Arkfeld Wealth Strategies, L.L.C.

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 10, 2024), Arkfeld Wealth Strategies, L.L.C. reported 93 stock positions worth $197.1 million. Its top holding was Berkshire Hathaway Class B (BRK.B) at 13.9% of the portfolio, followed by Amazon.com (AMZN, 10.1%) and Apple (AAPL, 7.6%). Compared with Q1 2024, it opened 7 new positions, sold out of 4, added to 61 and reduced 18. The biggest buy was a new position in Devon Energy (DVN) and the biggest sale iShares 0-1 Year Treasury Bo (SHV, shares −3%).

Most Recent 13F
Q2 2026
Location
OMAHA, NE
CIK
0001789382
Portfolio Value
$197.1M (Q2 2024)
SEC Filing
0001085146-24-002819 ↗ filed Jul 10, 2024

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $182.4M Q1 2024 Q2 2024: $197.1M $197.1M Q2 2024 Q3 2024: $206.5M Q3 2024 Q4 2024: $217.8M Q4 2024 Q1 2025: $230.7M Q1 2025 Q2 2025: $253.1M Q2 2025 Q3 2025: $274.1M Q3 2025 Q4 2025: $290.9M Q4 2025 Q1 2026: $316.2M Q1 2026 Q2 2026: $334.5M Q2 2026

Holdings 93 stocks · $197.1M
BRK.B Berkshire Hathaway Inc. Class B 13.89% 66,914 $27.4M Add +4.9%
AMZN Amazon.com Inc. 10.06% 99,532 $19.8M Add +0.5%
AAPL Apple Inc. 7.65% 66,156 $15.1M Reduce -0.0%
DINO HF Sinclair Corp. 5.54% 218,268 $10.9M Add +1.4%
MSFT Microsoft Corp. 4.50% 19,014 $8.9M Add +5.2%
SHV iShares 0-1 Year Treasury Bo 4.25% 75,969 $8.4M Reduce -3.3%
CASY Casey's General Stores Inc. 4.05% 21,715 $8.0M Add +0.7%
GOOGL Alphabet Inc. Class A 3.61% 37,686 $7.1M Add +3.2%
GOOG Alphabet Inc. Class C 2.50% 25,906 $4.9M Add +3.5%
WPC WP Carey Inc. 2.34% 83,657 $4.6M Add +2.3%
KMI Kinder Morgan Inc. 2.15% 212,699 $4.2M Add +0.9%
MMM 3M Co. 1.88% 36,583 $3.7M Add +1.2%
CSCO Cisco Systems Inc. 1.86% 79,533 $3.7M Add +0.4%
GLD SPDR Gold Shares 1.81% 16,309 $3.6M Add +0.1%
NVDA Nvidia Corp. 1.51% 23,222 $3.0M Reduce -8.2%
TOST Toast Inc. Class A 1.44% 111,488 $2.8M Reduce -0.8%
METC Ramaco Resources Inc. Class A 1.39% 187,735 $2.7M Add +40.6%
NEAR iShares SH Dba ETF Usd Inc. 1.38% 54,109 $2.7M Reduce -6.5%
KHC The Kraft Heinz Co. 1.34% 82,429 $2.6M Add +2.2%
PYPL PayPal Holdings Inc. 1.29% 43,139 $2.5M Add +13.4%
PPL PPL Corp. 1.08% 77,885 $2.1M Add +0.5%
CRWD CrowdStrike Holdings Inc. Class A 0.88% 4,444 $1.7M No change
BIL SS SPDR BB 1-3M T-Bill ETF 0.88% 18,913 $1.7M Add +0.4%
BWXT BWX Technologies Inc. 0.85% 17,505 $1.7M Add +47.6%
SUB iShares Short-Term National 0.85% 15,949 $1.7M Reduce -2.1%
DVN Devon Energy Corp. 0.85% 35,867 $1.7M New
COST Costco Wholesale Corp. 0.84% 1,872 $1.6M Reduce -0.1%
TGT Target Corp. 0.81% 10,693 $1.6M Add +0.8%
OKE Oneok Inc. 0.74% 17,803 $1.5M Add +0.2%
WMT Walmart Inc. 0.73% 20,534 $1.4M Add +4.5%
SPYG SS SPDR P S&P 500 Growth ETF 0.67% 15,911 $1.3M Add +0.9%
SCTXX Schwab Amt Tax FR MNY-Ultra 0.66% 1,299,117 $1.3M Reduce -6.4%
MPC Marathon Petroleum Corp. 0.59% 6,899 $1.2M Reduce -0.0%
NUE Nucor Corp. 0.56% 7,203 $1.1M Add +0.1%
SUZ Suzano SA - Spon ADR 0.56% 112,123 $1.1M New
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.55% 6,088 $1.1M Add +1.4%
NEE Nextera Energy Inc. 0.54% 14,852 $1.1M Add +12.9%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.52% 25,260 $1.0M Reduce -0.2%
VOO Vanguard S&P 500 ETF 0.52% 1,996 $1.0M Add +3.9%
XLU St Sr Utl SL SE SPDR ETF-Usd 0.50% 14,275 $980K Add +0.4%
KOF Coca-Cola Femsa Sab-SP ADR 0.46% 10,736 $897K Reduce -2.1%
SCHO Schwab Short-Term US Treas 0.43% 17,514 $842K Reduce -18.3%
DG Dollar General Corp. 0.42% 6,370 $829K Add +3.7%
SFM Sprouts Farmers Market Inc. 0.42% 9,953 $822K Reduce -0.4%
JPM JPMorgan Chase & Co. 0.38% 3,669 $753K Add +0.5%
SNOW Snowflake Inc. 0.38% 5,259 $745K Reduce -0.1%
SHOP Shopify Inc. Class A 0.37% 10,733 $723K Add +104.5%
GTLB Gitlab Inc. Class A 0.34% 12,527 $664K Add +0.6%
NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD 0.34% 51,545 $662K No change
PSX Phillips 66 0.33% 4,756 $647K Add +0.8%
QCOM Qualcomm Inc. 0.33% 3,101 $645K Add +0.2%
PG The Procter & Gamble Co. 0.32% 3,745 $624K Add +5.1%
TSLA Tesla Inc. 0.31% 2,407 $609K Add +0.1%
LLY Eli Lilly & Co. 0.30% 638 $585K Add +0.2%
SMCI Super Micro Computer Inc. 0.26% 568 $511K Add +1.4%
VZ Verizon Communications Inc. 0.24% 11,472 $476K Reduce -1.4%
SHEL Shell PLC-ADR 0.22% 6,053 $440K Add +0.6%
UNP Union Pacific Corp. 0.22% 1,970 $440K Add +2.5%
PEP Pepsico Inc. 0.22% 2,709 $439K Add +0.0%
SHY iShares 1-3 Year Treasury Bo 0.22% 5,280 $431K Add +0.4%
T AT&T Inc. 0.22% 22,838 $430K Reduce -0.6%
PAA Plains All Amer Pipeline LP 0.21% 22,684 $420K Add +0.5%
USMV iShares MSCI USA Min Vol Fac 0.21% 4,822 $406K Add +0.3%
CART Maplebear Inc. 0.20% 11,778 $402K Add +1.1%
JNJ Johnson & Johnson 0.20% 2,689 $391K Add +1.4%
SOLV Solventum Corp. 0.20% 7,830 $389K Reduce -13.5%
SGOV iShares 0-3 Month Treasury B 0.19% 3,801 $382K Add +1.3%
CVX Chevron Corp. 0.19% 2,396 $370K Add +0.5%
HPS John Hancock Prefer Inc. III 0.18% 22,779 $363K Add +1.2%
RGA Reinsurance Group of America 0.18% 1,756 $361K No change
XOM Exxon Mobil Corp. 0.18% 3,213 $360K Add +0.6%
MCD McDonald's Corp. 0.17% 1,383 $343K No change
VYM Vanguard High DVD Yield ETF 0.17% 2,872 $341K Add +20.8%
EPD Enterprise Products Partners 0.17% 11,690 $341K Add +0.1%
MRK Merck & Co. Inc. 0.17% 2,699 $340K Add +0.1%
V Visa Inc. Class A 0.17% 1,245 $332K Add +3.1%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.17% 3,392 $330K Reduce -0.9%
ORCL Oracle Corp. 0.16% 2,180 $316K No change
KO The Coca-Cola Co. 0.16% 4,967 $313K Add +5.0%
LOW Lowe's Cos Inc. 0.16% 1,428 $310K Add +0.3%
CAH Cardinal Health Inc. 0.15% 3,014 $292K Add +0.3%
ANET Arista Networks Inc. 0.14% 753 $279K No change
WISE Themes Generat Artif Intel 0.14% 9,393 $272K Add +3.6%
GIS General Mills Inc. 0.13% 4,252 $266K Add +2.2%
DUK Duke Energy Corp. 0.12% 2,279 $229K Add +0.8%
MO Altria Group Inc. 0.11% 4,846 $223K Add +0.5%
BP BP PLC-Spons ADR 0.11% 5,864 $214K Add +1.2%
SBUX Starbucks Corp. 0.11% 2,849 $212K New
PGR Progressive Corp. 0.11% 1,001 $210K No change
GRAB Grab Holdings Ltd. Class A 0.05% 27,615 $98K New
VIV Telefonica Brasil-ADR 0.04% 10,000 $85K New
NOK Nokia Corp.-Spon ADR 0.03% 17,320 $67K New
AMARIN CORP PLC 0.01% 38,000 $28K New

Portfolio Sells Q1 2024 → Q2 2024
SHV iShares 0-1 Year Treasury Bo Reduce -3.3% 4.25% −0.50
MPC Marathon Petroleum Corp. Reduce -0.0% 0.59% −0.21
WBA Walgreens Boots Alliance Inc. Sold out 0.00% −0.21
NEAR iShares SH Dba ETF Usd Inc. Reduce -6.5% 1.38% −0.20
SCHO Schwab Short-Term US Treas Reduce -18.3% 0.43% −0.13
PFF iShares Preferred & Income S Sold out 0.00% −0.13
MNST Monster Beverage Corp. Sold out 0.00% −0.12
SOLV Solventum Corp. Reduce -13.5% 0.20% −0.12
KOF Coca-Cola Femsa Sab-SP ADR Reduce -2.1% 0.46% −0.11
SCTXX Schwab Amt Tax FR MNY-Ultra Reduce -6.4% 0.66% −0.10
SUB iShares Short-Term National Reduce -2.1% 0.85% −0.08
SNOW Snowflake Inc. Reduce -0.1% 0.38% −0.06
SNAP Snap Inc. Class A Sold out 0.00% −0.06
DIS The Walt Disney Co. Reduce -0.9% 0.17% −0.05
VZ Verizon Communications Inc. Reduce -1.4% 0.24% −0.02
T AT&T Inc. Reduce -0.6% 0.22% +0.01
BAC Bank of America Corp. Reduce -0.2% 0.52% +0.01
TOST Toast Inc. Class A Reduce -0.8% 1.44% +0.02
SFM Sprouts Farmers Market Inc. Reduce -0.4% 0.42% +0.07
COST Costco Wholesale Corp. Reduce -0.1% 0.84% +0.09
NVDA Nvidia Corp. Reduce -8.2% 1.51% +0.30
AAPL Apple Inc. Reduce -0.0% 7.65% +1.56

Portfolio Buys Q1 2024 → Q2 2024
DVN Devon Energy Corp. New 0.85% +0.85
SUZ Suzano SA - Spon ADR New 0.56% +0.56
GOOGL Alphabet Inc. Class A Add +3.2% 3.61% +0.49
CASY Casey's General Stores Inc. Add +0.7% 4.05% +0.36
GOOG Alphabet Inc. Class C Add +3.5% 2.50% +0.34
MSFT Microsoft Corp. Add +5.2% 4.50% +0.30
METC Ramaco Resources Inc. Class A Add +40.6% 1.39% +0.24
BWXT BWX Technologies Inc. Add +47.6% 0.85% +0.22
SHOP Shopify Inc. Class A Add +104.5% 0.37% +0.16
SBUX Starbucks Corp. New 0.11% +0.11
TSLA Tesla Inc. Add +0.1% 0.31% +0.08
NEE Nextera Energy Inc. Add +12.9% 0.54% +0.08
WMT Walmart Inc. Add +4.5% 0.73% +0.07
GRAB Grab Holdings Ltd. Class A New 0.05% +0.05
SPYG SS SPDR P S&P 500 Growth ETF Add +0.9% 0.67% +0.04
VIV Telefonica Brasil-ADR New 0.04% +0.04
MMM 3M Co. Add +1.2% 1.88% +0.04
KMI Kinder Morgan Inc. Add +0.9% 2.15% +0.04
QCOM Qualcomm Inc. Add +0.2% 0.33% +0.04
NOK Nokia Corp.-Spon ADR New 0.03% +0.03
LLY Eli Lilly & Co. Add +0.2% 0.30% +0.03
VYM Vanguard High DVD Yield ETF Add +20.8% 0.17% +0.02
VOO Vanguard S&P 500 ETF Add +3.9% 0.52% +0.02
AMARIN CORP PLC New 0.01% +0.01
PG The Procter & Gamble Co. Add +5.1% 0.32% +0.01
KO The Coca-Cola Co. Add +5.0% 0.16% +0.01
MO Altria Group Inc. Add +0.5% 0.11% +0.00
DUK Duke Energy Corp. Add +0.8% 0.12% −0.00
HPS John Hancock Prefer Inc. III Add +1.2% 0.18% −0.00
WISE Themes Generat Artif Intel Add +3.6% 0.14% −0.01
XLU St Sr Utl SL SE SPDR ETF-Usd Add +0.4% 0.50% −0.01
USMV iShares MSCI USA Min Vol Fac Add +0.3% 0.21% −0.01
JPM JPMorgan Chase & Co. Add +0.5% 0.38% −0.01
PAA Plains All Amer Pipeline LP Add +0.5% 0.21% −0.01
SGOV iShares 0-3 Month Treasury B Add +1.3% 0.19% −0.01
V Visa Inc. Class A Add +3.1% 0.17% −0.01
EPD Enterprise Products Partners Add +0.1% 0.17% −0.01
SHY iShares 1-3 Year Treasury Bo Add +0.4% 0.22% −0.02
MRK Merck & Co. Inc. Add +0.1% 0.17% −0.02
SHEL Shell PLC-ADR Add +0.6% 0.22% −0.02
BP BP PLC-Spons ADR Add +1.2% 0.11% −0.02
SMCI Super Micro Computer Inc. Add +1.4% 0.26% −0.02
JNJ Johnson & Johnson Add +1.4% 0.20% −0.02
GIS General Mills Inc. Add +2.2% 0.13% −0.02
CVX Chevron Corp. Add +0.5% 0.19% −0.03
UNP Union Pacific Corp. Add +2.5% 0.22% −0.03
LOW Lowe's Cos Inc. Add +0.3% 0.16% −0.03
PEP Pepsico Inc. Add +0.0% 0.22% −0.03
AMZN Amazon.com Inc. Add +0.5% 10.06% −0.03
OKE Oneok Inc. Add +0.2% 0.74% −0.03

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 119$334.5MBRK.B, AMZN, AAPL, CASY, DINO
Q1 2026 115$316.2MBRK.B, AMZN, AAPL, CASY, GOOGL
Q4 2025 113$290.9MBRK.B, AMZN, AAPL, GOOGL, DINO
Q3 2025 114$274.1MBRK.B, AMZN, AAPL, DINO, CASY
Q2 2025 106$253.1MBRK.B, AMZN, AAPL, DINO, CASY
Q1 2025 98$230.7MBRK.B, AMZN, AAPL, CHRD, TJX
Q4 2024 93$217.8MBRK.B, AMZN, AAPL, CHRD, TJX
Q3 2024 90$206.5MBRK.B, AMZN, AAPL, CHRD, DINO
Q2 2024 93$197.1MBRK.B, AMZN, AAPL, DINO, MSFT
Q1 2024 90$182.4MBRK.B, AMZN, DINO, AAPL, SHV