Grufity logo
Grufity logo

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

$334Million | No. of Holdings #118

Arkfeld Wealth Strategies, L.L.C. Performance

2026 Q2+4.34%
YTD+9.47%
2025+14.10%

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

On 2026-07-10, the fund reported it's updated stock portfolio. In the 13F Holdings report, Arkfeld Wealth Strategies, L.L.C. reported an equity portfolio of $334.5 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Arkfeld Wealth Strategies, L.L.C. are , AMZN, AAPL. The fund has invested 13.6% of it's portfolio in BERKSHIRE HATHAWAY INC DEL and 10.6% of portfolio in AMAZON COM INC. <br><br> The fund managers got completely rid off NETFLIX INC. (NFLX), META PLATFORMS INC (META) and FIDELITY WISE ORIGIN BITCOIN stocks. They significantly reduced their stock positions in SEAGATE TECHNOLOGY HLDNGS PL (STX), INVESCO EXCHANGE TRADED FD T (CSD) and JD.COM INC (JD). Arkfeld Wealth Strategies, L.L.C. opened new stock positions in TRACTOR SUPPLY CO (TSCO), MARKEL GROUP INC (MKL) and HORMEL FOODS CORP (HRL). The fund showed a lot of confidence in some stocks as they added substantially to GENERAL MILLS INC (GIS), TOAST INC (TOST) and KRAFT HEINZ CO (KHC).
Arkfeld Wealth Strategies, L.L.C. Equity Portfolio Value
Last Reported on: 10 Jul, 2026
$334Million
  as of Jul 10, 2026

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 4.34% in the last quarter. In trailing 12 months, it's portfolio return was 19.66%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
tractor supply co1,503,130
markel group inc284,839
hormel foods corp235,022
schwab strategic tr220,627
abbvie inc220,194
ebay inc.215,973
progressive corp207,462
3m co204,535
New stocks bought by Arkfeld Wealth Strategies, L.L.C.

Additions

Ticker% Inc.
general mills inc234
toast inc138
kraft heinz co13.7
robinhood mkts inc11.99
taiwan semiconductor manufac9.66
tesla inc7.08
mcdonalds corp7.05
berkshire hathaway inc del6.61
Additions to existing portfolio by Arkfeld Wealth Strategies, L.L.C.

Reductions

Ticker% Reduced
seagate technology hldngs pl-42.24
invesco exchange traded fd t-31.19
jd.com inc-20.05
xperi inc-16.71
intel corp-12.56
suzano s a-10.9
shell plc-9.66
cardinal health inc-9.37
Arkfeld Wealth Strategies, L.L.C. reduced stake in above stock

Sold off

Ticker$ Sold
nokia corp-193,007
pagseguro digital ltd-114,126
fidelity wise origin bitcoin-203,923
netflix inc.-242,926
meta platforms inc-207,865
Arkfeld Wealth Strategies, L.L.C. got rid off the above stocks

Sector Distribution

Arkfeld Wealth Strategies, L.L.C. has about 25.3% of it's holdings in Others sector.

  • Others
  • Consumer Cyclical
  • Technology
  • Energy
  • Communication Services
  • Consumer Defensive
  • Industrials
  • Financial Services
  • Utilities
Sector%
Others25.3
Consumer Cyclical20.4
Technology17.2
Energy12.1
Communication Services7.3
Consumer Defensive7
Industrials3.9
Financial Services3.8
Utilities1.6

Market Cap. Distribution

Arkfeld Wealth Strategies, L.L.C. has about 68.7% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • LARGE-CAP
  • UNALLOCATED
  • MID-CAP
Category%
MEGA-CAP36.3
LARGE-CAP32.4
UNALLOCATED25.3
MID-CAP5.8

Stocks belong to which Index?

About 58.6% of the stocks held by Arkfeld Wealth Strategies, L.L.C. either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
  • RUSSELL 2000
Index%
S&P 50052.9
Others41.4
RUSSELL 20005.7
Top 5 Winners (%)%
AMD
advanced micro devices inc
110.8 %
INTC
intel corp
82.6 %
SNOW
snowflake inc
81.3 %
STX
seagate technology hldngs pl
52.9 %
ODC
oil dri corp amer
41.1 %
Top 5 Winners ($)$
AAPL
apple inc
3.2 M
DINO
hf sinclair corp
3.2 M
berkshire hathaway inc del
2.8 M
CSCO
cisco sys inc
2.0 M
CASY
caseys gen stores inc
1.4 M
Top 5 Losers (%)%
SYM
symbotic inc
-24.3 %
SLV
ishares silver tr
-21.9 %
T
at&t inc
-19.1 %
BP
bp plc
-18.6 %
BWXT
bwx technologies inc
-17.4 %
Top 5 Losers ($)$
CHRD
chord energy corporation
-1.8 M
BWXT
bwx technologies inc
-0.9 M
GLD
spdr gold tr
-0.8 M
TJX
tjx cos inc new
-0.7 M
AMZN
amazon com inc
-0.6 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 118 stocks in it's portfolio. About 55.4% of the portfolio is in top 10 stocks. CHRD 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.

$334.46MTotal Value
124Positions
10 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of Arkfeld Wealth Strategies, L.L.C., last reported on 10 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Arkfeld Wealth Strategies, L.L.C.'s holding in Ishares Tr over time
0.45%13,563
$1.49M
0.45%
increased 0.24 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Arkfeld Wealth Strategies, L.L.C.'s holding in Ishares Tr over time
0.39%12,227
$1.30M
0.39%
increased 0.33 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Arkfeld Wealth Strategies, L.L.C.'s holding in Ishares Tr over time
0.07%7,355
$226.1K
0.07%
increased 0.64 percentadded
ASM
Avino Silver & Gold Mines Lt

Avino Silver & Gold Mines Lt

ASM
Arkfeld Wealth Strategies, L.L.C.'s holding in Avino Silver & Gold Mines Lt over time
0.03%15,000
$98.7K
0.03%
increased 3.45 percentadded
BIL
Spdr Series Trust

Spdr Series Trust

BIL
Arkfeld Wealth Strategies, L.L.C.'s holding in Spdr Series Trust over time
0.58%16,412
$1.95M
0.58%
increased 0.74 percentadded
BIL
Spdr Series Trust

Spdr Series Trust

BIL
Arkfeld Wealth Strategies, L.L.C.'s holding in Spdr Series Trust over time
0.18%6,676
$610.4K
0.18%
increased 0.35 percentadded
BP
Bp Plc

Bp Plc

BP
Arkfeld Wealth Strategies, L.L.C.'s holding in Bp Plc over time
0.07%6,248
$233.6K
0.07%
decreased 3.67 percentreduced
CCRV
Ishares U S Etf Tr

Ishares U S Etf Tr

CCRV
Arkfeld Wealth Strategies, L.L.C.'s holding in Ishares U S Etf Tr over time
0.1%6,419
$324.5K
0.1%
increased 0.09 percentadded