Data as of Q4 2025 (Dec 31, 2025)

Arkfeld Wealth Strategies, L.L.C.

โ€ขCIK: 1789382โ€ขFiling: Q4 2025

**Arkfeld Wealth Strategies, L.L.C.** manages $291M across a diversified portfolio of 113 positions. The strategy exhibits significant conviction in established mega-cap technology names, evidenced by top holdings including BRK/B ($37.1M) and AMZN ($31.6M). Further allocations are notable in AAPL ($17.5M), GOOGL ($13.1M), and DINO ($12.3M). This concentration suggests a core focus on durable, market-leading industrial and technology franchises.

Total AUM
$290.9M
QoQ Performance
+6.2%
Positions
105
Top 10 Concentration
55.9%
Latest Filing
Q4 2025

Top Holdings Allocation

BRK/B
AMZN
AAPL
BRK/B12.8%
AMZN10.9%
AAPL6.0%
GOOGL4.5%
DINO4.2%
TJX4.1%
CASY4.1%
MSFT3.3%

๐Ÿ“ˆ Biggest Buys

SFM
SPROUTS FMRS MKT INC
+707.1%
2.0% of portfolio
IBKR
INTERACTIVE BROKERS GROUP IN
NEW
1.1% of portfolio
BRK/B
BERKSHIRE HATHAWAY INC DEL
+1.3%
12.8% of portfolio
XLU
SELECT SECTOR SPDR TR
+69.4%
0.3% of portfolio
UPS
UNITED PARCEL SERVICE INC
+4.9%
1.8% of portfolio

๐Ÿ“‰ Biggest Sells

CHRD
CHORD ENERGY CORPORATION
-3.6%
3.0% of portfolio
NVDA
NVIDIA CORPORATION
-7.4%
1.4% of portfolio
RSPG
INVESCO EXCHANGE TRADED FD T
-1.2%
3.0% of portfolio
AMZN
AMAZON COM INC
-0.3%
10.9% of portfolio
CASY
CASEYS GEN STORES INC
-0.5%
4.1% of portfolio

Sector Breakdown

Other41.9%
Technology20.9%
Financial16.2%
Consumer14.0%
Industrial2.2%
Consumer Staples1.4%
Energy0.8%
ETF0.6%

๐Ÿšช Exited Positionssold since Q3 2025

SMCI
SUPER MICRO COMPUTER INC
SOLD
$329.9K
BABA
ALIBABA GROUP HLDG LTD
SOLD
$255.2K
KEL
KELLANOVA
SOLD
$229.0K
PGR
PROGRESSIVE CORP
SOLD
$228.2K
ODC
OIL DRI CORP AMER
SOLD
$222.8K
+1 more exited positions

Changes from Q3 2025

NEW5 new positions
โ†‘64 increased
โ†“27 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023