Arkfeld Wealth Strategies, L.L.C.

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 10, 2025), Arkfeld Wealth Strategies, L.L.C. reported 106 stock positions worth $253.1 million. Its top holding was Berkshire Hathaway Class B (BRK.B) at 13.4% of the portfolio, followed by Amazon.com (AMZN, 11.6%) and Apple (AAPL, 5.6%). Compared with Q1 2025, it opened 12 new positions, sold out of 4, added to 55 and reduced 31. The biggest buy was Invesco S&P 500 Equal Weight (RSPG, shares +736%) and the biggest sale iShares 0-1 Year Treasury Bo (SHV, shares −81%).

Most Recent 13F
Q2 2026
Location
OMAHA, NE
CIK
0001789382
Portfolio Value
$253.1M (Q2 2025)
SEC Filing
0001085146-25-003722 ↗ filed Jul 10, 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 Q1 2025 Q2 2025: $253.1M $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 106 stocks · $253.1M
BRK.B Berkshire Hathaway Inc. Class B 13.37% 70,815 $33.9M Add +2.4%
AMZN Amazon.com Inc. 11.64% 131,889 $29.5M Add +0.6%
AAPL Apple Inc. 5.57% 67,199 $14.1M Add +1.3%
DINO HF Sinclair Corp. 4.44% 253,235 $11.2M Add +9.3%
CASY Casey's General Stores Inc. 4.36% 20,953 $11.0M Reduce -1.4%
CHRD Chord Energy Corp. 4.31% 105,762 $10.9M Reduce -0.3%
MSFT Microsoft Corp. 3.94% 20,023 $10.0M Reduce -0.1%
TJX TJX Companies Inc. filed as TJX COS INC NEW 3.84% 77,688 $9.7M Add +0.1%
RSPG Invesco S&P 500 Equal Weight 3.40% 114,096 $8.6M Add +736.0%
GOOGL Alphabet Inc. Class A 2.90% 41,456 $7.3M Add +0.9%
KMI Kinder Morgan Inc. 2.36% 210,956 $6.0M Reduce -0.3%
BRK.A Berkshire Hathaway Inc. Class A 2.26% 8 $5.7M No change
GLD SPDR Gold Shares 1.95% 16,051 $4.9M Reduce -0.3%
CSCO Cisco Systems Inc. 1.94% 71,130 $4.9M Reduce -0.9%
TOST Toast Inc. Class A 1.91% 107,667 $4.8M Reduce -0.3%
GOOG Alphabet Inc. Class C 1.86% 26,467 $4.7M Reduce -0.2%
UPS United Parcel Service Class B 1.73% 43,460 $4.4M Add +6.0%
WMT Walmart Inc. 1.50% 38,256 $3.8M Add +9.6%
PYPL PayPal Holdings Inc. 1.45% 48,313 $3.7M Add +3.6%
NVDA Nvidia Corp. 1.43% 22,832 $3.6M Add +2.3%
BWXT BWX Technologies Inc. 1.32% 23,298 $3.3M Reduce -0.1%
KHC The Kraft Heinz Co. 1.08% 105,172 $2.7M Add +11.5%
PPL PPL Corp. 1.03% 77,660 $2.6M Reduce -0.2%
COST Costco Wholesale Corp. 0.73% 1,851 $1.8M Reduce -2.8%
DVN Devon Energy Corp. 0.72% 55,654 $1.8M Add +4.2%
SHOP Shopify Inc. Class A 0.70% 15,257 $1.8M Add +0.3%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.68% 5,849 $1.7M Add +0.3%
VOO Vanguard S&P 500 ETF 0.63% 2,784 $1.6M Reduce -1.1%
SFM Sprouts Farmers Market Inc. 0.63% 9,648 $1.6M Reduce -1.0%
SPYG SS SPDR P S&P 500 Growth ETF 0.61% 16,235 $1.5M Add +0.1%
SHV iShares 0-1 Year Treasury Bo 0.60% 13,745 $1.5M Reduce -80.9%
OKE Oneok Inc. 0.57% 17,963 $1.4M Add +0.3%
TGT Target Corp. 0.54% 13,456 $1.4M Reduce -10.7%
SYM Symbotic Inc. 0.54% 28,680 $1.4M Add +3.9%
SUB iShares Short-Term National 0.51% 12,162 $1.3M Reduce -0.9%
MPC Marathon Petroleum Corp. 0.48% 6,881 $1.2M Reduce -0.4%
TSLA Tesla Inc. 0.47% 4,077 $1.2M Add +18.3%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.46% 23,736 $1.2M Add +0.5%
NUE Nucor Corp. 0.45% 8,386 $1.1M Add +8.4%
NEE Nextera Energy Inc. 0.45% 15,249 $1.1M Add +0.9%
XLU St Sr Utl SL SE SPDR ETF-Usd 0.45% 13,839 $1.1M Add +0.1%
JPM JPMorgan Chase & Co. 0.43% 3,743 $1.1M Add +0.5%
KOF Coca-Cola Femsa Sab-SP ADR 0.40% 10,436 $1.0M Reduce -0.3%
SNOW Snowflake Inc. 0.37% 4,176 $943K Reduce -0.7%
CART Maplebear Inc. 0.37% 19,096 $933K Reduce -0.0%
T AT&T Inc. 0.29% 25,454 $723K Add +4.8%
XOM Exxon Mobil Corp. 0.27% 6,253 $695K Add +93.1%
USMV iShares MSCI USA Min Vol Fac 0.27% 7,214 $677K Add +14.2%
BIL SS SPDR BB 1-3M T-Bill ETF 0.24% 6,692 $612K Reduce -71.0%
PG The Procter & Gamble Co. 0.24% 3,814 $612K Add +0.3%
VZ Verizon Communications Inc. 0.23% 13,658 $585K Add +1.1%
PSX Phillips 66 0.23% 4,550 $575K Add +0.2%
NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD 0.21% 39,600 $529K Reduce -13.6%
ORCL Oracle Corp. 0.20% 2,181 $507K No change
QCOM Qualcomm Inc. 0.20% 3,136 $496K Add +0.3%
V Visa Inc. Class A 0.19% 1,346 $480K Add +8.0%
UNP Union Pacific Corp. 0.18% 1,984 $467K Add +0.1%
VYM Vanguard High DVD Yield ETF 0.18% 3,426 $462K Add +3.6%
LLY Eli Lilly & Co. 0.18% 579 $447K Add +0.2%
CAH Cardinal Health Inc. 0.18% 2,650 $444K Reduce -12.9%
MCD McDonald's Corp. 0.17% 1,484 $436K No change
SHEL Shell PLC-ADR 0.17% 6,218 $434K Add +0.7%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.17% 3,458 $426K Add +0.6%
SUZ Suzano SA - Spon ADR 0.17% 45,535 $424K Reduce -49.6%
KO The Coca-Cola Co. 0.16% 5,792 $411K Add +12.8%
SGOV iShares 0-3 Month Treasury B 0.16% 3,977 $399K Add +1.0%
CVX Chevron Corp. 0.15% 2,647 $390K Add +4.5%
JNJ Johnson & Johnson 0.15% 2,492 $387K Add +4.2%
EPD Enterprise Products Partners 0.15% 11,735 $367K Add +0.1%
PEP Pepsico Inc. 0.14% 2,707 $364K Add +3.8%
RDDT Reddit Inc. Class A 0.14% 2,330 $357K No change
HPS John Hancock Prefer Inc. III 0.14% 23,968 $344K Add +1.4%
RGA Reinsurance Group of America 0.14% 1,760 $342K Add +0.1%
VLO Valero Energy Corp. 0.13% 2,368 $340K New
LOW Lowe's Cos Inc. 0.13% 1,510 $340K Add +0.3%
SCHO Schwab Short-Term US Treas 0.13% 13,831 $335K Reduce -60.9%
JD Jd.com Inc.-ADR 0.13% 10,472 $335K New
DG Dollar General Corp. 0.13% 2,882 $335K Reduce -0.3%
NEAR iShares SH Dba ETF Usd Inc. 0.13% 6,396 $325K Reduce -87.5%
ANET Arista Networks Inc. 0.12% 3,012 $306K No change
FBTC Fidelity Wise Origin Bitcoin 0.12% 3,120 $294K New
PAA Plains All Amer Pipeline LP 0.12% 15,968 $293K No change
PLTR Palantir Technologies Inc. Class A 0.11% 2,037 $283K New
MO Altria Group Inc. 0.11% 4,641 $280K Add +0.4%
DUK Duke Energy Corp. 0.11% 2,365 $277K Add +1.8%
WISE Themes Generat Artif Intel 0.11% 7,618 $277K Reduce -2.1%
NFLX Netflix Inc. 0.11% 215 $277K No change
SMCI Super Micro Computer Inc. 0.11% 5,810 $274K New
SHY iShares 1-3 Year Treasury Bo 0.10% 3,097 $255K Reduce -42.0%
SBUX Starbucks Corp. 0.10% 2,662 $249K Add +0.3%
GRMN Garmin Ltd. 0.10% 1,156 $248K Add +0.4%
SCHW Schwab (charles) Corp. 0.10% 2,640 $244K New
PGR Progressive Corp. 0.09% 943 $239K Reduce -0.6%
PM Philip Morris International 0.09% 1,302 $236K New
TSM Taiwan Semiconductor-SP ADR 0.09% 1,002 $230K New
PFF iShares Preferred & Income S 0.09% 7,331 $227K Add +9.0%
DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE 0.09% 505 $224K Add +0.2%
ODC Oil-Dri Corp. of America 0.09% 3,668 $220K New
K Kellanova 0.09% 2,754 $219K Add +0.5%
MRK Merck & Co. Inc. 0.09% 2,710 $219K No change

Show all 106 holdings

Portfolio Sells Q1 2025 → Q2 2025
SHV iShares 0-1 Year Treasury Bo Reduce -80.9% 0.60% −2.83
NEAR iShares SH Dba ETF Usd Inc. Reduce -87.5% 0.13% −1.00
METC Ramaco Resources Inc. Class A Sold out 0.00% −0.78
BIL SS SPDR BB 1-3M T-Bill ETF Reduce -71.0% 0.24% −0.67
SCHO Schwab Short-Term US Treas Reduce -60.9% 0.13% −0.24
SUZ Suzano SA - Spon ADR Reduce -49.6% 0.17% −0.18
PPL PPL Corp. Reduce -0.2% 1.03% −0.12
TTE Totalenergies SE -Spon ADR Sold out 0.00% −0.12
TGT Target Corp. Reduce -10.7% 0.54% −0.10
SHY iShares 1-3 Year Treasury Bo Reduce -42.0% 0.10% −0.09
ET Energy Transfer LP Sold out 0.00% −0.08
COST Costco Wholesale Corp. Reduce -2.8% 0.73% −0.07
CHRD Chord Energy Corp. Reduce -0.3% 4.31% −0.06
SUB iShares Short-Term National Reduce -0.9% 0.51% −0.05
KMI Kinder Morgan Inc. Reduce -0.3% 2.36% −0.05
GLD SPDR Gold Shares Reduce -0.3% 1.95% −0.04
KOF Coca-Cola Femsa Sab-SP ADR Reduce -0.3% 0.40% −0.03
SFM Sprouts Farmers Market Inc. Reduce -1.0% 0.63% −0.02
PGR Progressive Corp. Reduce -0.6% 0.09% −0.02
AMARIN CORP PLC Sold out 0.00% −0.01
NU Nu Holdings Ltd./Cayman Isl-A Reduce -13.6% 0.21% −0.01
GRAB Grab Holdings Ltd. Class A Reduce -7.4% 0.04% −0.00
CAH Cardinal Health Inc. Reduce -12.9% 0.18% +0.00
GOOG Alphabet Inc. Class C Reduce -0.2% 1.86% +0.01
WISE Themes Generat Artif Intel Reduce -2.1% 0.11% +0.01
VOO Vanguard S&P 500 ETF Reduce -1.1% 0.63% +0.02
DG Dollar General Corp. Reduce -0.3% 0.13% +0.02
CART Maplebear Inc. Reduce -0.0% 0.37% +0.05
MPC Marathon Petroleum Corp. Reduce -0.4% 0.48% +0.09
SNOW Snowflake Inc. Reduce -0.7% 0.37% +0.10
CSCO Cisco Systems Inc. Reduce -0.9% 1.94% +0.13
BWXT BWX Technologies Inc. Reduce -0.1% 1.32% +0.27
TOST Toast Inc. Class A Reduce -0.3% 1.91% +0.30
CASY Casey's General Stores Inc. Reduce -1.4% 4.36% +0.31
MSFT Microsoft Corp. Reduce -0.1% 3.94% +0.55

Portfolio Buys Q1 2025 → Q2 2025
RSPG Invesco S&P 500 Equal Weight Add +736.0% 3.40% +2.98
DINO HF Sinclair Corp. Add +9.3% 4.44% +1.56
AMZN Amazon.com Inc. Add +0.6% 11.64% +0.78
NVDA Nvidia Corp. Add +2.3% 1.43% +0.32
SYM Symbotic Inc. Add +3.9% 0.54% +0.28
PYPL PayPal Holdings Inc. Add +3.6% 1.45% +0.16
WMT Walmart Inc. Add +9.6% 1.50% +0.15
VLO Valero Energy Corp. New 0.13% +0.13
JD Jd.com Inc.-ADR New 0.13% +0.13
XOM Exxon Mobil Corp. Add +93.1% 0.27% +0.13
FBTC Fidelity Wise Origin Bitcoin New 0.12% +0.12
PLTR Palantir Technologies Inc. Class A New 0.11% +0.11
SMCI Super Micro Computer Inc. New 0.11% +0.11
SHOP Shopify Inc. Class A Add +0.3% 0.70% +0.10
SCHW Schwab (charles) Corp. New 0.10% +0.10
PM Philip Morris International New 0.09% +0.09
TSM Taiwan Semiconductor-SP ADR New 0.09% +0.09
ODC Oil-Dri Corp. of America New 0.09% +0.09
META Meta Platforms Inc. Class A New 0.08% +0.08
UBER Uber Technologies Inc. New 0.08% +0.08
SLV iShares Silver Trust New 0.08% +0.08
IBM Intl Business Machines Corp. Add +0.3% 0.68% +0.08
BAC Bank of America Corp. Add +0.5% 0.46% +0.08
GOOGL Alphabet Inc. Class A Add +0.9% 2.90% +0.07
TSLA Tesla Inc. Add +18.3% 0.47% +0.07
NUE Nucor Corp. Add +8.4% 0.45% +0.07
JPM JPMorgan Chase & Co. Add +0.5% 0.43% +0.05
SPYG SS SPDR P S&P 500 Growth ETF Add +0.1% 0.61% +0.05
DIS The Walt Disney Co. Add +0.6% 0.17% +0.03
PSX Phillips 66 Add +0.2% 0.23% +0.02
USMV iShares MSCI USA Min Vol Fac Add +14.2% 0.27% +0.02
V Visa Inc. Class A Add +8.0% 0.19% +0.01
NEE Nextera Energy Inc. Add +0.9% 0.45% +0.01
T AT&T Inc. Add +4.8% 0.29% +0.01
KO The Coca-Cola Co. Add +12.8% 0.16% +0.01
VYM Vanguard High DVD Yield ETF Add +3.6% 0.18% +0.01
PFF iShares Preferred & Income S Add +9.0% 0.09% +0.00
GRMN Garmin Ltd. Add +0.4% 0.10% +0.00
QCOM Qualcomm Inc. Add +0.3% 0.20% +0.00
SHEL Shell PLC-ADR Add +0.7% 0.17% +0.00
DIA SS SPDR Dow Jones Indus Avg Add +0.2% 0.09% 0.00
DVN Devon Energy Corp. Add +4.2% 0.72% −0.00
NOK Nokia Corp.-Spon ADR Add +0.2% 0.04% −0.00
MO Altria Group Inc. Add +0.4% 0.11% −0.00
RGA Reinsurance Group of America Add +0.1% 0.14% −0.00
SBUX Starbucks Corp. Add +0.3% 0.10% −0.00
JNJ Johnson & Johnson Add +4.2% 0.15% −0.00
EPD Enterprise Products Partners Add +0.1% 0.15% −0.01
CVX Chevron Corp. Add +4.5% 0.15% −0.01
XLU St Sr Utl SL SE SPDR ETF-Usd Add +0.1% 0.45% −0.01

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