Arkfeld Wealth Strategies, L.L.C. quarter change: USA ETF, New
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Arkfeld Wealth Strategies, L.L.C. opened 8 positions, added to 7, reduced 1, sold out of 7 and left 1 unchanged. The largest increase in value was SPYG (+$1,948,095); the largest decrease was RSPG (-$3,381,584).
- SPYG: Country of operation —; Class ST STR P500GRW; Shares 2026-03-31 0; Shares 2026-06-30 16,412.
- XLU: Country of operation —; Class ST STR UTIL ETF; Shares 2026-03-31 0; Shares 2026-06-30 22,011.
- USMV: Country of operation —; Class MSCI USA MIN ETF; Shares 2026-03-31 0; Shares 2026-06-30 7,381.
- BIL: Country of operation —; Class ST STR BLO 1 ETF; Shares 2026-03-31 0; Shares 2026-06-30 6,676.
Two Form 13F-HR filings compared (SEC CIK 1789382): 2026-03-31 (filed 2026-04-17) and 2026-06-30 (filed 2026-07-10). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Hutchens & Kramer Investment Management Group, LLC | United States | $0.317B | 149 |
| Interchange Capital Partners, LLC | United States | $0.317B | 309 |
| Gerald Baker Financial Group LLC | United States | $0.316B | 114 |
| MTM Investment Management, LLC | United States | $0.316B | 709 |
| MARS JEWETT FINANCIAL GROUP, INC. | United States | $0.316B | 37 |
| KHIS Custodian LP | United States | $0.316B | 1 |
| C Partners Holding GmbH | Switzerland | $0.317B | 8 |
| Keewaydin Investments LLC | United States | $0.317B | 16 |
| Waterford Advisors, LLC | United States | $0.315B | 57 |
| CISCO SYSTEMS, INC. | United States | $0.317B | 3 |