Arkfeld Wealth Strategies, L.l.c.

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 98Value: $230.7MLatest: 2025Q1

Arkfeld Wealth Strategies, L.L.C. is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 98 holdings worth $0.2 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  "GRAB",
  "SNOW",
  "PAA",
  null,
  "GOOGL",
  "T",
  "AMRN",
  "LOW",
  "DUK",
  "GIS",
  "MCD",
  "UNP",
  "QCOM",
  "SUZ",
  "KMI",
  null,
  "MPC",
  "SYM",
  "METC",
  "MSFT",
  "NU",
  "DG",
  "ANET",
  "ORCL",
  "KHC",
  "OKE",
  null,
  "PYPL",
  "PEP",
  "PGR",
  null,
  "AAPL",
  "NVDA",
  "PG",
  "MRK",
  "VZ",
  null,
  null,
  "SHOP",
  "SHEL",
  "GLD",
  "SPYG",
  null,
  "IBM",
  "SBUX",
  "TGT",
  "TJX",
  "UPS",
  "HPS",
  "TTE",
  null,
  "TOST",
  "VYM",
  "K",
  "SFM",
  "CAH",
  "AMZN",
  null,
  "RGA",
  "VOO",
  "V",
  "WMT",
  null,
  "GRMN",
  "CART",
  "ET",
  "NOK",
  "PPL",
  "PSX",
  "RDDT",
  "DIA",
  "DINO",
  "NUE",
  "BAC",
  "BRK-A",
  "BRK-B",
  "BWXT",
  "CASY",
  "CVX",
  "CHRD",
  "CSCO",
  "KOF",
  "KO",
  "COST",
  "DVN",
  null,
  "USMV",
  "NEE",
  "EPD",
  "DIS",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "MO",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-11
Total Holdings: 98
Total Value: 230740971
Accession Number: 0001085146-25-002057
Form Type: 13F-HR
CIK: arkfeld-wealth-strategies
Manager Name: Arkfeld-Wealth-Strategies

Data Enrichment

89% identified

87 identified11 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

98 positions • $230.7M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:69.2K

Value:$36.1M

% of Portfolio:15.6% ($36.1M/$230.7M)

AMAZON COM INC

AMZN|023135106

Shares:131.1K

Value:$25.1M

% of Portfolio:10.9% ($25.1M/$230.7M)

Apple Inc.

AAPL|037833100

Shares:66.3K

Value:$13.2M

% of Portfolio:5.7% ($13.2M/$230.7M)

Chord Energy Corp

CHRD|674215207

Shares:106.0K

Value:$10.1M

% of Portfolio:4.4% ($10.1M/$230.7M)

TJX COMPANIES INC /DE/

TJX|872540109

Shares:77.6K

Value:$9.8M

% of Portfolio:4.2% ($9.8M/$230.7M)

CASEYS GENERAL STORES INC

CASY|147528103

Shares:21.2K

Value:$9.3M

% of Portfolio:4.0% ($9.3M/$230.7M)

464288679

Shares:71.9K

Value:$7.9M

% of Portfolio:3.4% ($7.9M/$230.7M)

MICROSOFT CORP

MSFT|594918104

Shares:20.0K

Value:$7.8M

% of Portfolio:3.4% ($7.8M/$230.7M)

HF Sinclair Corp

DINO|403949100

Shares:231.7K

Value:$6.6M

% of Portfolio:2.9% ($6.6M/$230.7M)

Alphabet Inc.

GOOGL|02079K305

Shares:41.1K

Value:$6.5M

% of Portfolio:2.8% ($6.5M/$230.7M)

BERKSHIRE HATHAWAY INC

BRK-A|084670108

Shares:8

Value:$6.2M

% of Portfolio:2.7% ($6.2M/$230.7M)

KINDER MORGAN, INC.

KMI|49456B101

Shares:211.6K

Value:$5.6M

% of Portfolio:2.4% ($5.6M/$230.7M)

SPDR GOLD TRUST

GLD|78463V107

Shares:16.1K

Value:$4.6M

% of Portfolio:2.0% ($4.6M/$230.7M)

Alphabet Inc.

GOOG|02079K107

Shares:26.5K

Value:$4.3M

% of Portfolio:1.9% ($4.3M/$230.7M)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:71.8K

Value:$4.2M

% of Portfolio:1.8% ($4.2M/$230.7M)

UNITED PARCEL SERVICE INC

UPS|911312106

Shares:41.0K

Value:$4.1M

% of Portfolio:1.8% ($4.1M/$230.7M)

Toast, Inc.

TOST|888787108

Shares:107.9K

Value:$3.7M

% of Portfolio:1.6% ($3.7M/$230.7M)

Walmart Inc.

WMT|931142103

Shares:34.9K

Value:$3.1M

% of Portfolio:1.4% ($3.1M/$230.7M)

PayPal Holdings, Inc.

PYPL|70450Y103

Shares:46.6K

Value:$3.0M

% of Portfolio:1.3% ($3.0M/$230.7M)

Kraft Heinz Co

KHC|500754106

Shares:94.3K

Value:$2.7M

% of Portfolio:1.2% ($2.7M/$230.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	69.2K	QoQ +0.68% (+472) YoY +8.45% (+5.4K)	All Managers (Combined)	$36.1M	15.6% ($36.1M/$230.7M)	QoQ +18.26% (+$5.6M) YoY +38.22% (+$10.0M)
AMAZON COM INC(AMZNcusip023135106)	131.1K	QoQ +31.26% (+31.2K) YoY +32.44% (+32.1K)	All Managers (Combined)	$25.1M	10.9% ($25.1M/$230.7M)	QoQ +14.82% (+$3.2M) YoY +36.11% (+$6.6M)
Apple Inc.(AAPLcusip037833100)	66.3K	QoQ +1.91% (-1.2K) YoY +0.24% (+163)	All Managers (Combined)	$13.2M	5.7% ($13.2M/$230.7M)	QoQ -13.54% (-$2.1M) YoY +18.81% (+$2.1M)
Chord Energy Corp(CHRDcusip674215207)	106.0K	QoQ +14.98% (-13.8K) YoY NEW(+106.0K)	All Managers (Combined)	$10.1M	4.4% ($10.1M/$230.7M)	QoQ -13.14% (-$1.5M) YoY NEW(+$10.1M)
TJX COMPANIES INC /DE/(TJXcusip872540109)	77.6K	QoQ +1.85% (+1.4K) YoY NEW(+77.6K)	All Managers (Combined)	$9.8M	4.2% ($9.8M/$230.7M)	QoQ +7.08% (+$647.0K) YoY NEW(+$9.8M)
CASEYS GENERAL STORES INC(CASYcusip147528103)	21.2K	QoQ -0.62% (-133) YoY -1.42% (-308)	All Managers (Combined)	$9.3M	4.0% ($9.3M/$230.7M)	QoQ +11.32% (-$950.5K) YoY +38.78% (-$2.6M)
(cusip464288679)✕	71.9K	QoQ -3.39% (-2.5K) YoY -8.52% (-6.7K)	All Managers (Combined)	$7.9M	3.4% ($7.9M/$230.7M)	QoQ -3.43% (-$282.0K) YoY -8.50% (-$736.6K)
MICROSOFT CORP(MSFTcusip594918104)	20.0K	QoQ +0.62% (-124) YoY +10.88% (+2.0K)	All Managers (Combined)	$7.8M	3.4% ($7.8M/$230.7M)	QoQ -5.81% (-$483.2K) YoY +2.29% (+$175.5K)
HF Sinclair Corp(DINOcusip403949100)	231.7K	QoQ +6.46% (-14.1K) YoY +7.64% (-16.5K)	All Managers (Combined)	$6.6M	2.9% ($6.6M/$230.7M)	QoQ -17.34% (-$1.4M) YoY -49.35% (-$6.5M)
Alphabet Inc.(GOOGLcusip02079K305)	41.1K	QoQ +6.84% (-2.6K) YoY +12.47% (+4.6K)	All Managers (Combined)	$6.5M	2.8% ($6.5M/$230.7M)	QoQ -11.22% (-$824.5K) YoY +14.32% (+$817.0K)
BERKSHIRE HATHAWAY INC(BRK-Acusip084670108)	8	QoQ NEW(+8) YoY NEW(+8)	All Managers (Combined)	$6.2M	2.7% ($6.2M/$230.7M)	QoQ NEW(+$6.2M) YoY NEW(+$6.2M)
KINDER MORGAN, INC.(KMIcusip49456B101)	211.6K	QoQ +0.11% (-246) YoY +0.43% (+908)	All Managers (Combined)	$5.6M	2.4% ($5.6M/$230.7M)	QoQ -7.85% (-$473.4K) YoY +44.29% (+$1.7M)
SPDR GOLD TRUST(GLDcusip78463V107)	16.1K	QoQ -0.11% (-19) YoY -1.17% (-192)	All Managers (Combined)	$4.6M	2.0% ($4.6M/$230.7M)	QoQ +15.99% (-$633.5K) YoY +30.79% (-$1.1M)
Alphabet Inc.(GOOGcusip02079K107)	26.5K	QoQ +0.01% (-3) YoY +5.92% (+1.5K)	All Managers (Combined)	$4.3M	1.9% ($4.3M/$230.7M)	QoQ -16.23% (-$827.5K) YoY +8.20% (+$323.9K)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	71.8K	QoQ -0.66% (-482) YoY -9.40% (-7.4K)	All Managers (Combined)	$4.2M	1.8% ($4.2M/$230.7M)	QoQ -1.73% (-$73.6K) YoY +7.02% (-$273.6K)
UNITED PARCEL SERVICE INC(UPScusip911312106)	41.0K	QoQ NEW(+41.0K) YoY NEW(+41.0K)	All Managers (Combined)	$4.1M	1.8% ($4.1M/$230.7M)	QoQ NEW(+$4.1M) YoY NEW(+$4.1M)
Toast, Inc.(TOSTcusip888787108)	107.9K	QoQ -0.45% (-496) YoY -3.92% (-4.4K)	All Managers (Combined)	$3.7M	1.6% ($3.7M/$230.7M)	QoQ -2.52% (-$96.2K) YoY +43.73% (-$1.1M)
Walmart Inc.(WMTcusip931142103)	34.9K	QoQ +46.76% (+11.1K) YoY +77.66% (+15.3K)	All Managers (Combined)	$3.1M	1.4% ($3.1M/$230.7M)	QoQ +43.67% (+$951.1K) YoY +162.60% (+$1.9M)
PayPal Holdings, Inc.(PYPLcusip70450Y103)	46.6K	QoQ +9.20% (-3.9K) YoY +22.56% (+8.6K)	All Managers (Combined)	$3.0M	1.3% ($3.0M/$230.7M)	QoQ -16.85% (-$604.2K) YoY +18.97% (+$475.3K)
Kraft Heinz Co(KHCcusip500754106)	94.3K	QoQ +9.25% (+8.0K) YoY +16.97% (-13.7K)	All Managers (Combined)	$2.7M	1.2% ($2.7M/$230.7M)	QoQ +10.47% (+$260.2K) YoY -7.54% (-$224.2K)