Oldfather Financial Services, LLC 13F Holdings · last filed Q4 2025
Oldfather Financial Services, LLC reported 98 securities worth $335.84M in its SEC 13F filing for Q4 2025 (period ended 2025-12-31). Top holdings: VOO (21.92%), MDY (9.92%), IWM (8.52%). Among its top 25 positions this quarter: 15 added, 9 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $73.6M | 21.92% | 117,397 | Trimmed |
| 2 | MDY | SPDR S&P MIDCAP 400 ETF TR | $33.3M | 9.92% | 55,249 | Added |
| 3 | IWM | ISHARES TR | $28.6M | 8.52% | 116,244 | Trimmed |
| 4 | SPY | SPDR S&P 500 ETF TR | $17.6M | 5.23% | 25,775 | Trimmed |
| 5 | EFA | ISHARES TR | $12.2M | 3.62% | 126,608 | Added |
| 6 | AGG | ISHARES TR | $11.7M | 3.48% | 117,091 | Added |
| 7 | IWF | ISHARES TR | $11.6M | 3.44% | 24,441 | Trimmed |
| 8 | IWD | ISHARES TR | $9.3M | 2.75% | 43,987 | Trimmed |
| 9 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $9.1M | 2.70% | 12 | Hold |
| 10 | IWO | ISHARES TR | $8.8M | 2.62% | 27,202 | Trimmed |
| 11 | IJJ | ISHARES TR | $8.3M | 2.48% | 63,185 | Added |
| 12 | VB | VANGUARD INDEX FDS | $8.3M | 2.46% | 32,013 | Added |
| 13 | IJK | ISHARES TR | $7.6M | 2.27% | 78,565 | Added |
| 14 | BRKB | BERKSHIRE HATHAWAY INC DEL | $7.1M | 2.11% | 14,079 | Added |
| 15 | IWN | ISHARES TR | $6.8M | 2.03% | 37,564 | Trimmed |
| 16 | WFC | WELLS FARGO CO NEW | $5.8M | 1.73% | 62,200 | Added |
| 17 | EEM | ISHARES TR | $5.3M | 1.58% | 97,037 | Trimmed |
| 18 | IVV | ISHARES TR | $4.4M | 1.30% | 6,353 | Added |
| 19 | AAPL | APPLE INC | $3.7M | 1.11% | 13,696 | Added |
| 20 | BND | VANGUARD BD INDEX FDS | $3.1M | 0.93% | 41,962 | Added |
| 21 | AXP | AMERICAN EXPRESS CO | $2.8M | 0.85% | 7,688 | Added |
| 22 | BKE | BUCKLE INC | $2.3M | 0.70% | 43,986 | Added |
| 23 | SCHZ | SCHWAB STRATEGIC TR | $2.3M | 0.68% | 97,111 | Trimmed |
| 24 | IJH | ISHARES TR | $2.2M | 0.65% | 32,876 | Added |
| 25 | MSFT | MICROSOFT CORP | $2.1M | 0.64% | 4,428 | Added |
Source: SEC Form 13F filings · as of 2025-12-31
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR