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Andrew Arkfeld

Arkfeld Wealth Strategies, L.l.c.

Assets Managed
$316.187M
Holdings
115
Last Quarter
2026 - Q1
Filed Date
1mo 9d ago
Growth Rate
8.7%(2Q avg: 7.42%)
Sustained Growth
11 quarters

Portfolio positions

This chart displays the top 10 holdings in Arkfeld Wealth Strategies, L.l.c.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 115 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 11 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 316.187M in assets, with a quarterly growth rate of 8.7% and a 2-quarter average growth rate of 7.42%. The portfolio is managed by Andrew Arkfeld, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
Increased 12.49%
12.63%
$39.909M
84,180 shares@ $474.1 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 11.62%
11.49%
$36.327M
146,184 shares@ $248.5 avg price
AAPL
Apple Inc
Recent Activity
Increased 3.68%
5.87%
$18.535M
69,566 shares@ $266.44 avg price
CASY
Casey's General Stores Inc
Recent Activity
Decreased -2.35%
4.71%
$14.881M
20,196 shares@ $736.85 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -4.45%
4.14%
$13.061M
38,743 shares@ $337.13 avg price
CHRD
Chord Energy Corp
Recent Activity
Decreased -2.25%
4.02%
$12.69M
97,687 shares@ $129.91 avg price
TJX
Tjx Companies Inc
Recent Activity
Decreased -0.86%
3.9%
$12.311M
76,836 shares@ $160.23 avg price
DINO
Hf Sinclair Corp
Recent Activity
Decreased -19.65%
3.77%
$11.917M
204,477 shares@ $58.29 avg price
RSPG
Invesco S&p 500 Equal Weight
Recent Activity
Decreased -8.58%
3.21%
$10.131M
100,850 shares@ $100.46 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 3.66%
2.7%
$8.535M
20,756 shares@ $411.23 avg price

1-10 of 115