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CIK: 0001789382
Total reported value
$334.5M
$334.5M
115 檔
36.7%
As reported in its official Q1 2026 Form 13F filing, Arkfeld Wealth Strategies, L.L.C.'s tracked investment portfolio stood at $334.5M with 115 total positions.
In Q1 2026, Arkfeld Wealth Strategies, L.L.C. displayed an active expansion posture, initiating 5 new positions and adding to 60 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 | 12.62% | +0.97% | +12.49% | |
| 2 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 11.49% | -0.87% | +11.61% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 5.86% | +0.51% | +3.68% | |
| 4 | CASY | Casey's General Stores Inc | Stock-Consumer Disc | 4.71% | +0.13% | -2.35% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.13% | -0.07% | -4.45% | |
| 6 | CHRD | Chord Energy CORP | Stock-Energy | 4.01% | -0.75% | -2.25% | |
| 7 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 3.89% | -0.44% | -0.86% | |
| 8 | DINO | Hf Sinclair CORP | Stock-Energy | 3.77% | +0.37% | -19.66% | |
| 9 | RSPG | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 3.20% | -1.18% | -8.58% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 2.70% | -0.28% | +3.65% | |
| 11 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.60% | — | -5.31% | |
| 12 | KMI | Kinder Morgan, Inc. | Stock-Energy | 2.10% | -0.12% | -2.22% | |
| 13 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 2.02% | +0.02% | +12.50% | |
| 14 | GLD | Spdr Gold Shares | ETF-Commodities | 1.98% | -0.36% | -7.59% | |
| 15 | SFM | Sprouts Farmers Market Inc | Stock-Consumer Staples | 1.90% | +0.18% | +3.35% | |
| 16 | CSCO | Cisco Systems Inc | Stock-Tech | 1.69% | +0.42% | -9.04% | |
| 17 | UPS | United Parcel Service-cl B | Stock-Industrials | 1.68% | +0.06% | +1.99% | |
| 18 | BWXT | Bwx Technologies Inc | Stock-Industrials | 1.67% | -0.37% | -1.68% | |
| 19 | WMT | Walmart Inc | Stock-Consumer Staples | 1.56% | -0.25% | -0.16% | |
| 20 | PYPL | Paypal Holdings Inc | Stock-Financials | 1.43% | -0.23% | +77.96% | |
| 21 | NVDA | Nvidia CORP | Stock-Tech | 1.31% | -0.13% | -1.47% | |
| 22 | IBKR | Interactive Brokers Gro-cl A | Stock-Financials | 1.12% | +0.14% | +1.56% | |
| 23 | KHC | Kraft Heinz Co/the | Stock-Consumer Staples | 1.01% | +0.22% | +12.23% | |
| 24 | KOF | Coca-cola Femsa Sab-sp Adr | Stock-Other | 1.00% | -0.02% | -0.49% | |
| 25 | TOST | Toast Inc-class A | Stock-Tech | 0.99% | +1.34% | +3.72% | |
| 26 | PPL | Ppl CORP | Stock-Utilities | 0.97% | -0.13% | -0.56% | |
| 27 | DVN | Devon Energy CORP | Stock-Energy | 0.86% | -0.19% | -0.24% | |
| 28 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.63% | -0.05% | +9.51% | |
| 29 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.56% | +0.02% | +0.21% | |
| 30 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.56% | +0.05% | +9.81% | |
| 31 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.56% | -0.06% | -8.75% | |
| 32 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.55% | +0.02% | -2.26% | |
| 33 | SYM | Symbotic Inc | Stock-Industrials | 0.53% | -0.15% | -0.23% | |
| 34 | TGT | Target CORP | Stock-Consumer Disc | 0.51% | -0.01% | — | |
| 35 | NUE | Nucor CORP | Stock-Materials | 0.51% | +0.06% | +1.07% | |
| 36 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.49% | +0.05% | +0.82% | |
| 37 | NEE | Nextera Energy Inc | Stock-Utilities | 0.49% | -0.04% | +0.54% | |
| 38 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.47% | -0.02% | +0.67% | |
| 39 | OKE | Oneok Inc | Stock-Energy | 0.45% | -0.01% | -1.40% | |
| 40 | HOOD | Robinhood Markets Inc - A | Stock-Financials | 0.44% | +0.19% | — | |
| 41 | IBM | Intl Business Machines CORP | Stock-Tech | 0.44% | +0.07% | +0.39% | |
| 42 | SUB | Ishares Short-term National | ETF-Other | 0.41% | -0.02% | -0.90% | |
| 43 | BAC | Bank Of America CORP | Stock-Financials | 0.40% | +0.01% | -1.79% | |
| 44 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.36% | +0.02% | +0.35% | |
| 45 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.35% | -0.03% | +29.31% | |
| 46 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.33% | -0.03% | -4.65% | |
| 47 | XOM | Exxon Mobil CORP | Stock-Energy | 0.31% | -0.04% | +3.80% | |
| 48 | CART | Maplebear Inc | Stock-Consumer Disc | 0.26% | +0.02% | +0.48% | |
| 49 | PSX | Phillips 66 | Stock-Energy | 0.23% | — | -1.39% | |
| 50 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.22% | — | +0.37% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CHRD | Chord Energy CORP | +1% | -2.25% | Trim |
| 2 | CASY | Casey's General Stores Inc | +0.6% | -2.35% | Trim |
| 3 | AMZN | Amazon.com Inc | +0.6% | +11.61% | Add |
| 4 | PYPL | Paypal Holdings Inc | +0.4% | +77.96% | Add |
| 5 | BWXT | Bwx Technologies Inc | +0.2% | -1.68% | Trim |
| 6 | RSPG | Invesco S&p 500 Equal Weight | +0.2% | -8.58% | Trim |
| 7 | DVN | Devon Energy CORP | +0.1% | -0.24% | Trim |
| 8 | KMI | Kinder Morgan, Inc. | +0.1% | -2.22% | Trim |
| 9 | VZ | Verizon Communications Inc | +0.1% | +29.31% | Add |
| 10 | MPC | Marathon Petroleum CORP | +0.1% | +0.82% | Add |
| 11 | COST | Costco Wholesale CORP | +0.1% | +9.51% | Add |
| 12 | STX | Seagate Technology Holdings plc | +0.1% | — | Unchanged |
| 13 | IBKR | Interactive Brokers Gro-cl A | +0.1% | +1.56% | Add |
| 14 | PPL | Ppl CORP | +0.1% | -0.56% | Trim |
| 15 | XOM | Exxon Mobil CORP | +0.1% | +3.80% | Add |
| 16 | GIS | General Mills Inc | +0.1% | +122.97% | Add |
| 17 | MRK | Merck & Co. Inc. | 0% | +39.32% | Add |
| 18 | WMT | Walmart Inc | 0% | -0.16% | Trim |
| 19 | NEE | Nextera Energy Inc | 0% | +0.54% | Add |
| 20 | NUE | Nucor CORP | 0% | +1.07% | Add |
| 21 | OKE | Oneok Inc | 0% | -1.40% | Trim |
| 22 | JNJ | Johnson & Johnson | 0% | +10.37% | Add |
| 23 | VLO | Valero Energy CORP | 0% | +0.38% | Add |
| 24 | SHEL | Shell Plc-adr | 0% | +0.52% | Add |
| 25 | KO | Coca-cola Co/the | 0% | +14.74% | Add |
| 26 | UNP | Union Pacific CORP | 0% | +11.39% | Add |
| 27 | CVX | Chevron CORP | 0% | +2.85% | Add |
| 28 | BP | Bp Plc-spons Adr | 0% | +1.06% | Add |
| 29 | ANET | Arista Networks Inc | 0% | — | Unchanged |
| 30 | GRMN | Garmin Ltd. | 0% | +0.43% | Add |
| 31 | PSX | Phillips 66 | 0% | -1.39% | Trim |
| 32 | TSM | Taiwan Semiconductor-sp Adr | 0% | -1.45% | Trim |
| 33 | CAT | Caterpillar Inc | 0% | — | Unchanged |
| 34 | PEP | Pepsico Inc | 0% | +3.91% | Add |
| 35 | EPD | Enterprise Products Partners | 0% | +0.09% | Add |
| 36 | PAA | Plains All Amer Pipeline LP | 0% | — | Unchanged |
| 37 | INTC | Intel CORP | 0% | -16.93% | Trim |
| 38 | MO | Altria Group Inc | 0% | +0.04% | Add |
| 39 | NFLX | Netflix Inc | 0% | +0.36% | Add |
| 40 | DUK | Duke Energy CORP | 0% | +0.67% | Add |
| 41 | PAGS | PagSeguro Digital Ltd. | 0% | — | Unchanged |
| 42 | KOF | Coca-cola Femsa Sab-sp Adr | — | -0.49% | Trim |
| 43 | DIS | Walt Disney Co/the | — | +19.88% | Add |
| 44 | PG | Procter & Gamble Co/the | — | +2.51% | Add |
| 45 | JD | Jd.com Inc-adr | — | +0.01% | Add |
| 46 | VYM | Vanguard High Dvd Yield ETF | — | +0.52% | Add |
| 47 | NOK | Nokia Corp-spon Adr | — | -23.84% | Trim |
| 48 | SBUX | Starbucks CORP | — | -4.25% | Trim |
| 49 | ASM | Avino Silver & Gold Mines | — | -1.36% | Trim |
| 50 | RGA | Reinsurance Group Of America | — | +0.06% | Add |
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 115 disclosed positions in Q1 2026.
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 36.7% of total reported equity market value during Q1 2026.
Top New Position Initiated
TGT
市值: $1.6M
Top Position Liquidated / Trimmed
MMM
前期市值: $205.5K
During Q1 2026, Arkfeld Wealth Strategies, L.L.C.'s top holdings by market value included BRK-B (12.6%)、AMZN (11.5%)、AAPL (5.9%). The largest single position, BRK-B, represented 12.6% of total portfolio value.
In Q1 2026, Arkfeld Wealth Strategies, L.L.C. made 107 total portfolio adjustments, initiating 5 new buys, adding to 60 positions, trimming 39 holdings, and fully liquidating 3 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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