Arkfeld Wealth Strategies, L.L.C.

Q4 2025 13F-HR Holdings

Location
Omaha, NE
Holdings as of
12/31/2025
Date filed
1/12/2026
Form type
13F-HR
Num holdings
113
Total value ($000)
$290,903
Net value change ($000)
+16,849 (6.1%)
New positions
5
Sold out positions
6
Turnover %
1.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/5/2025 Next filing: 4/17/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
SFM 4,780 469.5%
IBKR 3,117 NEW
GOOGL 3,081 30.9%
AMZN 2,816 9.8%
GOOGL 1,927 30.0%
UPS 1,140 27.4%
TJX 963 8.8%
GLD 776 14.1%
WMT 539 13.7%
CSCO 496 10.3%
Top Reduces (Value $000, Stocks/ETFs)
CHRD -1,427 -13.9%
DINO -858 -6.5%
MSFT -633 -6.1%
PYPL -466 -13.4%
SMCI -330 -100.0%
NVDA -286 -6.7%
BABA -255 -100.0%
XLU -249 -20.2%
KMI -234 -3.9%
KEL -229 -100.0%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type