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ARKFELD WEALTH STRATEGIES, L.L.C.

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OMAHA NE Investment Advisor
13F Summary

Subscription Required

Equal-WT
WhaleScore 2.0 ?

85

S&P 500
WhaleScore ?

Subscription Required

Equal-WT
WhaleScore 1.0 ?

Arkfeld Wealth Strategies is based out of Omaha. Arkfeld Wealth Strategies is a large advisory firm with 708 clients and discretionary assets under management (AUM) of $269,987,800 (Form ADV from 2023-11-13). Their last reported 13F filing for Q1 2024 included $182,407,332 in managed 13F securities and a top 10 holdings concentration of 58.07%. Arkfeld Wealth Strategies's largest holding is Berkshire Hathaway Inc Class B with shares held of 63,772. Whalewisdom has at least 18 13F filings

2024-03-31

Top Buys (13F)

Name % Change
GOOGL Alphabet Inc. Class 1.3%
PYPL PayPal Holdings Inc 1.22%
TOST Toast Inc 0.91%
NVDA NVIDIA Corp. 0.7%
BWXT BWX Technologies Inc 0.63%

2024-03-31

Top Sells (13F)

2024-03-31

13F Holdings Summary

Name $ Change
BRK.B Berkshire Hathaway I 14.3%
AMZN Amazon.com Inc. 10.09%
DINO HF Sinclair Corporat 7.17%
AAPL Apple Inc 6.09%
SHV iShares Short Treasu 4.75%

2024-03-31

13F Activity

Market Value $182m, Prior: $153m
New Purchases 13 stocks
Added To 56 stocks
Sold out of 0 stocks
Reduced holdings in 18 stocks
Top 10 Holdings % 58.07%
Turnover %[1] 14.44%
Turnover Alt %[2] 2.81%
Time Held Top 20 7.6 quarters
Time Held Top 10 7.9 quarters
Time Held All 10.17 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.

2024-03-31

13F Sector Allocation Over Time

2024-03-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2024-03-31

Portfolio Performance