Arkfeld Wealth Strategies, L.L.C.

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 11, 2025), Arkfeld Wealth Strategies, L.L.C. reported 98 stock positions worth $230.7 million. Its top holding was Berkshire Hathaway Class B (BRK.B) at 15.6% of the portfolio, followed by Amazon.com (AMZN, 10.9%) and Apple (AAPL, 5.7%). Compared with Q4 2024, it opened 6 new positions, sold out of 1, added to 52 and reduced 34. The biggest buy was a new position in Berkshire Hathaway Class A (BRK.A) 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
$230.7M (Q1 2025)
SEC Filing
0001085146-25-002057 ↗ filed Apr 11, 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 Q4 2024 Q1 2025: $230.7M $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 98 stocks · $230.7M

BRK.B Berkshire Hathaway Inc. Class B 15.63% 69,161 $36.1M Add +0.7%
AMZN Amazon.com Inc. 10.86% 131,121 $25.1M Add +31.3%
AAPL Apple Inc. 5.72% 66,341 $13.2M Add +1.9%
CHRD Chord Energy Corp. 4.37% 106,032 $10.1M Add +15.0%
TJX TJX Companies Inc. filed as TJX COS INC NEW 4.24% 77,569 $9.8M Add +1.9%
CASY Casey's General Stores Inc. 4.05% 21,249 $9.3M Reduce -0.6%
SHV iShares 0-1 Year Treasury Bo 3.43% 71,863 $7.9M Reduce -3.4%
MSFT Microsoft Corp. 3.39% 20,035 $7.8M Add +0.6%
DINO HF Sinclair Corp. 2.87% 231,677 $6.6M Add +6.5%
GOOGL Alphabet Inc. Class A 2.83% 41,089 $6.5M Add +6.8%
BRK.A Berkshire Hathaway Inc. Class A 2.70% 8 $6.2M New
KMI Kinder Morgan Inc. 2.41% 211,619 $5.6M Add +0.1%
GLD SPDR Gold Shares 1.99% 16,100 $4.6M Reduce -0.1%
GOOG Alphabet Inc. Class C 1.85% 26,518 $4.3M Add +0.0%
CSCO Cisco Systems Inc. 1.81% 71,761 $4.2M Reduce -0.7%
UPS United Parcel Service Class B 1.77% 40,983 $4.1M New
TOST Toast Inc. Class A 1.61% 107,944 $3.7M Reduce -0.5%
WMT Walmart Inc. 1.36% 34,920 $3.1M Add +46.8%
PYPL PayPal Holdings Inc. 1.29% 46,610 $3.0M Add +9.2%
KHC The Kraft Heinz Co. 1.19% 94,340 $2.7M Add +9.3%
PPL PPL Corp. 1.15% 77,832 $2.7M Reduce -0.6%
NEAR iShares SH Dba ETF Usd Inc. 1.13% 51,320 $2.6M Reduce -3.1%
NVDA Nvidia Corp. 1.11% 22,323 $2.6M Reduce -1.3%
BWXT BWX Technologies Inc. 1.05% 23,314 $2.4M Add +24.4%
BIL SS SPDR BB 1-3M T-Bill ETF 0.92% 23,113 $2.1M Reduce -4.5%
COST Costco Wholesale Corp. 0.80% 1,904 $1.8M Add +0.3%
METC Ramaco Resources Inc. Class A 0.78% 227,920 $1.8M Reduce -2.1%
DVN Devon Energy Corp. 0.72% 53,388 $1.7M Add +32.1%
OKE Oneok Inc. 0.66% 17,917 $1.5M Add +0.2%
SFM Sprouts Farmers Market Inc. 0.65% 9,748 $1.5M Reduce -2.0%
TGT Target Corp. 0.64% 15,072 $1.5M Add +37.1%
VOO Vanguard S&P 500 ETF 0.61% 2,814 $1.4M Add +38.2%
SHOP Shopify Inc. Class A 0.60% 15,213 $1.4M Add +26.2%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.59% 5,829 $1.4M Reduce -0.5%
SPYG SS SPDR P S&P 500 Growth ETF 0.56% 16,222 $1.3M Reduce -3.1%
SUB iShares Short-Term National 0.56% 12,268 $1.3M Reduce -17.6%
XLU St Sr Utl SL SE SPDR ETF-Usd 0.46% 13,831 $1.1M Reduce -3.7%
NEE Nextera Energy Inc. 0.44% 15,113 $1.0M Add +0.1%
KOF Coca-Cola Femsa Sab-SP ADR 0.43% 10,472 $995K Reduce -1.0%
RSPG Invesco S&P 500 Equal Weight 0.42% 13,647 $977K Reduce -4.8%
TSLA Tesla Inc. 0.41% 3,447 $938K Add +19.6%
MPC Marathon Petroleum Corp. 0.39% 6,907 $908K Reduce -0.3%
NUE Nucor Corp. 0.39% 7,733 $893K Add +0.2%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.38% 23,616 $877K Reduce -5.3%
JPM JPMorgan Chase & Co. 0.38% 3,726 $873K Add +0.7%
SCHO Schwab Short-Term US Treas 0.37% 35,388 $859K Reduce -0.1%
SUZ Suzano SA - Spon ADR 0.35% 90,283 $807K Reduce -14.8%
CART Maplebear Inc. 0.32% 19,098 $746K Add +2.5%
T AT&T Inc. 0.28% 24,276 $643K Add +3.6%
SNOW Snowflake Inc. 0.28% 4,206 $636K Reduce -1.8%
PG The Procter & Gamble Co. 0.27% 3,801 $617K Add +0.3%
SYM Symbotic Inc. 0.26% 27,593 $590K New
VZ Verizon Communications Inc. 0.25% 13,503 $579K Add +11.8%
USMV iShares MSCI USA Min Vol Fac 0.25% 6,319 $568K Add +29.9%
NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD 0.22% 45,840 $501K Reduce -12.3%
PSX Phillips 66 0.20% 4,539 $468K Reduce -6.0%
MCD McDonald's Corp. 0.20% 1,484 $451K Add +7.3%
QCOM Qualcomm Inc. 0.19% 3,127 $449K Add +0.3%
UNP Union Pacific Corp. 0.19% 1,981 $443K Add +0.2%
SHY iShares 1-3 Year Treasury Bo 0.19% 5,341 $441K Add +0.4%
LLY Eli Lilly & Co. 0.19% 578 $436K No change
V Visa Inc. Class A 0.18% 1,246 $414K No change
VYM Vanguard High DVD Yield ETF 0.18% 3,307 $406K Add +1.3%
CAH Cardinal Health Inc. 0.17% 3,042 $397K Add +0.3%
SGOV iShares 0-3 Month Treasury B 0.17% 3,936 $395K Add +1.0%
SHEL Shell PLC-ADR 0.17% 6,177 $395K Add +0.7%
PEP Pepsico Inc. 0.16% 2,607 $380K Reduce -5.7%
CVX Chevron Corp. 0.16% 2,533 $370K Add +0.5%
JNJ Johnson & Johnson 0.16% 2,391 $361K Reduce -10.1%
KO The Coca-Cola Co. 0.16% 5,137 $359K Add +0.6%
EPD Enterprise Products Partners 0.15% 11,724 $348K Add +0.1%
XOM Exxon Mobil Corp. 0.15% 3,238 $343K Add +0.4%
HPS John Hancock Prefer Inc. III 0.15% 23,638 $338K Add +1.3%
LOW Lowe's Cos Inc. 0.15% 1,505 $336K Reduce -0.3%
RGA Reinsurance Group of America 0.14% 1,759 $320K Add +0.1%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.14% 3,437 $314K Add +0.3%
ORCL Oracle Corp. 0.13% 2,181 $305K No change
PAA Plains All Amer Pipeline LP 0.12% 15,968 $274K Reduce -30.4%
DUK Duke Energy Corp. 0.12% 2,324 $270K Add +0.6%
TTE Totalenergies SE -Spon ADR 0.12% 4,712 $268K New
MO Altria Group Inc. 0.11% 4,621 $260K Add +0.2%
RDDT Reddit Inc. Class A 0.11% 2,330 $258K Add +2.8%
PGR Progressive Corp. 0.11% 949 $256K Reduce -3.1%
DG Dollar General Corp. 0.11% 2,890 $249K Add +0.2%
SBUX Starbucks Corp. 0.10% 2,653 $235K Reduce -2.7%
GIS General Mills Inc. 0.10% 3,984 $231K Reduce -2.7%
WISE Themes Generat Artif Intel 0.10% 7,785 $230K Reduce -4.2%
ANET Arista Networks Inc. 0.10% 3,012 $229K No change
K Kellanova 0.10% 2,741 $225K Add +0.5%
MRK Merck & Co. Inc. 0.10% 2,710 $222K Add +0.1%
GRMN Garmin Ltd. 0.10% 1,151 $222K Add +15.1%
DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE 0.09% 504 $205K Add +0.2%
NFLX Netflix Inc. 0.09% 215 $203K New
PFF iShares Preferred & Income S 0.09% 6,726 $201K New
ET Energy Transfer LP 0.08% 10,881 $181K Reduce -2.3%
NOK Nokia Corp.-Spon ADR 0.05% 21,320 $105K No change
GRAB Grab Holdings Ltd. Class A 0.04% 20,315 $87K Reduce -19.8%
AMARIN CORP PLC 0.01% 58,000 $27K No change

Portfolio Sells Q4 2024 → Q1 2025

SHV iShares 0-1 Year Treasury Bo Reduce -3.4% 3.43% −0.33
NVDA Nvidia Corp. Reduce -1.3% 1.11% −0.28
METC Ramaco Resources Inc. Class A Reduce -2.1% 0.78% −0.25
SUB iShares Short-Term National Reduce -17.6% 0.56% −0.16
SUZ Suzano SA - Spon ADR Reduce -14.8% 0.35% −0.14
CSCO Cisco Systems Inc. Reduce -0.7% 1.81% −0.14
TOST Toast Inc. Class A Reduce -0.5% 1.61% −0.14
BAC Bank of America Corp. Reduce -5.3% 0.38% −0.14
RSPG Invesco S&P 500 Equal Weight Reduce -4.8% 0.42% −0.11
SPYG SS SPDR P S&P 500 Growth ETF Reduce -3.1% 0.56% −0.11
BIL SS SPDR BB 1-3M T-Bill ETF Reduce -4.5% 0.92% −0.10
NEAR iShares SH Dba ETF Usd Inc. Reduce -3.1% 1.13% −0.10
TSM Taiwan Semiconductor-SP ADR Sold out 0.00% −0.10
PAA Plains All Amer Pipeline LP Reduce -30.4% 0.12% −0.08
MPC Marathon Petroleum Corp. Reduce -0.3% 0.39% −0.07
PSX Phillips 66 Reduce -6.0% 0.20% −0.05
NU Nu Holdings Ltd./Cayman Isl-A Reduce -12.3% 0.22% −0.05
SNOW Snowflake Inc. Reduce -1.8% 0.28% −0.04
XLU St Sr Utl SL SE SPDR ETF-Usd Reduce -3.7% 0.46% −0.04
WISE Themes Generat Artif Intel Reduce -4.2% 0.10% −0.03
LOW Lowe's Cos Inc. Reduce -0.3% 0.15% −0.03
ET Energy Transfer LP Reduce -2.3% 0.08% −0.02
JNJ Johnson & Johnson Reduce -10.1% 0.16% −0.02
SCHO Schwab Short-Term US Treas Reduce -0.1% 0.37% −0.02
PEP Pepsico Inc. Reduce -5.7% 0.16% −0.02
SBUX Starbucks Corp. Reduce -2.7% 0.10% −0.02
GRAB Grab Holdings Ltd. Class A Reduce -19.8% 0.04% −0.01
GIS General Mills Inc. Reduce -2.7% 0.10% −0.01
PGR Progressive Corp. Reduce -3.1% 0.11% +0.01
IBM Intl Business Machines Corp. Reduce -0.5% 0.59% +0.01
PPL PPL Corp. Reduce -0.6% 1.15% +0.01
SFM Sprouts Farmers Market Inc. Reduce -2.0% 0.65% +0.02
KOF Coca-Cola Femsa Sab-SP ADR Reduce -1.0% 0.43% +0.06
GLD SPDR Gold Shares Reduce -0.1% 1.99% +0.17
CASY Casey's General Stores Inc. Reduce -0.6% 4.05% +0.20

Portfolio Buys Q4 2024 → Q1 2025

BRK.A Berkshire Hathaway Inc. Class A New 2.70% +2.70
UPS United Parcel Service Class B New 1.77% +1.77
BRK.B Berkshire Hathaway Inc. Class B Add +0.7% 15.63% +1.63
AMZN Amazon.com Inc. Add +31.3% 10.86% +0.84
WMT Walmart Inc. Add +46.8% 1.36% +0.36
SYM Symbotic Inc. New 0.26% +0.26
TTE Totalenergies SE -Spon ADR New 0.12% +0.12
VOO Vanguard S&P 500 ETF Add +38.2% 0.61% +0.11
NFLX Netflix Inc. New 0.09% +0.09
PFF iShares Preferred & Income S New 0.09% +0.09
BWXT BWX Technologies Inc. Add +24.4% 1.05% +0.07
USMV iShares MSCI USA Min Vol Fac Add +29.9% 0.25% +0.05
KHC The Kraft Heinz Co. Add +9.3% 1.19% +0.05
T AT&T Inc. Add +3.6% 0.28% +0.05
TJX TJX Companies Inc. Add +1.9% 4.24% +0.04
VZ Verizon Communications Inc. Add +11.8% 0.25% +0.04
SHOP Shopify Inc. Class A Add +26.2% 0.60% +0.04
DVN Devon Energy Corp. Add +32.1% 0.72% +0.04
MCD McDonald's Corp. Add +7.3% 0.20% +0.02
DG Dollar General Corp. Add +0.2% 0.11% +0.01
KO The Coca-Cola Co. Add +0.6% 0.16% +0.01
MO Altria Group Inc. Add +0.2% 0.11% +0.01
DUK Duke Energy Corp. Add +0.6% 0.12% +0.00
CAH Cardinal Health Inc. Add +0.3% 0.17% +0.00
GRMN Garmin Ltd. Add +15.1% 0.10% +0.00
K Kellanova Add +0.5% 0.10% −0.00
HPS John Hancock Prefer Inc. III Add +1.3% 0.15% −0.00
SGOV iShares 0-3 Month Treasury B Add +1.0% 0.17% −0.01
SHY iShares 1-3 Year Treasury Bo Add +0.4% 0.19% −0.01
PG The Procter & Gamble Co. Add +0.3% 0.27% −0.01
DIA SS SPDR Dow Jones Indus Avg Add +0.2% 0.09% −0.01
COST Costco Wholesale Corp. Add +0.3% 0.80% −0.01
SHEL Shell PLC-ADR Add +0.7% 0.17% −0.01
XOM Exxon Mobil Corp. Add +0.4% 0.15% −0.01
UNP Union Pacific Corp. Add +0.2% 0.19% −0.01
VYM Vanguard High DVD Yield ETF Add +1.3% 0.18% −0.01
CVX Chevron Corp. Add +0.5% 0.16% −0.02
NEE Nextera Energy Inc. Add +0.1% 0.44% −0.02
EPD Enterprise Products Partners Add +0.1% 0.15% −0.02
MRK Merck & Co. Inc. Add +0.1% 0.10% −0.03
QCOM Qualcomm Inc. Add +0.3% 0.19% −0.03
DIS The Walt Disney Co. Add +0.3% 0.14% −0.03
RGA Reinsurance Group of America Add +0.1% 0.14% −0.03
JPM JPMorgan Chase & Co. Add +0.7% 0.38% −0.04
NUE Nucor Corp. Add +0.2% 0.39% −0.05
CART Maplebear Inc. Add +2.5% 0.32% −0.06
RDDT Reddit Inc. Class A Add +2.8% 0.11% −0.06
TGT Target Corp. Add +37.1% 0.64% −0.06
TSLA Tesla Inc. Add +19.6% 0.41% −0.13
OKE Oneok Inc. Add +0.2% 0.66% −0.19

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