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Portfolio (Quarterly) Guide ↗

Arkfeld Wealth Strategies, L.L.C.

· CIK 0001789382
13F Portfolio $316M AUM 115 positions Filed Apr 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 5 New 41 Added 34 Reduced 3 Exited
Page 4 of 6  ·  115 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 UNP UNION PAC CORP Industrials 2,191.0 $543K 0.17% +224.0 +11.4% $248.02 +9.3%
62 PLTR PALANTIR TECHNOLOGIES INC Technology 3,819.0 $543K 0.17% $142.15 -3.9%
63 VYM VANGUARD WHITEHALL FDS 3,482.0 $533K 0.17% +18.0 +0.5% $153.06 +3.7%
64 LLY ELI LILLY & CO Healthcare 579.0 $524K 0.17% $905.72 +17.6%
65 KO COCA COLA CO Consumer Defensive 6,766.0 $510K 0.16% +869.0 +14.7% $75.31 +6.8%
66 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 947.0 $492K 0.16% $519.60 +62.8%
67 NU NU HLDGS LTD Financial Services 31,795.0 $488K 0.15% -2K -4.5% $15.34 -15.4%
68 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 1,294.0 $485K 0.15% -19.0 -1.4% $374.96 +10.0%
69 ANET ARISTA NETWORKS INC Technology 3,012.0 $465K 0.15% $154.33 +2.4%
70 MCD MCDONALDS CORP Consumer Cyclical 1,503.0 $460K 0.15% +19.0 +1.3% $306.23 -8.8%
71 MRK MERCK & CO INC Healthcare 3,749.0 $442K 0.14% +1K +39.3% $117.89 +1.6%
72 EPD ENTERPRISE PRODS PARTNERS L Energy 11,770.0 $437K 0.14% $37.10 +3.5%
73 PEP PEPSICO INC Consumer Defensive 2,790.0 $432K 0.14% +105.0 +3.9% $154.82 -5.9%
74 QCOM QUALCOMM INC Technology 3,212.0 $427K 0.14% +26.0 +0.8% $133.03 +87.0%
75 V VISA INC Financial Services 1,337.0 $422K 0.13% $315.93 +3.3%
76 DIS DISNEY WALT CO Communication Services 4,035.0 $416K 0.13% +669.0 +19.9% $103.03 +0.3%
77 SGOV ISHARES TR 4,094.0 $412K 0.13% +35.0 +0.9% $100.54 +0.1%
78 GIS GENERAL MILLS INC Consumer Defensive 11,793.0 $407K 0.13% +7K +123.0% $34.49 -3.9%
79 JD JD.COM INC Consumer Cyclical 12,743.0 $401K 0.13% $31.47 -4.7%
80 LOW LOWES COS INC Consumer Cyclical 1,519.0 $371K 0.12% $244.06 -13.1%
Page 4 of 6  ·  115 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Consumer Cyclical 27.2%
Technology 19.3%
Energy 16.7%
Communication Services 9.8%
Consumer Defensive 9.5%
Financial Services 8.5%
Industrials 5.4%
Utilities 2.0%
Basic Materials 0.9%
Healthcare 0.9%