Arkfeld Wealth Strategies, L.L.C.
Annual return '25
+13.5%
SPY '25
+17.7%
Alpha
-4.2ptsvs SPY
Invested
$316.2M
Holdings
114
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 97%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$BRK/B
BERKSHIRE HATHAWAY INC DEL
Q1 2026: Sold 88.3% (74.8k → 8.7k shares)
12.6%
02
$AMZN
AMAZON COM INC
Q1 2026: Sold 94.1% (131.0k → 7.7k shares)
11.5%
03
$AAPL
APPLE INC
Q1 2026: Sold 77.4% (67.1k → 15.1k shares)
5.9%
04
$CASY
CASEYS GEN STORES INC
Q1 2026: Exited (was 20.7k shares)
4.7%
05
$GOOGL
ALPHABET INC
Q1 2026: Sold 35.5% (40.5k → 26.2k shares)
4.1%
06
$CHRD
CHORD ENERGY CORPORATION
Q1 2026: Exited (was 99.9k shares)
4.0%
07
$TJX
TJX COS INC NEW
Q1 2026: Exited (was 77.5k shares)
3.9%
08
$DINO
HF SINCLAIR CORP
Q1 2026: Exited (was 254.5k shares)
3.8%
09
$RSPG
INVESCO EXCHANGE TRADED FD T
Q1 2026: Exited (was 110.3k shares)
3.2%
10
$MSFT
MICROSOFT CORP
Q1 2026: Sold 86.3% (20.0k → 2.8k shares)
2.7%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:30 UTC.