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Arkfeld Wealth Strategies, L.L.C.

Location
OMAHA, NE
Portfolio Value
Small $327,453,669
Diversification
Diversified
Filing Date
Global Rank
#4,960 / 8,798 ▼ 481 · as of Jun 2026
Top Industry
Insurance - Diversified 17.0%
Period ended 3 months ago
Filed Jul 10, 2026 · 3mo
26 quarters · since Mar 2020

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

111 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026
Top Position
15.8%
+0.2 pts
Top 5
43.9%
+1.3 pts
Top 10
59.4%
−2.4 pts
HHI
558
Sep 2023 → Jun 2026 · range 557 – 727
Diversified+1

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026
Sector % Portfolio Value
Consumer Cyclical 20.8% $68,209,451
Financial Services 20.2% $66,183,340
Technology 17.0% $55,663,637
Energy 12.4% $40,546,251
Consumer Defensive 8.0% $26,217,738
Unclassified 7.3% $24,063,072
Communication Services 7.3% $24,059,534
Industrials 3.9% $12,715,989
Utilities 1.4% $4,602,577
Healthcare 0.8% $2,671,047
Basic Materials 0.8% $2,521,033

Last Quarter's Activity

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Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased
25 positions
Ticker Δ Shares Shares Value Open
— +23 6,676 $611,788

Trimmed

Positions the filer reduced
25 positions
Ticker Δ Shares Shares Value Open

New Positions

Positions the filer opened this quarter
8 positions
Ticker Shares Value Open

Sold Out

Positions the filer fully exited
5 positions
Ticker Shares Value Open

Portfolio Positions

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111 tracked positions · $327,453,669 total · filing declares 119 positions · $334,458,674 · as of Jun 30, 2026
Showing 1–50 of 111 positions by value · page 1 of 3
Ticker Company Shares Value (USD) % of Portfolio History

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.