Arkfeld Wealth Strategies, L.L.C.

Q3 2026 13F-HR Holdings

Location
Omaha, NE
Holdings as of
9/30/2026
Date filed
10/19/2026
Form type
13F-HR
Num holdings
121
Total value ($000)
$356,625
Net value change ($000)
+22,166 (6.6%)
New positions
10
Sold out positions
8
Turnover %
6.9%
Sector allocation + QoQ delta (equities-only)

Snapshot: Change Analysis

Compared to Q2 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)
CBSH 12,170 NEW
NKE 3,837 NEW
TOST 3,376 43.2%
MSFT 2,654 32.8%
CHRD 2,176 20.0%
AMZN 1,632 4.6%
ONEOK INC NEW 1,502 NEW
DINO 1,438 10.4%
AAPL 1,246 5.8%
MPC 1,088 60.1%
Top Reduces (Value $000, Stocks/ETFs)
CASY -3,766 -23.3%
RSPG -1,807 -26.8%
SFM -1,738 -24.9%
OKE -1,488 -100.0%
BWXT -1,096 -25.2%
TJX -1,072 -9.3%
XOM -908 -100.0%
GOOGL -878 -6.5%
UPS -747 -12.9%
IBM -466 -27.3%
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