Oldfather Financial Services, LLC Portfolio Holdings

Oldfather Financial Services, LLC

  • $329 Million
  • Q4 2025

Oldfather Financial Services, LLC has filed its 13F form on January 16, 2026 for Q4 2025 where it was disclosed a total value porftolio of $329 Million distributed in 98 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $72.5M, Spdr S&P Midcap 400 ETF Trust with a value of $32.4M, Ishares Russell 2000 ETF with a value of $27.6M, Spdr S&P 500 ETF Trust with a value of $17.2M, and Ishares Tr Msci Eafe ETF with a value of $12.1M.

Examining the 13F form we can see an increase of $8.89M in the current position value, from $320M to 329M.

Below you can find more details about Oldfather Financial Services, LLC portfolio as well as his latest detailed transactions.

Portfolio value $329 Million
ETFs: $274 Million
Financial Services: $28.7 Million
Technology: $9.06 Million
Consumer Cyclical: $5.67 Million
Industrials: $3.15 Million
Healthcare: $2.66 Million
Communication Services: $2.59 Million
Consumer Defensive: $1.26 Million
Other: $522,000

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 98
  • Current Value $329 Million
  • Prior Value $320 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 16, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 14 stocks
  • Additional Purchases 51 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 22 stocks
Track This Portfolio

Track Oldfather Financial Services, LLC Portfolio

Follow Oldfather Financial Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Oldfather Financial Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Oldfather Financial Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email