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Arkfeld Wealth Strategies, L.L.C.

CIK 1789382 · latest 13F filed 19 October 2026 · Read the filing on EDGAR

Arkfeld Wealth Strategies, L.L.C. reported 121 US-listed holdings worth $356.6 million in its 13F for the quarter ended 30 September 2026, filed 19 October 2026. Its largest: Berkshire Hathaway Inc. Class B (12.7%), Amazon.com Inc. (10.4%) and Apple Inc. (6.3%). Against the quarter before, it opened 10 positions, added to 35, trimmed 55 and sold out of 8.

Reported holdings$356.6M+6.6% on Q2 2026
Positions121+2 on Q2 2026
The largest ten54.0%of its reported holdings
Latest 13FQ3 2026filed 19 October 2026
Where the money is
OpenedAdded toHeldTrimmed
BRKB12.7%AMZN10.4%AAPL6.3%DINO4.3%CHRD3.7%GOOGL3.6%CASY3.5%CBSH3.4%TOST3.1%MSFT3.0%TJX2.9%GOOG2.3%CSCO2.0%Berkshire1.9%107 more36.8%

The 14 largest of its 121 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q2 2026.

Reported holdings, quarter by quarter
Q3 2024: $206.5 million in 90 positions$207MQ3 24Q4 2024: $217.8 million in 93 positions$218MQ4 24Q1 2025: $230.7 million in 98 positions$231MQ1 25Q2 2025: $253.1 million in 106 positions$253MQ2 25Q3 2025: $274.1 million in 114 positions$274MQ3 25Q4 2025: $290.9 million in 113 positions$291MQ4 25Q1 2026: $316.2 million in 115 positions$316MQ1 26Q2 2026: $334.5 million in 119 positions$334MQ2 26Q3 2026: $356.6 million in 121 positions$357MQ3 26

What the fund reported holding at each quarter's end; hover a bar for the number of positions

What its reported holdings returned

Held through each quarter, the holdings it reported returned +31.4% over the 8 quarters to 30 September 2026, against +32.9% for the S&P 500.

Its reported holdingsThe S&P 500
100110120130Q3 24Q4 24Q1 25Q2 25Q3 25Q4 25Q1 26Q2 26Q3 26Its holdings +31.4%S&P 500 +32.9%

Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.

What it did on the quarter

Opened 10Added 35Held 21Trimmed 55Sold out 8
Opened: 10Added: 35Held: 21Trimmed: 55Sold out: 8

Its positions against its 13F for the quarter to 30 June 2026; a change under 0.1% of a position counts as held

Opened 10

  1. Commerce Bancshares Inc. CBSH$12.2 million
  2. Nike, Inc. NKE$3.8 million
  3. ONEOK Inc. OKE$1.5 million
  4. ExxonMobil Holdings Corp. XOM$1.1 million
  5. RB Global Inc. RBA$771,277
  6. O'Reilly Automotive, Inc. ORLY$410,020
  7. Netflix Inc. NFLX$375,988
  8. Invesco BD FD VBF$317,664

and 2 more in the table below

Added to 35

  1. Toast, Inc. TOST+101,226 shares · +38%
  2. Walmart Inc. WMT+10,151 shares · +26%
  3. Tractor Supply Co. TSCO+15,357 shares · +31%
  4. Kraft Heinz Co. KHC+9,854 shares · +6%
  5. United Parcel Service Inc. UPS+2,046 shares · +4%
  6. BWX Technologies, Inc. BWXT+908 shares · +4%
  7. General Mills Inc. GIS+2,826 shares · +7%
  8. Markel Group Inc. MKL+41 shares · +28%

and 27 more in the table below

Trimmed 55

  1. HF Sinclair Corp. DINO-53,798 shares · -29%
  2. Invesco Exchange Traded FD T RSPG-25,230 shares · -36%
  3. Amazon.com Inc. AMZN-2,546 shares · -2%
  4. Apple Inc. AAPL-1,158 shares · -2%
  5. Microsoft Corp. MSFT-639 shares · -3%
  6. iShares Trust SUB-3,107 shares · -25%
  7. Alphabet Inc. GOOGL-817 shares · -2%
  8. Casey's General Stores, Inc. CASY-441 shares · -2%

and 47 more in the table below

Sold out of 8

  1. ONEOK Inc. OKE$1.5 million last quarter
  2. ExxonMobil Holdings Corp. XOM$907,996 last quarter
  3. iShares Silver Trust SLV$273,761 last quarter
  4. Starbucks Corp. SBUX$258,700 last quarter
  5. Hormel Foods Corp. HRL$235,022 last quarter
  6. Citigroup Inc. C$228,079 last quarter
  7. AbbVie Inc. ABBV$220,194 last quarter
  8. Progressive Corp. PGR$207,462 last quarter

What it holds

CompanySharesValueOf its bookChange in shares
Berkshire Hathaway Inc. Class B BRKB89.7K$45.4 million12.73%-72
Amazon.com Inc. AMZN143.0K$37.2 million10.42%-2.5K
Apple Inc. AAPL67.0K$22.6 million6.32%-1.2K
HF Sinclair Corp. DINO132.2K$15.3 million4.29%-53.8K
Chord Energy Corp. CHRD96.1K$13.1 million3.67%-1.6K
Alphabet Inc. GOOGL36.3K$12.7 million3.56%-817
Casey's General Stores, Inc. CASY19.6K$12.4 million3.48%-441
Commerce Bancshares Inc. CBSH225.8K$12.2 million3.41%new
Toast, Inc. TOST366.0K$11.2 million3.14%+101.2K
Microsoft Corp. MSFT20.3K$10.7 million3.01%-639
TJX Companies Inc. TJX75.5K$10.5 million2.94%-849
Alphabet Inc. GOOG23.9K$8.3 million2.33%+141
Cisco Systems, Inc. CSCO60.0K$7.0 million1.98%-2.0K
Berkshire Hathaway Inc. Del9$6.8 million1.92%no change
Kinder Morgan, Inc. KMI202.1K$6.4 million1.80%-7.3K
Walmart Inc. WMT49.8K$5.4 million1.51%+10.2K
Sprouts Farmers Market, Inc. SFM80.2K$5.2 million1.47%-347
SPDR Gold Trust GLD13.5K$5.1 million1.43%-621
United Parcel Service Inc. UPS54.8K$5.1 million1.42%+2.0K
Invesco Exchange Traded FD T RSPG44.2K$4.9 million1.39%-25.2K
PayPal Holdings, Inc. PYPL87.5K$4.8 million1.35%-1.4K
NVIDIA Corp. NVDA19.9K$4.7 million1.33%-242
Kraft Heinz Co. KHC175.4K$3.9 million1.08%+9.9K
Interactive Brokers Group, Inc. IBKR43.8K$3.8 million1.08%-176
Nike, Inc. NKE111.7K$3.8 million1.08%new
BWX Technologies, Inc. BWXT23.0K$3.3 million0.91%+908
Coca-Cola Femsa Sab De CV KOF30.1K$3.2 million0.91%-368
Marathon Petroleum Corp. MPC6.6K$2.9 million0.81%-178
Devon Energy Corp. DVN54.5K$2.6 million0.73%-1.4K
PPL Corp. PPL76.1K$2.6 million0.72%-1.8K
Shopify Inc. SHOP13.7K$2.3 million0.64%-141
Tractor Supply Co. TSCO65.1K$2.1 million0.59%+15.4K
Nucor Corp. NUE8.5K$2.1 million0.59%+7
SPDR S&P 500 Growth ETF SPYG16.5K$2.1 million0.58%+41
Target Corp. TGT13.2K$2.0 million0.56%-19
Vanguard S&P 500 VOO2.7K$2.0 million0.55%no change
Robinhood Markets, Inc. HOOD17.7K$1.9 million0.54%-162
Costco Wholesale Corp. COST2.0K$1.9 million0.53%-4
Tesla, Inc. TSLA4.9K$1.9 million0.52%+81
iShares SHV13.7K$1.5 million0.42%+123
ONEOK Inc. OKE17.1K$1.5 million0.42%new
Snowflake Inc. SNOW4.1K$1.4 million0.38%-32
General Mills Inc. GIS42.3K$1.3 million0.38%+2.8K
NextEra Energy Inc. NEE17.0K$1.3 million0.37%-111
Symbotic Inc. SYM29.0K$1.3 million0.35%+404
International Business Machines Corp. IBM5.6K$1.2 million0.35%-76
JPMorgan Chase & Co. JPM3.7K$1.2 million0.34%-59
Bank of America Corp. BAC22.0K$1.2 million0.33%-655
Phillips 66 PSX4.3K$1.2 million0.33%-40
Verizon Communications Inc. VZ25.6K$1.2 million0.33%+509
SentinelOne, Inc. S42.9K$1.1 million0.30%-970
ExxonMobil Holdings Corp. XOM6.5K$1.1 million0.30%new
iShares Trust SUB9.1K$952,4550.27%-3.1K
Valero Energy Corp. VLO2.2K$925,3280.26%-225
Select Sector SPDR Trust XLU22.1K$908,1620.25%+59
Maplebear Inc. CART19.2K$868,4840.24%-243
RB Global Inc. RBA9.6K$771,2770.22%new
iShares Edge MSCI Min Vol USA ETF USMV7.4K$736,3370.21%+20
Palantir Technologies Inc. PLTR3.8K$731,8320.21%no change
Johnson & Johnson JNJ2.8K$718,5510.20%no change
Taiwan Semiconductor Manufacturing Company Limited TSM1.4K$659,9120.19%-21
AT&T Inc. T26.7K$654,4990.18%+186
Arista Networks, Inc. ANET3.0K$641,4470.18%no change
SPDR Ser Trust BIL6.7K$614,8100.17%+46
Union Pacific Corp. UNP2.2K$602,2130.17%-2
Qualcomm Inc. QCOM3.3K$581,3430.16%+8
Eli Lilly & Co. LLY480$570,5100.16%-100
Coca-Cola Co. KO6.6K$566,6720.16%+6
Chevron Corp. CVX2.8K$566,4440.16%-202
Cardinal Health Inc. CAH2.4K$562,3360.16%+4
Procter & Gamble Co. PG3.8K$558,1180.16%-191
Vanguard Whitehall FDS VYM3.5K$553,6890.16%+16
Advanced Micro Devices Inc. AMD850$548,9810.15%no change
Visa Inc. V1.3K$497,7260.14%-2
Merck & Co., Inc. MRK3.4K$486,6020.14%-308
Shell plc SHEL5.0K$481,1060.13%-753
Nu Holdings Ltd. NU30.3K$471,9960.13%no change
Reinsurance Group of America Inc. RGA1.8K$443,8830.12%+1
Seagate Technology Holdings plc STX547$441,8860.12%no change
Enterprise Products Partners L.P. EPD11.8K$435,1990.12%+11
iShares Trust SGOV4.2K$418,8140.12%+50
Walt Disney Co. DIS3.9K$410,9840.12%-112
O'Reilly Automotive, Inc. ORLY4.8K$410,0200.11%new
Plains ALL American Pipeline LP PAA16.0K$384,6690.11%no change
Netflix Inc. NFLX5.4K$375,9880.11%new
Dollar General Corp. DG3.1K$374,4140.10%+5
McDonald's Corp. MCD1.6K$361,4720.10%-43
Reddit, Inc. RDDT2.3K$356,4250.10%no change
Intel Corp. INTC3.1K$351,1420.10%-350
Altria Group, Inc. MO5.0K$348,4610.10%+22
Schwab Strategic Trust SCHO14.5K$346,0240.10%+246
PepsiCo Inc. PEP2.6K$326,7410.09%-44
Garmin Ltd. GRMN1.2K$325,5220.09%+4
iShares U S ETF Trust NEAR6.4K$320,8380.09%+12
Markel Group Inc. MKL185$319,7170.09%+41
Invesco BD FD VBF22.5K$317,6640.09%new
John Hancock Funds/Closed-end HPS26.2K$306,3900.09%+395
BP plc BP6.4K$285,0750.08%+157
Oracle Corp. ORCL2.0K$280,3540.08%+1
Oil Dri Corp. Amer ODC3.2K$280,0820.08%-197
JD.com, Inc. JD10.4K$279,8150.08%+164
Caterpillar Inc. CAT330$268,2370.08%-24
Lowe's Companies Inc. LOW1.5K$263,9080.07%-58
Philip Morris International Inc. PM1.4K$263,5710.07%-17
SPDR Dow Jones Indl Average DIA511$261,3200.07%no change
iShares Trust SHY3.1K$255,4970.07%+14
Charles Schwab Corp. SCHW2.6K$250,4300.07%-44
Duke Energy Corp. DUK2.1K$244,6940.07%-14
Fidelity Wise Origin Bitcoin FBTC3.1K$226,2000.06%new
Meta Platforms, Inc. META310$223,5050.06%new
Suzano S.a. SUZ26.5K$222,9280.06%+3.2K
Schwab Strategic Trust SCHD6.7K$220,1810.06%-99
iShares Trust PFF7.5K$219,0470.06%+103
General Electric Co. GE716$217,4650.06%-9
Themes ETF Trust WISE5.9K$209,1780.06%-96
3M Co. MMM1.3K$209,0170.06%+4
Ebay Inc. EBAY1.9K$204,4400.06%no change
Xperi Inc. XPER22.1K$117,8360.03%+9.6K
Avino Silver & Gold Mines LT ASM15.0K$79,8000.02%no change
Coursera Inc. COUR13.0K$66,2970.02%-3.4K
Grab Holdings Limited GRAB19.0K$58,4120.02%no change
Every US-listed position in the fund's 13F for the quarter ended 30 September 2026, by the value it reported.
Read moreChange is shares against its 13F for the quarter before; the 8 it sold out of are in the box above.