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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$615,000 0.19% of portfolio
6,935
Q4 2025 New
$0
$633,000 0.19% of portfolio
2,041
Q4 2025 Added 8.51%
$413B
$578,000 0.18% of portfolio
11,231
Q4 2025 Added 3.67%
$0
$573,000 0.17% of portfolio
10,690
Q4 2025 New
$0
$565,000 0.17% of portfolio
1,937
Q4 2025 Reduced 3.73%
$144B
$567,000 0.17% of portfolio
1,192
Q4 2025 Added 0.08%
$0
$520,000 0.16% of portfolio
15,400
Q4 2025 Added 6.31%
$0
$519,000 0.16% of portfolio
6,471
Q3 2025 Reduced 0.71%
$490B
$522,000 0.16% of portfolio
4,440
Q4 2025 Added 17.18%
$139B
$508,000 0.15% of portfolio
1,485
Q4 2025 New
$512B
$508,000 0.15% of portfolio
948
Q4 2025 Added 21.69%
$0
$475,000 0.14% of portfolio
17,454
Q4 2025 Reduced 4.41%
$1.37T
$468,000 0.14% of portfolio
768
Q4 2025 Added 124.56%
$533B
$414,000 0.13% of portfolio
1,273
Q4 2025 Added 114.67%
$414B
$434,000 0.13% of portfolio
1,856
Q4 2025 Added 21.47%
$0
$417,000 0.13% of portfolio
7,619
Q4 2025 Added 33.41%
$172B
$440,000 0.13% of portfolio
10,740
Q4 2025 Reduced 1.02%
$0
$428,000 0.13% of portfolio
1,611
Q4 2025 Added 1.45%
$0
$396,000 0.12% of portfolio
12,305
Q4 2025 Reduced 4.6%
$0
$380,000 0.12% of portfolio
1,909
Q3 2025 Added 3.3%
$0
$367,000 0.11% of portfolio
7,751
Q4 2025 Added 62.94%
$0
$362,000 0.11% of portfolio
2,998
Q3 2025 Added 36.77%
$0
$343,000 0.1% of portfolio
5,609
Q4 2025 New
$47B
$327,000 0.1% of portfolio
744
Q4 2025 Added 47.91%
$170B
$323,000 0.1% of portfolio
2,214
Q4 2025 New
$74.3B
$331,000 0.1% of portfolio
1,800
Q2 2025 Reduced 0.33%
$140B
$317,000 0.1% of portfolio
1,409
Q4 2025 Reduced 1.54%
$971B
$325,000 0.1% of portfolio
319
Q4 2025 New
$1.29T
$307,000 0.09% of portfolio
752
Q4 2025 Reduced 2.34%
$204B
$304,000 0.09% of portfolio
2,060
Q4 2025 Reduced 0.43%
$228B
$295,000 0.09% of portfolio
2,272
Q4 2025 Added 41.38%
$0
$264,000 0.08% of portfolio
2,261
Q4 2025 New
$0
$264,000 0.08% of portfolio
2,068
Q3 2025 Added 1.03%
$0
$257,000 0.08% of portfolio
921
Q2 2025 New
$0
$277,000 0.08% of portfolio
2,007
Q4 2025 Reduced 2.43%
$279B
$273,000 0.08% of portfolio
2,660
Q4 2025 New
$0
$229,000 0.07% of portfolio
1,631
Q4 2025 Added 14.86%
$0
$218,000 0.07% of portfolio
2,763
Q4 2025 New
$1.46T
$230,000 0.07% of portfolio
819
Q4 2025 New
$346B
$226,000 0.07% of portfolio
1,550
Q4 2025 New
$0
$235,000 0.07% of portfolio
1,678
Q4 2025 Added 0.06%
$306B
$230,000 0.07% of portfolio
3,255
Q4 2025 New
$404B
$230,000 0.07% of portfolio
253
Q4 2025 Added 11.95%
$65.2B
$195,000 0.06% of portfolio
422
Q4 2025 New
$0
$179,000 0.05% of portfolio
983
Q4 2025 Reduced 19.95%
Lam Research Corp
-
$0 0.0% of portfolio
-
Q3 2025 New
Ssga Active Tr
-
$0 0.0% of portfolio
-
Q4 2025 New

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
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