Arkfeld Wealth Strategies, L.L.C.

Q3 2025 13F-HR Holdings

Location
Omaha, NE
Holdings as of
9/30/2025
Date filed
11/5/2025
Form type
13F-HR
Num holdings
114
Total value ($000)
$274,054
Net value change ($000)
+20,931 (8.3%)
New positions
9
Sold out positions
1
Turnover %
1.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/10/2025 Next filing: 1/12/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AAPL 3,238 23.0%
BRK-B 2,989 8.8%
GOOGL 2,646 36.1%
DINO 1,889 16.8%
GOOGL 1,731 36.8%
KOF 1,460 142.7%
TJX 1,252 12.9%
BWXT 889 26.5%
CASY 778 7.1%
NVDA 685 19.0%
Top Reduces (Value $000, Stocks/ETFs)
TGT -1,367 -100.0%
TOST -909 -18.8%
AMZN -651 -2.2%
CHRD -631 -5.8%
SFM -566 -35.7%
UPS -226 -5.2%
PYPL -215 -5.8%
CART -206 -22.1%
OKE -182 -12.6%
COST -154 -8.4%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type