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Portfolio (Quarterly) Guide ↗

Arkfeld Wealth Strategies, L.L.C.

· CIK 0001789382
13F Portfolio $334M AUM 119 positions Filed Jul 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 9 New 22 Added 38 Reduced 5 Exited
Page 4 of 6  ·  119 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 BIL SPDR SERIES TRUST 6,676.0 $610K 0.18% $91.43 +0.3%
62 PG PROCTER & GAMBLE CO Consumer Defensive 3,967.0 $592K 0.18% $149.31 -2.8%
63 CAH CARDINAL HEALTH INC Healthcare 2,418.0 $574K 0.17% -250.0 -9.4% $237.56 -1.2%
64 VYM VANGUARD WHITEHALL FDS 3,501.0 $561K 0.17% +19.0 +0.6% $160.16 +2.3%
65 KO COCA COLA CO Consumer Defensive 6,597.0 $547K 0.16% -169.0 -2.5% $82.95 +6.9%
66 T AT&T INC Communication Services 26,561.0 $547K 0.16% $20.58 +25.8%
67 ANET ARISTA NETWORKS INC Technology 2,972.0 $515K 0.15% -40.0 -1.3% $173.28 +12.9%
68 PLTR PALANTIR TECHNOLOGIES INC Technology 3,770.0 $500K 0.15% -49.0 -1.3% $132.54 +40.6%
69 CVX CHEVRON CORPORATION Energy 2,963.0 $498K 0.15% $168.08 +22.7%
70 V VISA INC Financial Services 1,340.0 $479K 0.14% $357.35 +6.2%
71 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 547.0 $475K 0.14% -400.0 -42.2% $868.26 -4.6%
72 MRK MERCK & CO INC Healthcare 3,716.0 $471K 0.14% -33.0 -0.9% $126.77 +16.6%
73 AMD ADVANCED MICRO DEVICES INC Technology 850.0 $469K 0.14% -48.0 -5.3% $552.05 -14.7%
74 RDDT REDDIT INC Communication Services 2,334.0 $469K 0.14% $200.86 -26.4%
75 MCD MCDONALDS CORP Consumer Cyclical 1,609.0 $450K 0.13% +106.0 +7.0% $279.54 -5.7%
76 SHEL SHELL PLC Energy 5,721.0 $447K 0.13% -612.0 -9.7% $78.14 +17.0%
77 EPD ENTERPRISE PRODS PARTNERS L 11,780.0 $430K 0.13% $36.47
78 NU NU HLDGS LTD Financial Services 30,295.0 $426K 0.13% -2K -4.7% $14.06 +3.5%
79 INTC INTEL CORP Technology 3,454.0 $422K 0.13% -496.0 -12.6% $122.21 -26.8%
80 SGOV ISHARES TR 4,119.0 $414K 0.12% +25.0 +0.6% $100.43 +0.3%
Page 4 of 6  ·  119 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 22.7%
Energy 16.0%
Consumer Defensive 10.4%
Financial Services 8.5%
Communication Services 6.3%
Industrials 5.1%
Utilities 1.8%
Healthcare 1.1%
Basic Materials 1.0%