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ARKFELD WEALTH STRATEGIES, L.L.C.

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OMAHA NE Investment Advisor
13F Summary

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Equal-WT
WhaleScore 2.0 ?

85

S&P 500
WhaleScore ?

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Equal-WT
WhaleScore 1.0 ?

Arkfeld Wealth Strategies is based out of Omaha. Arkfeld Wealth Strategies is a large advisory firm with 847 clients and discretionary assets under management (AUM) of $412,685,000 (Form ADV from 2025-03-05). Their last reported 13F filing for Q1 2025 included $230,740,971 in managed 13F securities and a top 10 holdings concentration of 57.38%. Arkfeld Wealth Strategies's largest holding is Berkshire Hathaway Inc Class B with shares held of 69,161. Whalewisdom has at least 22 13F filings
Business Description
Our firm provides operational support services to Mutual Securities Inc. as a platform provider for clients' directly held investments, including variable annuities. While we offer limited monitoring of certain holdings, we do not have discretionary authority over Mutual Securities' brokerage accounts. Clients may be solicited to use Mutual Securities but are not required to move their investments. For Mutual Securities clients who provide written consent, our firm offers ongoing, non-discretionary investment advisory services, including general reviews, advice, and specific securities recommendations. Additionally, we offer project-oriented and ongoing financial planning services to individuals and families, covering areas like education funding, retirement planning, and tax planning. Clients are responsible for implementing our recommendations. Engagements typically involve identifying goals, analyzing data, formulating strategies, and preparing written plans, with details varying based on the client's financial situation.
Investment Strategy
Arkfeld Wealth Strategies, LLC (AWS) employs a general investment strategy consistent with modern portfolio theory, aiming to reduce risk and volatility through globally diversified portfolios. To achieve this, AWS primarily uses fundamental security methods of analysis, along with market trend and economic cycle analysis. The firm primarily uses mutual funds, stocks, and exchange-traded funds as investment vehicles. However, they may also use or recommend other investment vehicles, including long-term purchases, short-term purchases, trading, illiquid investments, private investments, margin, and options in the implementation of their strategies.
Owners
  • ARKFELD, ANDREW, JAY - MANAGING MEMBER
  • BRANNAN, ASHLEY, IRENE - CCO
  • Click on the Ownership/Private Fund Data tab for more details.
Other Contact Information
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2025-03-31

Top Buys (13F)

Name % Change
BRK.A Berkshire Hathaway I 2.7%
UPS United Parcel Servic 1.77%
BRK.B Berkshire Hathaway I 1.63%
AMZN Amazon.com Inc 0.84%
WMT Walmart Inc 0.36%

2025-03-31

Top Sells (13F)

Name % Change
SHV iShares Short Treasu 0.33%
NVDA NVIDIA Corp 0.28%
METC Ramaco Resources Inc 0.25%
SUB iShares Short-Term N 0.16%
SUZ Suzano S.A. 0.14%

2025-03-31

13F Holdings Summary

Name $ Change
BRK.B Berkshire Hathaway I 15.63%
AMZN Amazon.com Inc 10.86%
AAPL Apple Inc 5.72%
CHRD Chord Energy Corp 4.37%
TJX TJX Companies Inc 4.24%

2025-03-31

13F Activity

Market Value $231m, Prior: $218m
Inflows (Outflows) as % of Total MV +9.7346%
New Purchases 6 stocks
Added To 52 stocks
Sold out of 1 stocks
Reduced holdings in 34 stocks
Top 10 Holdings % 57.38%
Turnover %[1] 7.07%
Turnover Alt %[2] 0.84%
Time Held Top 20 9.95 quarters
Time Held Top 10 11.4 quarters
Time Held All 12.08 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2025-03-31

13F Sector Allocation Over Time

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2025-03-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2025-03-31

Portfolio Performance