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Arkfeld Wealth Strategies, L.L.C. Portfolio Analytics

Investment Analysis & Holdings Breakdown

Comprehensive portfolio analytics for Arkfeld Wealth Strategies, L.L.C. with $273.8M in long positions as of Q3 2025, 20% allocated to Consumer Cyclical, and 58% concentrated in top 10 positions.

Portfolio Value
$273.8M
Top 10 Concentration
58%
Top Sector
Consumer Cyclical (20%)
US Exposure
98%
Market Cap Focus
Mega Cap
Countries
7

Composition Analysis

Portfolio breakdown by sector, industry, and market capitalization

Sector Allocation

Consumer Cyclical: 20.10%Consumer CyclicalFinancial Services: 19.10%Financial ServicesTechnology: 18.30%TechnologyEnergy: 13.50%EnergyETF: 7.50%Communication Services: 7.00%Consumer Defensive: 4.50%Industrials: 3.30%Utilities: 1.60%Healthcare: 0.70%Basic Materials: 0.50%
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%

Industry Breakdown

43 industries across all sectors

Insurance - Diversified: 15.65%Insurance - DiversifiedSpecialty Retail: 15.10%Specialty RetailETF: 7.50%Consumer Electronics: 6.25%Internet Content & Information: 6.24%Software - Infrastructure: 5.93%Oil & Gas Refining & Marketing: 5.64%Oil & Gas Exploration & Production: 4.50%Apparel - Retail: 4.01%Oil & Gas Midstream: 2.89%Discount Stores: 2.15%Semiconductors: 1.94%Communication Equipment: 1.76%30 more: 16.61%30 more
Insurance - Diversified
Financial Services
15.65%
Specialty Retail
Consumer Cyclical
15.10%
ETF
ETF
7.50%
Consumer Electronics
Technology
6.25%
Internet Content & Information
Communication Services
6.24%
Software - Infrastructure
Technology
5.93%
Oil & Gas Refining & Marketing
Energy
5.64%
Oil & Gas Exploration & Production
Energy
4.50%
Apparel - Retail
Consumer Cyclical
4.01%
Oil & Gas Midstream
Energy
2.89%
Discount Stores
Consumer Defensive
2.15%
Semiconductors
Technology
1.94%

Filter by Sector

Select a sector to filter industries

Market Cap Distribution

Mega Cap (> $200B): 52.56%Mega Cap (> $200B)Large Cap ($10B - $200B): 26.09%Large Cap ($10B - $200B)Mid Cap ($2B - $10B): 9.24%Mid Cap ($2B - $10B)Small Cap ($300M - $2B): 0.11%Micro Cap ($50M - $300M): 0.04%Nano Cap (< $50M): 0.51%N/A (ETF or Unknown): 11.46%N/A (ETF or Unknown)
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%

Geographic Exposure

Portfolio breakdown by country of incorporation

Domestic (US)
98.48%
International
1.52%
Countries
7
Largest Int'l Market
Canada - 0.92%
United States of America
98.48% ($269.7M)
106 holdings
Canada
0.92% ($2.5M)
2 holdings
Brazil
0.22% ($603.8K)
2 holdings
Taiwan
0.14% ($383.5K)
1 holdings
Switzerland
0.11% ($298.2K)
1 holdings
Ireland
0.09% ($239.4K)
1 holdings
Singapore
0.04% ($117.1K)
1 holdings

Holding Behavior

Investment patterns and position management analysis

Portfolio Stability & Commitment

Avg. Top 10
16.3 quarters
Avg. Top 20
14.7 quarters
Avg. All Positions
11.6 quarters
Median Holding Period
10.5 quarters
Persistence Rate
73.68%
Persistent Holdings Weight
85.74%
Persistent Positions
84
Longest Held
Bank of America Corporation logo
Bank of America CorporationBAC - 23 quarters

Position Sizing & Influence

Current Quarter

Avg. New Position
0.09%
Avg. Position Weight
0.88%
Largest Position
BERKSHIRE HATHAWAY Class B logo
BERKSHIRE HATHAWAY Class BBRK.B - 13.45%
Largest Ownership Stake
Chord Energy Corporation Common Stock logo
Chord Energy Corporation Common StockCHRD - 0.18%
Avg. Ownership Stake
0.02%
Ownership Stake >5%
0
Ownership Stake >1%
0

Historical (Since Q4 2019)

Avg. New Position
1.14%
Avg. Ownership Stake
0.01%
Largest Position
BERKSHIRE HATHAWAY Class B logo
BERKSHIRE HATHAWAY Class BBRK.B - 15.63% (Q1 2025)
Largest Ownership Stake
The Marcus Corporation logo
The Marcus CorporationMCS - 0.51% (Q3 2020)

Portfolio Turnover

Current Quarter

Turnover Ratio
1.9%
Value Traded
$5.20M
Positions Added
7
Positions Exited
1

Historical (Since Q4 2019)

Avg. Turnover Ratio
9.8%
Avg. Positions Added
7
Avg. Positions Exited
4
Highest Turnover
50.0%
Q4 2019
Lowest Turnover
1.9%
Q3 2025

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