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

$356Million | No. of Holdings #120

Arkfeld Wealth Strategies, L.L.C. Performance

2026 Q3+3.24%
YTD+13.02%
2025+14.10%

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

On 2026-10-19, the fund reported it's updated stock portfolio. In the 13F Holdings report, Arkfeld Wealth Strategies, L.L.C. reported an equity portfolio of $356.6 Millions as of 30 Sep, 2026. <br><br> The top stock holdings of Arkfeld Wealth Strategies, L.L.C. are , AMZN, AAPL. The fund has invested 12.7% of it's portfolio in BERKSHIRE HATHAWAY INC DEL and 10.4% of portfolio in AMAZON COM INC. <br><br> The fund managers got completely rid off ONEOK INC NEW (OKE), EXXON MOBIL CORP (XOM) and ISHARES SILVER TR (SLV) stocks. They significantly reduced their stock positions in INVESCO EXCHANGE TRADED FD T (CSD), HF SINCLAIR CORP (DINO) and ISHARES TR (AAXJ). Arkfeld Wealth Strategies, L.L.C. opened new stock positions in COMMERCE BANCSHARES INC (CBSH), NIKE INC (NKE) and ONEOK INC NEW. The fund showed a lot of confidence in some stocks as they added substantially to XPERI INC (XPER), TOAST INC (TOST) and TRACTOR SUPPLY CO (TSCO).
Arkfeld Wealth Strategies, L.L.C. Equity Portfolio Value
Last Reported on: 19 Oct, 2026
$356Million
  as of Oct 19, 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 3.24% in the last quarter. In trailing 12 months, it's portfolio return was 16.08%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
commerce bancshares inc12,170,200
nike inc3,836,910
oneok inc new1,501,800
exxonmobil holdings corp1,066,860
rb global inc771,277
oreilly automotive inc410,020
netflix inc.375,988
invesco bd fd317,664
New stocks bought by Arkfeld Wealth Strategies, L.L.C.

Additions

Ticker% Inc.
xperi inc77.39
toast inc38.22
tractor supply co30.87
markel group inc28.47
walmart inc25.6
suzano s a13.77
general mills inc7.17
kraft heinz co5.95
Additions to existing portfolio by Arkfeld Wealth Strategies, L.L.C.

Reductions

Ticker% Reduced
invesco exchange traded fd t-36.36
hf sinclair corp-28.93
ishares tr-25.41
coursera inc-20.79
eli lilly & co-17.24
shell plc-13.16
intel corp-10.13
valero energy corp-9.35
Arkfeld Wealth Strategies, L.L.C. reduced stake in above stock

Sold off

Ticker$ Sold
oneok inc new-1,487,960
hormel foods corp-235,022
exxon mobil corp-907,996
ishares silver tr-273,761
starbucks corp-258,700
citigroup inc-228,079
progressive corp-207,462
abbvie inc-220,194
Arkfeld Wealth Strategies, L.L.C. got rid off the above stocks

Sector Distribution

Arkfeld Wealth Strategies, L.L.C. has about 24% of it's holdings in Others sector.

  • Others
  • Consumer Cyclical
  • Technology
  • Energy
  • Financial Services
  • Communication Services
  • Consumer Defensive
  • Industrials
  • Utilities
Sector%
Others24
Consumer Cyclical19.4
Technology18.5
Energy12.3
Financial Services6.9
Communication Services6.7
Consumer Defensive6.2
Industrials3.3
Utilities1.4

Market Cap. Distribution

Arkfeld Wealth Strategies, L.L.C. has about 67% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • LARGE-CAP
  • UNALLOCATED
  • MID-CAP
Category%
MEGA-CAP34.8
LARGE-CAP32.2
UNALLOCATED24
MID-CAP8.9

Stocks belong to which Index?

About 57.3% 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 50051.8
Others42.8
RUSSELL 20005.5
Top 5 Winners (%)%
MPC
marathon pete corp
63.6 %
VLO
valero energy corp
54.2 %
PSX
phillips 66
52.9 %
DINO
hf sinclair corp
47.3 %
PLTR
palantir technologies inc
46.5 %
Top 5 Winners ($)$
DINO
hf sinclair corp
6.6 M
MSFT
microsoft corp
2.9 M
CHRD
chord energy corporation
2.4 M
AMZN
amazon com inc
2.3 M
AAPL
apple inc
1.6 M
Top 5 Losers (%)%
XPER
xperi inc
-28.7 %
BWXT
bwx technologies inc
-27.7 %
IBM
international business machs
-26.2 %
SFM
sprouts fmrs mkt inc
-24.6 %
reddit inc
-24.0 %
Top 5 Losers ($)$
CASY
caseys gen stores inc
-3.4 M
SFM
sprouts fmrs mkt inc
-1.7 M
BWXT
bwx technologies inc
-1.2 M
UPS
united parcel svcs inc
-1.0 M
TJX
tjx cos inc new
-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 120 stocks in it's portfolio. About 54% of the portfolio is in top 10 stocks. CASY proved to be the most loss making stock for the portfolio. DINO was the most profitable stock for Arkfeld Wealth Strategies, L.L.C. last quarter.

$356.63MTotal Value
129Positions
19 Oct, 2026Last Reported
Current holdings of Current Stock Holdings of Arkfeld Wealth Strategies, L.L.C., last reported on 19 Oct, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Arkfeld Wealth Strategies, L.L.C.'s holding in Ishares Tr over time
0.42%13,686
$1.51M
0.42%
increased 0.91 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Arkfeld Wealth Strategies, L.L.C.'s holding in Ishares Tr over time
0.27%9,120
$952.5K
0.27%
decreased 25.41 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Arkfeld Wealth Strategies, L.L.C.'s holding in Ishares Tr over time
0.06%7,458
$219.0K
0.06%
increased 1.4 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
0.02%15,000
$79.8K
0.02%
unchanged 0 percentunchanged
BIL
Spdr Series Trust

Spdr Series Trust

BIL
Arkfeld Wealth Strategies, L.L.C.'s holding in Spdr Series Trust over time
0.58%16,453
$2.08M
0.58%
increased 0.25 percentadded
BIL
Spdr Series Trust

Spdr Series Trust

BIL
Arkfeld Wealth Strategies, L.L.C.'s holding in Spdr Series Trust over time
0.17%6,722
$614.8K
0.17%
increased 0.69 percentadded
BP
Bp Plc

Bp Plc

BP
Arkfeld Wealth Strategies, L.L.C.'s holding in Bp Plc over time
0.08%6,405
$285.1K
0.08%
increased 2.51 percentadded