Q2 2026 13F · SEC CIK 1789382
Arkfeld Wealth Strategies, L.L.C.
Wealth managerFiled 2026-07-10 for Q2 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $334.5M
- Reported positions
- 119
- Top holdings a year, 3 yrs
- +17.9%
- Assets under management
- $538.0M
Arkfeld Wealth Strategies, L.L.C. is a wealth manager that reported 119 positions worth $334.5M in its Q2 2026 13F, filed 2026-07-10. Its largest holdings were Berkshire Hathaway Inc Del (BRK-B, 13.6%), Amazon Com Inc Com (AMZN, 10.6%), Apple Inc (AAPL, 6.4%). A portfolio copying its top holdings returned 17.9% a year over the last 3 years, against 20.4% for the S&P 500.
Arkfeld Wealth Strategies, L.L.C. holdings largest 50 of 119 positions.
Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
What Arkfeld Wealth Strategies, L.L.C. bought and sold in Q2 2026, against Q1 2026.
New positions
Q1 2026's filing was too long to tell new positions apart.
Added to
- TOST Toast Inc+138.8% shares
- KHC Kraft Heinz Co+13.7% shares
- HOOD Robinhood Mkts Inc+12.0% shares
- TSLA Tesla Inc Com+7.1% shares
- BRK-B Berkshire Hathaway Inc Del+6.6% shares
Reduced
- RSPG Invesco S&p 500 Equal Weight Energy ETF-31.2% shares
- DINO Hf Sinclair Corp-9.0% shares
- DVN Devon Energy Corp-7.3% shares
Left the top 50
- XOM Exxon Mobil Corpwas 0.3%
- PSX Phillips 66was 0.2%
- USMV Ishares Msci USA Min Volfctr ETFwas 0.2%
Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.
How the holdings did against the S&P 500.
- 1 year
- +28.6% /yr
- S&P 500 +20.1%
- 3 years
- +17.9% /yr
- S&P 500 +20.4%
- 5 years
- +12.0% /yr
- S&P 500 +11.6%
A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q2 2026 | $334.5M | 119 |
| Q1 2026 | $316.2M | 115 |
| Q4 2025 | $290.9M | 113 |
| Q3 2025 | $274.1M | 114 |
| Q2 2025 | $253.1M | 106 |
| Q1 2025 | $230.7M | 98 |
| Q4 2024 | $217.8M | 93 |
| Q3 2024 | $206.5M | 90 |
| Q2 2024 | $197.1M | 93 |
| Q1 2024 | $182.4M | 90 |
| Q4 2023 | $152.5M | 77 |
| Q3 2023 | $138.7M | 72 |
Questions about Arkfeld Wealth Strategies, L.L.C.'s portfolio
What stocks does Arkfeld Wealth Strategies, L.L.C. own?
Arkfeld Wealth Strategies, L.L.C.'s latest 13F, for Q2 2026 and filed Jul 10, 2026, lists 119 positions worth $334.5M. The largest are Berkshire Hathaway Inc Del (BRK-B) at 13.6%, Amazon Com Inc Com (AMZN) at 10.6%, Apple Inc (AAPL) at 6.4%, Caseys Gen Stores Inc (CASY) at 4.8% and Hf Sinclair Corp (DINO) at 4.1%.
What did Arkfeld Wealth Strategies, L.L.C. buy last quarter?
In Q2 2026, Arkfeld Wealth Strategies, L.L.C. added Toast Inc (TOST) (+138.8% shares), Kraft Heinz Co (KHC) (+13.7% shares) and Robinhood Mkts Inc (HOOD) (+12.0% shares), compared with its Q1 2026 filing.
What did Arkfeld Wealth Strategies, L.L.C. sell last quarter?
In Q2 2026, Arkfeld Wealth Strategies, L.L.C. cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 Phillips 66 (PSX), cut from its top 50 Ishares Msci USA Min Volfctr ETF (USMV), Invesco S&p 500 Equal Weight Energy ETF (RSPG) (-31.2% shares), Hf Sinclair Corp (DINO) (-9.0% shares) and Devon Energy Corp (DVN) (-7.3% shares), compared with its Q1 2026 filing.
How has Arkfeld Wealth Strategies, L.L.C.'s portfolio performed?
A portfolio copying Arkfeld Wealth Strategies, L.L.C.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +17.9% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +28.6% against +20.1%. Over 5 years: +12.0% a year against +11.6%.
When is Arkfeld Wealth Strategies, L.L.C.'s next 13F filing due?
13F filings are due 45 days after each quarter ends. Arkfeld Wealth Strategies, L.L.C.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.
How much money does Arkfeld Wealth Strategies, L.L.C. manage?
Arkfeld Wealth Strategies, L.L.C. reported $538.0M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $334.5M.