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CIK: 0001789382
Total reported value
$334.5M
$334.5M
106 檔
29.8%
According to the latest 13F quarterly dataset, Arkfeld Wealth Strategies, L.L.C. managed an equity portfolio of $334.5M at the end of Q2 2025, spanning 106 distinct U.S. exchange-listed positions.
In Q2 2025, Arkfeld Wealth Strategies, L.L.C. displayed an active expansion posture, initiating 12 new positions and adding to 19 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 | 13.37% | +0.97% | +2.39% | |
| 2 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 11.64% | -0.87% | +0.59% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 5.57% | +0.51% | +1.29% | |
| 4 | DINO | Hf Sinclair CORP | Stock-Energy | 4.44% | +0.37% | +9.31% | |
| 5 | CASY | Casey's General Stores Inc | Stock-Consumer Disc | 4.36% | +0.13% | -1.39% | |
| 6 | CHRD | Chord Energy CORP | Stock-Energy | 4.31% | -0.75% | -0.25% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 3.94% | -0.28% | -0.06% | |
| 8 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 3.84% | -0.44% | +0.15% | |
| 9 | RSPG | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 3.40% | -1.18% | +736.05% | |
| 10 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.90% | -0.07% | +0.89% | |
| 11 | KMI | Kinder Morgan, Inc. | Stock-Energy | 2.36% | -0.12% | -0.31% | |
| 12 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 2.26% | +0.02% | — | |
| 13 | GLD | Spdr Gold Shares | ETF-Commodities | 1.95% | -0.36% | -0.30% | |
| 14 | CSCO | Cisco Systems Inc | Stock-Tech | 1.94% | +0.42% | -0.88% | |
| 15 | TOST | Toast Inc-class A | Stock-Tech | 1.91% | +1.34% | -0.26% | |
| 16 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.86% | — | -0.19% | |
| 17 | UPS | United Parcel Service-cl B | Stock-Industrials | 1.73% | +0.06% | +6.04% | |
| 18 | WMT | Walmart Inc | Stock-Consumer Staples | 1.50% | -0.25% | +9.55% | |
| 19 | PYPL | Paypal Holdings Inc | Stock-Financials | 1.45% | -0.23% | +3.65% | |
| 20 | NVDA | Nvidia CORP | Stock-Tech | 1.43% | -0.13% | +2.28% | |
| 21 | BWXT | Bwx Technologies Inc | Stock-Industrials | 1.32% | -0.37% | -0.07% | |
| 22 | KHC | Kraft Heinz Co/the | Stock-Consumer Staples | 1.08% | +0.22% | +11.48% | |
| 23 | PPL | Ppl CORP | Stock-Utilities | 1.03% | -0.13% | -0.22% | |
| 24 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.73% | -0.05% | -2.78% | |
| 25 | DVN | Devon Energy CORP | Stock-Energy | 0.72% | -0.19% | +4.24% | |
| 26 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.70% | -0.06% | +0.29% | |
| 27 | IBM | Intl Business Machines CORP | Stock-Tech | 0.68% | +0.07% | +0.34% | |
| 28 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.63% | +0.02% | -1.07% | |
| 29 | SFM | Sprouts Farmers Market Inc | Stock-Consumer Staples | 0.63% | +0.18% | -1.03% | |
| 30 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.61% | +0.02% | +0.08% | |
| 31 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.60% | -0.02% | -80.87% | |
| 32 | OKE | Oneok Inc | Stock-Energy | 0.57% | -0.01% | +0.26% | |
| 33 | TGT | Target CORP | Stock-Consumer Disc | 0.54% | -0.01% | -10.72% | |
| 34 | SYM | Symbotic Inc | Stock-Industrials | 0.54% | -0.15% | +3.94% | |
| 35 | SUB | Ishares Short-term National | ETF-Other | 0.51% | -0.02% | -0.86% | |
| 36 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.48% | +0.05% | -0.38% | |
| 37 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.47% | +0.05% | +18.28% | |
| 38 | BAC | Bank Of America CORP | Stock-Financials | 0.46% | +0.01% | +0.51% | |
| 39 | NUE | Nucor CORP | Stock-Materials | 0.45% | +0.06% | +8.44% | |
| 40 | NEE | Nextera Energy Inc | Stock-Utilities | 0.45% | -0.04% | +0.90% | |
| 41 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.45% | -0.03% | +0.06% | |
| 42 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.43% | +0.02% | +0.46% | |
| 43 | KOF | Coca-cola Femsa Sab-sp Adr | Stock-Other | 0.40% | -0.02% | -0.34% | |
| 44 | SNOW | Snowflake Inc | Stock-Tech | 0.37% | +0.13% | -0.71% | |
| 45 | CART | Maplebear Inc | Stock-Consumer Disc | 0.37% | +0.02% | -0.01% | |
| 46 | T | At&t Inc | Stock-Comm Services | 0.29% | -0.05% | +4.85% | |
| 47 | XOM | Exxon Mobil CORP | Stock-Energy | 0.27% | -0.04% | +93.11% | |
| 48 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.27% | — | +14.16% | |
| 49 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.24% | -0.01% | -71.05% | |
| 50 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.24% | — | +0.34% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | RSPG | Invesco S&p 500 Equal Weight | +3% | +736.05% | Add |
| 2 | DINO | Hf Sinclair CORP | +1.6% | +9.31% | Add |
| 3 | AMZN | Amazon.com Inc | +0.8% | +0.59% | Add |
| 4 | MSFT | Microsoft CORP | +0.6% | -0.06% | Trim |
| 5 | NVDA | Nvidia CORP | +0.3% | +2.28% | Add |
| 6 | CASY | Casey's General Stores Inc | +0.3% | -1.39% | Trim |
| 7 | TOST | Toast Inc-class A | +0.3% | -0.26% | Trim |
| 8 | SYM | Symbotic Inc | +0.3% | +3.94% | Add |
| 9 | BWXT | Bwx Technologies Inc | +0.3% | -0.07% | Trim |
| 10 | PYPL | Paypal Holdings Inc | +0.2% | +3.65% | Add |
| 11 | WMT | Walmart Inc | +0.1% | +9.55% | Add |
| 12 | CSCO | Cisco Systems Inc | +0.1% | -0.88% | Trim |
| 13 | VLO | Valero Energy CORP | +0.1% | NEW | New buy |
| 14 | JD | Jd.com Inc-adr | +0.1% | NEW | New buy |
| 15 | XOM | Exxon Mobil CORP | +0.1% | +93.11% | Add |
| 16 | FBTC | Fidelity Wise Origin Bitcoin | +0.1% | NEW | New buy |
| 17 | PLTR | Palantir Technologies Inc-a | +0.1% | NEW | New buy |
| 18 | SMCI | Super Micro Computer Inc | +0.1% | NEW | New buy |
| 19 | SHOP | Shopify Inc - Class A | +0.1% | +0.29% | Add |
| 20 | SCHW | Schwab (charles) CORP | +0.1% | NEW | New buy |
| 21 | IBM | Intl Business Machines CORP | +0.1% | +0.34% | Add |
| 22 | SNOW | Snowflake Inc | +0.1% | -0.71% | Trim |
| 23 | MPC | Marathon Petroleum CORP | +0.1% | -0.38% | Trim |
| 24 | PM | Philip Morris International | +0.1% | NEW | New buy |
| 25 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | NEW | New buy |
| 26 | ODC | Oil-dri CORP Of America | +0.1% | NEW | New buy |
| 27 | BAC | Bank Of America CORP | +0.1% | +0.51% | Add |
| 28 | UBER | Uber Technologies Inc | +0.1% | NEW | New buy |
| 29 | META | Meta Platforms Inc-class A | +0.1% | NEW | New buy |
| 30 | SLV | Ishares Silver Trust | +0.1% | NEW | New buy |
| 31 | GOOGL | Alphabet Inc-cl A | +0.1% | +0.89% | Add |
| 32 | TSLA | Tesla Inc | +0.1% | +18.28% | Add |
| 33 | NUE | Nucor CORP | +0.1% | +8.44% | Add |
| 34 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.1% | +0.08% | Add |
| 35 | JPM | Jpmorgan Chase & Co | +0.1% | +0.46% | Add |
| 36 | GOOG | Alphabet Inc-cl C | 0% | -0.19% | Trim |
| 37 | GLD | Spdr Gold Shares | 0% | -0.30% | Trim |
| 38 | UPS | United Parcel Service-cl B | 0% | +6.04% | Add |
| 39 | KMI | Kinder Morgan, Inc. | -0.1% | -0.31% | Trim |
| 40 | CHRD | Chord Energy CORP | -0.1% | -0.25% | Trim |
| 41 | TTEN | Totalenergies Se -spon Adr | -0.1% | EXIT | Sold out |
| 42 | AAPL | Apple Inc | -0.2% | +1.29% | Add |
| 43 | SUZ | Suzano SA - Spon Adr | -0.2% | -49.56% | Trim |
| 44 | SCHO | Schwab Short-term US Treas | -0.2% | -60.92% | Trim |
| 45 | BRK-A | Berkshire Hathaway Inc-cl A | -0.4% | — | Unchanged |
| 46 | BIL | Ss Spdr Bb 1-3m T-bill ETF | -0.7% | -71.05% | Trim |
| 47 | METC | Ramaco Resources Inc-a | -0.8% | EXIT | Sold out |
| 48 | NEAR | Ishares Sh Dba ETF Usd Inc | -1% | -87.54% | Trim |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | -2.3% | +2.39% | Add |
| 50 | SHV | Ishares 0-1 Year Treasury Bo | -2.8% | -80.87% | Trim |
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 106 disclosed positions in Q2 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 29.8% of total reported equity market value during Q2 2025.
Top New Position Initiated
VLO
市值: $340.4K
Top Position Liquidated / Trimmed
METC
前期市值: $1.8M
During Q2 2025, Arkfeld Wealth Strategies, L.L.C.'s top holdings by market value included BRK-B (13.4%)、AMZN (11.6%)、AAPL (5.6%). The largest single position, BRK-B, represented 13.4% of total portfolio value.
In Q2 2025, Arkfeld Wealth Strategies, L.L.C. made 49 total portfolio adjustments, initiating 12 new buys, adding to 19 positions, trimming 16 holdings, and fully liquidating 2 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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