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

Arkfeld Wealth Strategies, L.L.C.

$278 Million
Q4 2025

Arkfeld Wealth Strategies, L.L.C. has filed its 13F form on January 12, 2026 for Q4 2025 where it was disclosed a total value porftolio of $278 Million distributed in 113 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc Class B with a value of $38.1M, Amazon Com Inc with a value of $30.7M, Apple Inc. with a value of $17.9M, Hf Sinclair Corp with a value of $14.3M, and Tjx Companies Inc with a value of $11.3M.

Examining the 13F form we can see an increase of $16M in the current position value, from $262M to 278M.

Below you can find more details about Arkfeld Wealth Strategies, L.L.C. portfolio as well as his latest detailed transactions.

Portfolio value $278 Million

Financial Services: $56.3 Million

Consumer Cyclical: $56.3 Million

Technology: $50.4 Million

Energy: $37.9 Million

Communication Services: $20.7 Million

Consumer Defensive: $20.4 Million

ETFs: $18 Million

Industrials: $9.81 Million

Other: $8.25 Million

Stock Holdings Table

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
BRK-B Berkshire Hathaway Inc Class B Financial Services	$662B	$38.1 Million 13.7% of portfolio	74,835	Q4 2025 Added 1.31%
AMZN Amazon Com Inc Consumer Cyclical	$2.39T	$30.7 Million 11.06% of portfolio	130,973	Q4 2025 Reduced 0.25%
AAPL Apple Inc. Technology	$4.3T	$17.9 Million 6.46% of portfolio	67,098	Q4 2025 Reduced 0.19%
DINO Hf Sinclair Corp Energy	$11.8B	$14.3 Million 5.14% of portfolio	254,510	Q4 2025 Added 0.27%
TJX Tjx Companies Inc Consumer Cyclical	$170B	$11.3 Million 4.07% of portfolio	77,505	Q4 2025 Reduced 0.2%
GOOGL Alphabet Inc. Communication Services	$1.65T	$11.2 Million 4.03% of portfolio	40,549	Q4 2025 Reduced 0.26%
CASY Caseys General Stores Inc Consumer Cyclical	$20.1B	$11.1 Million 4.0% of portfolio	20,683	Q4 2025 Reduced 0.55%
MSFT Microsoft Corp Technology	$3.78T	$10.2 Million 3.66% of portfolio	20,025	Q4 2025 Added 0.45%
CHRD Oasis Petroleum Inc. Energy	$3.86B	$9.31 Million 3.35% of portfolio	99,936	Q4 2025 Reduced 3.59%

GOOG Alphabet Inc. Communication Services	$1.74T	$7.4 Million 2.66% of portfolio	25,919	Q4 2025 Reduced 0.66%
SFM Sprouts Farmers Market, Inc. Consumer Defensive	$8.79B	$6.35 Million 2.28% of portfolio	77,590	Q4 2025 Added 707.14%
BRK-A Berkshire Hathaway Inc Financial Services	$453B	$6.04 Million 2.17% of portfolio	8	Q1 2025 New
KMI Kinder Morgan, Inc. Energy	$61.6B	$5.87 Million 2.11% of portfolio	214,194	Q4 2025 Added 1.32%
GLD Spdr Gold Trust ETFs	$130B	$5.79 Million 2.08% of portfolio	15,390	Q4 2025 Reduced 0.33%
CSCO Cisco Systems, Inc. Technology	$319B	$5.53 Million 1.99% of portfolio	71,139	Q4 2025 Added 0.24%
UPS United Parcel Service Inc Industrials	$68.7B	$4.73 Million 1.7% of portfolio	50,247	Q4 2025 Added 4.91%
WMT Walmart Inc. Consumer Defensive	$279B	$4.07 Million 1.47% of portfolio	39,565	Q4 2025 Added 2.98%
BWXT Bwx Technologies, Inc. Industrials	$16.3B	$4.01 Million 1.44% of portfolio	22,490	Q4 2025 Reduced 0.99%

NVDA Nvidia Corp Technology	$465B	$3.96 Million 1.42% of portfolio	21,217	Q4 2025 Reduced 7.37%
TOST Toast, Inc. Technology	$11.6B	$3.84 Million 1.38% of portfolio	106,914	Q4 2025 Reduced 0.02%
KHC Kraft Heinz CO Consumer Defensive	$30.4B	$3.22 Million 1.16% of portfolio	129,711	Q4 2025 Added 8.56%
PYPL Pay Pal Holdings, Inc. Financial Services	$71.6B	$3.17 Million 1.14% of portfolio	51,255	Q4 2025 Added 2.43%
IBKR Interactive Brokers Group, Inc. Financial Services	$6B	$2.89 Million 1.04% of portfolio	43,693	Q4 2025 New
PPL Ppl Corp Utilities	$27.1B	$2.87 Million 1.03% of portfolio	78,053	Q4 2025 Added 0.37%
KOF Coca Cola Femsa Sab De Cv Consumer Defensive	$18.5B	$2.71 Million 0.97% of portfolio	30,810	Q4 2025 Added 0.79%
SHOP Shopify Inc. Technology	$174B	$2.22 Million 0.8% of portfolio	15,230	Q4 2025 Reduced 0.05%
DVN Devon Energy Corp Energy	$23.5B	$2.16 Million 0.78% of portfolio	60,357	Q4 2025 Added 1.65%
XLU Utilities Sector Spdr ETFs	$0	$2.08 Million 0.75% of portfolio	23,437	Q4 2025 Added 69.35%
VOO Vanguard Index Fds S&P 500 ETF ETFs	$0	$1.72 Million 0.62% of portfolio	2,788	Q4 2025 Reduced 0.07%
SPYG Spdr Portfolio ETFs	$0	$1.7 Million 0.61% of portfolio	16,257	Q4 2025 Added 0.14%
TSLA Tesla, Inc. Consumer Cyclical	$1.29T	$1.69 Million 0.61% of portfolio	4,128	Q4 2025 Reduced 1.08%
COST Costco Wholesale Corp Consumer Defensive	$404B	$1.68 Million 0.6% of portfolio	1,840	Q4 2025 Added 0.05%
IBM International Business Machines Corp Technology	$266B	$1.68 Million 0.6% of portfolio	5,651	Q4 2025 Reduced 0.09%
SYM Symbotic Inc. Financial Services	$3.22B	$1.67 Million 0.6% of portfolio	28,668	Q4 2025 Added 0.1%
SHV Ishares Tr ETFs	$0	$1.48 Million 0.53% of portfolio	13,440	Q4 2025 Added 0.93%
NEE Nextera Energy Inc Utilities	$168B	$1.45 Million 0.52% of portfolio	16,938	Q4 2025 Added 0.61%
MPC Marathon Petroleum Corp Energy	$99.7B	$1.38 Million 0.5% of portfolio	6,912	Q4 2025 Added 0.2%
SUB Ishares Short Term National Mu ETFs	$0	$1.31 Million 0.47% of portfolio	12,298	Q4 2025 Added 0.75%
NUE Nucor Corp Basic Materials	$38B	$1.25 Million 0.45% of portfolio	8,428	Q4 2025 Added 0.36%
BAC Bank Of America Corp Financial Services	$413B	$1.21 Million 0.44% of portfolio	23,526	Q4 2025 Reduced 0.58%
OKE Oneok Inc Energy	$31.5B	$1.22 Million 0.44% of portfolio	17,329	Q4 2025 Added 0.38%
JPM Jpmorgan Chase & CO Financial Services	$881B	$1.12 Million 0.4% of portfolio	3,741	Q4 2025 Reduced 0.27%
SNOW Snowflake Inc. Technology	$82.2B	$1.07 Million 0.39% of portfolio	4,172	Q4 2025 Reduced 0.17%
VZ Verizon Communications Inc Communication Services	$172B	$787,000 0.28% of portfolio	19,201	Q4 2025 Added 28.7%
XOM Exxon Mobil Corp Energy	$490B	$753,000 0.27% of portfolio	6,400	Q4 2025 Added 0.23%
S Sentinel One, Inc. Technology	$3.45B	$736,000 0.26% of portfolio	43,853	Q4 2025 Added 19.74%
USMV Ishares Msci Usa Min Vol Facto ETFs	$0	$686,000 0.25% of portfolio	7,285	Q4 2025 Added 0.64%
PSX Phillips 66 Energy	$68.5B	$654,000 0.24% of portfolio	4,599	Q4 2025 Added 0.46%
T At&T Inc. Communication Services	$181B	$665,000 0.24% of portfolio	26,134	Q4 2025 Added 1.02%
PLTR Palantir Technologies Inc. Technology	$342B	$661,000 0.24% of portfolio	3,803	Q4 2025 Added 2.42%

Summary

Portfolio
No. of Stocks 113
Current Value $278 Million
Prior Value $262 Million
Filing
Period Q4 2025
Filing Date January 12, 2026
Form Type 13F-HR
Activity in Q4 2025
New Purchases 5 stocks
Additional Purchases 64 stocks
Sold out of 0 stocks
Reduced holdings in 27 stocks

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