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

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

2025 Q4: 1.97%YTD: 13.28%2024: 14.98%

Performance for 2025 Q4 is 1.97%, and YTD is 13.28%, and 2024 is 14.98%.

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 $290.9 Millions as of 31 Dec, 2025.

The top stock holdings of Arkfeld Wealth Strategies, L.L.C. are , AMZN, AAPL. The fund has invested 12.8% of it's portfolio in BERKSHIRE HATHAWAY INC DEL and 10.9% of portfolio in AMAZON COM INC.

The fund managers got completely rid off SUPER MICRO COMPUTER INC (SMCI), ALIBABA GROUP HLDG LTD (BABA) and KELLANOVA (K) stocks. They significantly reduced their stock positions in DUKE ENERGY CORP NEW (DUK), NVIDIA CORPORATION (NVDA) and CHORD ENERGY CORPORATION (CHRD). Arkfeld Wealth Strategies, L.L.C. opened new stock positions in INTERACTIVE BROKERS GROUP IN (IBKR), CITIGROUP INC (C) and CATERPILLAR INC (CAT). The fund showed a lot of confidence in some stocks as they added substantially to NETFLIX INC (NFLX), SPROUTS FMRS MKT INC (SFM) and SELECT SECTOR SPDR TR (XLB).

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 1.97% in the last quarter. In trailing 12 months, it's portfolio return was 13.28%.

Performance
S&P 500

New Buys

Ticker	$ Bought
interactive brokers group in	3,117,060
citigroup inc	238,528
caterpillar inc	223,062
3m co	205,514
intel corp	202,712

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

Additions

Ticker	% Inc.
netflix inc	945
sprouts fmrs mkt inc	707
select sector spdr tr	69.35
verizon communications inc	28.7
sentinelone inc	19.74
general mls inc	9.5
kraft heinz co	8.56
avino silver & gold mines lt	5.00

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

Reductions

Ticker	% Reduced
duke energy corp new	-11.6
nvidia corporation	-7.37
ishares tr	-5.2
chord energy corporation	-3.59
invesco exchange traded fd t	-1.23
tesla inc	-1.08
bwx technologies inc	-0.99
visa inc	-0.74

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

Sold off

Ticker	$ Sold
super micro computer inc	-329,946
oil dri corp amer	-222,753
kellanova	-229,049
alibaba group hldg ltd	-255,157
progressive corp	-228,177
meta platforms inc	-207,599

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

Sector Distribution

Arkfeld Wealth Strategies, L.L.C. has about 27.3% of it's holdings in Others sector.

Sector	%
Others	27.3
Consumer Cyclical	20
Technology	16.1
Energy	11.8
Communication Services	8
Consumer Defensive	5.9
Industrials	4.4
Financial Services	3.4
Utilities	1.7

Market Cap. Distribution

Arkfeld Wealth Strategies, L.L.C. has about 61.5% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
MEGA-CAP	34.4
UNALLOCATED	27.3
LARGE-CAP	27.1
MID-CAP	11

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.

Index	%
S&P 500	53.3
Others	41.4
RUSSELL 2000	5.3

Top 5 Winners (%)		%
SLV	ishares silver tr	63.0 %
DG	dollar gen corp new	42.9 %
	nokia corp	38.6 %
CAH	cardinal health inc	34.1 %
LLY	eli lilly & co	32.0 %

Top 5 Winners ($)		$
GOOG	alphabet inc	3.1 M
AMZN	amazon com inc	2.9 M
GOOG	alphabet inc	2.0 M
TJX	tjx cos inc new	1.0 M
UPS	united parcel service inc	0.9 M

Top 5 Losers (%)		%
NFLX	netflix inc	-86.5 %
XLB	select sector spdr tr	-47.2 %
ORCL	oracle corp	-32.6 %
	fidelity wise origin bitcoin	-26.1 %
SFM	sprouts fmrs mkt inc	-19.0 %

Top 5 Losers ($)		$
SFM	sprouts fmrs mkt inc	-1.4 M
NFLX	netflix inc	-1.3 M
CHRD	chord energy corporation	-1.1 M
DINO	hf sinclair corp	-0.9 M
XLB	select sector spdr tr	-0.9 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 112 stocks in it's portfolio. About 55.9% of the portfolio is in top 10 stocks. SFM proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for Arkfeld Wealth Strategies, L.L.C. last quarter.

Last Reported on: 12 Jan, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	6.00	67,098	17,467,600	reduced	-0.19

AAXJ	ishares tr	0.51	13,440	1,481,180	added	0.93

AAXJ	ishares tr	0.45	12,298	1,314,540	added	0.75

AAXJ	ishares tr	0.08	7,013	220,271	reduced	-5.2

ABBV	abbvie inc	0.07	879	205,173	added	0.23

AMPS	ishares tr	0.24	7,285	686,120	added	0.64

AMZN	amazon com inc	10.88	130,973	31,637,700	reduced	-0.25

ANET	arista networks inc	0.14	3,012	391,801	unchanged	0.00

BABA	alibaba group hldg ltd	0.00	0.00	0.00	sold off	-100

BAC	bank america corp	0.45	23,526	1,309,010	reduced	-0.58

BIL	spdr series trust	0.60	16,257	1,755,950	added	0.14

BIL	spdr series trust	0.21	6,770	619,143	added	0.77

BWXT	bwx technologies inc	1.49	22,490	4,323,440	reduced	-0.99

C	citigroup inc	0.08	1,965	238,528	new

CAH	cardinal health inc	0.19	2,660	551,224	added	0.19

CASY	caseys gen stores inc	4.08	20,683	11,864,000	reduced	-0.55

CAT	caterpillar inc	0.08	374	223,062	new

CCRV	ishares u s etf tr	0.11	6,405	327,617	added	0.19

CHRD	chord energy corporation	3.04	99,936	8,849,310	reduced	-3.59

COST	costco whsl corp new	0.56	1,840	1,623,880	added	0.05