Arkfeld Wealth Strategies, L.L.C.

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 21, 2025), Arkfeld Wealth Strategies, L.L.C. reported 93 stock positions worth $217.8 million. Its top holding was Berkshire Hathaway Class B (BRK.B) at 14.0% of the portfolio, followed by Amazon.com (AMZN, 10.0%) and Apple (AAPL, 7.0%). Compared with Q3 2024, it opened 5 new positions, sold out of 2, added to 62 and reduced 18. The biggest buy was a new position in TJX Companies (TJX) and the biggest sale an exit from 3M (MMM).

Most Recent 13F
Q2 2026
Location
OMAHA, NE
CIK
0001789382
Portfolio Value
$217.8M (Q4 2024)
SEC Filing
0001085146-25-000381 ↗ filed Jan 21, 2025

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $182.4M Q1 2024 Q2 2024: $197.1M Q2 2024 Q3 2024: $206.5M Q3 2024 Q4 2024: $217.8M $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 · $217.8M
BRK.B Berkshire Hathaway Inc. Class B 14.00% 68,689 $30.5M Add +1.2%
AMZN Amazon.com Inc. 10.02% 99,893 $21.8M Add +0.6%
AAPL Apple Inc. 7.01% 65,094 $15.3M Reduce -0.1%
CHRD Chord Energy Corp. 5.33% 92,211 $11.6M Add +3.5%
TJX TJX Companies Inc. filed as TJX COS INC NEW 4.19% 76,158 $9.1M New
CASY Casey's General Stores Inc. 3.85% 21,382 $8.4M Reduce -0.1%
MSFT Microsoft Corp. 3.81% 19,911 $8.3M Add +0.5%
SHV iShares 0-1 Year Treasury Bo 3.77% 74,388 $8.2M Reduce -0.1%
DINO HF Sinclair Corp. 3.68% 217,609 $8.0M Reduce -0.2%
GOOGL Alphabet Inc. Class A 3.37% 38,458 $7.3M Add +0.7%
KMI Kinder Morgan Inc. 2.77% 211,373 $6.0M Add +0.4%
GOOG Alphabet Inc. Class C 2.34% 26,515 $5.1M Add +1.3%
CSCO Cisco Systems Inc. 1.95% 72,243 $4.2M Reduce -7.1%
GLD SPDR Gold Shares 1.82% 16,119 $4.0M Reduce -1.1%
TOST Toast Inc. Class A 1.75% 108,440 $3.8M Reduce -0.8%
PYPL PayPal Holdings Inc. 1.65% 42,682 $3.6M Reduce -0.0%
NVDA Nvidia Corp. 1.38% 22,624 $3.0M Add +1.3%
NEAR iShares SH Dba ETF Usd Inc. 1.23% 52,948 $2.7M Reduce -0.1%
KHC The Kraft Heinz Co. 1.14% 86,348 $2.5M Add +7.5%
PPL PPL Corp. 1.14% 78,296 $2.5M Add +0.4%
METC Ramaco Resources Inc. Class A 1.03% 232,755 $2.3M Add +0.8%
BIL SS SPDR BB 1-3M T-Bill ETF 1.02% 24,196 $2.2M Add +29.0%
WMT Walmart Inc. 1.00% 23,793 $2.2M Add +14.0%
BWXT BWX Technologies Inc. 0.99% 18,733 $2.1M Add +5.7%
OKE Oneok Inc. 0.85% 17,879 $1.9M Add +0.2%
COST Costco Wholesale Corp. 0.81% 1,898 $1.8M Add +0.1%
SUB iShares Short-Term National 0.72% 14,893 $1.6M Reduce -7.1%
TGT Target Corp. 0.70% 10,994 $1.5M Add +2.4%
DVN Devon Energy Corp. 0.68% 40,401 $1.5M Reduce -3.7%
SPYG SS SPDR P S&P 500 Growth ETF 0.67% 16,740 $1.5M Add +3.1%
SFM Sprouts Farmers Market Inc. 0.63% 9,948 $1.4M No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.58% 5,858 $1.3M Add +0.4%
SHOP Shopify Inc. Class A 0.56% 12,056 $1.2M Add +12.4%
RSPG Invesco S&P 500 Equal Weight 0.54% 14,341 $1.2M New
TSLA Tesla Inc. 0.53% 2,881 $1.2M Add +7.7%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.52% 24,940 $1.1M Reduce -0.2%
VOO Vanguard S&P 500 ETF 0.50% 2,036 $1.1M Add +2.1%
SUZ Suzano SA - Spon ADR 0.49% 105,932 $1.1M Add +0.2%
XLU St Sr Utl SL SE SPDR ETF-Usd 0.49% 14,362 $1.1M Add +0.4%
MPC Marathon Petroleum Corp. 0.47% 6,924 $1.0M Add +0.3%
NEE Nextera Energy Inc. 0.46% 15,095 $1.0M Add +1.5%
NUE Nucor Corp. 0.44% 7,721 $949K Add +7.1%
JPM JPMorgan Chase & Co. 0.41% 3,701 $904K Add +0.4%
SCHO Schwab Short-Term US Treas 0.39% 35,431 $854K Add +0.7%
CART Maplebear Inc. 0.38% 18,628 $829K Add +70.2%
KOF Coca-Cola Femsa Sab-SP ADR 0.37% 10,579 $801K No change
SNOW Snowflake Inc. 0.32% 4,282 $696K Reduce -1.9%
PG The Procter & Gamble Co. 0.28% 3,790 $602K Add +0.3%
NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD 0.27% 52,245 $579K Add +1.9%
PSX Phillips 66 0.26% 4,831 $560K Add +0.1%
T AT&T Inc. 0.23% 23,432 $505K Add +0.9%
QCOM Qualcomm Inc. 0.23% 3,118 $490K Add +0.3%
LLY Eli Lilly & Co. 0.21% 578 $461K Reduce -9.4%
VZ Verizon Communications Inc. 0.21% 12,079 $460K Add +1.3%
UNP Union Pacific Corp. 0.21% 1,977 $448K Add +0.1%
PAA Plains All Amer Pipeline LP 0.20% 22,936 $436K Add +0.6%
SHY iShares 1-3 Year Treasury Bo 0.20% 5,321 $436K Add +0.4%
USMV iShares MSCI USA Min Vol Fac 0.20% 4,863 $429K Add +0.4%
VYM Vanguard High DVD Yield ETF 0.19% 3,266 $415K Add +3.1%
PEP Pepsico Inc. 0.18% 2,765 $400K Add +0.7%
SHEL Shell PLC-ADR 0.18% 6,137 $399K Add +0.7%
MCD McDonald's Corp. 0.18% 1,383 $392K No change
CVX Chevron Corp. 0.18% 2,521 $392K Add +0.5%
SGOV iShares 0-3 Month Treasury B 0.18% 3,896 $391K Add +1.2%
JNJ Johnson & Johnson 0.18% 2,660 $384K Reduce -1.1%
V Visa Inc. Class A 0.18% 1,246 $382K No change
EPD Enterprise Products Partners 0.17% 11,713 $381K Add +0.1%
RGA Reinsurance Group of America 0.17% 1,758 $376K Add +0.1%
LOW Lowe's Cos Inc. 0.17% 1,510 $376K Add +0.3%
RDDT Reddit Inc. Class A 0.17% 2,266 $373K New
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.17% 3,427 $370K Add +0.7%
CAH Cardinal Health Inc. 0.17% 3,034 $367K Add +0.3%
XOM Exxon Mobil Corp. 0.16% 3,225 $352K Add +0.2%
ANET Arista Networks Inc. 0.16% 3,012 $339K No change
ORCL Oracle Corp. 0.15% 2,181 $336K No change
HPS John Hancock Prefer Inc. III 0.15% 23,335 $329K Add +1.3%
KO The Coca-Cola Co. 0.14% 5,107 $315K Add +0.7%
WISE Themes Generat Artif Intel 0.13% 8,130 $282K Reduce -1.0%
MRK Merck & Co. Inc. 0.13% 2,706 $273K Add +0.3%
SBUX Starbucks Corp. 0.12% 2,727 $255K Add +0.0%
DUK Duke Energy Corp. 0.11% 2,310 $245K Add +0.7%
GIS General Mills Inc. 0.11% 4,093 $243K Reduce -0.1%
MO Altria Group Inc. 0.11% 4,612 $235K Add +1.0%
PGR Progressive Corp. 0.11% 979 $231K No change
K Kellanova 0.10% 2,727 $222K Add +0.5%
ET Energy Transfer LP 0.10% 11,131 $217K No change
DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE 0.10% 503 $213K Add +0.8%
TSM Taiwan Semiconductor-SP ADR 0.10% 1,049 $211K New
GRMN Garmin Ltd. 0.10% 1,000 $209K New
DG Dollar General Corp. 0.09% 2,883 $206K Reduce -6.7%
GRAB Grab Holdings Ltd. Class A 0.05% 25,315 $114K Add +2.0%
NOK Nokia Corp.-Spon ADR 0.04% 21,320 $95K Add +23.1%
AMARIN CORP PLC 0.01% 58,000 $30K Add +52.6%

Portfolio Sells Q3 2024 → Q4 2024
MMM 3M Co. Sold out 0.00% −1.44
DINO HF Sinclair Corp. Reduce -0.2% 3.68% −1.25
SCTXX Schwab Amt Tax FR MNY-Ultra Sold out 0.00% −0.93
SHV iShares 0-1 Year Treasury Bo Reduce -0.1% 3.77% −0.21
DVN Devon Energy Corp. Reduce -3.7% 0.68% −0.18
AAPL Apple Inc. Reduce -0.1% 7.01% −0.15
GLD SPDR Gold Shares Reduce -1.1% 1.82% −0.11
SUB iShares Short-Term National Reduce -7.1% 0.72% −0.10
NEAR iShares SH Dba ETF Usd Inc. Reduce -0.1% 1.23% −0.08
LLY Eli Lilly & Co. Reduce -9.4% 0.21% −0.06
CSCO Cisco Systems Inc. Reduce -7.1% 1.95% −0.04
GIS General Mills Inc. Reduce -0.1% 0.11% −0.03
JNJ Johnson & Johnson Reduce -1.1% 0.18% −0.03
DG Dollar General Corp. Reduce -6.7% 0.09% −0.03
PYPL PayPal Holdings Inc. Reduce -0.0% 1.65% +0.01
WISE Themes Generat Artif Intel Reduce -1.0% 0.13% +0.01
CASY Casey's General Stores Inc. Reduce -0.1% 3.85% +0.01
BAC Bank of America Corp. Reduce -0.2% 0.52% +0.03
SNOW Snowflake Inc. Reduce -1.9% 0.32% +0.08
TOST Toast Inc. Class A Reduce -0.8% 1.75% +0.23

Portfolio Buys Q3 2024 → Q4 2024
TJX TJX Companies Inc. New 4.19% +4.19
AMZN Amazon.com Inc. Add +0.6% 10.02% +1.05
RSPG Invesco S&P 500 Equal Weight New 0.54% +0.54
KMI Kinder Morgan Inc. Add +0.4% 2.77% +0.36
GOOGL Alphabet Inc. Class A Add +0.7% 3.37% +0.28
TSLA Tesla Inc. Add +7.7% 0.53% +0.21
GOOG Alphabet Inc. Class C Add +1.3% 2.34% +0.21
BIL SS SPDR BB 1-3M T-Bill ETF Add +29.0% 1.02% +0.19
WMT Walmart Inc. Add +14.0% 1.00% +0.18
RDDT Reddit Inc. Class A New 0.17% +0.17
CART Maplebear Inc. Add +70.2% 0.38% +0.17
SHOP Shopify Inc. Class A Add +12.4% 0.56% +0.14
TSM Taiwan Semiconductor-SP ADR New 0.10% +0.10
GRMN Garmin Ltd. New 0.10% +0.10
JPM JPMorgan Chase & Co. Add +0.4% 0.41% +0.04
NVDA Nvidia Corp. Add +1.3% 1.38% +0.03
OKE Oneok Inc. Add +0.2% 0.85% +0.03
SPYG SS SPDR P S&P 500 Growth ETF Add +3.1% 0.67% +0.02
DIS The Walt Disney Co. Add +0.7% 0.17% +0.01
GRAB Grab Holdings Ltd. Class A Add +2.0% 0.05% +0.01
NOK Nokia Corp.-Spon ADR Add +23.1% 0.04% +0.01
EPD Enterprise Products Partners Add +0.1% 0.17% +0.01
PAA Plains All Amer Pipeline LP Add +0.6% 0.20% +0.01
CAH Cardinal Health Inc. Add +0.3% 0.17% +0.00
AMARIN CORP PLC Add +52.6% 0.01% +0.00
MO Altria Group Inc. Add +1.0% 0.11% −0.00
CVX Chevron Corp. Add +0.5% 0.18% −0.00
K Kellanova Add +0.5% 0.10% −0.00
DIA SS SPDR Dow Jones Indus Avg Add +0.8% 0.10% −0.00
COST Costco Wholesale Corp. Add +0.1% 0.81% −0.01
VYM Vanguard High DVD Yield ETF Add +3.1% 0.19% −0.01
SGOV iShares 0-3 Month Treasury B Add +1.2% 0.18% −0.01
VOO Vanguard S&P 500 ETF Add +2.1% 0.50% −0.01
SBUX Starbucks Corp. Add +0.0% 0.12% −0.01
SHY iShares 1-3 Year Treasury Bo Add +0.4% 0.20% −0.01
DUK Duke Energy Corp. Add +0.7% 0.11% −0.01
RGA Reinsurance Group of America Add +0.1% 0.17% −0.01
T AT&T Inc. Add +0.9% 0.23% −0.01
USMV iShares MSCI USA Min Vol Fac Add +0.4% 0.20% −0.02
MRK Merck & Co. Inc. Add +0.3% 0.13% −0.02
SHEL Shell PLC-ADR Add +0.7% 0.18% −0.02
SCHO Schwab Short-Term US Treas Add +0.7% 0.39% −0.02
UNP Union Pacific Corp. Add +0.1% 0.21% −0.02
LOW Lowe's Cos Inc. Add +0.3% 0.17% −0.02
BWXT BWX Technologies Inc. Add +5.7% 0.99% −0.03
KO The Coca-Cola Co. Add +0.7% 0.14% −0.03
QCOM Qualcomm Inc. Add +0.3% 0.23% −0.03
SUZ Suzano SA - Spon ADR Add +0.2% 0.49% −0.03
PG The Procter & Gamble Co. Add +0.3% 0.28% −0.03
XOM Exxon Mobil Corp. Add +0.2% 0.16% −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