Andrew Arkfeld
Arkfeld Wealth Strategies, L.l.c.
Assets Managed
$334.459M
Holdings
119
Last Quarter
2026 - Q2
Filed Date
5d ago
Growth Rate
5.78%(2Q avg: 7.24%)
Sustained Growth
12 quarters
Portfolio positions
This chart displays the top 10 holdings in Arkfeld Wealth Strategies, L.l.c.'s 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 119 positions.
Assets under management
The assets under management (AUM) of Arkfeld Wealth Strategies, L.l.c. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 12 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 334.459M in assets, with a quarterly growth rate of 5.78% and a 2-quarter average growth rate of 7.24%. The portfolio is managed by Andrew Arkfeld, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
BRK.B Berkshire Hathaway Inc-cl B
| 13.6% | $45.464M 89,746 shares@ $506.59 avg price | Increased 6.62% |
AMZN Amazon.com Inc
| 10.63% | $35.529M 145,516 shares@ $244.16 avg price | Decreased -0.45% |
AAPL Apple Inc
| 6.38% | $21.308M 68,150 shares@ $312.66 avg price | Decreased -2.03% |
CASY Casey's General Stores Inc
| 4.84% | $16.178M 20,042 shares@ $807.19 avg price | Decreased -0.76% |
DINO Hf Sinclair Corp
| 4.14% | $13.846M 185,974 shares@ $74.46 avg price | Decreased -9.04% |
GOOGL Alphabet Inc-cl A
| 4.07% | $13.585M 37,071 shares@ $366.46 avg price | Decreased -4.31% |
TJX Tjx Companies Inc
| 3.46% | $11.549M 76,329 shares@ $151.31 avg price | Decreased -0.65% |
CHRD Chord Energy Corp
| 3.26% | $10.898M 97,665 shares@ $111.59 avg price | Decreased -0.02% |
GOOG Alphabet Inc-cl C
| 2.6% | $8.68M 23,787 shares@ $364.91 avg price | Decreased -3.08% |
MSFT Microsoft Corp
| 2.42% | $8.094M 20,928 shares@ $386.75 avg price | Increased 0.83% |
1-10 of 119