Oldfather Financial Services, LLC
CIK: 0001775530SEC EDGAR →
Portfolio Value
$335.8M
Holdings
98
As of
Q4 2025
New Positions
98
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 117,397 | $73.6M | 21.92% |
| 2 | SPDR S&P MIDCAP 400 ETF TR | 55,249 | $33.3M | 9.92% |
| 3 | ISHARES TR | 116,244 | $28.6M | 8.52% |
| 4 | SPDR S&P 500 ETF TR | 25,775 | $17.6M | 5.23% |
| 5 | ISHARES TR | 126,608 | $12.2M | 3.62% |
| 6 | ISHARES TR | 117,091 | $11.7M | 3.48% |
| 7 | ISHARES TR | 24,441 | $11.6M | 3.44% |
| 8 | ISHARES TR | 43,987 | $9.3M | 2.75% |
| 9 | BERKSHIRE HATHAWAY INC DEL | 12 | $9.1M | 2.70% |
| 10 | ISHARES TR | 27,202 | $8.8M | 2.62% |
Quarterly Changes
New Positions (98)
$73.6M · 117K shares
$33.3M · 55K shares
$28.6M · 116K shares
$17.6M · 26K shares
$12.2M · 127K shares
$11.7M · 117K shares
$11.6M · 24K shares
$9.3M · 44K shares
$9.1M · 12 shares
$8.8M · 27K shares
$8.3M · 63K shares
$8.3M · 32K shares
$7.6M · 79K shares
$7.1M · 14K shares
$6.8M · 38K shares
$5.8M · 62K shares
$5.3M · 97K shares
$4.4M · 6K shares
$3.7M · 14K shares
$3.1M · 42K shares
$2.8M · 8K shares
$2.3M · 44K shares
$2.3M · 97K shares
$2.2M · 33K shares
$2.1M · 4K shares
$2.0M · 6K shares
$1.9M · 72K shares
$1.9M · 6K shares
$1.7M · 60K shares
$1.7M · 8K shares
$1.6M · 55K shares
$1.5M · 6K shares
$1.5M · 66K shares
$1.4M · 4K shares
$1.3M · 4K shares
$1.2M · 4K shares
$1.1M · 3K shares
$1.1M · 8K shares
$1.0M · 3K shares
$913K · 4K shares
$869K · 1K shares
$864K · 3K shares
$861K · 13K shares
$806K · 4K shares
$800K · 15K shares
$762K · 2K shares
$753K · 31K shares
$741K · 4K shares
$718K · 11K shares
$704K · 2K shares
$695K · 29K shares
$642K · 2K shares
$620K · 7K shares
$617K · 11K shares
$585K · 2K shares
$555K · 1K shares
$552K · 2K shares
$541K · 948 shares
$534K · 4K shares
$521K · 6K shares
$513K · 1K shares
$506K · 768 shares
$504K · 15K shares
$478K · 17K shares
$446K · 1K shares
$437K · 11K shares
$424K · 2K shares
$409K · 8K shares
$401K · 12K shares
$387K · 2K shares
$381K · 2K shares
$375K · 2K shares
$369K · 3K shares
$364K · 744 shares
$362K · 8K shares
$350K · 6K shares
$342K · 319 shares
$340K · 2K shares
$339K · 1K shares
$338K · 752 shares
$296K · 3K shares
$295K · 2K shares
$284K · 2K shares
$279K · 2K shares
$276K · 2K shares
$271K · 2K shares
$264K · 2K shares
$257K · 921 shares
$250K · 10K shares
$248K · 819 shares
$237K · 2K shares
$230K · 2K shares
$227K · 3K shares
$222K · 2K shares
$221K · 3K shares
$218K · 253 shares
$216K · 983 shares
$215K · 422 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 60 | $292.1M | 87.0% |
| Unknown | 7 | $18.9M | 5.6% |
| Technology | 8 | $9.2M | 2.8% |
| Consumer Cyclical | 6 | $5.6M | 1.7% |
| Industrials | 4 | $3.1M | 0.9% |
| Healthcare | 4 | $2.7M | 0.8% |
| Communication Services | 3 | $2.4M | 0.7% |
| Consumer Defensive | 5 | $1.3M | 0.4% |
| Energy | 1 | $534K | 0.2% |