Arkfeld Wealth Strategies, L.L.C.

Q2 2026 13F-HR Holdings

Location
Omaha, NE
Holdings as of
6/30/2026
Date filed
7/10/2026
Form type
13F-HR
Num holdings
119
Total value ($000)
$334,459
Net value change ($000)
+18,272 (5.8%)
New positions
9
Sold out positions
5
Turnover %
1.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/17/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
BRK-B 5,555 13.9%
TOST 4,684 150.0%
AAPL 2,773 15.0%
DINO 1,929 16.2%
CSCO 1,741 32.7%
TSCO 1,503 NEW
CASY 1,297 8.7%
GIS 1,018 250.1%
SFM 960 16.0%
KHC 904 28.2%
Top Reduces (Value $000, Stocks/ETFs)
RSPG -3,381 -33.4%
CHRD -1,792 -14.1%
BWXT -917 -17.4%
GLD -852 -13.6%
AMZN -798 -2.2%
TJX -762 -6.2%
WMT -540 -11.0%
PYPL -515 -11.4%
DVN -469 -17.2%
MSFT -441 -5.2%
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