Arkfeld Wealth Strategies, L.L.C.

RIA/Wealth

Arkfeld Wealth Strategies, L.L.C. is a RIA/Wealth based in Omaha, NE led by Andrew Jay Arkfeld, reporting $478.9M in AUM as of Q3 2025 with 58% concentrated in top 10 holdings.

Managing PartnerAndrew Jay Arkfeld

Portfolio Value: $273.8M
Positions: 114
Top Holding: BRK.B at 13.45%
Last Reported: Q3 2025

Address3512 N. 163rd Plaza, Omaha, NE, 68116, United States

Top Holdings

Largest long holdings in Arkfeld Wealth Strategies, L.L.C.'s portfolio (57.7% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Berkshire Hathaway BRK.B	Insurance - Diversified Financial Services	$36.8M	13.45%	+$1.5M Bought	0.00% 73.9K shares	Q4 2019 Held for 5y 11m
2 Amazon AMZN	Specialty Retail Consumer Cyclical	$28.8M	10.53%	-$128.9K Sold	0.00% 131.3K shares	Q4 2019 Held for 5y 11m
3 Apple AAPL	Consumer Electronics Technology	$17.1M	6.25%	+$7.1K Bought	0.00% 67.2K shares	Q4 2019 Held for 5y 11m
4 HF Sinclair DINO	Oil & Gas Refining & Marketing Energy	$13.1M	4.79%	+$30.7K Bought	0.14% 253.8K shares	Q4 2019 Held for 5y 11m
5 Casey's General Stores CASY	Specialty Retail Consumer Cyclical	$11.8M	4.31%	-$88.5K Sold	0.06% 20.8K shares	Q4 2021 Held for 3y 11m
6 TJX Companies TJX	Apparel - Retail Consumer Cyclical	$11.0M	4.01%	-$3.5K Sold	0.01% 77.7K shares	Q4 2024 Held for 11 months
7 Microsoft MSFT	Software - Infrastructure Technology	$10.3M	3.77%	-$45.0K Sold	0.00% 19.9K shares	Q4 2019 Held for 5y 11m
8 Chord Energy CHRD	Oil & Gas Exploration & Production Energy	$10.3M	3.75%	-$208.5K Sold	0.18% 103.7K shares	Q3 2024 Held for 1y 2m
9 Alphabet Inc. GOOGL	Internet Content & Information Communication Services	$10.0M	3.64%	-$196.5K Sold	0.00% 40.7K shares	Q4 2019 Held for 5y 11m
10 Invesco S&P 500 Equal Weight Energy RSPG	ETF ETF	$8.9M	3.23%	-$190.5K Sold	— 111.7K shares	Q4 2024 Held for 11 months

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Arkfeld Wealth Strategies, L.L.C.'s latest filing

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Market Value

$273.8M

Prior: $253.1M

Q/Q Change

+8.18%

+$20.7M

Net Flows % of MV

+1.35%

Turnover Ratio

1.9%

New Purchases

7 stocks

$1.6M

Added To

64 stocks

+$5.2M

Sold Out Of

1 stocks

$1.4M

Reduced Holdings

32 stocks

-$1.8M

Increased Positions

Position	Shares Δ	Change
1 SentinelOne S	New	0 → 36.6K +$657.4K
2 BABA Alibaba Group Holding Limited BABA	New	0 → 1.4K +$255.2K
3 Seagate Technology Holdings PLC STX	New	0 → 947.0 +$239.4K
4 AbbVie ABBV	New	0 → 877.0 +$205.1K
5 Xperi XPER	New	0 → 15.0K +$102.6K

Decreased Positions

Position	Shares Δ	Change
1 Target TGT	Sold	13.5K → 0 −$1.4M
2 SUZ Suzano SUZ	-34.34%	45.5K → 29.9K −$148.9K
3 Nu Holdings NU	-15.92%	39.6K → 33.3K −$96.5K
4 Oneok OKE	-3.9%	18.0K → 17.3K −$51.0K
5 GLD SPDR Gold Trust GLD	-3.8%	16.1K → 15.4K −$218.2K

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Analytics

Portfolio insights and performance metrics for Arkfeld Wealth Strategies, L.L.C.

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Sector Allocation

Consumer Cyclical

20.10%

Financial Services

19.10%

Technology

18.30%

Energy

13.50%

ETF

7.50%

Communication Services

7.00%

Consumer Defensive

4.50%

Industrials

3.30%

Utilities

1.60%

Healthcare

0.70%

Basic Materials

0.50%

Market Cap Distribution

Mega Cap (> $200B)

52.56%

Large Cap ($10B - $200B)

26.09%

Mid Cap ($2B - $10B)

9.24%

Small Cap ($300M - $2B)

0.11%

Micro Cap ($50M - $300M)

0.04%

Nano Cap (< $50M)

0.51%

N/A (ETF or Unknown)

11.46%

Portfolio Concentration

Top 10 Holdings %

57.74%

Top 20 Holdings %

75.75%

Top 50 Holdings %

92.19%

Top 100 Holdings %

99.1%