Arkfeld Wealth Strategies, L.L.C.

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 10, 2026), Arkfeld Wealth Strategies, L.L.C. reported 119 stock positions worth $334.5 million. Its top holding was Berkshire Hathaway Class B (BRK.B) at 13.6% of the portfolio, followed by Amazon.com (AMZN, 10.6%) and Apple (AAPL, 6.4%). Compared with Q1 2026, it opened 9 new positions, sold out of 5, added to 53 and reduced 49. The biggest buy was Toast Class A (TOST, shares +139%) and the biggest sale Invesco S&P 500 Equal Weight (RSPG, shares −31%).

Most Recent 13F
Q2 2026
Location
OMAHA, NE
CIK
0001789382
Portfolio Value
$334.5M (Q2 2026)
SEC Filing
0001789382-26-000008 ↗ filed Jul 10, 2026

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 Q2 2025 Q3 2025: $274.1M Q3 2025 Q4 2025: $290.9M Q4 2025 Q1 2026: $316.2M Q1 2026 Q2 2026: $334.5M $334.5M Q2 2026

Holdings 119 stocks · $334.5M
BRK.B Berkshire Hathaway Inc. Class B 13.59% 89,746 $45.5M Add +6.6%
AMZN Amazon.com Inc. 10.62% 145,516 $35.5M Reduce -0.5%
AAPL Apple Inc. 6.37% 68,150 $21.3M Reduce -2.0%
CASY Casey's General Stores Inc. 4.84% 20,042 $16.2M Reduce -0.8%
DINO HF Sinclair Corp. 4.14% 185,974 $13.8M Reduce -9.1%
GOOGL Alphabet Inc. Class A 4.06% 37,071 $13.6M Reduce -4.3%
TJX TJX Companies Inc. filed as TJX COS INC NEW 3.45% 76,329 $11.5M Reduce -0.7%
CHRD Chord Energy Corp. 3.26% 97,665 $10.9M Reduce -0.0%
GOOG Alphabet Inc. Class C 2.60% 23,787 $8.7M Reduce -3.1%
MSFT Microsoft Corp. 2.42% 20,928 $8.1M Add +0.8%
TOST Toast Inc. Class A 2.33% 264,821 $7.8M Add +138.8%
CSCO Cisco Systems Inc. 2.11% 62,027 $7.1M Reduce -4.1%
SFM Sprouts Farmers Market Inc. 2.08% 80,503 $7.0M Add +0.4%
BRK.A Berkshire Hathaway Inc. Class A 2.04% 9 $6.8M No change
RSPG Invesco S&P 500 Equal Weight 2.02% 69,392 $6.7M Reduce -31.2%
KMI Kinder Morgan Inc. 1.98% 209,377 $6.6M Reduce -0.0%
UPS United Parcel Service Class B 1.74% 52,770 $5.8M Add +3.0%
GLD SPDR Gold Shares 1.62% 14,162 $5.4M Reduce -0.4%
WMT Walmart Inc. 1.31% 39,659 $4.4M Add +0.4%
BWXT BWX Technologies Inc. 1.30% 22,117 $4.4M Add +0.0%
IBKR Interactive Brokers Gro Class A 1.26% 43,970 $4.2M Reduce -0.9%
KHC The Kraft Heinz Co. 1.23% 165,516 $4.1M Add +13.7%
PYPL PayPal Holdings Inc. 1.20% 88,838 $4.0M Reduce -2.6%
NVDA Nvidia Corp. 1.18% 20,148 $3.9M Reduce -3.6%
KOF Coca-Cola Femsa Sab-SP ADR 0.98% 30,458 $3.3M Reduce -0.7%
PPL PPL Corp. 0.84% 77,870 $2.8M Add +0.3%
DVN Devon Energy Corp. 0.67% 55,836 $2.3M Reduce -7.3%
HOOD Robinhood Markets Inc. Class A 0.63% 17,856 $2.1M Add +12.0%
TSLA Tesla Inc. 0.61% 4,854 $2.0M Add +7.1%
SPYG SS SPDR P S&P 500 Growth ETF 0.58% 16,412 $1.9M Add +0.7%
COST Costco Wholesale Corp. 0.58% 2,028 $1.9M Add +0.7%
NUE Nucor Corp. 0.57% 8,526 $1.9M Add +0.1%
VOO Vanguard S&P 500 ETF 0.57% 2,737 $1.9M Add +0.4%
MPC Marathon Petroleum Corp. 0.54% 6,733 $1.8M Reduce -3.4%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.51% 5,694 $1.7M Add +0.4%
SHOP Shopify Inc. Class A 0.50% 13,865 $1.7M Reduce -0.2%
TGT Target Corp. 0.50% 13,208 $1.7M Add +0.3%
TSCO Tractor Supply Company 0.45% 49,740 $1.5M New
NEE Nextera Energy Inc. 0.45% 17,113 $1.5M Add +0.5%
SHV iShares 0-1 Year Treasury Bo 0.45% 13,563 $1.5M Add +0.2%
OKE Oneok Inc. 0.44% 17,019 $1.5M Reduce -0.4%
GIS General Mills Inc. 0.43% 39,441 $1.4M Add +234.4%
BAC Bank of America Corp. 0.41% 22,639 $1.4M Reduce -2.0%
SUB iShares Short-Term National 0.39% 12,227 $1.3M Add +0.3%
SYM Symbotic Inc. 0.38% 28,596 $1.3M Reduce -0.0%
JPM JPMorgan Chase & Co. 0.38% 3,765 $1.3M Add +0.3%
SNOW Snowflake Inc. 0.32% 4,140 $1.1M Add +0.1%
VZ Verizon Communications Inc. 0.32% 25,118 $1.1M Add +1.2%
XLU St Sr Utl SL SE SPDR ETF-Usd 0.30% 22,011 $997K Reduce -1.5%
CART Maplebear Inc. 0.28% 19,453 $921K Reduce -1.0%
XOM Exxon Mobil Corp. 0.27% 6,655 $908K Add +0.2%
S Sentinelone Inc. Class A 0.24% 43,858 $796K Reduce -0.1%
PSX Phillips 66 0.23% 4,361 $773K Reduce -3.8%
USMV iShares MSCI USA Min Vol Fac 0.22% 7,381 $723K Add +0.9%
JNJ Johnson & Johnson 0.22% 2,780 $721K Add +0.0%
LLY Eli Lilly & Co. 0.21% 580 $696K Add +0.2%
VLO Valero Energy Corp. 0.19% 2,407 $651K Add +0.3%
TSM Taiwan Semiconductor-SP ADR 0.19% 1,419 $641K Add +9.7%
UNP Union Pacific Corp. 0.19% 2,194 $620K Add +0.1%
QCOM Qualcomm Inc. 0.18% 3,274 $611K Add +1.9%
BIL SS SPDR BB 1-3M T-Bill ETF 0.18% 6,676 $610K Add +0.3%
PG The Procter & Gamble Co. 0.18% 3,967 $592K Add +0.2%
CAH Cardinal Health Inc. 0.17% 2,418 $574K Reduce -9.4%
VYM Vanguard High DVD Yield ETF 0.17% 3,501 $561K Add +0.6%
KO The Coca-Cola Co. 0.16% 6,597 $547K Reduce -2.5%
T AT&T Inc. 0.16% 26,561 $547K Reduce -0.4%
ANET Arista Networks Inc. 0.15% 2,972 $515K Reduce -1.3%
PLTR Palantir Technologies Inc. Class A 0.15% 3,770 $500K Reduce -1.3%
CVX Chevron Corp. 0.15% 2,963 $498K Add +0.1%
V Visa Inc. Class A 0.14% 1,340 $479K Add +0.2%
STX Seagate Technology Holdings 0.14% 547 $475K Reduce -42.2%
MRK Merck & Co. Inc. 0.14% 3,716 $471K Reduce -0.9%
AMD Advanced Micro Devices 0.14% 850 $469K Reduce -5.3%
RDDT Reddit Inc. Class A 0.14% 2,334 $469K No change
MCD McDonald's Corp. 0.13% 1,609 $450K Add +7.0%
SHEL Shell PLC-ADR 0.13% 5,721 $447K Reduce -9.7%
EPD Enterprise Products Partners 0.13% 11,780 $430K Add +0.1%
NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD 0.13% 30,295 $426K Reduce -4.7%
INTC Intel Corp. 0.13% 3,454 $422K Reduce -12.6%
SGOV iShares 0-3 Month Treasury B 0.12% 4,119 $414K Add +0.6%
RGA Reinsurance Group of America 0.12% 1,764 $395K Add +0.1%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.12% 4,035 $393K No change
PEP Pepsico Inc. 0.12% 2,685 $385K Reduce -3.8%
HPS John Hancock Prefer Inc. III 0.11% 25,815 $377K Add +1.4%
MO Altria Group Inc. 0.11% 5,000 $359K Add +0.4%
DG Dollar General Corp. 0.11% 3,060 $356K Add +4.8%
PAA Plains All Amer Pipeline LP 0.11% 15,968 $356K No change
CAT Caterpillar Inc. 0.10% 354 $344K Reduce -5.3%
SCHO Schwab Short-Term US Treas 0.10% 14,262 $344K Add +0.5%
LOW Lowe's Cos Inc. 0.10% 1,512 $338K Reduce -0.5%
ODC Oil-Dri Corp. of America 0.10% 3,387 $338K Reduce -8.1%
NEAR iShares SH Dba ETF Usd Inc. 0.10% 6,419 $324K Add +0.1%
GRMN Garmin Ltd. 0.09% 1,175 $288K Add +0.4%
MKL Markel Group Inc. 0.09% 144 $285K New
ORCL Oracle Corp. 0.08% 1,952 $281K No change
GE General Electric filed as GE AEROSPACE 0.08% 725 $275K Add +0.1%
SLV iShares Silver Trust 0.08% 4,879 $274K No change
JD Jd.com Inc.-ADR 0.08% 10,188 $273K Reduce -20.1%
DIA SS SPDR Dow Jones Indus Avg filed as STATE STR SPDR DOW JONES IND 0.08% 511 $271K No change
DUK Duke Energy Corp. 0.08% 2,133 $269K Add +0.7%
SCHW Schwab (charles) Corp. 0.08% 2,664 $268K Add +0.3%
SBUX Starbucks Corp. 0.08% 2,534 $259K Reduce -0.6%
SHY iShares 1-3 Year Treasury Bo 0.08% 3,134 $257K Add +0.2%
PM Philip Morris International 0.08% 1,385 $256K No change
HRL Hormel Foods Corp. 0.07% 9,680 $235K New
BP BP PLC-Spons ADR 0.07% 6,248 $234K Reduce -3.7%
C Citigroup Inc. 0.07% 1,585 $228K Reduce -7.9%
PFF iShares Preferred & Income S 0.07% 7,355 $226K Add +0.6%
WISE Themes Generat Artif Intel 0.07% 5,996 $226K Reduce -1.3%
SCHD Schwab US DVD Equity ETF 0.07% 6,843 $221K New
ABBV Abbvie Inc. 0.07% 864 $220K New
EBAY eBay Inc. 0.06% 1,900 $216K New
PGR Progressive Corp. 0.06% 896 $207K New
MMM 3M Co. 0.06% 1,285 $205K New
SUZ Suzano SA - Spon ADR 0.06% 23,271 $186K Reduce -10.9%
XPER Xperi Inc. 0.03% 12,463 $101K Reduce -16.7%
ASM Avino Silver & Gold Mines 0.03% 15,000 $99K Add +3.5%
COUR Coursera Inc. 0.03% 16,380 $97K New
GRAB Grab Holdings Ltd. Class A 0.02% 18,965 $73K Reduce -0.3%

Portfolio Sells Q1 2026 → Q2 2026
RSPG Invesco S&P 500 Equal Weight Reduce -31.2% 2.02% −1.19
AMZN Amazon.com Inc. Reduce -0.5% 10.62% −0.87
CHRD Chord Energy Corp. Reduce -0.0% 3.26% −0.75
TJX TJX Companies Inc. Reduce -0.7% 3.45% −0.44
GLD SPDR Gold Shares Reduce -0.4% 1.62% −0.36
PYPL PayPal Holdings Inc. Reduce -2.6% 1.20% −0.23
DVN Devon Energy Corp. Reduce -7.3% 0.67% −0.19
SYM Symbotic Inc. Reduce -0.0% 0.38% −0.15
NVDA Nvidia Corp. Reduce -3.6% 1.18% −0.14
KMI Kinder Morgan Inc. Reduce -0.0% 1.98% −0.12
NFLX Netflix Inc. Sold out 0.00% −0.08
GOOGL Alphabet Inc. Class A Reduce -4.3% 4.06% −0.07
META Meta Platforms Inc. Class A Sold out 0.00% −0.07
FBTC Fidelity Wise Origin Bitcoin Sold out 0.00% −0.06
SHOP Shopify Inc. Class A Reduce -0.2% 0.50% −0.06
NOK Nokia Corp.-Spon ADR Sold out 0.00% −0.06
T AT&T Inc. Reduce -0.4% 0.16% −0.05
SHEL Shell PLC-ADR Reduce -9.7% 0.13% −0.05
JD Jd.com Inc.-ADR Reduce -20.1% 0.08% −0.05
PAGS Pagseguro Digital Ltd. Class A Sold out 0.00% −0.04
XLU St Sr Utl SL SE SPDR ETF-Usd Reduce -1.5% 0.30% −0.03
NU Nu Holdings Ltd./Cayman Isl-A Reduce -4.7% 0.13% −0.03
BP BP PLC-Spons ADR Reduce -3.7% 0.07% −0.02
SUZ Suzano SA - Spon ADR Reduce -10.9% 0.06% −0.02
PLTR Palantir Technologies Inc. Class A Reduce -1.3% 0.15% −0.02
PEP Pepsico Inc. Reduce -3.8% 0.12% −0.02
KOF Coca-Cola Femsa Sab-SP ADR Reduce -0.7% 0.98% −0.02
LOW Lowe's Cos Inc. Reduce -0.5% 0.10% −0.02
STX Seagate Technology Holdings Reduce -42.2% 0.14% −0.01
OKE Oneok Inc. Reduce -0.4% 0.44% −0.01
CAH Cardinal Health Inc. Reduce -9.4% 0.17% −0.01
WISE Themes Generat Artif Intel Reduce -1.3% 0.07% −0.00
C Citigroup Inc. Reduce -7.9% 0.07% −0.00
SBUX Starbucks Corp. Reduce -0.6% 0.08% −0.00
GRAB Grab Holdings Ltd. Class A Reduce -0.3% 0.02% −0.00
GOOG Alphabet Inc. Class C Reduce -3.1% 2.60% −0.00
PSX Phillips 66 Reduce -3.8% 0.23% −0.00
XPER Xperi Inc. Reduce -16.7% 0.03% −0.00
MRK Merck & Co. Inc. Reduce -0.9% 0.14% +0.00
KO The Coca-Cola Co. Reduce -2.5% 0.16% +0.00
ANET Arista Networks Inc. Reduce -1.3% 0.15% +0.01
BAC Bank of America Corp. Reduce -2.0% 0.41% +0.01
CAT Caterpillar Inc. Reduce -5.3% 0.10% +0.01
CART Maplebear Inc. Reduce -1.0% 0.28% +0.02
ODC Oil-Dri Corp. of America Reduce -8.1% 0.10% +0.02
INTC Intel Corp. Reduce -12.6% 0.13% +0.05
MPC Marathon Petroleum Corp. Reduce -3.4% 0.54% +0.05
S Sentinelone Inc. Class A Reduce -0.1% 0.24% +0.05
AMD Advanced Micro Devices Reduce -5.3% 0.14% +0.07
CASY Casey's General Stores Inc. Reduce -0.8% 4.84% +0.13

Portfolio Buys Q1 2026 → Q2 2026
TOST Toast Inc. Class A Add +138.8% 2.33% +1.35
BRK.B Berkshire Hathaway Inc. Class B Add +6.6% 13.59% +0.97
TSCO Tractor Supply Company New 0.45% +0.45
GIS General Mills Inc. Add +234.4% 0.43% +0.30
KHC The Kraft Heinz Co. Add +13.7% 1.23% +0.21
HOOD Robinhood Markets Inc. Class A Add +12.0% 0.63% +0.19
SFM Sprouts Farmers Market Inc. Add +0.4% 2.08% +0.18
SNOW Snowflake Inc. Add +0.1% 0.32% +0.14
MKL Markel Group Inc. New 0.09% +0.09
IBM Intl Business Machines Corp. Add +0.4% 0.51% +0.07
HRL Hormel Foods Corp. New 0.07% +0.07
SCHD Schwab US DVD Equity ETF New 0.07% +0.07
ABBV Abbvie Inc. New 0.07% +0.07
EBAY eBay Inc. New 0.06% +0.06
PGR Progressive Corp. New 0.06% +0.06
MMM 3M Co. New 0.06% +0.06
NUE Nucor Corp. Add +0.1% 0.57% +0.06
UPS United Parcel Service Class B Add +3.0% 1.74% +0.06
QCOM Qualcomm Inc. Add +1.9% 0.18% +0.05
TSLA Tesla Inc. Add +7.1% 0.61% +0.05
LLY Eli Lilly & Co. Add +0.2% 0.21% +0.04
TSM Taiwan Semiconductor-SP ADR Add +9.7% 0.19% +0.04
COUR Coursera Inc. New 0.03% +0.03
SPYG SS SPDR P S&P 500 Growth ETF Add +0.7% 0.58% +0.02
JPM JPMorgan Chase & Co. Add +0.3% 0.38% +0.02
VLO Valero Energy Corp. Add +0.3% 0.19% +0.02
UNP Union Pacific Corp. Add +0.1% 0.19% +0.01
VOO Vanguard S&P 500 ETF Add +0.4% 0.57% +0.01
GE General Electric Add +0.1% 0.08% +0.01
V Visa Inc. Class A Add +0.2% 0.14% +0.01
MO Altria Group Inc. Add +0.4% 0.11% +0.01
JNJ Johnson & Johnson Add +0.0% 0.22% +0.01
RGA Reinsurance Group of America Add +0.1% 0.12% +0.00
VYM Vanguard High DVD Yield ETF Add +0.6% 0.17% −0.00
USMV iShares MSCI USA Min Vol Fac Add +0.9% 0.22% −0.00
PG The Procter & Gamble Co. Add +0.2% 0.18% −0.00
ASM Avino Silver & Gold Mines Add +3.5% 0.03% −0.00
HPS John Hancock Prefer Inc. III Add +1.4% 0.11% −0.00
SCHW Schwab (charles) Corp. Add +0.3% 0.08% −0.00
SHY iShares 1-3 Year Treasury Bo Add +0.2% 0.08% −0.00
PFF iShares Preferred & Income S Add +0.6% 0.07% −0.00
DUK Duke Energy Corp. Add +0.7% 0.08% −0.01
DG Dollar General Corp. Add +4.8% 0.11% −0.01
NEAR iShares SH Dba ETF Usd Inc. Add +0.1% 0.10% −0.01
SCHO Schwab Short-Term US Treas Add +0.5% 0.10% −0.01
SGOV iShares 0-3 Month Treasury B Add +0.6% 0.12% −0.01
EPD Enterprise Products Partners Add +0.1% 0.13% −0.01
BIL SS SPDR BB 1-3M T-Bill ETF Add +0.3% 0.18% −0.01
MCD McDonald's Corp. Add +7.0% 0.13% −0.01
GRMN Garmin Ltd. Add +0.4% 0.09% −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