Arkfeld Wealth Strategies
Latest statistics and disclosures from Arkfeld Wealth Strategies's latest quarterly 13F-HR filing:
- Top 5 stock holdings are BRK.B, SHV, HEP, AAPL, AMZN, and represent 36.04% of Arkfeld Wealth Strategies's stock portfolio.
- Added to shares of these 10 stocks: SHV, AMZN, VOO, MRK, USMV, DUK, DIS, INTC, SGOV, PG.
- Started 5 new stock positions in USMV, DUK, DIS, MRK, VOO.
- Reduced shares in these 10 stocks: DINO, AAPL, BRK.A, LUMN, PSX, WBD, VZ, MSFT, PFF, COST.
- Arkfeld Wealth Strategies was a net seller of stock by $-1.6M.
- Arkfeld Wealth Strategies has $152M in assets under management (AUM), dropping by 5.22%.
- Central Index Key (CIK): 0001789382
Tip: Access up to 7 years of quarterly data
Positions held by Arkfeld Wealth Strategies consolidated in one spreadsheet with up to 7 years of data
Download as csv

Portfolio Holdings for Arkfeld Wealth Strategies
Arkfeld Wealth Strategies holds 73 positions in its portfolio as reported in the December 2022 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 11.5 | $17M | 55k | 316.35 | ||
Ishares Tr Short Treas Bd (SHV) | 8.7 | $13M | +15% | 121k | 109.99 | |
Holly Energy Partners Com Ut Ltd Ptn (HEP) | 5.3 | $8.0M | -2% | 429k | 18.73 | |
Apple (AAPL) | 5.3 | $8.0M | -9% | 61k | 130.73 | |
Amazon (AMZN) | 5.2 | $8.0M | +22% | 89k | 89.87 | |
At&t (T) | 4.6 | $7.0M | 358k | 19.47 | ||
Hf Sinclair Corp (DINO) | 3.7 | $5.6M | -18% | 108k | 51.70 | |
Casey's General Stores (CASY) | 3.4 | $5.1M | -2% | 23k | 219.18 | |
Ishares Tr Pfd And Incm Sec (PFF) | 3.2 | $4.8M | -3% | 151k | 32.03 | |
Walgreen Boots Alliance (WBA) | 3.0 | $4.6M | -3% | 126k | 36.70 | |
Verizon Communications (VZ) | 2.7 | $4.1M | -4% | 98k | 41.95 | |
Ishares U S Etf Tr Blackrock St Mat (NEAR) | 2.7 | $4.1M | 83k | 49.38 | ||
Cisco Systems (CSCO) | 2.6 | $4.0M | -2% | 82k | 48.81 | |
Berkshire Hathaway Inc Del Cl A (BRK.A) | 2.5 | $3.8M | -11% | 8.00 | 479420.00 | |
Setup an alertArkfeld Wealth Strategies will file the next quarterly 13-HR in about 3 months. Would you like to be notified? |
||||||
Phillips 66 (PSX) | 2.5 | $3.8M | -5% | 38k | 101.57 | |
Intel Corporation (INTC) | 2.4 | $3.7M | +5% | 126k | 29.44 | |
Microsoft Corporation (MSFT) | 2.1 | $3.3M | -5% | 14k | 228.85 | |
Kinder Morgan (KMI) | 2.1 | $3.2M | -3% | 173k | 18.74 | |
Spdr Gold Tr Gold Shs (GLD) | 1.9 | $2.9M | +2% | 17k | 174.74 | |
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 1.6 | $2.5M | +2% | 27k | 91.50 | |
PPL Corporation (PPL) | 1.6 | $2.4M | -7% | 79k | 30.17 | |
Ishares Tr Shrt Nat Mun Etf (SUB) | 1.3 | $1.9M | -6% | 18k | 104.74 | |
3M Company (MMM) | 1.2 | $1.8M | 14k | 128.13 | ||
Target Corporation (TGT) | 1.1 | $1.6M | +3% | 10k | 155.96 | |
Kraft Heinz (KHC) | 1.0 | $1.6M | -5% | 37k | 42.33 | |
Westlake Chem Partners Com Unit Rp Lp (WLKP) | 1.0 | $1.5M | -2% | 65k | 23.75 | |
Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 1.0 | $1.5M | -10% | 30k | 48.47 | |
Alphabet Cap Stk Cl A (GOOGL) | 0.7 | $1.1M | 12k | 88.42 | ||
Alphabet Cap Stk Cl C (GOOG) | 0.7 | $1.1M | +2% | 12k | 89.24 | |
Nucor Corporation (NUE) | 0.7 | $1.0M | 6.9k | 151.15 | ||
Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.6 | $930k | -13% | 13k | 71.50 | |
Costco Wholesale Corporation (COST) | 0.6 | $894k | -16% | 1.9k | 481.40 | |
Bank of America Corporation (BAC) | 0.6 | $886k | 26k | 34.12 | ||
Warner Bros Discovery Com Ser A (WBD) | 0.5 | $834k | -20% | 66k | 12.56 | |
Marathon Petroleum Corp (MPC) | 0.5 | $812k | -13% | 7.0k | 116.50 | |
Oneok (OKE) | 0.5 | $791k | 11k | 69.31 | ||
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.5 | $779k | 15k | 51.02 | ||
Coca-cola Femsa Sab De Cv Sponsord Adr Rep (KOF) | 0.5 | $779k | 11k | 68.46 | ||
Wal-Mart Stores (WMT) | 0.4 | $683k | 4.7k | 144.87 | ||
Global X Fds Globx Supdv Us (DIV) | 0.4 | $590k | 31k | 19.25 | ||
Lumen Technologies (LUMN) | 0.4 | $556k | -33% | 99k | 5.60 | |
Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.3 | $487k | 6.0k | 81.54 | ||
Magellan Midstream Prtnrs Com Unit Rp Lp (MMP) | 0.3 | $486k | -18% | 9.5k | 51.43 | |
Huntington Bancshares Incorporated (HBAN) | 0.3 | $481k | -3% | 33k | 14.47 | |
Procter & Gamble Company (PG) | 0.3 | $465k | +20% | 3.1k | 151.88 | |
Johnson & Johnson (JNJ) | 0.3 | $464k | -25% | 2.7k | 175.13 | |
International Business Machines (IBM) | 0.3 | $464k | -26% | 3.2k | 144.79 | |
Pepsi (PEP) | 0.3 | $448k | 2.5k | 177.86 | ||
Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.3 | $402k | 5.3k | 75.84 | ||
Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $366k | NEW | 1.0k | 358.71 | |
Qualcomm (QCOM) | 0.2 | $358k | -25% | 3.1k | 116.90 | |
McDonald's Corporation (MCD) | 0.2 | $354k | -2% | 1.3k | 268.91 | |
Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.2 | $354k | +41% | 3.5k | 100.22 | |
Exxon Mobil Corporation (XOM) | 0.2 | $349k | 3.2k | 110.07 | ||
Union Pacific Corporation (UNP) | 0.2 | $348k | -30% | 1.6k | 212.30 | |
Chevron Corporation (CVX) | 0.2 | $345k | 2.0k | 176.06 | ||
Shell Spon Ads (SHEL) | 0.2 | $344k | 5.9k | 58.37 | ||
JPMorgan Chase & Co. (JPM) | 0.2 | $340k | +7% | 2.5k | 138.62 | |
John Hancock Preferred Income Fund III (HPS) | 0.2 | $336k | 22k | 15.26 | ||
Cardinal Health (CAH) | 0.2 | $285k | -2% | 3.7k | 78.13 | |
Lowe's Companies (LOW) | 0.2 | $282k | 1.4k | 201.45 | ||
Coca-Cola Company (KO) | 0.2 | $272k | +5% | 4.4k | 62.13 | |
Plains All Amern Pipeline L Unit Ltd Partn (PAA) | 0.2 | $263k | -26% | 22k | 11.96 | |
Reinsurance Grp Of America I Com New (RGA) | 0.2 | $256k | -22% | 1.8k | 146.47 | |
Merck & Co (MRK) | 0.2 | $240k | NEW | 2.2k | 110.79 | |
Ishares Tr Msci Usa Min Vol (USMV) | 0.2 | $238k | NEW | 3.3k | 73.14 | |
Visa Com Cl A (V) | 0.2 | $236k | -2% | 1.1k | 221.17 | |
Duke Energy Corp Com New (DUK) | 0.2 | $231k | NEW | 2.2k | 105.43 | |
Tesla Motors (TSLA) | 0.2 | $229k | +45% | 1.9k | 118.85 | |
BP Sponsored Adr (BP) | 0.1 | $224k | -13% | 6.4k | 34.85 | |
Eli Lilly & Co. (LLY) | 0.1 | $220k | 624.00 | 352.75 | ||
Walt Disney Company (DIS) | 0.1 | $212k | NEW | 2.2k | 95.56 | |
Paypal Holdings (PYPL) | 0.1 | $207k | 2.7k | 77.92 |
Past Filings by Arkfeld Wealth Strategies
SEC 13F filings are viewable for Arkfeld Wealth Strategies going back to 2019
- Arkfeld Wealth Strategies 2022 Q4 filed Jan. 23, 2023
- Arkfeld Wealth Strategies 2022 Q3 filed Oct. 19, 2022
- Arkfeld Wealth Strategies 2022 Q2 filed July 25, 2022
- Arkfeld Wealth Strategies 2022 Q1 filed May 4, 2022
- Arkfeld Wealth Strategies 2021 Q4 filed Jan. 19, 2022
- Arkfeld Wealth Strategies 2021 Q3 filed Oct. 25, 2021
- Arkfeld Wealth Strategies 2021 Q2 filed July 19, 2021
- Arkfeld Wealth Strategies 2021 Q1 filed April 19, 2021
- Arkfeld Wealth Strategies 2020 Q4 filed Jan. 20, 2021
- Arkfeld Wealth Strategies 2020 Q3 filed Oct. 13, 2020
- Arkfeld Wealth Strategies 2020 Q2 filed Aug. 3, 2020
- Arkfeld Wealth Strategies 2020 Q1 filed May 4, 2020
- Arkfeld Wealth Strategies 2019 Q4 filed Jan. 22, 2020