Arkfeld Wealth Strategies, L.L.C.

Q1 2026 13F-HR Holdings

Location
Omaha, NE
Holdings as of
3/31/2026
Date filed
4/17/2026
Form type
13F-HR
Num holdings
115
Total value ($000)
$316,187
Net value change ($000)
+25,284 (8.7%)
New positions
5
Sold out positions
3
Turnover %
1.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/12/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
AMZN 4,689 14.8%
CHRD 3,841 43.4%
CASY 3,017 25.4%
BRK-B 2,782 7.5%
TGT 1,618 NEW
PYPL 1,522 50.8%
HOOD 1,392 NEW
RSPG 1,292 14.6%
AAPL 1,067 6.1%
BWXT 949 22.0%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -1,146 -11.8%
TOST -796 -20.3%
SHOP -768 -30.2%
SNOW -377 -38.7%
DINO -345 -2.8%
SYM -316 -15.8%
IBM -288 -17.2%
RDDT -229 -38.2%
MMM -206 -100.0%
ABBV -205 -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.
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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