Latest Arkfeld Wealth Strategies, L.L.C. Stock Portfolio

Arkfeld Wealth Strategies, L.L.C. Performance:

2025 Q3: 5.32%YTD: 8.99%2024: 12.21%

Performance for 2025 Q3 is 5.32%, and YTD is 8.99%, and 2024 is 12.21%.

About Arkfeld Wealth Strategies, L.L.C. and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, Arkfeld Wealth Strategies, L.L.C. reported an equity portfolio of $274.1 Millions as of 30 Sep, 2025.

The top stock holdings of Arkfeld Wealth Strategies, L.L.C. are , AMZN, AAPL. The fund has invested 13.4% of it's portfolio in BERKSHIRE HATHAWAY INC DEL and 10.5% of portfolio in AMAZON COM INC.

The fund managers got completely rid off TARGET CORP (TGT) stocks. They significantly reduced their stock positions in SUZANO S A (SUZ), NU HLDGS LTD (NU) and ONEOK INC NEW (OKE). Arkfeld Wealth Strategies, L.L.C. opened new stock positions in SENTINELONE INC (S), ALIBABA GROUP HLDG LTD (BABA) and SEAGATE TECHNOLOGY HLDNGS PL (STX). The fund showed a lot of confidence in some stocks as they added substantially to COCA-COLA FEMSA SAB DE CV (KOF), PALANTIR TECHNOLOGIES INC (PLTR) and TAIWAN SEMICONDUCTOR MFG LTD (TSM).

Arkfeld Wealth Strategies, L.L.C. Annual Return Estimates Vs S&P 500

Our best estimate is that Arkfeld Wealth Strategies, L.L.C. made a return of 5.32% in the last quarter. In trailing 12 months, it's portfolio return was 10.99%.

New Buys

Ticker	$ Bought
sentinelone inc	657,365
alibaba group hldg ltd	255,157
seagate technology hldngs pl	239,392
bp plc	215,922
ge aerospace	214,724
abbvie inc	205,073
xperi inc	102,646
pagseguro digital ltd	94,098

New stocks bought by Arkfeld Wealth Strategies, L.L.C.

Additions

Ticker	% Inc.
coca-cola femsa sab de cv	192
palantir technologies inc	82.28
taiwan semiconductor mfg ltd	31.04
jd.com inc	21.7
nokia corp	18.72
general mls inc	15.44
kraft heinz co	13.61
nextera energy inc	10.41

Additions to existing portfolio by Arkfeld Wealth Strategies, L.L.C.

Reductions

Ticker	% Reduced
suzano s a	-34.34
nu hldgs ltd	-15.92
oneok inc new	-3.9
spdr gold tr	-3.8
international business machs	-3.3
ishares tr	-3.12
disney walt co	-2.83
bwx technologies inc	-2.51

Arkfeld Wealth Strategies, L.L.C. reduced stake in above stock

Sold off

Ticker	$ Sold
target corp	-1,367,110

Arkfeld Wealth Strategies, L.L.C. got rid off the above stocks

Sector Distribution

Arkfeld Wealth Strategies, L.L.C. has about 28.4% of it's holdings in Others sector.

Sector	%
Others	28.4
Consumer Cyclical	19.9
Technology	17.3
Energy	13.5
Communication Services	6.8
Consumer Defensive	4.5
Industrials	4
Financial Services	2.6
Utilities	1.9

Market Cap. Distribution

Arkfeld Wealth Strategies, L.L.C. has about 60.6% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
MEGA-CAP	33.8
UNALLOCATED	28.4
LARGE-CAP	26.8
MID-CAP	10.7

Stocks belong to which Index?

About 57.6% of the stocks held by Arkfeld Wealth Strategies, L.L.C. either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	53
Others	42.4
RUSSELL 2000	4.6

Top 5 Winners (%)		%
TSLA	tesla inc	44.7 %
ANET	arista networks inc	43.4 %
GOOG	alphabet inc	38.8 %
GOOG	alphabet inc	38.8 %
SYM	symbotic inc	33.5 %

Top 5 Winners ($)		$
AAPL	apple inc	3.2 M
GOOG	alphabet inc	2.8 M
DINO	hf sinclair corp	1.9 M
GOOG	alphabet inc	1.8 M
TJX	tjx cos inc new	1.3 M

Top 5 Losers (%)		%
SFM	sprouts fmrs mkt inc	-35.5 %
TOST	toast inc	-18.3 %
PM	philip morris intl inc	-14.9 %
DG	dollar gen corp new	-13.8 %
UPS	united parcel service inc	-12.8 %

Top 5 Losers ($)		$
TOST	toast inc	-0.9 M
UPS	united parcel service inc	-0.6 M
SFM	sprouts fmrs mkt inc	-0.6 M
AMZN	amazon com inc	-0.5 M
CHRD	chord energy corporation	-0.4 M

Arkfeld Wealth Strategies, L.L.C. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Arkfeld Wealth Strategies, L.L.C.

Arkfeld Wealth Strategies, L.L.C. has 113 stocks in it's portfolio. About 57.8% of the portfolio is in top 10 stocks. TOST proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for Arkfeld Wealth Strategies, L.L.C. last quarter.

Last Reported on: 05 Nov, 2025

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	6.33	67,227	17,346,000	added	0.04

AAXJ	ishares tr	0.54	13,316	1,467,390	reduced	-3.12

AAXJ	ishares tr	0.48	12,206	1,302,100	added	0.36

AAXJ	ishares tr	0.09	7,398	234,966	added	0.91

ABBV	abbvie inc	0.07	877	205,073	new

AMPS	ishares tr	0.25	7,239	688,744	added	0.35

AMZN	amazon com inc	10.52	131,302	28,822,000	reduced	-0.45

ANET	arista networks inc	0.16	3,012	438,246	unchanged	0.00

BABA	alibaba group hldg ltd	0.09	1,357	255,157	new

BAC	bank america corp	0.44	23,664	1,198,330	reduced	-0.3

BIL	spdr series trust	0.62	16,234	1,701,820	reduced	-0.01

BIL	spdr series trust	0.22	6,718	614,623	added	0.39

BWXT	bwx technologies inc	1.55	22,714	4,239,340	reduced	-2.51

CAH	cardinal health inc	0.15	2,655	410,100	added	0.19

CASY	caseys gen stores inc	4.31	20,797	11,802,000	reduced	-0.74

CCRV	ishares u s etf tr	0.12	6,393	327,107	reduced	-0.05

CHRD	chord energy corporation	3.75	103,659	10,275,700	reduced	-1.99

COST	costco whsl corp new	0.61	1,839	1,682,970	reduced	-0.65

CSCO	cisco sys inc	1.76	70,969	4,820,250	reduced	-0.23

CSD	invesco exchange traded fd t	3.23	111,692	8,850,730	reduced	-2.11