Institutional Manager · CIK 0001789382
Arkfeld Wealth Strategies, L.L.C.
OMAHA, NE · File #028-19671
Latest AUM
$290.9M
Positions
113
Top-10 Concentration
60.5%
Filings
9
Portfolio Value Over Time
2024-03
2024-06
2024-09
2024-12
2025-03
2025-06
2025-09
2025-12
Biggest QoQ Changes
Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.
| Action | Issuer | Ticker / CUSIP | Δ Shares | Flow ($) | Price Effect |
|---|---|---|---|---|---|
| ADD | SPROUTS FMRS MKT INC | 85208M102 | +67,977 | +$5.1M | -$299,925 |
| NEW | INTERACTIVE BROKERS GROUP IN | 45841N107 | +43,693 | +$3.1M | $0 |
| ADD | BERKSHIRE HATHAWAY INC DEL | BRK-A | +969 | +$480,741 | -$194,268 |
| ADD | SELECT SECTOR SPDR TR | 81369Y886 | +9,598 | +$401,861 | -$650,973 |
| EXITED | SUPER MICRO COMPUTER INC | 86800U302 | -6,350 | -$329,946 | $0 |
| REDUCE | CHORD ENERGY CORPORATION | CHRD | -3,723 | -$329,671 | -$1.1M |
| REDUCE | NVIDIA CORPORATION | NVDA | -1,689 | -$319,408 | +$34,062 |
| EXITED | ALIBABA GROUP HLDG LTD | 01609W102 | -1,357 | -$255,157 | $0 |
| ADD | UNITED PARCEL SERVICE INC | UPS | +2,350 | +$247,716 | +$892,327 |
| NEW | CITIGROUP INC | C-PR | +1,965 | +$238,528 | $0 |
Sector Allocation
Filing History
- 13F HOLDINGS REPORTQ/E Dec 2025113 pos · $290.9M
- 13F HOLDINGS REPORTQ/E Sep 2025114 pos · $274.1M
- 13F HOLDINGS REPORTQ/E Jun 2025106 pos · $253.1M
- 13F HOLDINGS REPORTQ/E Mar 202598 pos · $230.7M
- 13F HOLDINGS REPORTQ/E Dec 202493 pos · $217.8M
- 13F HOLDINGS REPORTQ/E Sep 202490 pos · $206.5M
- 13F HOLDINGS REPORTQ/E Jun 202493 pos · $197.1M
- 13F HOLDINGS REPORTQ/E Mar 202490 pos · $182.4M
- 13F HOLDINGS REPORTQ/E Dec 202372 pos · $138.7M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 74,835 | $37.1M | 13.80% |
| 2 | AMAZON COM INC | AMZN | 130,973 | $31.6M | 11.76% |
| 3 | APPLE INC | AAPL | 67,098 | $17.5M | 6.49% |
| 4 | ALPHABET INC | GOOG | 40,549 | $13.1M | 4.85% |
| 5 | HF SINCLAIR CORP | DINO | 254,510 | $12.3M | 4.56% |
| 6 | TJX COS INC NEW | 872540109 | 77,505 | $11.9M | 4.44% |
| 7 | CASEYS GEN STORES INC | 147528103 | 20,683 | $11.9M | 4.41% |
| 8 | MICROSOFT CORP | MSFT | 20,025 | $9.7M | 3.60% |
| 9 | CHORD ENERGY CORPORATION | CHRD | 99,936 | $8.8M | 3.29% |
| 10 | INVESCO EXCHANGE TRADED FD T | IVZ | 110,317 | $8.8M | 3.29% |
| 11 | ALPHABET INC | GOOG | 25,919 | $8.4M | 3.11% |
| 12 | SPDR GOLD TR | GLD | 15,390 | $6.3M | 2.34% |
| 13 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 8 | $6.0M | 2.22% |
| 14 | SPROUTS FMRS MKT INC | 85208M102 | 77,590 | $5.8M | 2.16% |
| 15 | KINDER MORGAN INC DEL | EP-PC | 214,194 | $5.8M | 2.15% |
| 16 | CISCO SYS INC | CSCO | 71,139 | $5.3M | 1.98% |
| 17 | UNITED PARCEL SERVICE INC | UPS | 50,247 | $5.3M | 1.97% |
| 18 | WALMART INC | WMT | 39,565 | $4.5M | 1.66% |
| 19 | BWX TECHNOLOGIES INC | BWXT | 22,490 | $4.3M | 1.61% |
| 20 | NVIDIA CORPORATION | NVDA | 21,217 | $4.0M | 1.49% |