☆Arkfeld Wealth Strategies, L.L.C.
Quality Q
0.542
AUM ($M)
334
Positions
119
Turnover
0.07
Top-10 wt
55%
Herfindahl
0.048
History (qtrs)
6
Excess Return
—
AI Eval Run AI Eval
Holdings · 124 positions · portfolio value $334M
| Ticker | Name | Activity | Security Type | Weight | Δ Weight | Value ($M) | Shares | Δ Shares | Qtrs Held | Excess Return |
|---|---|---|---|---|---|---|---|---|---|---|
| ☆BRKB funds › | BERKSHIRE HATHAWAY INC DEL | ADD | — | 13.6% | +1.0% | 45.5 | 89,746 | +5,566 | 5 | — |
| ☆AMZN funds › | AMAZON COM INC | TRIM | — | 10.6% | -0.9% | 35.5 | 145,516 | -668 | 5 | — |
| ☆AAPL funds › | APPLE INC | TRIM | — | 6.4% | +0.5% | 21.3 | 68,150 | -1,416 | 5 | — |
| ☆CASY funds › | CASEYS GEN STORES INC | TRIM | — | 4.8% | +0.1% | 16.2 | 20,042 | -154 | 5 | — |
| ☆DINO funds › | HF SINCLAIR CORP | TRIM | — | 4.1% | +0.4% | 13.8 | 185,974 | -18,503 | 5 | — |
| ☆GOOGL funds › | ALPHABET INC | TRIM | — | 4.1% | -0.1% | 13.6 | 37,071 | -1,672 | 5 | — |
| ☆TJX funds › | TJX COS INC NEW | TRIM | — | 3.5% | -0.4% | 11.5 | 76,329 | -507 | 5 | — |
| ☆CHRD funds › | CHORD ENERGY CORPORATION | TRIM | — | 3.3% | -0.8% | 10.9 | 97,665 | -22 | 5 | — |
| ☆GOOG funds › | ALPHABET INC | TRIM | — | 2.6% | -0.0% | 8.7 | 23,787 | -756 | 5 | — |
| ☆MSFT funds › | MICROSOFT CORP | ADD | — | 2.4% | -0.3% | 8.1 | 20,928 | +172 | 5 | — |
| ☆TOST funds › | TOAST INC | ADD | — | 2.3% | +1.3% | 7.8 | 264,821 | +153,928 | 5 | — |
| ☆CSCO funds › | CISCO SYS INC | TRIM | — | 2.1% | +0.4% | 7.1 | 62,027 | -2,678 | 5 | — |
| ☆SFM funds › | SPROUTS FMRS MKT INC | ADD | — | 2.1% | +0.2% | 7.0 | 80,503 | +310 | 5 | — |
| ☆CUSIP:084670108 funds › | BERKSHIRE HATHAWAY INC DEL | HOLD | — | 2.0% | +0.0% | 6.8 | 9 | +0 | 5 | — |
| ☆RSPG funds › | INVESCO EXCHANGE TRADED FD T | TRIM | — | 2.0% | -1.2% | 6.7 | 69,392 | -31,458 | 5 | — |
| ☆KMI funds › | KINDER MORGAN INC DEL | TRIM | — | 2.0% | -0.1% | 6.6 | 209,377 | -56 | 5 | — |
| ☆UPS funds › | UNITED PARCEL SVCS INC | ADD | — | 1.7% | +0.1% | 5.8 | 52,770 | +1,524 | 5 | — |
| ☆GLD funds › | SPDR GOLD TR | TRIM | — | 1.6% | -0.4% | 5.4 | 14,162 | -60 | 5 | — |
| ☆WMT funds › | WALMART INC | ADD | — | 1.3% | -0.2% | 4.4 | 39,659 | +157 | 5 | — |
| ☆BWXT funds › | BWX TECHNOLOGIES INC | ADD | — | 1.3% | -0.4% | 4.4 | 22,117 | +4 | 5 | — |
| ☆IBKR funds › | INTERACTIVE BROKERS GROUP IN | TRIM | — | 1.3% | +0.1% | 4.2 | 43,970 | -406 | 3 | — |
| ☆KHC funds › | KRAFT HEINZ CO | ADD | — | 1.2% | +0.2% | 4.1 | 165,516 | +19,942 | 5 | — |
| ☆PYPL funds › | PAYPAL HLDGS INC | TRIM | — | 1.2% | -0.2% | 4.0 | 88,838 | -2,374 | 5 | — |
| ☆NVDA funds › | NVIDIA CORPORATION | TRIM | — | 1.2% | -0.1% | 3.9 | 20,148 | -758 | 5 | — |
| ☆KOF funds › | COCA-COLA FEMSA SAB DE CV | TRIM | — | 1.0% | -0.0% | 3.3 | 30,458 | -200 | 5 | — |
| ☆PPL funds › | PPL CORP | ADD | — | 0.8% | -0.1% | 2.8 | 77,870 | +256 | 5 | — |
| ☆DVN funds › | DEVON ENERGY CORP NEW | TRIM | — | 0.7% | -0.2% | 2.3 | 55,836 | -4,376 | 5 | — |
| ☆HOOD funds › | ROBINHOOD MKTS INC | ADD | — | 0.6% | +0.2% | 2.1 | 17,856 | +1,912 | 2 | — |
| ☆TSLA funds › | TESLA INC | ADD | — | 0.6% | +0.0% | 2.0 | 4,854 | +321 | 5 | — |
| ☆SPYG funds › | SPDR SERIES TRUST | ADD | — | 0.6% | +0.0% | 1.9 | 16,412 | +121 | 5 | — |
| ☆COST funds › | COSTCO WHOLESALE CORPORATION | ADD | — | 0.6% | -0.1% | 1.9 | 2,028 | +13 | 5 | — |
| ☆NUE funds › | NUCOR CORP | ADD | — | 0.6% | +0.1% | 1.9 | 8,526 | +8 | 5 | — |
| ☆VOO funds › | VANGUARD INDEX FDS | ADD | — | 0.6% | +0.0% | 1.9 | 2,737 | +12 | 5 | — |
| ☆MPC funds › | MARATHON PETE CORP | TRIM | — | 0.5% | +0.0% | 1.8 | 6,733 | -236 | 5 | — |
| ☆IBM funds › | INTERNATIONAL BUSINESS MACHS | ADD | — | 0.5% | +0.1% | 1.7 | 5,694 | +21 | 5 | — |
| ☆SHOP funds › | SHOPIFY INC | TRIM | — | 0.5% | -0.1% | 1.7 | 13,865 | -32 | 5 | — |
| ☆TGT funds › | TARGET CORP | ADD | — | 0.5% | -0.0% | 1.7 | 13,208 | +44 | 2 | — |
| ☆TSCO funds › | TRACTOR SUPPLY CO | NEW | — | 0.4% | +0.4% | 1.5 | 49,740 | +49,740 | 1 | — |
| ☆NEE funds › | NEXTERA ENERGY INC | ADD | — | 0.4% | -0.0% | 1.5 | 17,113 | +84 | 5 | — |
| ☆SHV funds › | ISHARES TR | ADD | — | 0.4% | -0.0% | 1.5 | 13,563 | +33 | 5 | — |
| ☆OKE funds › | ONEOK INC NEW | TRIM | — | 0.4% | -0.0% | 1.5 | 17,019 | -68 | 5 | — |
| ☆GIS funds › | GENERAL MILLS INC | ADD | — | 0.4% | +0.3% | 1.4 | 39,441 | +27,648 | 5 | — |
| ☆BAC funds › | BANK OF AMER CORP | TRIM | — | 0.4% | +0.0% | 1.4 | 22,639 | -466 | 5 | — |
| ☆SUB funds › | ISHARES TR | ADD | — | 0.4% | -0.0% | 1.3 | 12,227 | +40 | 5 | — |
| ☆SYM funds › | SYMBOTIC INC | TRIM | — | 0.4% | -0.2% | 1.3 | 28,596 | -7 | 5 | — |
| ☆JPM funds › | JPMORGAN CHASE & CO | ADD | — | 0.4% | +0.0% | 1.3 | 3,765 | +11 | 5 | — |
| ☆SNOW funds › | SNOWFLAKE INC | ADD | — | 0.3% | +0.1% | 1.1 | 4,140 | +6 | 5 | — |
| ☆VZ funds › | VERIZON COMMUNICATIONS INC | ADD | — | 0.3% | -0.0% | 1.1 | 25,118 | +290 | 5 | — |
| ☆XLU funds › | SELECT SECTOR SPDR TR | TRIM | — | 0.3% | -0.0% | 1.0 | 22,011 | -336 | 5 | — |
| ☆CART funds › | MAPLEBEAR INC | TRIM | — | 0.3% | +0.0% | 0.9 | 19,453 | -189 | 5 | — |
| ☆CUSIP:30231G102 funds › | EXXON MOBIL CORP | ADD | — | 0.3% | -0.0% | 0.9 | 6,655 | +12 | 5 | — |
| ☆S funds › | SENTINELONE INC | TRIM | — | 0.2% | +0.1% | 0.8 | 43,858 | -53 | 4 | — |
| ☆PSX funds › | PHILLIPS 66 | TRIM | — | 0.2% | -0.0% | 0.8 | 4,361 | -174 | 5 | — |
| ☆USMV funds › | ISHARES TR | ADD | — | 0.2% | -0.0% | 0.7 | 7,381 | +69 | 5 | — |
| ☆JNJ funds › | JOHNSON & JOHNSON | ADD | — | 0.2% | +0.0% | 0.7 | 2,780 | +1 | 5 | — |
| ☆LLY funds › | ELI LILLY & CO | ADD | — | 0.2% | +0.0% | 0.7 | 580 | +1 | 5 | — |
| ☆VLO funds › | VALERO ENERGY CORP | ADD | — | 0.2% | +0.0% | 0.7 | 2,407 | +7 | 5 | — |
| ☆TSM funds › | TAIWAN SEMICONDUCTOR MANUFAC | ADD | — | 0.2% | +0.0% | 0.6 | 1,419 | +125 | 5 | — |
| ☆UNP funds › | UNION PAC CORP | ADD | — | 0.2% | +0.0% | 0.6 | 2,194 | +3 | 5 | — |
| ☆QCOM funds › | QUALCOMM INC | ADD | — | 0.2% | +0.0% | 0.6 | 3,274 | +62 | 5 | — |
| ☆BIL funds › | SPDR SERIES TRUST | ADD | — | 0.2% | -0.0% | 0.6 | 6,676 | +23 | 5 | — |
| ☆PG funds › | PROCTER & GAMBLE CO | ADD | — | 0.2% | -0.0% | 0.6 | 3,967 | +9 | 5 | — |
| ☆CAH funds › | CARDINAL HEALTH INC | TRIM | — | 0.2% | -0.0% | 0.6 | 2,418 | -250 | 5 | — |
| ☆VYM funds › | VANGUARD WHITEHALL FDS | ADD | — | 0.2% | -0.0% | 0.6 | 3,501 | +19 | 5 | — |
| ☆KO funds › | COCA COLA CO | TRIM | — | 0.2% | +0.0% | 0.5 | 6,597 | -169 | 5 | — |
| ☆T funds › | AT&T INC | TRIM | — | 0.2% | -0.1% | 0.5 | 26,561 | -117 | 5 | — |
| ☆ANET funds › | ARISTA NETWORKS INC | TRIM | — | 0.2% | +0.0% | 0.5 | 2,972 | -40 | 5 | — |
| ☆PLTR funds › | PALANTIR TECHNOLOGIES INC | TRIM | — | 0.1% | -0.0% | 0.5 | 3,770 | -49 | 5 | — |
| ☆CVX funds › | CHEVRON CORPORATION | ADD | — | 0.1% | -0.0% | 0.5 | 2,963 | +4 | 5 | — |
| ☆V funds › | VISA INC | ADD | — | 0.1% | +0.0% | 0.5 | 1,340 | +3 | 5 | — |
| ☆STX funds › | SEAGATE TECHNOLOGY HLDNGS PL | TRIM | — | 0.1% | -0.0% | 0.5 | 547 | -400 | 4 | — |
| ☆MRK funds › | MERCK & CO INC | TRIM | — | 0.1% | +0.0% | 0.5 | 3,716 | -33 | 5 | — |
| ☆AMD funds › | ADVANCED MICRO DEVICES INC | TRIM | — | 0.1% | +0.1% | 0.5 | 850 | -48 | 2 | — |
| ☆RDDT funds › | REDDIT INC | HOLD | — | 0.1% | +0.0% | 0.5 | 2,334 | +0 | 5 | — |
| ☆MCD funds › | MCDONALDS CORP | ADD | — | 0.1% | -0.0% | 0.4 | 1,609 | +106 | 5 | — |
| ☆SHEL funds › | SHELL PLC | TRIM | — | 0.1% | -0.0% | 0.4 | 5,721 | -612 | 5 | — |
| ☆EPD funds › | ENTERPRISE PRODS PARTNERS L | ADD | — | 0.1% | -0.0% | 0.4 | 11,780 | +10 | 5 | — |
| ☆NU funds › | NU HLDGS LTD | TRIM | — | 0.1% | -0.0% | 0.4 | 30,295 | -1,500 | 5 | — |
| ☆INTC funds › | INTEL CORP | TRIM | — | 0.1% | +0.0% | 0.4 | 3,454 | -496 | 3 | — |
| ☆SGOV funds › | ISHARES TR | ADD | — | 0.1% | -0.0% | 0.4 | 4,119 | +25 | 5 | — |
| ☆RGA funds › | REINSURANCE GROUP AMER INC | ADD | — | 0.1% | +0.0% | 0.4 | 1,764 | +1 | 5 | — |
| ☆DIS funds › | DISNEY WALT CO | HOLD | — | 0.1% | -0.0% | 0.4 | 4,035 | +0 | 5 | — |
| ☆PEP funds › | PEPSICO INC | TRIM | — | 0.1% | -0.0% | 0.4 | 2,685 | -105 | 5 | — |
| ☆HPS funds › | HANCOCK JOHN PFD INCOME FD I | ADD | — | 0.1% | -0.0% | 0.4 | 25,815 | +351 | 5 | — |
| ☆MO funds › | ALTRIA GROUP INC | ADD | — | 0.1% | +0.0% | 0.4 | 5,000 | +21 | 5 | — |
| ☆DG funds › | DOLLAR GEN CORP | ADD | — | 0.1% | -0.0% | 0.4 | 3,060 | +139 | 5 | — |
| ☆PAA funds › | PLAINS ALL AMERN PIPELINE L | HOLD | — | 0.1% | -0.0% | 0.4 | 15,968 | +0 | 5 | — |
| ☆CAT funds › | CATERPILLAR INC | TRIM | — | 0.1% | +0.0% | 0.3 | 354 | -20 | 3 | — |
| ☆SCHO funds › | SCHWAB STRATEGIC TR | ADD | — | 0.1% | -0.0% | 0.3 | 14,262 | +70 | 5 | — |
| ☆LOW funds › | LOWES COS INC | TRIM | — | 0.1% | -0.0% | 0.3 | 1,512 | -7 | 5 | — |
| ☆ODC funds › | OIL DRI CORP AMER | TRIM | — | 0.1% | +0.0% | 0.3 | 3,387 | -297 | 2 | — |
| ☆NEAR funds › | ISHARES U S ETF TR | ADD | — | 0.1% | -0.0% | 0.3 | 6,419 | +6 | 5 | — |
| ☆GRMN funds › | GARMIN LTD | ADD | — | 0.1% | -0.0% | 0.3 | 1,175 | +5 | 5 | — |
| ☆MKL funds › | MARKEL GROUP INC | NEW | — | 0.1% | +0.1% | 0.3 | 144 | +144 | 1 | — |
| ☆ORCL funds › | ORACLE CORP | HOLD | — | 0.1% | -0.0% | 0.3 | 1,952 | +0 | 5 | — |
| ☆GE funds › | GE AEROSPACE | ADD | — | 0.1% | +0.0% | 0.3 | 725 | +1 | 4 | — |
| ☆SLV funds › | ISHARES SILVER TR | HOLD | — | 0.1% | -0.0% | 0.3 | 4,879 | +0 | 5 | — |
| ☆JD funds › | JD.COM INC | TRIM | — | 0.1% | -0.0% | 0.3 | 10,188 | -2,555 | 5 | — |
| ☆DIA funds › | STATE STR SPDR DOW JONES IND | HOLD | — | 0.1% | +0.0% | 0.3 | 511 | +0 | 5 | — |
| ☆DUK funds › | DUKE ENERGY CORP NEW | ADD | — | 0.1% | -0.0% | 0.3 | 2,133 | +15 | 5 | — |
| ☆SCHW funds › | SCHWAB CHARLES CORP | ADD | — | 0.1% | -0.0% | 0.3 | 2,664 | +7 | 5 | — |
| ☆SBUX funds › | STARBUCKS CORP | TRIM | — | 0.1% | -0.0% | 0.3 | 2,534 | -14 | 5 | — |
| ☆SHY funds › | ISHARES TR | ADD | — | 0.1% | -0.0% | 0.3 | 3,134 | +6 | 5 | — |
| ☆PM funds › | PHILIP MORRIS INTL INC | HOLD | — | 0.1% | +0.0% | 0.3 | 1,385 | +0 | 5 | — |
| ☆HRL funds › | HORMEL FOODS CORP | NEW | — | 0.1% | +0.1% | 0.2 | 9,680 | +9,680 | 1 | — |
| ☆BP funds › | BP PLC | TRIM | — | 0.1% | -0.0% | 0.2 | 6,248 | -238 | 4 | — |
| ☆C funds › | CITIGROUP INC | TRIM | — | 0.1% | -0.0% | 0.2 | 1,585 | -136 | 3 | — |
| ☆PFF funds › | ISHARES TR | ADD | — | 0.1% | -0.0% | 0.2 | 7,355 | +47 | 5 | — |
| ☆WISE funds › | THEMES ETF TR | TRIM | — | 0.1% | -0.0% | 0.2 | 5,996 | -78 | 5 | — |
| ☆SCHD funds › | SCHWAB STRATEGIC TR | NEW | — | 0.1% | +0.1% | 0.2 | 6,843 | +6,843 | 1 | — |
| ☆ABBV funds › | ABBVIE INC | NEW | — | 0.1% | +0.1% | 0.2 | 864 | +864 | 1 | — |
| ☆EBAY funds › | EBAY INC. | NEW | — | 0.1% | +0.1% | 0.2 | 1,900 | +1,900 | 1 | — |
| ☆PGR funds › | PROGRESSIVE CORP | NEW | — | 0.1% | +0.1% | 0.2 | 896 | +896 | 1 | — |
| ☆MMM funds › | 3M CO | NEW | — | 0.1% | +0.1% | 0.2 | 1,285 | +1,285 | 1 | — |
| ☆SUZ funds › | SUZANO S A | TRIM | — | 0.1% | -0.0% | 0.2 | 23,271 | -2,846 | 5 | — |
| ☆XPER funds › | XPERI INC | TRIM | — | 0.0% | -0.0% | 0.1 | 12,463 | -2,500 | 4 | — |
| ☆ASM funds › | AVINO SILVER & GOLD MINES LT | ADD | — | 0.0% | -0.0% | 0.1 | 15,000 | +500 | 4 | — |
| ☆COUR funds › | COURSERA INC | NEW | — | 0.0% | +0.0% | 0.1 | 16,380 | +16,380 | 1 | — |
| ☆GRAB funds › | GRAB HOLDINGS LIMITED | TRIM | — | 0.0% | -0.0% | 0.1 | 18,965 | -50 | 5 | — |
| ☆PAGS funds › | PAGSEGURO DIGITAL LTD | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -10,064 | 0 | — |
| ☆FBTC funds › | FIDELITY WISE ORIGIN BITCOIN | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -3,120 | 0 | — |
| ☆META funds › | META PLATFORMS INC | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -310 | 0 | — |
| ☆NFLX funds › | NETFLIX INC. | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -2,255 | 0 | — |
| ☆NOK funds › | NOKIA CORP | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -19,320 | 0 | — |
Point-in-time history
| Period | AUM ($M) | Positions | Turnover | Top-10 wt | Herfindahl | Quality Q | Skill | Universe |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 334 | 119 | 0.07 | 55% | 0.048 | 0.540 | — | in |
| 2026Q1 | 316 | 115 | 0.05 | 56% | 0.048 | 0.580 | — | in |
| 2025Q4 | 291 | 113 | 0.06 | 56% | 0.047 | 0.499 | — | in |
| 2025Q3 | 274 | 114 | 0.05 | 58% | 0.049 | 0.528 | — | in |
| 2025Q2 | 253 | 106 | 0.10 | 58% | 0.050 | 0.457 | — | entered |
| 2025Q1 | 231 | 98 | 0.00 | 57% | 0.054 | 0.000 | — | out |
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short.
JSON: /api/signals ·
/api/funds ·
/api/status