Arkfeld Wealth Strategies, L.L.C.
SEC Form 13F institutional filer · CIK 0001789382
13F-HR · 73 reported holdings · 2026-03-31
Reported long-US-equity value
$0.24B
Top-10 concentration
68.1%
Arkfeld Wealth Strategies, L.L.C. — $242M AUM allocation strategy
Arkfeld Wealth Strategies, L.L.C. files SEC Form 13F and reports $242M of long US equity value across 73 reported holdings for 2026-03-31.
Its largest sector bet is Consumer Discretionary 20.1%, followed by Financials 19.9% and Information Technology 15.1%.
The top 10 holdings account for 68% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Arkfeld Wealth Strategies, L.L.C. — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$242M
total across 73 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
68% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$PYPL +40K sh · +$1.52M+$KHC +15.9K sh · +$219K+$AMZN +15.2K sh · +$4.69M
Biggest trims (shares)
−$CSCO −6.43K sh · +$13.6K−$AMAT −6.05K sh · +$20.8K−$KMI −4.76K sh · +$856K
Exited to nil (held last quarter, gone now)
$MMM ($206K last qtr)$ABBV ($205K last qtr)$UBER ($204K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Multi-Sector Holdings16.5%—
- Broadline Retail15.0%—
- Interactive Media & Services8.8%—
- Technology Hardware, Storage & Peripherals7.6%—
- Food Retail6.2%—
- Apparel Retail5.1%—
- Systems Software3.6%—
- Oil & Gas Storage & Transportation2.7%—
- Other holdings34.5%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $BRK.B | Berkshire Hathaway Inc.-Class B | 84.2K | $39.9M | +9.35K | 16.5% |
| $AMZN | Amazon.com Inc | 146K | $36.3M | +15.2K | 15.0% |
| $AAPL | Apple Inc | 69.6K | $18.5M | +2.47K | 7.7% |
| $CASY | Casey's General Stores Inc | 20.2K | $14.9M | -487 | 6.2% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 38.7K | $13.1M | -1.81K | 5.4% |
| $TJX | TJX Companies Inc | 76.8K | $12.3M | -669 | 5.1% |
| $MSFT | Microsoft Corporation | 20.8K | $8.54M | +731 | 3.5% |
| $GOOGL | Alphabet Inc | 24.5K | $8.21M | -1.38K | 3.4% |
| $KMI | Kinder Morgan Inc | 209K | $6.64M | -4.76K | 2.7% |
| $HONA | Honeywell Aerospace Inc | 9 | $6.4M | +1 | 2.6% |
…and 63 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
Newsletter signup
Free subscription. Daily trading day morning dispatch. No spam.