Arkfeld Wealth Strategies, L.L.C.
Sector Allocation
- Technology24.8%$88.6M
- Financials23.8%$84.7M
- Consumer Discretionary19.5%$69.7M
- Energy13.2%$47.1M
- Consumer Staples7.3%$26.0M
- Other4.8%$17.1M
- Industrials3.5%$12.4M
- Utilities1.2%$4.1M
- Communication Services0.7%$2.6M
- Materials0.7%$2.4M
AUM History
13fpro.ai/research/fund/arkfeld-wealth-strategies-l-l-c-1789382
Conviction and streaks
Diversifying · top 10 = 54.0%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
BRK.B
$45.4MAMZN
$37.2MAAPL
$22.6MDINO
$15.3MCHRD
$13.1MGOOGL
$12.7MCASY
$12.4MCBSH
$12.2MTOST
$11.2MMSFT
$10.7MTJX
$10.5MGOOG
$8.3MCSCO
$7.0MBRK.A
$6.8MKMI
$6.4MWMT
$5.4MSFM
$5.2MGLD
$5.1MUPS
$5.1M- INVESCO$4.9M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/arkfeld-wealth-strategies-l-l-c-1789382
Arkfeld Wealth Strategies, L.L.C. 13F holdings — Q3 2026
$356.6M portfolio (+6.6% QoQ) · 121 holdings · Q3 2026 13F · top 10 are 54% of the stock portfolio
$45.4M
12.7% of stocks
-0.1%This quarter—Since filed11+ qtrsHeld$37.2M
10.4% of stocks
-2%This quarter-5.1%Since filed11+ qtrsHeld$22.6M
6.3% of stocks
-2%This quarter+0.3%Since filed11+ qtrsHeld$15.3M
4.3% of stocks
-29%This quarter+0.7%Since filed11+ qtrsHeldAIQuality60.2#871Est. buyEstimated buy price is Pro: unlock with a free trialTrimmed 3 qtrs in a row$13.1M
3.7% of stocks
-2%This quarter+1.1%Since filed9 qtrsHeld$12.7M
3.6% of stocks
-2%This quarter-7.6%Since filed11+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 3 qtrs in a row$12.4M
3.5% of stocks
-2%This quarter+1.5%Since filed11+ qtrsHeld$12.2M
3.4% of stocks
NewThis quarter+1.3%Since filedNew this quarterHeld$11.2M
3.1% of stocks
+38%This quarter+2.2%Since filed11+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 3 qtrs in a row$10.7M
3.0% of stocks
-3%This quarter-0.2%Since filed11+ qtrsHeld
All holdings — Arkfeld Wealth Strategies, L.L.C. (Q3 2026)
121 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | TJX COMPANIES INC /DE/ | Consumer Discretionary | $10.5M | 2.9% | 75K | -1% | 8 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | Alphabet Inc. | Technology | $8.3M | 2.3% | 24K | +0.6% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | CISCO SYSTEMS, INC. | Technology | $7.0M | 2.0% | 60K | -3% | 11+ qtrsTrimmed 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | BERKSHIRE HATHAWAY INC | Financials | $6.8M | 1.9% | 9 | — | 7 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | KINDER MORGAN, INC. | Energy | $6.4M | 1.8% | 202K | -3% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | Walmart Inc. | Consumer Staples | $5.4M | 1.5% | 50K | +26% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | Sprouts Farmers Market, Inc. | Consumer Staples | $5.2M | 1.5% | 80K | -0.4% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | SPDR GOLD TRUSTetf/fund | Financials | $5.1M | 1.4% | 14K | -4% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | UNITED PARCEL SERVICE INC | Industrials | $5.1M | 1.4% | 55K | +4% | 7 qtrsAdded 7 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | — | INVESCO EXCHANGE TRADED FD T - S&P500 EQL ENR | — | $4.9M | 1.4% | 44K | -36% | — | — | 13F |
| 21 | PayPal Holdings, Inc. | Financials | $4.8M | 1.4% | 87K | -2% | 11+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | NVIDIA CORP | Technology | $4.7M | 1.3% | 20K | -1% | 11+ qtrsTrimmed 4 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | Kraft Heinz Co | Consumer Staples | $3.9M | 1.1% | 175K | +6% | 11+ qtrsAdded 8 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | Interactive Brokers Group, Inc. | Financials | $3.8M | 1.1% | 44K | -0.4% | 4 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | NIKE, Inc. | Consumer Discretionary | $3.8M | 1.1% | 112K | New | 1 qtr | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $BWXT | BWX Technologies, Inc. | Industrials | $3.3M | 0.9% | 23K | +4% | |||
| 27 | $KOF | COCA COLA FEMSA SAB DE CV | Consumer Staples | $3.2M | 0.9% | 30K | -1% | |||
| 28 | $MPC | Marathon Petroleum Corp | Energy | $2.9M | 0.8% | 6,555 | -3% | |||
| 29 | $DVN | DEVON ENERGY CORP/DE | Energy | $2.6M | 0.7% | 54K | -2% | |||
| 30 | $PPL | PPL Corp | Utilities | $2.6M | 0.7% | 76K | -2% | |||
| 31 | $SHOP | SHOPIFY INC. | Technology | $2.3M | 0.6% | 14K | -1% | |||
| 32 | $TSCO | TRACTOR SUPPLY CO /DE/ | Consumer Discretionary | $2.1M | 0.6% | 65K | +31% | |||
| 33 | $NUE | NUCOR CORP | Materials | $2.1M | 0.6% | 8,533 | +0.1% | |||
| 34 | — | SPDR SERIES TRUST - ST STR P500GRW | — | $2.1M | 0.6% | 16K | +0.2% | |||
| 35 | $TGT | TARGET CORP | Consumer Staples | $2.0M | 0.6% | 13K | -0.1% | |||
| 36 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $2.0M | 0.6% | 2,737 | — | |||
| 37 | $HOOD | Robinhood Markets, Inc. | Financials | $1.9M | 0.5% | 18K | -0.9% | |||
| 38 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $1.9M | 0.5% | 2,024 | -0.2% | |||
| 39 | $TSLA | Tesla, Inc. | Consumer Discretionary | $1.9M | 0.5% | 4,935 | +2% | |||
| 40 | — | ISHARES TR - TRUST ISHARE 0-1 | — | $1.5M | 0.4% | 14K | +0.9% | |||
| 41 | $OKE | ONEOK INC /NEW/ | Energy | $1.5M | 0.4% | 17K | +0.2% | |||
| 42 | $SNOW | Snowflake Inc. | Technology | $1.4M | 0.4% | 4,108 | -0.8% | |||
| 43 | $GIS | GENERAL MILLS INC | Consumer Staples | $1.3M | 0.4% | 42K | +7% | |||
| 44 | $NEE | NEXTERA ENERGY INC | Utilities | $1.3M | 0.4% | 17K | -0.6% | |||
| 45 | $SYM | Symbotic Inc. | Industrials | $1.3M | 0.3% | 29K | +1% | |||
| 46 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $1.2M | 0.3% | 5,618 | -1% | |||
| 47 | $JPM | JPMORGAN CHASE & CO | Financials | $1.2M | 0.3% | 3,706 | -2% | |||
| 48 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $1.2M | 0.3% | 22K | -3% | |||
| 49 | $PSX | Phillips 66 | Energy | $1.2M | 0.3% | 4,321 | -0.9% | |||
| 50 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $1.2M | 0.3% | 26K | +2% | |||
| 51 | $S | SentinelOne, Inc. | Technology | $1.1M | 0.3% | 43K | -2% | |||
| 52 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $1.1M | 0.3% | 6,503 | -2% | |||
| 53 | — | ISHARES TR - SHRT NAT MUN ETF | — | $952K | 0.3% | 9,120 | -25% | |||
| 54 | $VLO | VALERO ENERGY CORP/TX | Energy | $925K | 0.3% | 2,182 | -9% | |||
| 55 | — | SELECT SECTOR SPDR TR - ST STR UTIL ETF | — | $908K | 0.3% | 22K | +0.3% | |||
| 56 | $CART | Maplebear Inc. | Industrials | $868K | 0.2% | 19K | -1% | |||
| 57 | $RBA | RB GLOBAL INC. | Industrials | $771K | 0.2% | 9,593 | New | |||
| 58 | — | ISHARES TR - MSCI USA MIN ETF | — | $736K | 0.2% | 7,401 | +0.3% | |||
| 59 | $PLTR | Palantir Technologies Inc. | Technology | $732K | 0.2% | 3,770 | — | |||
| 60 | $JNJ | JOHNSON & JOHNSON | Healthcare | $719K | 0.2% | 2,780 | — | |||
| 61 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $660K | 0.2% | 1,398 | -1% | |||
| 62 | $T | AT&T INC. | Communication Services | $654K | 0.2% | 27K | +0.7% | |||
| 63 | $ANET | Arista Networks, Inc. | Technology | $641K | 0.2% | 2,972 | — | |||
| 64 | — | SPDR SERIES TRUST - ST STR BLO 1 ETF | — | $615K | 0.2% | 6,722 | +0.7% | |||
| 65 | $UNP | UNION PACIFIC CORP | Industrials | $602K | 0.2% | 2,192 | -0.1% | |||
| 66 | $QCOM | QUALCOMM INC/DE | Technology | $581K | 0.2% | 3,282 | +0.2% | |||
| 67 | $LLY | ELI LILLY & Co | Healthcare | $571K | 0.2% | 480 | -17% | |||
| 68 | $KO | COCA COLA CO | Consumer Staples | $567K | 0.2% | 6,603 | +0.1% | |||
| 69 | $CVX | CHEVRON CORP | Energy | $566K | 0.2% | 2,761 | -7% | |||
| 70 | $CAH | CARDINAL HEALTH INC | Consumer Staples | $562K | 0.2% | 2,422 | +0.2% | |||
| 71 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $558K | 0.2% | 3,776 | -5% | |||
| 72 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | — | $554K | 0.2% | 3,517 | +0.5% | |||
| 73 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $549K | 0.1% | 850 | — | |||
| 74 | $V | VISA INC. | Financials | $498K | 0.1% | 1,338 | -0.1% | |||
| 75 | $MRK | Merck & Co., Inc. | Healthcare | $487K | 0.1% | 3,408 | -8% | |||
| 76 | $SHEL | Shell plc | Energy | $481K | 0.1% | 4,968 | -13% | |||
| 77 | $NU | Nu Holdings Ltd. | Financials | $472K | 0.1% | 30K | — | |||
| 78 | $RGA | REINSURANCE GROUP OF AMERICA INC | Financials | $444K | 0.1% | 1,765 | +0.1% | |||
| 79 | $STX | Seagate Technology Holdings plc | Technology | $442K | 0.1% | 547 | — | |||
| 80 | $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | Energy | $435K | 0.1% | 12K | +0.1% | |||
| 81 | — | ISHARES TR - 0-3 MTH TREASURY | — | $419K | 0.1% | 4,169 | +1% | |||
| 82 | $DIS | Walt Disney Co | Communication Services | $411K | 0.1% | 3,923 | -3% | |||
| 83 | $ORLY | O REILLY AUTOMOTIVE INC | Consumer Discretionary | $410K | 0.1% | 4,846 | New | |||
| 84 | $PAA | PLAINS ALL AMERICAN PIPELINE LP | Energy | $385K | 0.1% | 16K | — | |||
| 85 | $NFLX | NETFLIX INC | Communication Services | $376K | 0.1% | 5,394 | New | |||
| 86 | $DG | DOLLAR GENERAL CORP | Consumer Staples | $374K | 0.1% | 3,065 | +0.2% | |||
| 87 | $MCD | MCDONALDS CORP | Consumer Discretionary | $361K | 0.1% | 1,566 | -3% | |||
| 88 | $RDDT | Reddit, Inc. | Technology | $356K | 0.1% | 2,334 | — | |||
| 89 | $INTC | INTEL CORP | Technology | $351K | 0.1% | 3,104 | -10% | |||
| 90 | $MO | ALTRIA GROUP, INC. | Consumer Staples | $348K | 0.1% | 5,022 | +0.4% | |||
| 91 | — | SCHWAB STRATEGIC TR - SHT TM US TRES | — | $346K | 0.1% | 15K | +2% | |||
| 92 | $PEP | PEPSICO INC | Consumer Staples | $327K | 0.1% | 2,641 | -2% | |||
| 93 | $GRMN | GARMIN LTD | Technology | $326K | 0.1% | 1,179 | +0.3% | |||
| 94 | — | ISHARES U S ETF TR - SHOR DURA BD ETF | — | $321K | 0.1% | 6,431 | +0.2% | |||
| 95 | $MKL | MARKEL GROUP INC. | Financials | $320K | 0.1% | 185 | +28% | |||
| 96 | $VBF | Invesco Bond Fund | Other | $318K | 0.1% | 23K | New | |||
| 97 | $HPS | JOHN HANCOCK PREFERRED INCOME FUND III | Other | $306K | 0.1% | 26K | +2% | |||
| 98 | $BP | BP PLC | Energy | $285K | 0.1% | 6,405 | +3% | |||
| 99 | $ORCL | ORACLE CORP | Technology | $280K | 0.1% | 1,953 | +0.1% | |||
| 100 | $ODC | Oil-Dri Corp of America | Consumer Discretionary | $280K | 0.1% | 3,190 | -6% | |||
| 101 | $JD | JD.com, Inc. | Consumer Discretionary | $280K | 0.1% | 10K | +2% | |||
| 102 | $CAT | CATERPILLAR INC | Industrials | $268K | 0.1% | 330 | -7% | |||
| 103 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $264K | 0.1% | 1,454 | -4% | |||
| 104 | $PM | Philip Morris International Inc. | Consumer Staples | $264K | 0.1% | 1,368 | -1% | |||
| 105 | — | STATE STR SPDR DOW JONES IND - UT SER 1 | — | $261K | 0.1% | 511 | — | |||
| 106 | — | ISHARES TR - 1 3 YR TREAS BD | — | $255K | 0.1% | 3,148 | +0.4% | |||
| 107 | $SCHW | SCHWAB CHARLES CORP | Financials | $250K | 0.1% | 2,620 | -2% | |||
| 108 | $DUK | Duke Energy CORP | Utilities | $245K | 0.1% | 2,119 | -0.7% | |||
| 109 | $FBTC | Fidelity Wise Origin Bitcoin Fund | Financials | $226K | 0.1% | 3,120 | New | |||
| 110 | $META | Meta Platforms, Inc. | Technology | $224K | 0.1% | 310 | New | |||
| 111 | $SUZ | Suzano S.A. | Materials | $223K | 0.1% | 26K | +14% | |||
| 112 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | — | $220K | 0.1% | 6,744 | -1% | |||
| 113 | — | ISHARES TR - PFD AND INCM SEC | — | $219K | 0.1% | 7,458 | +1% | |||
| 114 | $GE | GENERAL ELECTRIC CO | Industrials | $217K | 0.1% | 716 | -1% | |||
| 115 | — | THEMES ETF TR - GENE ARTI IN ETF | — | $209K | 0.1% | 5,900 | -2% | |||
| 116 | $MMM | 3M CO | Healthcare | $209K | 0.1% | 1,289 | +0.3% | |||
| 117 | $EBAY | EBAY INC | Consumer Discretionary | $204K | 0.1% | 1,900 | — | |||
| 118 | $XPER | Xperi Inc. | Technology | $118K | 0.0% | 22K | +77% | |||
| 119 | $ASM | AVINO SILVER & GOLD MINES LTD | Materials | $80K | 0.0% | 15K | — | |||
| 120 | $COUR | Coursera, Inc. | Technology | $66K | 0.0% | 13K | -21% | |||
| 121 | $GRAB | Grab Holdings Ltd | Industrials | $58K | 0.0% | 19K | — |
What changed in Q3 2026
Against the previous quarter's 13F: 8 new, 41 added to, 58 trimmed, 6 sold out. Share-count changes; largest moves by dollar size first.
New positions (8)
first bought this quarter
$NKENIKE, Inc.$3.8M
first bought this quarter
$RBARB GLOBAL INC.$771K
first bought this quarter
$ORLYO REILLY AUTOMOTIVE INC$410K
first bought this quarter
$NFLXNETFLIX INC$376K
first bought this quarter
$VBFInvesco Bond Fund$318K
first bought this quarter
+2 more in the Excel export
Added to (41)
now $11.2M · held 11+ qtrs, 3 adds in a row
now $5.4M · held 11+ qtrs
$TSCOTRACTOR SUPPLY CO /DE/+31%
now $2.1M · held 2 qtrs, 2 adds in a row
$KHCKraft Heinz Co+6%
now $3.9M · held 11+ qtrs, 8 adds in a row
now $5.1M · held 7 qtrs, 7 adds in a row
$BWXTBWX Technologies, Inc.+4%
now $3.3M · held 11+ qtrs
+35 more in the Excel export
Trimmed (58)
now $15.3M · held 11+ qtrs, 3 trims in a row
- INVESCO EXCHANGE TRADED FD T - S&P500 EQL ENR-36%
now $4.9M
now $37.2M · held 11+ qtrs
now $22.6M · held 11+ qtrs, 2 trims in a row
now $10.7M · held 11+ qtrs
- ISHARES TR - SHRT NAT MUN ETF-25%
now $952K
+52 more in the Excel export
Holdings by quarter
Every 13F Arkfeld Wealth Strategies, L.L.C. has filed, 27 earlier quarters. Pick one to see what it held then.
Is it too late to follow Arkfeld Wealth Strategies, L.L.C.?
Q3 2026 13F filed with the SEC on Oct 19, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Arkfeld Wealth Strategies, L.L.C.'s top 20 holdings: 70/100 (our AI quality score, weighted by position size; 19 of the 20 are scored)
Top 10 since filing
-1.4%
Value-weighted move of the 10 largest stock positions
Turnover
4%
Last quarter; 11% over the last 4
Top 10 weight
54%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
92%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Arkfeld Wealth Strategies, L.L.C. disclosed 121 positions worth $356.6M in its Form 13F-HR for Q3 2026, led by $BRK.B (BERKSHIRE HATHAWAY INC) at 12.7% of the equity portfolio, followed by $AMZN and $AAPL. During the quarter the fund opened 8 new positions and exited 6 — including a new stake in $CBSH and a full exit from $SLV. The portfolio is most concentrated in Technology (24.8% of disclosed assets). All figures are sourced directly from Arkfeld Wealth Strategies, L.L.C.’s Form 13F-HR filing with the SEC under CIK 1789382.
Funds like this
managers whose biggest positions overlap Arkfeld Wealth Strategies, L.L.C.'sBrowse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
to search all 8,700+ institutional filers.
AI-Powered Hedge Fund Analysis: Arkfeld Wealth Strategies, L.L.C.
13F Pro is an AI hedge fund tracker and stock research platform. For Arkfeld Wealth Strategies, L.L.C. (SEC CIK: 1789382), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Arkfeld Wealth Strategies, L.L.C.'s portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.