Arkfeld Wealth Strategies, L.L.C 13F annual report
By Robert King
Arkfeld Wealth Strategies, L.L.C is an investment fund managing more than $152 billion ran by Andrew Arkfeld. There are currently 69 companies in Mr. Arkfeld’s portfolio. The largest investments include Berkshire Hathaway and Amazon.com, together worth $36.9 billion.
Limited to 30 biggest holdings
$152 billion Assets Under Management (AUM)
As of 4th January 2024, Arkfeld Wealth Strategies, L.L.C’s top holding is 61,130 shares of Berkshire Hathaway currently worth over $22.4 billion and making up 14.7% of the portfolio value.Relative to the number of outstanding shares of Berkshire Hathaway, Arkfeld Wealth Strategies, L.L.C owns more than approximately 0.1% of the company.In addition, the fund holds 95,622 shares of Amazon.com worth $14.5 billion, whose value grew 19.4% in the past six months. The third-largest holding is Apple Inc worth $11.8 billion and the next is HF Sinclair worth $11.4 billion, with 216,580 shares owned.
Currently, Arkfeld Wealth Strategies, L.L.C's portfolio is worth at least $152 billion. The total portfolio value may be much higher due to cash assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Arkfeld Wealth Strategies, L.L.C
The Arkfeld Wealth Strategies, L.L.C office and employees reside in Omaha, Nebraska. According to the last 13-F report filed with the SEC, Andrew Arkfeld serves as the CCO at Arkfeld Wealth Strategies, L.L.C.
