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CIK: 0001789382
Total reported value
$334.5M
$334.5M
98 檔
28.2%
The Q1 2025 SEC filing reveals that Arkfeld Wealth Strategies, L.L.C. held a total portfolio value of $334.5M, covering 98 public equity positions.
In Q1 2025, Arkfeld Wealth Strategies, L.L.C. displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 15.63% | +0.97% | +0.69% | |
| 2 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 10.86% | -0.87% | +31.26% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 5.72% | +0.51% | +1.92% | |
| 4 | CHRD | Chord Energy CORP | Stock-Energy | 4.37% | -0.75% | +14.99% | |
| 5 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 4.24% | -0.44% | +1.85% | |
| 6 | CASY | Casey's General Stores Inc | Stock-Consumer Disc | 4.05% | +0.13% | -0.62% | |
| 7 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 3.43% | -0.02% | -3.39% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 3.39% | -0.28% | +0.62% | |
| 9 | DINO | Hf Sinclair CORP | Stock-Energy | 2.87% | +0.37% | +6.46% | |
| 10 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.83% | -0.07% | +6.84% | |
| 11 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 2.70% | +0.02% | — | |
| 12 | KMI | Kinder Morgan, Inc. | Stock-Energy | 2.41% | -0.12% | +0.12% | |
| 13 | GLD | Spdr Gold Shares | ETF-Commodities | 1.99% | -0.36% | -0.12% | |
| 14 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.85% | — | +0.01% | |
| 15 | CSCO | Cisco Systems Inc | Stock-Tech | 1.81% | +0.42% | -0.67% | |
| 16 | UPS | United Parcel Service-cl B | Stock-Industrials | 1.77% | +0.06% | — | |
| 17 | TOST | Toast Inc-class A | Stock-Tech | 1.61% | +1.34% | -0.46% | |
| 18 | WMT | Walmart Inc | Stock-Consumer Staples | 1.36% | -0.25% | +46.77% | |
| 19 | PYPL | Paypal Holdings Inc | Stock-Financials | 1.29% | -0.23% | +9.20% | |
| 20 | KHC | Kraft Heinz Co/the | Stock-Consumer Staples | 1.19% | +0.22% | +9.26% | |
| 21 | PPL | Ppl CORP | Stock-Utilities | 1.15% | -0.13% | -0.59% | |
| 22 | NEAR | Ishares Sh Dba ETF Usd Inc | ETF-Other | 1.13% | — | -3.07% | |
| 23 | NVDA | Nvidia CORP | Stock-Tech | 1.11% | -0.13% | -1.33% | |
| 24 | BWXT | Bwx Technologies Inc | Stock-Industrials | 1.05% | -0.37% | +24.45% | |
| 25 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.92% | -0.01% | -4.48% | |
| 26 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.80% | -0.05% | +0.32% | |
| 27 | METC | Ramaco Resources Inc-a | Stock-Other | 0.78% | — | -2.08% | |
| 28 | DVN | Devon Energy CORP | Stock-Energy | 0.72% | -0.19% | +32.15% | |
| 29 | OKE | Oneok Inc | Stock-Energy | 0.66% | -0.01% | +0.21% | |
| 30 | SFM | Sprouts Farmers Market Inc | Stock-Consumer Staples | 0.65% | +0.18% | -2.01% | |
| 31 | TGT | Target CORP | Stock-Consumer Disc | 0.64% | -0.01% | +37.09% | |
| 32 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.61% | +0.02% | +38.21% | |
| 33 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.60% | -0.06% | +26.19% | |
| 34 | IBM | Intl Business Machines CORP | Stock-Tech | 0.59% | +0.07% | -0.49% | |
| 35 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.56% | +0.02% | -3.09% | |
| 36 | SUB | Ishares Short-term National | ETF-Other | 0.56% | -0.02% | -17.63% | |
| 37 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.46% | -0.03% | -3.70% | |
| 38 | NEE | Nextera Energy Inc | Stock-Utilities | 0.44% | -0.04% | +0.12% | |
| 39 | KOF | Coca-cola Femsa Sab-sp Adr | Stock-Other | 0.43% | -0.02% | -1.01% | |
| 40 | RSPG | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.42% | -1.18% | -4.84% | |
| 41 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.41% | +0.05% | +19.65% | |
| 42 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.39% | +0.05% | -0.25% | |
| 43 | NUE | Nucor CORP | Stock-Materials | 0.39% | +0.06% | +0.16% | |
| 44 | BAC | Bank Of America CORP | Stock-Financials | 0.38% | +0.01% | -5.31% | |
| 45 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.38% | +0.02% | +0.68% | |
| 46 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.37% | -0.01% | -0.12% | |
| 47 | SUZ | Suzano SA - Spon Adr | Stock-Other | 0.35% | -0.02% | -14.77% | |
| 48 | CART | Maplebear Inc | Stock-Consumer Disc | 0.32% | +0.02% | +2.52% | |
| 49 | T | At&t Inc | Stock-Comm Services | 0.28% | -0.05% | +3.60% | |
| 50 | SNOW | Snowflake Inc | Stock-Tech | 0.28% | +0.13% | -1.77% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 2 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 3 | AAPL | Apple Inc | — | NEW | New buy |
| 4 | CHRD | Chord Energy CORP | — | NEW | New buy |
| 5 | TJX | Tjx Companies Inc | — | NEW | New buy |
| 6 | CASY | Casey's General Stores Inc | — | NEW | New buy |
| 7 | SHV | Ishares 0-1 Year Treasury Bo | — | NEW | New buy |
| 8 | MSFT | Microsoft CORP | — | NEW | New buy |
| 9 | DINO | Hf Sinclair CORP | — | NEW | New buy |
| 10 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 11 | BRK-A | Berkshire Hathaway Inc-cl A | — | NEW | New buy |
| 12 | KMI | Kinder Morgan, Inc. | — | NEW | New buy |
| 13 | GLD | Spdr Gold Shares | — | NEW | New buy |
| 14 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 15 | CSCO | Cisco Systems Inc | — | NEW | New buy |
| 16 | UPS | United Parcel Service-cl B | — | NEW | New buy |
| 17 | TOST | Toast Inc-class A | — | NEW | New buy |
| 18 | WMT | Walmart Inc | — | NEW | New buy |
| 19 | PYPL | Paypal Holdings Inc | — | NEW | New buy |
| 20 | KHC | Kraft Heinz Co/the | — | NEW | New buy |
| 21 | PPL | Ppl CORP | — | NEW | New buy |
| 22 | NEAR | Ishares Sh Dba ETF Usd Inc | — | NEW | New buy |
| 23 | NVDA | Nvidia CORP | — | NEW | New buy |
| 24 | BWXT | Bwx Technologies Inc | — | NEW | New buy |
| 25 | BIL | Ss Spdr Bb 1-3m T-bill ETF | — | NEW | New buy |
| 26 | COST | Costco Wholesale CORP | — | NEW | New buy |
| 27 | METC | Ramaco Resources Inc-a | — | NEW | New buy |
| 28 | DVN | Devon Energy CORP | — | NEW | New buy |
| 29 | OKE | Oneok Inc | — | NEW | New buy |
| 30 | SFM | Sprouts Farmers Market Inc | — | NEW | New buy |
| 31 | TGT | Target CORP | — | NEW | New buy |
| 32 | VOO | Vanguard S&p 500 ETF | — | NEW | New buy |
| 33 | SHOP | Shopify Inc - Class A | — | NEW | New buy |
| 34 | IBM | Intl Business Machines CORP | — | NEW | New buy |
| 35 | SPYG | Ss Spdr P S&p 500 Growth ETF | — | NEW | New buy |
| 36 | SUB | Ishares Short-term National | — | NEW | New buy |
| 37 | XLU | St Sr Utl Sl Se Spdr Etf-usd | — | NEW | New buy |
| 38 | NEE | Nextera Energy Inc | — | NEW | New buy |
| 39 | KOF | Coca-cola Femsa Sab-sp Adr | — | NEW | New buy |
| 40 | RSPG | Invesco S&p 500 Equal Weight | — | NEW | New buy |
| 41 | TSLA | Tesla Inc | — | NEW | New buy |
| 42 | MPC | Marathon Petroleum CORP | — | NEW | New buy |
| 43 | NUE | Nucor CORP | — | NEW | New buy |
| 44 | BAC | Bank Of America CORP | — | NEW | New buy |
| 45 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 46 | SCHO | Schwab Short-term US Treas | — | NEW | New buy |
| 47 | SUZ | Suzano SA - Spon Adr | — | NEW | New buy |
| 48 | CART | Maplebear Inc | — | NEW | New buy |
| 49 | T | At&t Inc | — | NEW | New buy |
| 50 | SNOW | Snowflake Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Arkfeld Wealth Strategies, L.L.C. reported a total U.S. public equity portfolio value of $334.5M across 98 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including BRK-B, AMZN, AAPL) accounted for 28.2% of total reported equity market value during Q1 2025.
Top New Position Initiated
BRK-B
市值: $36.1M
During Q1 2025, Arkfeld Wealth Strategies, L.L.C.'s top holdings by market value included BRK-B (15.6%)、AMZN (10.9%)、AAPL (5.7%). The largest single position, BRK-B, represented 15.6% of total portfolio value.
In Q1 2025, Arkfeld Wealth Strategies, L.L.C. made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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