Arkfeld Wealth Strategies, L.L.C.

CIK

1789382

Location

OMAHA, NE

Portfolio Value

Small $269,632,089

Diversification

Diversified

Filing Date

Global Rank

#3,593 / 8,605 ▲ 248 · as of Mar 2026

Top Industry

Insurance - Diversified 15.4%

3Y Alpha vs SPY

-0.2%

Period ended 3 months ago

Filed Apr 17, 2026 · 3mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+75.8%

SPY

+75.5%

Annualised alpha

+0.1%

Max drawdown

−15.6%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

98 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

15.0%

+0.2 pts

Top 5

43.4%

−0.1 pts

Top 10

62.3%

−0.2 pts

HHI

567

Diversified−9

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Consumer Cyclical	22.7%	$61,268,352	9
Financial Services	19.6%	$52,804,846	12
Energy	16.6%	$44,798,993	14
Technology	16.6%	$44,632,805	22
Consumer Defensive	8.8%	$23,825,332	13
Communication Services	5.3%	$14,258,041	7
Industrials	4.5%	$12,087,140	6
Unclassified	2.5%	$6,872,902	4
Utilities	1.8%	$4,823,837	3
Healthcare	0.8%	$2,226,586	4
Basic Materials	0.8%	$2,033,255	4

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
PYPL	PayPal Holdings, Inc.	+39,957	91,212	$4,125,518
KHC	Kraft Heinz Co	+15,863	145,574	$3,273,959
AMZN	Amazon Com Inc	+15,211	146,184	$30,445,741
BRK-B	Berkshire Hathaway Inc	+9,345	84,180	$40,339,056
GIS	General Mills Inc	+6,504	11,793	$438,935
VZ	Verizon Communications Inc	+5,627	24,828	$1,246,365
TOST	Toast, Inc.	+3,979	110,893	$2,939,773
SFM	Sprouts Farmers Market, Inc.	+2,603	80,193	$6,185,286
AAPL	Apple Inc.	+2,468	69,566	$17,655,155
MRK	Merck & Co., Inc.	+1,058	3,749	$450,967
UPS	United Parcel Service Inc	+999	51,246	$5,041,581
KO	Coca Cola Co	+869	6,766	$514,554
HPS	John Hancock Preferred Income Fund III	+844	25,464	$362,607
MSFT	Microsoft Corp	+731	20,756	$7,683,248
IBKR	Interactive Brokers Group, Inc.	+683	44,376	$2,976,298
DIS	Walt Disney Co	+669	4,035	$388,893
T	At&T Inc.	+544	26,678	$773,395
TSLA	Tesla, Inc.	+405	4,533	$1,685,142
JNJ	Johnson & Johnson	+261	2,779	$679,298
XOM	ExxonMobil Holdings Corp	+243	6,643	$1,127,051
UNP	Union Pacific Corp	+224	2,191	$531,580
COST	Costco Wholesale Corp /New	+175	2,015	$2,007,806
PEP	Pepsico Inc	+105	2,790	$433,259
PG	PROCTER & GAMBLE Co	+97	3,958	$571,693
CART	Maplebear Inc.	+94	19,642	$735,789
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
DINO	HF Sinclair Corp	−50,033	204,477	$12,757,320
CSCO	Cisco Systems, Inc.	−6,434	64,705	$5,020,460
NOK	Nokia Corp	−6,049	19,320	$155,332
KMI	Kinder Morgan, Inc.	−4,761	209,433	$7,022,288
SUZ	Suzano S.A.	−3,576	26,117	$261,431
CHRD	Chord Energy Corp	−2,249	97,687	$13,889,137
GOOGL	Alphabet Inc.	−1,806	38,743	$11,140,937
NU	Nu Holdings Ltd.	−1,500	31,795	$456,894
SLV	iShares Silver Trust	−1,395	4,879	$332,455
SHOP	Shopify Inc.	−1,333	13,897	$1,648,462
GLD	Spdr Gold Trust	−1,168	14,222	$6,119,584
INTC	Intel Corp	−805	3,950	$174,313
TJX	Tjx Companies Inc /De/	−669	76,836	$12,270,709
CASY	Caseys General Stores Inc	−487	20,196	$14,699,860
PPL	PPL Corp	−439	77,614	$2,964,854
BAC	Bank Of America Corp /De/	−421	23,105	$1,126,368
BWXT	BWX Technologies, Inc.	−377	22,113	$4,521,887
NVDA	Nvidia Corp	−311	20,906	$3,646,006
C	Citigroup Inc	−244	1,721	$195,178
OKE	Oneok Inc /New/	−242	17,087	$1,544,493
ORCL	Oracle Corp	−230	1,952	$287,158
ASM	Avino Silver & Gold Mines Ltd	−200	14,500	$91,640
KOF	Coca Cola Femsa Sab De CV	−152	30,658	$2,990,687
DVN	Devon Energy Corp/De	−145	60,212	$3,029,867
SBUX	Starbucks Corp	−113	2,548	$228,275
No positions match the current search.

New Positions

Positions the filer opened this quarter

5 positions

Ticker	Company	Shares	Value
TGT	Target Corp	13,164	$1,595,476
HOOD	Robinhood Markets, Inc.	15,944	$1,104,919
ODC	Oil-Dri Corp of America	3,684	$239,791
AMD	Advanced Micro Devices Inc	898	$182,680
META	Meta Platforms, Inc.	310	$177,360
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
MMM	3M Co	1,262	$202,046
ABBV	AbbVie Inc.	879	$200,842
UBER	Uber Technologies, Inc	2,370	$193,652
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

98 positions · $269,632,089 total · as of Mar 31, 2026

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

Showing 1–50 of 98 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
BRK-B	Berkshire Hathaway Inc Financial Services	Added	84,180	+9,345	$40,339,056	+7.2%	14.96%
AMZN	Amazon Com Inc Consumer Cyclical	Added	146,184	+15,211	$30,445,741	+0.7%	11.29%
AAPL	Apple Inc. Technology	Added	69,566	+2,468	$17,655,155	−3.2%	6.55%
CASY	Caseys General Stores Inc Consumer Cyclical	Reduced	20,196	-487	$14,699,860	+28.6%	5.45%
CHRD	Chord Energy Corp Energy	Reduced	97,687	-2,249	$13,889,137	+49.9%	5.15%
DINO	HF Sinclair Corp Energy	Reduced	204,477	-50,033	$12,757,320	+8.8%	4.73%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Reduced	76,836	-669	$12,270,709	+3.1%	4.55%
GOOGL	Alphabet Inc. Communication Services	Reduced	38,743	-1,806	$11,140,937	−12.2%	4.13%
MSFT	Microsoft Corp Technology	Added	20,756	+731	$7,683,248	−20.7%	2.85%
KMI	Kinder Morgan, Inc. Energy	Reduced	209,433	-4,761	$7,022,288	+19.3%	2.60%
SFM	Sprouts Farmers Market, Inc. Consumer Defensive	Added	80,193	+2,603	$6,185,286	+0.1%	2.29%
GLD	Spdr Gold Trust	Reduced	14,222	-1,168	$6,119,584	+0.3%	2.27%
UPS	United Parcel Service Inc Industrials	Added	51,246	+999	$5,041,581	+1.2%	1.87%
CSCO	Cisco Systems, Inc. Technology	Reduced	64,705	-6,434	$5,020,460	−8.4%	1.86%
WMT	Walmart Inc. Consumer Defensive	Reduced	39,502	-63	$4,909,308	+11.4%	1.82%
BWXT	BWX Technologies, Inc. Industrials	Reduced	22,113	-377	$4,521,887	+16.3%	1.68%
PYPL	PayPal Holdings, Inc. Financial Services	Added	91,212	+39,957	$4,125,518	+37.9%	1.53%
NVDA	Nvidia Corp Technology	Reduced	20,906	-311	$3,646,006	−7.9%	1.35%
KHC	Kraft Heinz Co Consumer Defensive	Added	145,574	+15,863	$3,273,959	+4.1%	1.21%
DVN	Devon Energy Corp/De Energy	Reduced	60,212	-145	$3,029,867	+37.0%	1.12%
KOF	Coca Cola Femsa Sab De CV Consumer Defensive	Reduced	30,658	-152	$2,990,687	+2.5%	1.11%
IBKR	Interactive Brokers Group, Inc. Financial Services	Added	44,376	+683	$2,976,298	+5.9%	1.10%
PPL	PPL Corp Utilities	Reduced	77,614	-439	$2,964,854	+8.5%	1.10%
TOST	Toast, Inc. Technology	Added	110,893	+3,979	$2,939,773	−22.6%	1.09%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	2,015	+175	$2,007,806	+26.5%	0.74%
MPC	Marathon Petroleum Corp Energy	Added	6,969	+57	$1,701,690	+51.4%	0.63%
TSLA	Tesla, Inc. Consumer Cyclical	Added	4,533	+405	$1,685,142	−9.2%	0.62%
SHOP	Shopify Inc. Technology	Reduced	13,897	-1,333	$1,648,462	−32.8%	0.61%
TGT	Target Corp Consumer Defensive	NEW	13,164	NEW	$1,595,476	NEW	0.59%
NEE	Nextera Energy Inc Utilities	Added	17,029	+91	$1,581,653	+16.3%	0.59%
OKE	Oneok Inc /New/ Energy	Reduced	17,087	-242	$1,544,493	+21.3%	0.57%
SYM	Symbotic Inc. Industrials	Reduced	28,603	-65	$1,521,679	−10.8%	0.56%
NUE	Nucor Corp Basic Materials	Added	8,518	+90	$1,440,393	+4.8%	0.53%
IBM	International Business Machines Corp Technology	Added	5,673	+22	$1,375,078	−17.9%	0.51%
VZ	Verizon Communications Inc Communication Services	Added	24,828	+5,627	$1,246,365	+59.4%	0.46%
XOM	ExxonMobil Holdings Corp Energy	Added	6,643	+243	$1,127,051	+46.3%	0.42%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	23,105	-421	$1,126,368	−12.9%	0.42%
HOOD	Robinhood Markets, Inc. Financial Services	NEW	15,944	NEW	$1,104,919	NEW	0.41%
JPM	Jpmorgan Chase & Co Financial Services	Added	3,754	+13	$1,104,276	−8.4%	0.41%
PSX	Phillips 66 Energy	Reduced	4,535	-64	$826,186	+39.2%	0.31%
T	At&T Inc. Communication Services	Added	26,678	+544	$773,395	+19.1%	0.29%
CART	Maplebear Inc. Consumer Cyclical	Added	19,642	+94	$735,789	−16.3%	0.27%
JNJ	Johnson & Johnson Healthcare	Added	2,779	+261	$679,298	+30.4%	0.25%
SNOW	Snowflake Inc. Technology	Reduced	4,134	-38	$623,489	−31.9%	0.23%
CVX	Chevron Corp Energy	Added	2,959	+82	$612,217	+39.6%	0.23%
VLO	Valero Energy Corp/Tx Energy	Added	2,400	+9	$592,992	+52.4%	0.22%
SHEL	Shell plc Energy	Added	6,333	+33	$588,969	+27.2%	0.22%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	3,958	+97	$571,693	+3.3%	0.21%
S	SentinelOne, Inc. Technology	Added	43,911	+58	$565,573	−14.0%	0.21%
CAH	Cardinal Health Inc Healthcare	Added	2,668	+8	$563,775	+3.1%	0.21%