Arkfeld Wealth Strategies, L.L.C.
OMAHA, NE
$334m in 119 US stocks at the end of 30 June 2026. The top 10 are 55.4% of the money. It changed about 6.7% of the portfolio this quarter.
Value
$334m
Stocks
119
Top 10 share
55.4%
Turnover
6.7%
What changed this quarter
New
Bought for the first time this quarter.
- Tractor SupplyTSCO0.4% of the fund
- Markel GroupMKL<0.1% of the fund
- Hormel FoodsHRL<0.1% of the fund
- Schwab Strategic TRSCHD<0.1% of the fund
- AbbVieABBV<0.1% of the fund
- eBayEBAY<0.1% of the fund
- ProgressivePGR<0.1% of the fund
- 3MMMM<0.1% of the fund
- CourseraCOUR<0.1% of the fund
Added
Bought more of a stock they already held.
- Berkshire HathawayBRK-B13.6% of the fund+7%
- ToastTOST2.3% of the fund+139%
- United Parcel ServiceUPS1.7% of the fund+3%
- Kraft HeinzKHC1.2% of the fund+14%
- Robinhood MarketsHOOD0.6% of the fund+12%
- TeslaTSLA0.6% of the fund+7%
- General MillsGIS0.4% of the fund+234%
- Taiwan Semiconductor ManufacturingTSM0.2% of the fund+10%
- McDonald'sMCD0.1% of the fund+7%
- Dollar GeneralDG0.1% of the fund+5%
- Avino Silver & Gold MinesASM<0.1% of the fund+3%
Cut
Sold some of their stake.
- AppleAAPL6.4% of the fund-2%
- HF SinclairDINO4.1% of the fund-9%
- AlphabetGOOGL4.1% of the fund-4%
- AlphabetGOOG2.6% of the fund-3%
- Cisco SystemsCSCO2.1% of the fund-4%
- Invesco Exchange Traded FD TRSPG2.0% of the fund-31%
- PayPal HoldingsPYPL1.2% of the fund-3%
- NvidiaNVDA1.2% of the fund-4%
- Devon EnergyDVN0.7% of the fund-7%
- Marathon PetroleumMPC0.5% of the fund-3%
- Bank of AmericaBAC0.4% of the fund-2%
- Phillips 66PSX0.2% of the fund-4%
- Cardinal HealthCAH0.2% of the fund-9%
- Coca-ColaKO0.2% of the fund-3%
- Seagate Technology HoldingsSTX0.1% of the fund-42%
- Advanced Micro DevicesAMD0.1% of the fund-5%
- ShellSHEL0.1% of the fund-10%
- Nu HoldingsNU0.1% of the fund-5%
- IntelINTC0.1% of the fund-13%
- PepsiCoPEP0.1% of the fund-4%
- CaterpillarCAT0.1% of the fund-5%
- Oil-Dri Corp of AmericaODC0.1% of the fund-8%
- Jd.comJD<0.1% of the fund-20%
- BPBP<0.1% of the fund-4%
- CitigroupC<0.1% of the fund-8%
Sold out
Sold their entire stake.
- NetflixNFLX-100%
- Meta PlatformsMETA-100%
- Fidelity Wise Origin BitcoinFBTC-100%
- NokiaNOK-100%
- PagSeguro DigitalPAGS-100%
Holdings
- Berkshire Hathaway INC DELBRK-A
- Share
- 2.0%
- Value
- $7m
- Shares
- 9
Held
- Invesco Exchange Traded FD TRSPG
- Share
- 2.0%
- Value
- $7m
- Shares
- 69,392
-31%
- Spdr Gold TRGLD
- Share
- 1.6%
- Value
- $5m
- Shares
- 14,162
Held
- Coca-Cola Femsa SAB de CVKOF
- Share
- 1.0%
- Value
- $3m
- Shares
- 30,458
Held
- Spdr Series TrustSPYG
- Share
- 0.6%
- Value
- $2m
- Shares
- 16,412
Held
- Vanguard Index FDSVOO
- Share
- 0.6%
- Value
- $2m
- Shares
- 2,737
Held
- Ishares TRSHV
- Share
- 0.4%
- Value
- $1m
- Shares
- 13,563
Held
- Ishares TRSUB
- Share
- 0.4%
- Value
- $1m
- Shares
- 12,227
Held
- Select Sector Spdr TRXLU
- Share
- 0.3%
- Value
- $997,090
- Shares
- 22,011
Held
- Ishares TRUSMV
- Share
- 0.2%
- Value
- $722,551
- Shares
- 7,381
Held
- Spdr Series TrustBIL
- Share
- 0.2%
- Value
- $610,379
- Shares
- 6,676
Held
- Vanguard Whitehall FDSVYM
- Share
- 0.2%
- Value
- $560,704
- Shares
- 3,501
Held
- ShellSHEL
- Share
- 0.1%
- Value
- $447,066
- Shares
- 5,721
-10%
- Ishares TRSGOV
- Share
- 0.1%
- Value
- $413,683
- Shares
- 4,119
Held
- Hancock John PFD Income FD IHPS
- Share
- 0.1%
- Value
- $376,904
- Shares
- 25,815
Held
- Plains ALL Amern Pipeline LPAA
- Share
- 0.1%
- Value
- $355,607
- Shares
- 15,968
Held
- Schwab Strategic TRSCHO
- Share
- 0.1%
- Value
- $343,580
- Shares
- 14,262
Held
- Ishares U S ETF TRNEAR
- Share
- <0.1%
- Value
- $324,486
- Shares
- 6,419
Held
- Ishares Silver TRSLV
- Share
- <0.1%
- Value
- $273,761
- Shares
- 4,879
Held
- Jd.comJD
- Share
- <0.1%
- Value
- $272,835
- Shares
- 10,188
-20%
- State STR Spdr DOW Jones INDDIA
- Share
- <0.1%
- Value
- $271,072
- Shares
- 511
Held
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Berkshire HathawayBRK-B | 13.6% | $45m | 89,746 | +7% |
| Amazon.comAMZN | 10.6% | $36m | 145,516 | Held |
| AppleAAPL | 6.4% | $21m | 68,150 | -2% |
| Caseys General StoresCASY | 4.8% | $16m | 20,042 | Held |
| HF SinclairDINO | 4.1% | $14m | 185,974 | -9% |
| AlphabetGOOGL | 4.1% | $14m | 37,071 | -4% |
| TJX CompaniesTJX | 3.5% | $12m | 76,329 | Held |
| Chord EnergyCHRD | 3.3% | $11m | 97,665 | Held |
| AlphabetGOOG | 2.6% | $9m | 23,787 | -3% |
| MicrosoftMSFT | 2.4% | $8m | 20,928 | Held |
| ToastTOST | 2.3% | $8m | 264,821 | +139% |
| Cisco SystemsCSCO | 2.1% | $7m | 62,027 | -4% |
| Sprouts Farmers MarketSFM | 2.1% | $7m | 80,503 | Held |
| Berkshire Hathaway INC DELBRK-A | 2.0% | $7m | 9 | Held |
| Invesco Exchange Traded FD TRSPG | 2.0% | $7m | 69,392 | -31% |
| Kinder MorganKMI | 2.0% | $7m | 209,377 | Held |
| United Parcel ServiceUPS | 1.7% | $6m | 52,770 | +3% |
| Spdr Gold TRGLD | 1.6% | $5m | 14,162 | Held |
| WalmartWMT | 1.3% | $4m | 39,659 | Held |
| BWX TechnologiesBWXT | 1.3% | $4m | 22,117 | Held |
| Interactive Brokers GroupIBKR | 1.3% | $4m | 43,970 | Held |
| Kraft HeinzKHC | 1.2% | $4m | 165,516 | +14% |
| PayPal HoldingsPYPL | 1.2% | $4m | 88,838 | -3% |
| NvidiaNVDA | 1.2% | $4m | 20,148 | -4% |
| Coca-Cola Femsa SAB de CVKOF | 1.0% | $3m | 30,458 | Held |
| PPLPPL | 0.8% | $3m | 77,870 | Held |
| Devon EnergyDVN | 0.7% | $2m | 55,836 | -7% |
| Robinhood MarketsHOOD | 0.6% | $2m | 17,856 | +12% |
| TeslaTSLA | 0.6% | $2m | 4,854 | +7% |
| Spdr Series TrustSPYG | 0.6% | $2m | 16,412 | Held |
| Costco WholesaleCOST | 0.6% | $2m | 2,028 | Held |
| NucorNUE | 0.6% | $2m | 8,526 | Held |
| Vanguard Index FDSVOO | 0.6% | $2m | 2,737 | Held |
| Marathon PetroleumMPC | 0.5% | $2m | 6,733 | -3% |
| International Business MachinesIBM | 0.5% | $2m | 5,694 | Held |
| ShopifySHOP | 0.5% | $2m | 13,865 | Held |
| TargetTGT | 0.5% | $2m | 13,208 | Held |
| Tractor SupplyTSCO | 0.4% | $2m | 49,740 | New |
| NextEra EnergyNEE | 0.4% | $1m | 17,113 | Held |
| Ishares TRSHV | 0.4% | $1m | 13,563 | Held |
| OneokOKE | 0.4% | $1m | 17,019 | Held |
| General MillsGIS | 0.4% | $1m | 39,441 | +234% |
| Bank of AmericaBAC | 0.4% | $1m | 22,639 | -2% |
| Ishares TRSUB | 0.4% | $1m | 12,227 | Held |
| SymboticSYM | 0.4% | $1m | 28,596 | Held |
| JPMorgan ChaseJPM | 0.4% | $1m | 3,765 | Held |
| SnowflakeSNOW | 0.3% | $1m | 4,140 | Held |
| Verizon CommunicationsVZ | 0.3% | $1m | 25,118 | Held |
| Select Sector Spdr TRXLU | 0.3% | $997,090 | 22,011 | Held |
| MaplebearCART | 0.3% | $921,100 | 19,453 | Held |
| ExxonMobil HoldingsXOM | 0.3% | $907,996 | 6,655 | Held |
| SentinelOneS | 0.2% | $796,023 | 43,858 | Held |
| Phillips 66PSX | 0.2% | $773,360 | 4,361 | -4% |
| Ishares TRUSMV | 0.2% | $722,551 | 7,381 | Held |
| Johnson & JohnsonJNJ | 0.2% | $720,872 | 2,780 | Held |
| Eli LillyLLY | 0.2% | $695,659 | 580 | Held |
| Valero EnergyVLO | 0.2% | $650,651 | 2,407 | Held |
| Taiwan Semiconductor ManufacturingTSM | 0.2% | $640,876 | 1,419 | +10% |
| Union PacificUNP | 0.2% | $620,039 | 2,194 | Held |
| QualcommQCOM | 0.2% | $610,549 | 3,274 | Held |
| Spdr Series TrustBIL | 0.2% | $610,379 | 6,676 | Held |
| Procter & GamblePG | 0.2% | $592,300 | 3,967 | Held |
| Cardinal HealthCAH | 0.2% | $574,425 | 2,418 | -9% |
| Vanguard Whitehall FDSVYM | 0.2% | $560,704 | 3,501 | Held |
| Coca-ColaKO | 0.2% | $547,248 | 6,597 | -3% |
| AT&TT | 0.2% | $546,626 | 26,561 | Held |
| Arista NetworksANET | 0.2% | $514,988 | 2,972 | Held |
| Palantir TechnologiesPLTR | 0.1% | $499,676 | 3,770 | Held |
| ChevronCVX | 0.1% | $498,015 | 2,963 | Held |
| VisaV | 0.1% | $478,845 | 1,340 | Held |
| Seagate Technology HoldingsSTX | 0.1% | $474,938 | 547 | -42% |
| MerckMRK | 0.1% | $471,068 | 3,716 | Held |
| Advanced Micro DevicesAMD | 0.1% | $469,243 | 850 | -5% |
| RedditRDDT | 0.1% | $468,807 | 2,334 | Held |
| McDonald'sMCD | 0.1% | $449,778 | 1,609 | +7% |
| ShellSHEL | 0.1% | $447,066 | 5,721 | -10% |
| Enterprise Products Partners L.P.EPD | 0.1% | $429,619 | 11,780 | Held |
| Nu HoldingsNU | 0.1% | $425,948 | 30,295 | -5% |
| IntelINTC | 0.1% | $422,098 | 3,454 | -13% |
| Ishares TRSGOV | 0.1% | $413,683 | 4,119 | Held |
| Reinsurance Group of AmericaRGA | 0.1% | $395,253 | 1,764 | Held |
| Walt DisneyDIS | 0.1% | $393,018 | 4,035 | Held |
| PepsiCoPEP | 0.1% | $384,747 | 2,685 | -4% |
| Hancock John PFD Income FD IHPS | 0.1% | $376,904 | 25,815 | Held |
| Altria GroupMO | 0.1% | $359,425 | 5,000 | Held |
| Dollar GeneralDG | 0.1% | $355,737 | 3,060 | +5% |
| Plains ALL Amern Pipeline LPAA | 0.1% | $355,607 | 15,968 | Held |
| CaterpillarCAT | 0.1% | $343,710 | 354 | -5% |
| Schwab Strategic TRSCHO | 0.1% | $343,580 | 14,262 | Held |
| Lowe's CompaniesLOW | 0.1% | $338,397 | 1,512 | Held |
| Oil-Dri Corp of AmericaODC | 0.1% | $337,685 | 3,387 | -8% |
| Ishares U S ETF TRNEAR | <0.1% | $324,486 | 6,419 | Held |
| GarminGRMN | <0.1% | $288,045 | 1,175 | Held |
| Markel GroupMKL | <0.1% | $284,839 | 144 | New |
| OracleORCL | <0.1% | $280,682 | 1,952 | Held |
| General ElectricGE | <0.1% | $274,713 | 725 | Held |
| Ishares Silver TRSLV | <0.1% | $273,761 | 4,879 | Held |
| Jd.comJD | <0.1% | $272,835 | 10,188 | -20% |
| State STR Spdr DOW Jones INDDIA | <0.1% | $271,072 | 511 | Held |
| Duke EnergyDUK | <0.1% | $268,725 | 2,133 | Held |
Showing the largest 100 of 119.
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 32.1% since 30 June 2025.
Where the money is
Financial services20.5%
Retail & consumer15.7%
Technology14.9%
Everyday goods12.1%
Energy12.0%
Media & telecom7.4%
Industrials3.8%
Utilities1.5%
Health care0.8%
Materials0.6%
Other10.8%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.