Filed: 11/5/2025ACC: 0001789382-25-000005
📋 What this filing means
ARKFELD WEALTH STRATEGIES, L.L.C. filed this quarterly 13F‑HR report disclosing 114 equity positions with a total reported market value of $274.05M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
114
Positions
$274.05M
Total AUM (reported)
2.50M
Total Shares
Allocation by class
COM$154.50M56.4%
CL B NEW$36.84M13.4%
CL A$11.92M4.3%
COM NEW$11.46M4.2%
CAP STK CL A$9.97M3.6%
S&P500 EQL ENR$8.85M3.2%
CAP STK CL C$6.43M2.3%
Portfolio Concentration
Top 3$83.01M30.3%
4–10$75.31M27.5%
11–25$63.70M23.2%
Rest$52.03M19.0%
Top 3 weight
30.3%
Top 10 weight
57.8%
Voting Authority Distribution
Total shares with voting rights: 2.50M
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
2.50M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole114
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings114
Rows:
BERKSHIRE HATHAWAY INC DEL
SOLEShares73.87K
TypeSH
Market value$36.84M
13.44%
Sole
0.00
Shared
0.00
None
73.87K
AMAZON COM INC
SOLEShares131.30K
TypeSH
Market value$28.82M
10.52%
Sole
0.00
Shared
0.00
None
131.30K
APPLE INC
SOLEShares67.23K
TypeSH
Market value$17.35M
6.33%
Sole
0.00
Shared
0.00
None
67.23K
HF SINCLAIR CORP
SOLEShares253.83K
TypeSH
Market value$13.12M
4.79%
Sole
0.00
Shared
0.00
None
253.83K
CASEYS GEN STORES INC
SOLEShares20.80K
TypeSH
Market value$11.80M
4.31%
Sole
0.00
Shared
0.00
None
20.80K
TJX COS INC NEW
SOLEShares77.66K
TypeSH
Market value$10.98M
4.01%
Sole
0.00
Shared
0.00
None
77.66K
MICROSOFT CORP
SOLEShares19.94K
TypeSH
Market value$10.31M
3.76%
Sole
0.00
Shared
0.00
None
19.94K
CHORD ENERGY CORPORATION
SOLEShares103.66K
TypeSH
Market value$10.28M
3.75%
Sole
0.00
Shared
0.00
None
103.66K
ALPHABET INC
SOLEShares40.66K
TypeSH
Market value$9.97M
3.64%
Sole
0.00
Shared
0.00
None
40.66K
INVESCO EXCHANGE TRADED FD T
SOLEShares111.69K
TypeSH
Market value$8.85M
3.23%
Sole
0.00
Shared
0.00
None
111.69K
ALPHABET INC
SOLEShares26.09K
TypeSH
Market value$6.43M
2.35%
Sole
0.00
Shared
0.00
None
26.09K
KINDER MORGAN INC DEL
SOLEShares211.41K
TypeSH
Market value$6.02M
2.20%
Sole
0.00
Shared
0.00
None
211.41K
BERKSHIRE HATHAWAY INC DEL
SOLEShares8.00
TypeSH
Market value$6.00M
2.19%
Sole
0.00
Shared
0.00
None
8.00
SPDR GOLD TR
SOLEShares15.44K
TypeSH
Market value$5.52M
2.01%
Sole
0.00
Shared
0.00
None
15.44K
CISCO SYS INC
SOLEShares70.97K
TypeSH
Market value$4.82M
1.76%
Sole
0.00
Shared
0.00
None
70.97K
NVIDIA CORPORATION
SOLEShares22.91K
TypeSH
Market value$4.30M
1.57%
Sole
0.00
Shared
0.00
None
22.91K
BWX TECHNOLOGIES INC
SOLEShares22.71K
TypeSH
Market value$4.24M
1.55%
Sole
0.00
Shared
0.00
None
22.71K
UNITED PARCEL SERVICE INC
SOLEShares47.90K
TypeSH
Market value$4.16M
1.52%
Sole
0.00
Shared
0.00
None
47.90K
WALMART INC
SOLEShares38.42K
TypeSH
Market value$3.92M
1.43%
Sole
0.00
Shared
0.00
None
38.42K
TOAST INC
SOLEShares106.93K
TypeSH
Market value$3.92M
1.43%
Sole
0.00
Shared
0.00
None
106.93K
PAYPAL HLDGS INC
SOLEShares50.04K
TypeSH
Market value$3.47M
1.26%
Sole
0.00
Shared
0.00
None
50.04K
KRAFT HEINZ CO
SOLEShares119.48K
TypeSH
Market value$3.11M
1.14%
Sole
0.00
Shared
0.00
None
119.48K
PPL CORP
SOLEShares77.76K
TypeSH
Market value$2.85M
1.04%
Sole
0.00
Shared
0.00
None
77.76K
COCA-COLA FEMSA SAB DE CV
SOLEShares30.57K
TypeSH
Market value$2.48M
0.91%
Sole
0.00
Shared
0.00
None
30.57K
SHOPIFY INC
SOLEShares15.24K
TypeSH
Market value$2.46M
0.90%
Sole
0.00
Shared
0.00
None
15.24K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 73.87K | SH | $36.84M 13.44% | 0.00 | 0.00 | 73.87K |
AMAZON COM INCSOLE | COM | 131.30K | SH | $28.82M 10.52% | 0.00 | 0.00 | 131.30K |
APPLE INCSOLE | COM | 67.23K | SH | $17.35M 6.33% | 0.00 | 0.00 | 67.23K |
HF SINCLAIR CORPSOLE | COM | 253.83K | SH | $13.12M 4.79% | 0.00 | 0.00 | 253.83K |
CASEYS GEN STORES INCSOLE | COM | 20.80K | SH | $11.80M 4.31% | 0.00 | 0.00 | 20.80K |
TJX COS INC NEWSOLE | COM | 77.66K | SH | $10.98M 4.01% | 0.00 | 0.00 | 77.66K |
MICROSOFT CORPSOLE | COM | 19.94K | SH | $10.31M 3.76% | 0.00 | 0.00 | 19.94K |
CHORD ENERGY CORPORATIONSOLE | COM NEW | 103.66K | SH | $10.28M 3.75% | 0.00 | 0.00 | 103.66K |
ALPHABET INCSOLE | CAP STK CL A | 40.66K | SH | $9.97M 3.64% | 0.00 | 0.00 | 40.66K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL ENR | 111.69K | SH | $8.85M 3.23% | 0.00 | 0.00 | 111.69K |
ALPHABET INCSOLE | CAP STK CL C | 26.09K | SH | $6.43M 2.35% | 0.00 | 0.00 | 26.09K |
KINDER MORGAN INC DELSOLE | COM | 211.41K | SH | $6.02M 2.20% | 0.00 | 0.00 | 211.41K |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 8.00 | SH | $6.00M 2.19% | 0.00 | 0.00 | 8.00 |
SPDR GOLD TRSOLE | GOLD SHS | 15.44K | SH | $5.52M 2.01% | 0.00 | 0.00 | 15.44K |
CISCO SYS INCSOLE | COM | 70.97K | SH | $4.82M 1.76% | 0.00 | 0.00 | 70.97K |
NVIDIA CORPORATIONSOLE | COM | 22.91K | SH | $4.30M 1.57% | 0.00 | 0.00 | 22.91K |
BWX TECHNOLOGIES INCSOLE | COM | 22.71K | SH | $4.24M 1.55% | 0.00 | 0.00 | 22.71K |
UNITED PARCEL SERVICE INCSOLE | CL B | 47.90K | SH | $4.16M 1.52% | 0.00 | 0.00 | 47.90K |
WALMART INCSOLE | COM | 38.42K | SH | $3.92M 1.43% | 0.00 | 0.00 | 38.42K |
TOAST INCSOLE | CL A | 106.93K | SH | $3.92M 1.43% | 0.00 | 0.00 | 106.93K |
PAYPAL HLDGS INCSOLE | COM | 50.04K | SH | $3.47M 1.26% | 0.00 | 0.00 | 50.04K |
KRAFT HEINZ COSOLE | COM | 119.48K | SH | $3.11M 1.14% | 0.00 | 0.00 | 119.48K |
PPL CORPSOLE | COM | 77.76K | SH | $2.85M 1.04% | 0.00 | 0.00 | 77.76K |
COCA-COLA FEMSA SAB DE CVSOLE | SPONS ADS REP | 30.57K | SH | $2.48M 0.91% | 0.00 | 0.00 | 30.57K |
SHOPIFY INCSOLE | CL A SUB VTG SHS | 15.24K | SH | $2.46M 0.90% | 0.00 | 0.00 | 15.24K |
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