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

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

2026 Q1: 4.92%YTD: 4.92%2025: 14.1%

Performance for 2026 Q1 is 4.92%, and YTD is 4.92%, and 2025 is 14.1%.

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

On 2026-04-17, the fund reported it's updated stock portfolio. In the 13F Holdings report, Arkfeld Wealth Strategies, L.L.C. reported an equity portfolio of $316.2 Millions as of 31 Mar, 2026.

The top stock holdings of Arkfeld Wealth Strategies, L.L.C. are , AMZN, AAPL. The fund has invested 12.6% of it's portfolio in BERKSHIRE HATHAWAY INC DEL and 11.5% of portfolio in AMAZON COM INC.

The fund managers got completely rid off 3M CO (MMM), ABBVIE INC (ABBV) and UBER TECHNOLOGIES INC (UBER) stocks. They significantly reduced their stock positions in NOKIA CORP (NOK), ISHARES SILVER TR (SLV) and THEMES ETF TR. Arkfeld Wealth Strategies, L.L.C. opened new stock positions in TARGET CORP (TGT), ROBINHOOD MKTS INC (HOOD) and OIL DRI CORP AMER (ODC). The fund showed a lot of confidence in some stocks as they added substantially to GENERAL MILLS INC (GIS), PAYPAL HLDGS INC (PYPL) and MERCK & CO INC (MRK).

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 4.92% in the last quarter. In trailing 12 months, it's portfolio return was 25.09%.

Performance
S&P 500

New Buys

Ticker	$ Bought
target corp	1,617,510
robinhood mkts inc	1,392,230
oil dri corp amer	257,155
advanced micro devices inc	231,792
meta platforms inc	207,865

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

Additions

Ticker	% Inc.
general mills inc	122
paypal hldgs inc	77.96
merck & co inc	39.32
verizon communications inc	29.31
disney walt co	19.88
coca cola co	14.74
berkshire hathaway inc del	12.5
berkshire hathaway inc del	12.49

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

Reductions

Ticker	% Reduced
nokia corp	-23.84
ishares silver tr	-22.23
themes etf tr	-19.85
hf sinclair corp	-19.66
intel corp	-16.93
citigroup inc	-12.42
suzano s a	-12.04
oracle corp	-10.54

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

Sold off

Ticker	$ Sold
uber technologies inc	-204,270
3m co	-205,514
abbvie inc	-205,173

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

Sector Distribution

Arkfeld Wealth Strategies, L.L.C. has about 26.3% of it's holdings in Others sector.

Sector	%
Others	26.3
Consumer Cyclical	21
Technology	14.8
Energy	12.8
Communication Services	7.6
Consumer Defensive	6.5
Industrials	4.2
Financial Services	3.7
Utilities	1.8

Market Cap. Distribution

Arkfeld Wealth Strategies, L.L.C. has about 67.3% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
MEGA-CAP	37
LARGE-CAP	30.3
UNALLOCATED	26.3
MID-CAP	6.3

Stocks belong to which Index?

About 59.6% 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	40.4
RUSSELL 2000	6.3

Top 5 Winners (%)		%
STX	seagate technology hldngs pl	68.6 %
INTC	intel corp	47.9 %
CHRD	chord energy corporation	46.2 %
NOK	nokia corp	41.5 %
BP	bp plc	36.7 %

Top 5 Winners ($)		$
CHRD	chord energy corporation	4.1 M
CASY	caseys gen stores inc	3.3 M
DINO	hf sinclair corp	2.3 M
CSD	invesco exchange traded fd t	2.1 M
BWXT	bwx technologies inc	1.0 M

Top 5 Losers (%)		%
SNOW	snowflake inc	-38.0 %
	reddit inc	-37.9 %
QCOM	qualcomm inc	-26.1 %
TOST	toast inc	-22.9 %
GRAB	grab holdings limited	-22.8 %

Top 5 Losers ($)		$
	berkshire hathaway inc del	-1.8 M
MSFT	microsoft corp	-1.5 M
TOST	toast inc	-0.9 M
PYPL	paypal hldgs inc	-0.6 M
SHOP	shopify 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 114 stocks in it's portfolio. About 56.4% of the portfolio is in top 10 stocks. proved to be the most loss making stock for the portfolio. CHRD was the most profitable stock for Arkfeld Wealth Strategies, L.L.C. last quarter.

Last Reported on: 17 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	5.86	69,566	18,534,600	added	3.68

AAXJ	ishares tr	0.47	13,530	1,491,320	added	0.67

AAXJ	ishares tr	0.41	12,187	1,299,120	reduced	-0.9

AAXJ	ishares tr	0.07	7,308	229,187	added	4.21

ABBV	abbvie inc	0.00	0.00	0.00	sold off	-100

AMD	advanced micro devices inc	0.07	898	231,792	new

AMPS	ishares tr	0.22	7,312	686,932	added	0.37

AMZN	amazon com inc	11.49	146,184	36,326,600	added	11.61

ANET	arista networks inc	0.15	3,012	464,842	unchanged	0.00

ASM	avino silver & gold mines lt	0.03	14,500	103,820	reduced	-1.36

BAC	bank america corp	0.40	23,105	1,255,070	reduced	-1.79

BIL	spdr series trust	0.56	16,291	1,781,710	added	0.21

BIL	spdr series trust	0.19	6,653	608,825	reduced	-1.73

BP	bp plc	0.10	6,486	299,150	added	1.06

BWXT	bwx technologies inc	1.67	22,113	5,272,150	reduced	-1.68

C	citigroup inc	0.07	1,721	226,592	reduced	-12.42

CAH	cardinal health inc	0.18	2,668	565,253	added	0.3

CASY	caseys gen stores inc	4.71	20,196	14,881,300	reduced	-2.35

CAT	caterpillar inc	0.09	374	288,172	unchanged	0.00

CCRV	ishares u s etf tr	0.10	6,413	326,248	added	0.12