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Filers›Pension Fund›Arkfeld Wealth Strategies, L.L.C.
DOSSIER · 13F-HR · Q1 2026

Arkfeld Wealth Strategies, L.L.C.

Arkfeld Wealth Strategies, L.L.C.'s pension fund based in Stamford, CT — $316M in tracked AUM across 115 positions as of Q1 2026.

AW
Arkfeld Wealth Strategies, L.L.C.·Stamford, CT·Pension Fund
CIK 0001789382 · last filed Mar 31, 2026
Total AUM
$316M
▲ 16.7%
vs prior
Holdings
115
—
positions
Whale Score
53
53
tracked
Activity
—
no data
changes this Q
Top sector
Tech
38% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Arkfeld Wealth Strategies, L.L.C. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
BRK/B
BERKSHIRE HATHAWAY INC DEL
$40M84K12.6%
02
AMZN
AMAZON COM INC
$36M146K11.5%
03
AAPL
APPLE INC
$19M70K5.9%
04
CASY
CASEYS GEN STORES INC
$15M20K4.7%
05
GOOGL
ALPHABET INC
$13M39K4.1%
06
CHRD
CHORD ENERGY CORPORATION
$13M98K4.0%
07
TJX
TJX COS INC NEW
$12M77K3.9%
08
DINO
HF SINCLAIR CORP
$12M204K3.8%
09
RSPG
INVESCO EXCHANGE TRADED FD T
$10M101K3.2%
10
MSFT
MICROSOFT CORP
$9M21K2.7%

Filing history

Filing history loading…
AI Agent · grounded in Arkfeld
haiku-4-5 · 115 positions indexed
Sector mix
  • Tech38%
  • Financials27%
  • Health Care19%
  • Communications4%
  • Energy8%
  • Other4%
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