1y return+20.2%S&P 500 +20.9%
3y return+57.3%S&P 500 +68.5%
5y return+53.7%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2019: $199 against $232 in the S&P 500.2
Arkfeld Wealth Strategies, L.L.C.S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| BRK/BBerkshire Hathaway Inc Del | $45.5M | 13.6% | +6.6% |
| AMZNAmazon Com Inc | $35.5M | 10.6% | |
| AAPLApple Inc | $21.3M | 6.4% | −2.0% |
| CASYCaseys Gen Stores Inc | $16.2M | 4.8% | |
| DINOHf Sinclair Corp | $13.8M | 4.1% | −9.0% |
| GOOGLAlphabet Inc | $13.6M | 4.1% | −4.3% |
| TJXTjx Cos Inc New | $11.5M | 3.5% | |
| CHRDChord Energy Corporation | $10.9M | 3.3% | |
| GOOGAlphabet Inc | $8.7M | 2.6% | −3.1% |
| MSFTMicrosoft Corp | $8.1M | 2.4% | |
| TOSTToast Inc | $7.8M | 2.3% | +138.8% |
| CSCOCisco Sys Inc | $7.1M | 2.1% | −4.1% |
| SFMSprouts Fmrs Mkt Inc | $7.0M | 2.1% | |
| BRK/ABerkshire Hathaway Inc Del | $6.8M | 2.0% | |
| RSPGInvesco Exchange Traded Fd T | $6.7M | 2.0% | −31.2% |
| KMIKinder Morgan Inc Del | $6.6M | 2.0% | |
| UPSUnited Parcel Svcs Inc | $5.8M | 1.7% | +3.0% |
| GLDSpdr Gold Tr | $5.4M | 1.6% | |
| WMTWalmart Inc | $4.4M | 1.3% | |
| BWXTBwx Technologies Inc | $4.4M | 1.3% | |
| IBKRInteractive Brokers Group In | $4.2M | 1.3% | |
| KHCKraft Heinz Co | $4.1M | 1.2% | +13.7% |
| PYPLPaypal Hldgs Inc | $4.0M | 1.2% | −2.6% |
| NVDANvidia Corporation | $3.9M | 1.2% | −3.6% |
| KOFCoca-cola Femsa Sab De Cv | $3.3M | 1.0% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | March 31, 2023 | +620.3% | $3.9M |
| MPCMarathon Pete Corp | June 30, 2020 | +584.0% | $1.8M |
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $13.6M |
| GOOGAlphabet Inc | June 30, 2020 | +399.9% | $8.7M |
| CASYCaseys Gen Stores Inc | December 31, 2021 | +302.7% | $16.2M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $21.3M |
| COSTCostco Wholesale Corporation | June 30, 2020 | +208.5% | $1.9M |
| WMTWalmart Inc | June 30, 2020 | +183.7% | $4.4M |
| BRK/BBerkshire Hathaway Inc Del | June 30, 2020 | +180.3% | $45.5M |
| SPYGSpdr Series Trust | June 30, 2020 | +164.9% | $1.9M |
Sold off last quarter
- NFLXNetflix Inc. was $243K
- METAMeta Platforms Inc was $208K
- FBTCFidelity Wise Origin Bitcoin was $204K
- NOKNokia Corp was $193K
- Pagseguro Digital LtdCUSIP G68707101 was $114K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +6.0% | +14.8% |
| March 31, 2026 | +2.9% | −4.6% |
| December 31, 2025 | +2.3% | +2.4% |
| September 30, 2025 | +7.7% | +7.8% |
| June 30, 2025 | +5.3% | +10.5% |
| March 31, 2025 | −1.5% | −4.6% |
| December 31, 2024 | +2.1% | +2.1% |
| September 30, 2024 | +3.9% | +5.4% |
| June 30, 2024 | +2.2% | +4.0% |
| March 31, 2024 | +7.7% | +10.0% |
| December 31, 2023 | +7.9% | +11.2% |
| September 30, 2023 | +0.3% | −3.6% |
| June 30, 2023 | +4.5% | +8.3% |
| March 31, 2023 | +3.8% | +7.0% |
| December 31, 2022 | +4.9% | +7.1% |
| September 30, 2022 | −3.5% | −5.3% |
| June 30, 2022 | −15.0% | −16.5% |
| March 31, 2022 | +2.5% | −4.9% |
| December 31, 2021 | +4.6% | +10.7% |
| September 30, 2021 | −2.4% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Arkfeld Wealth Strategies, L.L.C. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1789382&type=13F-HR&dateb=&owner=include&count=40CIK 1789382
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1789382/000178938226000008/Filed July 10, 2026 · accession 0001789382-26-000008