Filed: 7/10/2025ACC: 0001085146-25-003722
📋 What this filing means
ARKFELD WEALTH STRATEGIES, L.L.C. filed this quarterly 13F‑HR report disclosing 106 equity positions with a total reported market value of $253.12M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
106
Positions
$253.12M
Total AUM (reported)
2.40M
Total Shares
Allocation by class
COM$146.15M57.7%
CL B NEW$33.85M13.4%
CL A$12.35M4.9%
COM NEW$11.80M4.7%
S&P500 EQL ENR$8.61M3.4%
CAP STK CL A$7.33M2.9%
GOLD SHS$4.93M1.9%
Portfolio Concentration
Top 3$77.43M30.6%
4–10$68.79M27.2%
11–25$58.91M23.3%
Rest$47.99M19.0%
Top 3 weight
30.6%
Top 10 weight
57.8%
Voting Authority Distribution
Total shares with voting rights: 2.40M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
2.40M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole106
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings106
Rows:
BERKSHIRE HATHAWAY INC DEL
SOLEShares70.81K
TypeSH
Market value$33.85M
13.37%
Sole
0.00
Shared
0.00
None
70.81K
AMAZON COM INC
SOLEShares131.89K
TypeSH
Market value$29.47M
11.64%
Sole
0.00
Shared
0.00
None
131.89K
APPLE INC
SOLEShares67.20K
TypeSH
Market value$14.11M
5.57%
Sole
0.00
Shared
0.00
None
67.20K
HF SINCLAIR CORP
SOLEShares253.24K
TypeSH
Market value$11.23M
4.44%
Sole
0.00
Shared
0.00
None
253.24K
CASEYS GEN STORES INC
SOLEShares20.95K
TypeSH
Market value$11.02M
4.36%
Sole
0.00
Shared
0.00
None
20.95K
CHORD ENERGY CORPORATION
SOLEShares105.76K
TypeSH
Market value$10.91M
4.31%
Sole
0.00
Shared
0.00
None
105.76K
MICROSOFT CORP
SOLEShares20.02K
TypeSH
Market value$9.97M
3.94%
Sole
0.00
Shared
0.00
None
20.02K
TJX COS INC NEW
SOLEShares77.69K
TypeSH
Market value$9.72M
3.84%
Sole
0.00
Shared
0.00
None
77.69K
INVESCO EXCHANGE TRADED FD T
SOLEShares114.10K
TypeSH
Market value$8.61M
3.40%
Sole
0.00
Shared
0.00
None
114.10K
ALPHABET INC
SOLEShares41.46K
TypeSH
Market value$7.33M
2.90%
Sole
0.00
Shared
0.00
None
41.46K
KINDER MORGAN INC DEL
SOLEShares210.96K
TypeSH
Market value$5.98M
2.36%
Sole
0.00
Shared
0.00
None
210.96K
BERKSHIRE HATHAWAY INC DEL
SOLEShares8.00
TypeSH
Market value$5.73M
2.26%
Sole
0.00
Shared
0.00
None
8.00
SPDR GOLD TR
SOLEShares16.05K
TypeSH
Market value$4.93M
1.95%
Sole
0.00
Shared
0.00
None
16.05K
CISCO SYS INC
SOLEShares71.13K
TypeSH
Market value$4.90M
1.94%
Sole
0.00
Shared
0.00
None
71.13K
TOAST INC
SOLEShares107.67K
TypeSH
Market value$4.83M
1.91%
Sole
0.00
Shared
0.00
None
107.67K
ALPHABET INC
SOLEShares26.47K
TypeSH
Market value$4.70M
1.86%
Sole
0.00
Shared
0.00
None
26.47K
UNITED PARCEL SERVICE INC
SOLEShares43.46K
TypeSH
Market value$4.38M
1.73%
Sole
0.00
Shared
0.00
None
43.46K
WALMART INC
SOLEShares38.26K
TypeSH
Market value$3.80M
1.50%
Sole
0.00
Shared
0.00
None
38.26K
PAYPAL HLDGS INC
SOLEShares48.31K
TypeSH
Market value$3.68M
1.45%
Sole
0.00
Shared
0.00
None
48.31K
NVIDIA CORPORATION
SOLEShares22.83K
TypeSH
Market value$3.61M
1.43%
Sole
0.00
Shared
0.00
None
22.83K
BWX TECHNOLOGIES INC
SOLEShares23.30K
TypeSH
Market value$3.35M
1.32%
Sole
0.00
Shared
0.00
None
23.30K
KRAFT HEINZ CO
SOLEShares105.17K
TypeSH
Market value$2.74M
1.08%
Sole
0.00
Shared
0.00
None
105.17K
PPL CORP
SOLEShares77.66K
TypeSH
Market value$2.62M
1.03%
Sole
0.00
Shared
0.00
None
77.66K
COSTCO WHSL CORP NEW
SOLEShares1.85K
TypeSH
Market value$1.84M
0.73%
Sole
0.00
Shared
0.00
None
1.85K
DEVON ENERGY CORP NEW
SOLEShares55.65K
TypeSH
Market value$1.82M
0.72%
Sole
0.00
Shared
0.00
None
55.65K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 70.81K | SH | $33.85M 13.37% | 0.00 | 0.00 | 70.81K |
AMAZON COM INCSOLE | COM | 131.89K | SH | $29.47M 11.64% | 0.00 | 0.00 | 131.89K |
APPLE INCSOLE | COM | 67.20K | SH | $14.11M 5.57% | 0.00 | 0.00 | 67.20K |
HF SINCLAIR CORPSOLE | COM | 253.24K | SH | $11.23M 4.44% | 0.00 | 0.00 | 253.24K |
CASEYS GEN STORES INCSOLE | COM | 20.95K | SH | $11.02M 4.36% | 0.00 | 0.00 | 20.95K |
CHORD ENERGY CORPORATIONSOLE | COM NEW | 105.76K | SH | $10.91M 4.31% | 0.00 | 0.00 | 105.76K |
MICROSOFT CORPSOLE | COM | 20.02K | SH | $9.97M 3.94% | 0.00 | 0.00 | 20.02K |
TJX COS INC NEWSOLE | COM | 77.69K | SH | $9.72M 3.84% | 0.00 | 0.00 | 77.69K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL ENR | 114.10K | SH | $8.61M 3.40% | 0.00 | 0.00 | 114.10K |
ALPHABET INCSOLE | CAP STK CL A | 41.46K | SH | $7.33M 2.90% | 0.00 | 0.00 | 41.46K |
KINDER MORGAN INC DELSOLE | COM | 210.96K | SH | $5.98M 2.36% | 0.00 | 0.00 | 210.96K |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 8.00 | SH | $5.73M 2.26% | 0.00 | 0.00 | 8.00 |
SPDR GOLD TRSOLE | GOLD SHS | 16.05K | SH | $4.93M 1.95% | 0.00 | 0.00 | 16.05K |
CISCO SYS INCSOLE | COM | 71.13K | SH | $4.90M 1.94% | 0.00 | 0.00 | 71.13K |
TOAST INCSOLE | CL A | 107.67K | SH | $4.83M 1.91% | 0.00 | 0.00 | 107.67K |
ALPHABET INCSOLE | CAP STK CL C | 26.47K | SH | $4.70M 1.86% | 0.00 | 0.00 | 26.47K |
UNITED PARCEL SERVICE INCSOLE | CL B | 43.46K | SH | $4.38M 1.73% | 0.00 | 0.00 | 43.46K |
WALMART INCSOLE | COM | 38.26K | SH | $3.80M 1.50% | 0.00 | 0.00 | 38.26K |
PAYPAL HLDGS INCSOLE | COM | 48.31K | SH | $3.68M 1.45% | 0.00 | 0.00 | 48.31K |
NVIDIA CORPORATIONSOLE | COM | 22.83K | SH | $3.61M 1.43% | 0.00 | 0.00 | 22.83K |
BWX TECHNOLOGIES INCSOLE | COM | 23.30K | SH | $3.35M 1.32% | 0.00 | 0.00 | 23.30K |
KRAFT HEINZ COSOLE | COM | 105.17K | SH | $2.74M 1.08% | 0.00 | 0.00 | 105.17K |
PPL CORPSOLE | COM | 77.66K | SH | $2.62M 1.03% | 0.00 | 0.00 | 77.66K |
COSTCO WHSL CORP NEWSOLE | COM | 1.85K | SH | $1.84M 0.73% | 0.00 | 0.00 | 1.85K |
DEVON ENERGY CORP NEWSOLE | COM | 55.65K | SH | $1.82M 0.72% | 0.00 | 0.00 | 55.65K |
Page 1 of 5
…