Oldfather Financial Services, LLC
CIK: 0001775530SEC EDGAR →
Portfolio Value
$335.8B
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 | $73.6B | 21.92% |
| 2 | SPDR S&P MIDCAP 400 ETF TR | 55,249 | $33.3B | 9.92% |
| 3 | ISHARES TR | 116,244 | $28.6B | 8.52% |
| 4 | SPDR S&P 500 ETF TR | 25,775 | $17.6B | 5.23% |
| 5 | ISHARES TR | 126,608 | $12.2B | 3.62% |
| 6 | ISHARES TR | 117,091 | $11.7B | 3.48% |
| 7 | ISHARES TR | 24,441 | $11.6B | 3.44% |
| 8 | ISHARES TR | 43,987 | $9.3B | 2.75% |
| 9 | BERKSHIRE HATHAWAY INC DEL | 12 | $9.1B | 2.70% |
| 10 | ISHARES TR | 27,202 | $8.8B | 2.62% |
Quarterly Changes
New Positions (98)
$73.6B · 117K shares
$33.3B · 55K shares
$28.6B · 116K shares
$17.6B · 26K shares
$12.2B · 127K shares
$11.7B · 117K shares
$11.6B · 24K shares
$9.3B · 44K shares
$9.1B · 12 shares
$8.8B · 27K shares
$8.3B · 63K shares
$8.3B · 32K shares
$7.6B · 79K shares
$7.1B · 14K shares
$6.8B · 38K shares
$5.8B · 62K shares
$5.3B · 97K shares
$4.4B · 6K shares
$3.7B · 14K shares
$3.1B · 42K shares
$2.8B · 8K shares
$2.3B · 44K shares
$2.3B · 97K shares
$2.2B · 33K shares
$2.1B · 4K shares
$2.0B · 6K shares
$1.9B · 72K shares
$1.9B · 6K shares
$1.7B · 60K shares
$1.7B · 8K shares
$1.6B · 55K shares
$1.5B · 6K shares
$1.5B · 66K shares
$1.4B · 4K shares
$1.3B · 4K shares
$1.2B · 4K shares
$1.1B · 3K shares
$1.1B · 8K shares
$1.0B · 3K shares
$913.0M · 4K shares
$869.0M · 1K shares
$864.0M · 3K shares
$861.0M · 13K shares
$806.0M · 4K shares
$800.0M · 15K shares
$762.0M · 2K shares
$753.0M · 31K shares
$741.0M · 4K shares
$718.0M · 11K shares
$704.0M · 2K shares
$695.0M · 29K shares
$642.0M · 2K shares
$620.0M · 7K shares
$617.0M · 11K shares
$585.0M · 2K shares
$555.0M · 1K shares
$552.0M · 2K shares
$541.0M · 948 shares
$534.0M · 4K shares
$521.0M · 6K shares
$513.0M · 1K shares
$506.0M · 768 shares
$504.0M · 15K shares
$478.0M · 17K shares
$446.0M · 1K shares
$437.0M · 11K shares
$424.0M · 2K shares
$409.0M · 8K shares
$401.0M · 12K shares
$387.0M · 2K shares
$381.0M · 2K shares
$375.0M · 2K shares
$369.0M · 3K shares
$364.0M · 744 shares
$362.0M · 8K shares
$350.0M · 6K shares
$342.0M · 319 shares
$340.0M · 2K shares
$339.0M · 1K shares
$338.0M · 752 shares
$296.0M · 3K shares
$295.0M · 2K shares
$284.0M · 2K shares
$279.0M · 2K shares
$276.0M · 2K shares
$271.0M · 2K shares
$264.0M · 2K shares
$257.0M · 921 shares
$250.0M · 10K shares
$248.0M · 819 shares
$237.0M · 2K shares
$230.0M · 2K shares
$227.0M · 3K shares
$222.0M · 2K shares
$221.0M · 3K shares
$218.0M · 253 shares
$216.0M · 983 shares
$215.0M · 422 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 60 | $292.1B | 87.0% |
| Unknown | 7 | $18.9B | 5.6% |
| Technology | 8 | $9.2B | 2.8% |
| Consumer Cyclical | 6 | $5.6B | 1.7% |
| Industrials | 4 | $3.1B | 0.9% |
| Healthcare | 4 | $2.7B | 0.8% |
| Communication Services | 3 | $2.4B | 0.7% |
| Consumer Defensive | 5 | $1.3B | 0.4% |
| Energy | 1 | $534.0M | 0.2% |