Arkfeld Wealth Strategies, L.L.C.
Reported holdings as of Q2 2026, from 27 quarterly filings.
Holdings
| Security | Ticker | Value | Shares | Weight | Weight change | Held | Change |
|---|---|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | BRKB | $45.5M | 89,746 | +0.97pp | 27q | +6.6%+$2.8M | |
| AMAZON COM INC | AMZN | $35.5M | 145,516 | -0.87pp | 27q | HELD | |
| APPLE INC | AAPL | $21.3M | 68,150 | +0.51pp | 27q | -2.0%-$442.7K | |
| CASEYS GEN STORES INC | CASY | $16.2M | 20,042 | +0.13pp | 19q | -0.8%-$124.3K | |
| HF SINCLAIR CORP | DINO | $13.8M | 185,974 | +0.37pp | 17q | -9.0%-$1.4M | |
| ALPHABET INC | GOOGL | $13.6M | 37,071 | -0.07pp | 27q | -4.3%-$612.7K | |
| TJX COS INC NEW | TJX | $11.5M | 76,329 | -0.44pp | 7q | -0.7%-$76.7K | |
| CHORD ENERGY CORPORATION | CHRD | $10.9M | 97,665 | -0.75pp | 8q | HELD | |
| ALPHABET INC | GOOG | $8.7M | 23,787 | flat | 27q | -3.1%-$275.9K | |
| MICROSOFT CORP | MSFT | $8.1M | 20,928 | -0.28pp | 27q | +0.8%+$66.5K | |
| TOAST INC | TOST | $7.8M | 264,821 | +1.35pp | 11q | +138.8%+$4.5M | |
| CISCO SYS INC | CSCO | $7.1M | 62,027 | +0.43pp | 27q | -4.1%-$305.2K | |
| SPROUTS FMRS MKT INC | SFM | $7.0M | 80,503 | +0.18pp | 13q | HELD | |
| BERKSHIRE HATHAWAY INC DEL | BRKA | $6.8M | 9 | +0.01pp | 6q | HELD | |
| INVESCO EXCHANGE TRADED FD T | RSPG | $6.7M | 69,392 | -1.19pp | 7q | -31.2%-$3.1M | |
| KINDER MORGAN INC DEL | KMI | $6.6M | 209,377 | -0.12pp | 27q | HELD | |
| UNITED PARCEL SVCS INC | UPS | $5.8M | 52,770 | +0.06pp | 6q | +3.0%+$167.7K | |
| SPDR GOLD TR | GLD | $5.4M | 14,162 | -0.36pp | 21q | HELD | |
| WALMART INC | WMT | $4.4M | 39,659 | -0.25pp | 27q | HELD | |
| BWX TECHNOLOGIES INC | BWXT | $4.4M | 22,117 | -0.37pp | 10q | HELD | |
| INTERACTIVE BROKERS GROUP IN | IBKR | $4.2M | 43,970 | +0.14pp | 3q | -0.9%-$39.0K | |
| KRAFT HEINZ CO | KHC | $4.1M | 165,516 | +0.21pp | 26q | +13.7%+$495.0K | |
| PAYPAL HLDGS INC | PYPL | $4.0M | 88,838 | -0.23pp | 11q | -2.6%-$107.0K | |
| NVIDIA CORPORATION | NVDA | $3.9M | 20,148 | -0.14pp | 14q | -3.6%-$148.2K | |
| COCA-COLA FEMSA SAB DE CV | KOF | $3.3M | 30,458 | -0.02pp | 21q | -0.7%-$21.6K | |
| PPL CORP | PPL | $2.8M | 77,870 | -0.13pp | 24q | HELD | |
| DEVON ENERGY CORP NEW | DVN | $2.3M | 55,836 | -0.19pp | 9q | -7.3%-$176.6K | |
| ROBINHOOD MKTS INC | HOOD | $2.1M | 17,856 | +0.19pp | 2q | +12.0%+$224.8K | |
| TESLA INC | TSLA | $2.0M | 4,854 | +0.05pp | 23q | +7.1%+$134.7K | |
| SPDR SERIES TRUST | SPYG | $1.9M | 16,412 | +0.02pp | 26q | +0.7%+$14.4K | |
| COSTCO WHOLESALE CORPORATION | COST | $1.9M | 2,028 | -0.05pp | 27q | +0.6%+$12.4K | |
| NUCOR CORP | NUE | $1.9M | 8,526 | +0.06pp | 20q | HELD | |
| VANGUARD INDEX FDS | VOO | $1.9M | 2,737 | +0.01pp | 15q | HELD | |
| MARATHON PETE CORP | MPC | $1.8M | 6,733 | +0.05pp | 25q | -3.4%-$63.5K | |
| INTERNATIONAL BUSINESS MACHS | IBM | $1.7M | 5,694 | +0.07pp | 25q | HELD | |
| SHOPIFY INC | SHOP | $1.7M | 13,865 | -0.06pp | 11q | HELD | |
| TARGET CORP | TGT | $1.7M | 13,208 | -0.01pp | 2q | HELD | |
| TRACTOR SUPPLY CO | TSCO | $1.5M | 49,740 | - | new | NEW | |
| NEXTERA ENERGY INC | NEE | $1.5M | 17,113 | -0.04pp | 10q | HELD | |
| ISHARES TR | SHV | $1.5M | 13,563 | -0.03pp | 20q | HELD | |
| ONEOK INC NEW | OKE | $1.5M | 17,019 | -0.01pp | 27q | HELD | |
| GENERAL MILLS INC | GIS | $1.4M | 39,441 | +0.30pp | 12q | +234.4%+$998.6K | |
| BANK OF AMER CORP | BAC | $1.4M | 22,639 | +0.01pp | 27q | -2.0%-$27.9K | |
| ISHARES TR | SUB | $1.3M | 12,227 | -0.02pp | 27q | HELD | |
| SYMBOTIC INC | SYM | $1.3M | 28,596 | -0.15pp | 6q | HELD | |
| JPMORGAN CHASE & CO | JPM | $1.3M | 3,765 | +0.02pp | 16q | HELD | |
| SNOWFLAKE INC | SNOW | $1.1M | 4,140 | +0.14pp | 13q | HELD | |
| VERIZON COMMUNICATIONS INC | VZ | $1.1M | 25,118 | -0.04pp | 27q | +1.2%+$12.2K | |
| SELECT SECTOR SPDR TR | XLU | $997.1K | 22,011 | -0.03pp | 26q | -1.5%-$15.2K | |
| MAPLEBEAR INC | CART | $921.1K | 19,453 | +0.02pp | 10q | -1.0%-$8.9K | |
| EXXON MOBIL CORP | XOMXXXX | $908.0K | 6,655 | -0.04pp | 23q | HELD | |
| SENTINELONE INC | S | $796.0K | 43,858 | +0.05pp | 4q | HELD | |
| PHILLIPS 66 | PSX | $773.4K | 4,361 | flat | 18q | -3.8%-$30.9K | |
| ISHARES TR | USMV | $722.6K | 7,381 | flat | 15q | +0.9%+$6.8K | |
| JOHNSON & JOHNSON | JNJ | $720.9K | 2,780 | +0.01pp | 27q | HELD | |
| ELI LILLY & CO | LLY | $695.7K | 580 | +0.04pp | 17q | HELD | |
| VALERO ENERGY CORP | VLO | $650.7K | 2,407 | +0.02pp | 5q | HELD | |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | $640.9K | 1,419 | +0.04pp | 5q | +9.7%+$56.5K | |
| UNION PAC CORP | UNP | $620.0K | 2,194 | +0.01pp | 27q | HELD | |
| QUALCOMM INC | QCOM | $610.5K | 3,274 | +0.05pp | 27q | +1.9%+$11.6K | |
| SPDR SERIES TRUST | BIL | $610.4K | 6,676 | -0.01pp | 26q | HELD | |
| PROCTER & GAMBLE CO | PG | $592.3K | 3,967 | flat | 27q | HELD | |
| CARDINAL HEALTH INC | CAH | $574.4K | 2,418 | -0.01pp | 16q | -9.4%-$59.4K | |
| VANGUARD WHITEHALL FDS | VYM | $560.7K | 3,501 | flat | 10q | +0.5%+$3.0K | |
| COCA COLA CO | KO | $547.2K | 6,597 | flat | 21q | -2.5%-$14.0K | |
| AT&T INC | T | $546.6K | 26,561 | -0.05pp | 27q | HELD | |
| ARISTA NETWORKS INC | ANET | $515.0K | 2,972 | +0.01pp | 7q | -1.3%-$6.9K | |
| PALANTIR TECHNOLOGIES INC | PLTR | $499.7K | 3,770 | -0.02pp | 5q | -1.3%-$6.5K | |
| CHEVRON CORPORATION | CVX | $498.0K | 2,963 | -0.02pp | 16q | HELD | |
| VISA INC | V | $478.8K | 1,340 | +0.01pp | 25q | HELD | |
| SEAGATE TECHNOLOGY HLDNGS PL | STX | $474.9K | 547 | -0.01pp | 4q | -42.2%-$347.3K | |
| MERCK & CO INC | MRK | $471.1K | 3,716 | flat | 15q | -0.9%-$4.2K | |
| ADVANCED MICRO DEVICES INC | AMD | $469.2K | 850 | +0.07pp | 2q | -5.3%-$26.5K | |
| REDDIT INC | RDDT | $468.8K | 2,334 | +0.02pp | 7q | HELD | |
| MCDONALDS CORP | MCD | $449.8K | 1,609 | -0.01pp | 27q | +7.1%+$29.6K | |
| SHELL PLC | SHEL | $447.1K | 5,721 | -0.05pp | 17q | -9.7%-$47.8K | |
| ENTERPRISE PRODS PARTNERS L | EPD | $429.6K | 11,780 | -0.01pp | 14q | HELD | |
| NU HLDGS LTD | NU | $425.9K | 30,295 | -0.03pp | 10q | -4.7%-$21.1K | |
| INTEL CORP | INTC | $422.1K | 3,454 | +0.05pp | 3q | -12.6%-$60.6K | |
| ISHARES TR | SGOV | $413.7K | 4,119 | -0.01pp | 18q | +0.6%+$2.5K | |
| REINSURANCE GROUP AMER INC | RGA | $395.3K | 1,764 | flat | 24q | HELD | |
| DISNEY WALT CO | DIS | $393.0K | 4,035 | -0.01pp | 15q | HELD | |
| PEPSICO INC | PEP | $384.7K | 2,685 | -0.02pp | 27q | -3.8%-$15.0K | |
| HANCOCK JOHN PFD INCOME FD I | HPS | $376.9K | 25,815 | flat | 26q | +1.4%+$5.1K | |
| ALTRIA GROUP INC | MO | $359.4K | 5,000 | +0.01pp | 11q | HELD | |
| DOLLAR GEN CORP | DG | $355.7K | 3,060 | -0.01pp | 13q | +4.8%+$16.2K | |
| PLAINS ALL AMERN PIPELINE L | PAA | $355.6K | 15,968 | flat | 24q | HELD | |
| CATERPILLAR INC | CAT | $343.7K | 354 | +0.01pp | 3q | -5.3%-$19.4K | |
| SCHWAB STRATEGIC TR | SCHO | $343.6K | 14,262 | -0.01pp | 27q | HELD | |
| LOWES COS INC | LOW | $338.4K | 1,512 | -0.02pp | 24q | HELD | |
| OIL DRI CORP AMER | ODC | $337.7K | 3,387 | +0.02pp | 2q | -8.1%-$29.6K | |
| ISHARES U S ETF TR | NEAR | $324.5K | 6,419 | -0.01pp | 27q | HELD | |
| GARMIN LTD | GRMN | $288.0K | 1,175 | -0.01pp | 7q | HELD | |
| MARKEL GROUP INC | MKL | $284.8K | 144 | - | new | NEW | |
| ORACLE CORP | ORCL | $280.7K | 1,952 | -0.02pp | 13q | HELD | |
| GE AEROSPACE | GE | $274.7K | 725 | +0.01pp | 4q | HELD | |
| ISHARES SILVER TR | SLV | $273.8K | 4,879 | -0.03pp | 5q | HELD | |
| JD.COM INC | JD | $272.8K | 10,188 | -0.05pp | 5q | -20.1%-$68.4K | |
| STATE STR SPDR DOW JONES IND | DIA | $271.1K | 511 | flat | 8q | HELD | |
| DUKE ENERGY CORP NEW | DUK | $268.7K | 2,133 | -0.01pp | 11q | +0.7%+$1.9K | |
| SCHWAB CHARLES CORP | SCHW | $268.1K | 2,664 | flat | 5q | HELD | |
| STARBUCKS CORP | SBUX | $258.7K | 2,534 | flat | 9q | -0.5%-$1.4K | |
| ISHARES TR | SHY | $257.0K | 3,134 | flat | 27q | HELD | |
| PHILIP MORRIS INTL INC | PM | $255.8K | 1,385 | +0.01pp | 5q | HELD | |
| HORMEL FOODS CORP | HRL | $235.0K | 9,680 | - | new | NEW | |
| BP PLC | BP | $233.6K | 6,248 | -0.02pp | 4q | -3.7%-$8.9K | |
| CITIGROUP INC | C | $228.1K | 1,585 | flat | 3q | -7.9%-$19.6K | |
| ISHARES TR | PFF | $226.1K | 7,355 | flat | 6q | +0.6%+$1.4K | |
| THEMES ETF TR | WISE | $225.9K | 5,996 | flat | 10q | -1.3%-$2.9K | |
| SCHWAB STRATEGIC TR | SCHD | $220.6K | 6,843 | - | new | NEW | |
| ABBVIE INC | ABBV | $220.2K | 864 | - | new | NEW | |
| EBAY INC. | EBAY | $216.0K | 1,900 | - | new | NEW | |
| PROGRESSIVE CORP | PGR | $207.5K | 896 | - | new | NEW | |
| 3M CO | MMM | $204.5K | 1,285 | - | new | NEW | |
| SUZANO S A | SUZ | $185.7K | 23,271 | -0.02pp | 9q | -10.9%-$22.7K | |
| XPERI INC | XPER | $100.7K | 12,463 | flat | 4q | -16.7%-$20.2K | |
| AVINO SILVER & GOLD MINES LT | ASM | $98.7K | 15,000 | flat | 4q | +3.4%+$3.3K | |
| COURSERA INC | COUR | $97.1K | 16,380 | - | new | NEW | |
| GRAB HOLDINGS LIMITED | GRAB | $73.0K | 18,965 | flat | 9q | HELD |
By sector
Industry comes from the SIC code on each company's own SEC filings, which is self-reported and sometimes out of date. Derivative exposure is counted with the shares. Securities the SEC assigns no industry - funds, trusts, foreign issues - are shown as not classified rather than dropped.
| Sector | Value | Share |
|---|---|---|
| Retail & Consumer | $81.4M | 24.3% |
| Insurance | $53.2M | 15.9% |
| Software & IT Services | $43.2M | 12.9% |
| Computer Hardware | $31.1M | 9.3% |
| Energy | $26.1M | 7.8% |
| Transport & Logistics | $20.6M | 6.2% |
| Capital Markets | $12.3M | 3.7% |
| Food, Drink & Tobacco | $10.6M | 3.2% |
| Industrials | $6.5M | 1.9% |
| Semiconductors & Electronics | $6.4M | 1.9% |
| Business Services | $5.7M | 1.7% |
| Other sectors | $18.3M | 5.5% |
| Not classified | $19.2M | 5.7% |
Quarter by quarter
| Quarter | Value | Positions | New | Added | Trimmed | Exited | Top 10 | Days to file |
|---|---|---|---|---|---|---|---|---|
| Q2 2026 | $334.5M | 119 | 9 | 22 | 38 | 5 | 55.4% | 10 |
| Q1 2026 | $316.2M | 115 | 5 | 41 | 34 | 3 | 56.4% | 17 |
| Q4 2025 | $290.9M | 113 | 5 | 32 | 13 | 6 | 55.9% | 12 |
| Q3 2025 | $274.1M | 114 | 9 | 38 | 19 | 1 | 57.8% | 36 |
| Q2 2025 | $253.1M | 106 | 12 | 34 | 19 | 4 | 57.8% | 10 |
| Q1 2025 | $230.7M | 98 | 6 | 32 | 28 | 1 | 57.4% | 11 |
| Q4 2024 | $217.8M | 93 | 6 | 37 | 10 | 3 | 59.0% | 21 |
| Q3 2024 | $206.5M | 90 | 4 | 26 | 26 | 7 | 59.4% | 15 |
| Q2 2024 | $197.1M | 93 | 7 | 42 | 11 | 4 | 58.4% | 10 |
| Q1 2024 | $182.4M | 90 | 13 | 43 | 16 | 0 | 58.1% | 15 |
| Q4 2023 | $152.5M | 77 | 6 | 40 | 6 | 1 | 60.8% | 11 |
| Q3 2023 | $138.7M | 72 | 4 | 21 | 20 | 4 | 62.3% | 16 |
| Q2 2023 | $137.8M | 72 | 5 | 31 | 14 | 4 | 62.9% | 24 |
| Q1 2023 | $140.4M | 71 | 4 | 19 | 20 | 6 | 57.3% | 17 |
| Q4 2022 | $151.9M | 73 | 5 | 13 | 36 | 0 | 53.9% | 23 |
| Q3 2022 | $144.3M | 68 | 4 | 17 | 19 | 3 | 54.2% | 19 |
| Q2 2022 | $152.8M | 67 | 5 | 20 | 12 | 9 | 55.0% | 25 |
| Q1 2022 | $154.8M | 71 | 7 | 28 | 10 | 10 | 55.3% | 34 |
| Q4 2021 | $166.1M | 74 | 2 | 19 | 15 | 4 | 56.6% | 19 |
| Q3 2021 | $166.3M | 76 | 2 | 18 | 19 | 4 | 54.5% | 25 |
| Q2 2021 | $164.5M | 78 | 5 | 14 | 18 | 1 | 52.4% | 19 |
| Q1 2021 | $156.9M | 74 | 8 | 13 | 23 | 3 | 51.5% | 19 |
| Q4 2020 | $129.8M | 69 | 7 | 22 | 24 | 2 | 51.9% | 20 |
| Q3 2020 | $105.8M | 64 | 9 | 25 | 10 | 3 | 54.5% | 13 |
| Q2 2020 | $89.6M | 58 | 8 | 13 | 22 | 3 | 57.5% | 34 |
| Q1 2020 | $74.6M | 53 | 12 | 14 | 22 | 9 | 58.5% | 34 |
| Q4 2019 | $87.7M | 50 | 0 | 0 | 0 | 0 | 62.7% | 22 |
Rows marked UNVERIFIED ID, PLACEHOLDER ID, TICKER AS ID or NON-CUSIP ID carry an identifier that is not a valid CUSIP. They are shown because the filer reported that money, but treat the security named with caution - hover the chip for what is wrong with it, and see the methodology.
Held counts consecutive filings in which this manager reported the position, and can reach further back than the quarters listed above: the tabs begin at Q4 2018 because earlier coverage is too sparse to describe a market, but tenure is counted over every filing we hold, some reaching to 2007. A position sold and later rebought starts again from one.
Weight change is the shift in this position's share of the whole book, in percentage points. It is the more useful column: when money flows into or out of a broad fund, almost every holding is bought or sold at once, so added and trimmed largely track flows. A weight that rose while the book shrank is a decision. Both compare with the previous quarter this filer reported, not the previous calendar quarter.