.	16,380	$92,383
No positions match the current search.

Sold Out

Positions the filer fully exited

5 positions

Ticker	Company	Shares	Value
NFLX	Netflix Inc	2,255	$216,818
FBTC	Fidelity Wise Origin Bitcoin Fund	3,120	$184,173
META	Meta Platforms, Inc.	310	$177,360
NOK	Nokia Corp	19,320	$155,332
PAGS	PagSeguro Digital Ltd.	10,064	$100,841
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

101 tracked positions · $293,991,105 total · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Showing 1–50 of 101 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
BRK-B	Berkshire Hathaway Inc Financial Services	Added	89,746	+5,566	$44,908,000	+11.3%	15.28%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	145,516	-668	$34,682,283	+13.9%	11.80%
AAPL	Apple Inc. Technology	Reduced	68,150	-1,416	$19,719,884	+11.7%	6.71%
CASY	Caseys General Stores Inc Consumer Cyclical	Reduced	20,042	-154	$15,929,181	+8.4%	5.42%
GOOGL	Alphabet Inc. Communication Services	Reduced	37,071	-1,672	$13,248,063	+18.9%	4.51%
DINO	HF Sinclair Corp Energy	Reduced	185,974	-18,503	$12,953,089	+1.5%	4.41%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Reduced	76,329	-507	$11,563,843	−5.8%	3.93%
CHRD	Chord Energy Corp Energy	Reduced	97,665	-22	$11,163,109	−19.6%	3.80%
MSFT	Microsoft Corp Technology	Added	20,928	+172	$7,806,562	+1.6%	2.66%
TOST	Toast, Inc. Technology	Added	264,821	+153,928	$7,367,320	+150.6%	2.51%
CSCO	Cisco Systems, Inc. Technology	Reduced	62,027	-2,678	$7,285,691	+45.1%	2.48%
SFM	Sprouts Farmers Market, Inc. Consumer Defensive	Added	80,503	+310	$6,808,943	+10.1%	2.32%
KMI	Kinder Morgan, Inc. Energy	Reduced	209,377	-56	$6,693,782	−4.7%	2.28%
UPS	United Parcel Service Inc Industrials	Added	52,770	+1,524	$5,672,775	+12.5%	1.93%
GLD	Spdr Gold Trust	Reduced	14,162	-60	$5,216,997	−14.7%	1.77%
WMT	Walmart Inc. Consumer Defensive	Added	39,659	+157	$4,491,778	−8.5%	1.53%
BWXT	BWX Technologies, Inc. Industrials	Added	22,117	+4	$4,305,074	−4.8%	1.46%
NVDA	Nvidia Corp Technology	Reduced	20,148	-758	$4,031,413	+10.6%	1.37%
KHC	Kraft Heinz Co Consumer Defensive	Added	165,516	+19,942	$3,909,487	+19.4%	1.33%
PYPL	PayPal Holdings, Inc. Financial Services	Reduced	88,838	-2,374	$3,836,024	−7.0%	1.30%
IBKR	Interactive Brokers Group, Inc. Financial Services	Reduced	43,970	-406	$3,827,148	+28.6%	1.30%
KOF	Coca Cola Femsa Sab De CV Consumer Defensive	Reduced	30,458	-200	$3,236,162	+8.2%	1.10%
PPL	PPL Corp Utilities	Added	77,870	+256	$2,830,574	−4.5%	0.96%
DVN	Devon Energy Corp/De Energy	Reduced	55,836	-4,376	$2,307,143	−23.9%	0.78%
TSLA	Tesla, Inc. Consumer Cyclical	Added	4,854	+321	$2,041,592	+21.2%	0.69%
NUE	Nucor Corp Basic Materials	Added	8,526	+8	$1,899,166	+31.9%	0.65%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	2,028	+13	$1,897,133	−5.5%	0.65%
HOOD	Robinhood Markets, Inc. Financial Services	Added	17,856	+1,912	$1,790,599	+62.1%	0.61%
TGT	Target Corp Consumer Defensive	Added	13,208	+44	$1,725,096	+8.1%	0.59%
MPC	Marathon Petroleum Corp Energy	Reduced	6,733	-236	$1,721,426	+1.2%	0.59%
IBM	International Business Machines Corp Technology	Added	5,694	+21	$1,601,209	+16.4%	0.54%
SHOP	Shopify Inc. Technology	Reduced	13,865	-32	$1,583,105	−4.0%	0.54%
TSCO	Tractor Supply Co /De/ Consumer Cyclical	NEW	49,740	NEW	$1,572,281	NEW	0.53%
NEE	Nextera Energy Inc Utilities	Added	17,113	+84	$1,502,008	−5.0%	0.51%
OKE	Oneok Inc /New/ Energy	Reduced	17,019	-68	$1,479,631	−4.2%	0.50%
GIS	General Mills Inc Consumer Defensive	Added	39,441	+27,648	$1,372,546	+212.7%	0.47%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	22,639	-466	$1,289,970	+14.5%	0.44%
SYM	Symbotic Inc. Industrials	Reduced	28,596	-7	$1,285,390	−15.5%	0.44%
JPM	Jpmorgan Chase & Co Financial Services	Added	3,765	+11	$1,232,397	+11.6%	0.42%
VZ	Verizon Communications Inc Communication Services	Added	25,118	+290	$1,063,496	−14.7%	0.36%
SNOW	Snowflake Inc. Technology	Added	4,140	+6	$1,053,630	+69.0%	0.36%
CART	Maplebear Inc. Consumer Cyclical	Reduced	19,453	-189	$921,099	+25.2%	0.31%
XOM	ExxonMobil Holdings Corp Energy	Added	6,655	+12	$909,871	−19.3%	0.31%
S	SentinelOne, Inc. Technology	Reduced	43,858	-53	$744,270	+31.6%	0.25%
PSX	Phillips 66 Energy	Reduced	4,361	-174	$737,227	−10.8%	0.25%
JNJ	Johnson & Johnson Healthcare	Added	2,780	+1	$706,036	+3.9%	0.24%
LLY	ELI LILLY & Co Healthcare	Added	580	+1	$695,669	+30.6%	0.24%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	1,419	+125	$677,671	+55.0%	0.23%
VLO	Valero Energy Corp/Tx Energy	Added	2,407	+7	$626,879	+5.7%	0.21%
QCOM	Qualcomm Inc/De Technology	Added	3,274	+62	$605,002	+46.3%	0.21%

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.