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ARKFELD WEALTH STRATEGIES, L.L.C. 13F portfolio summary

ARKFELD WEALTH STRATEGIES, L.L.C. of ARKFELD WEALTH STRATEGIES, L.L.C. has 119 current stock holdings with a reported portfolio value of $334.5M. The portfolio 1 year return is +19.67%. Top holdings include BRK-B (13.59%), AMZN (10.62%), AAPL (6.37%), CASY (4.84%), DINO (4.14%).

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ARKFELD WEALTH STRATEGIES, L.L.C.

ARKFELD WEALTH STRATEGIES, L.L.C.
Latest filing: 2026-06-30

ARKFELD WEALTH STRATEGIES, L.L.C. runs ARKFELD WEALTH STRATEGIES, L.L.C. and currently holds 119 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $334.46M. Their top holdings are BRK-B, AMZN, AAPL, CASY, DINO. The top five represent 39.6% of reported portfolio weight. ARKFELD WEALTH STRATEGIES, L.L.C. ranks #688 out of 1000 investors tracked by Alpha Score. In the most recent quarter, ARKFELD WEALTH STRATEGIES, L.L.C. initiated 2 new positions. They added to 49 existing positions. They trimmed 42 positions. Their current best-performing preview position is INTC with returns of +147.05%.

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Top 5 Holdings
BRK-B13.6%
AMZN10.6%
AAPL6.4%
CASY4.8%
DINO4.1%
Top 5: 39.6%
Portfolio Returns
1 Year
+19.67%
#693/1000
3 Year
+55.64%
#657/1000
5 Year
+52.67%
#673/1000

Portfolio Value

$334.46M

Alpha Score

42.3

#688 of 1000

Holdings

119

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119 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change
BRK-B
BERKSHIRE HATHAWAY INC DEL
13.59%$312.72$495.77+58.53%
Added
+6.61%
AMZN
AMAZON COM INC
10.62%$146.26$258.63+76.83%
Trimmed
-0.46%
AAPL
APPLE INC
6.37%$97.59$309.35+216.99%
Trimmed
-2.04%
CASY
CASEYS GEN STORES INC
4.84%$198.65$835.74+320.71%
Trimmed
-0.76%
DINO
HF SINCLAIR CORP
4.14%$48.81$97.28+99.30%
Trimmed
-9.05%
GOOGL
ALPHABET INC
4.06%$128.22$344.82+168.93%
Trimmed
-4.32%
TJX
TJX COS INC NEW
3.45%$120.83$140.50+16.28%
Trimmed
-0.66%
CHRD
CHORD ENERGY CORPORATION
3.26%$127.55$147.85+15.92%
Trimmed
-0.02%
GOOG
ALPHABET INC
2.60%$115.88$341.75+194.92%
Trimmed
-3.08%
MSFT
MICROSOFT CORP
2.42%$239.27$483.24+101.96%
Added
+0.83%

Showing 1-10 of 119