Oldfather Financial Services
Latest statistics and disclosures from Oldfather Financial Services's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VOO, MDY, IWM, SPY, EFA, and represent 49.22% of Oldfather Financial Services's stock portfolio.
- Added to shares of these 10 stocks: AGG, IBDV, MSFT, IEMG, AMZN, IJJ, IEFA, AVGO, XLK, NVDA.
- Started 14 new stock positions in LLY, KO, TJX, MYCG, TSM, CMI, IEFA, PG, IEMG, WMT. VEA, IJR, SPYM, AVGO.
- Reduced shares in these 10 stocks: VOO, IBDQ, IWF, FDL, , , GSLC, BIL, C, .
- Sold out of its positions in C, FDL, GSLC, IBDQ, BIL, XLV, XLF, NBIS.
- Oldfather Financial Services was a net buyer of stock by $9.3M.
- Oldfather Financial Services has $336M in assets under management (AUM), dropping by 4.59%.
- Central Index Key (CIK): 0001775530
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Portfolio Holdings for Oldfather Financial Services
Oldfather Financial Services holds 98 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 21.9 | $74M | -2% | 117k | 627.13 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 9.9 | $33M | 55k | 603.28 |
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| Ishares Tr Russell 2000 Etf (IWM) | 8.5 | $29M | 116k | 246.16 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 5.2 | $18M | 26k | 681.92 |
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| Ishares Tr Msci Eafe Etf (EFA) | 3.6 | $12M | +3% | 127k | 96.03 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 3.5 | $12M | +14% | 117k | 99.88 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 3.4 | $12M | -3% | 24k | 473.30 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 2.8 | $9.3M | 44k | 210.34 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 2.7 | $9.1M | 12.00 | 754800.00 |
|
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 2.6 | $8.8M | 27k | 323.01 |
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| Ishares Tr S&p Mc 400vl Etf (IJJ) | 2.5 | $8.3M | +8% | 63k | 131.59 |
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| Vanguard Index Fds Small Cp Etf (VB) | 2.5 | $8.3M | 32k | 257.95 |
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| Ishares Tr S&p Mc 400gr Etf (IJK) | 2.3 | $7.6M | 79k | 96.88 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.1 | $7.1M | +3% | 14k | 502.65 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 2.0 | $6.8M | 38k | 181.21 |
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| Wells Fargo & Company (WFC) | 1.7 | $5.8M | 62k | 93.20 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 1.6 | $5.3M | 97k | 54.71 |
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| Ishares Tr Core S&p500 Etf (IVV) | 1.3 | $4.4M | 6.4k | 684.97 |
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| Apple (AAPL) | 1.1 | $3.7M | +9% | 14k | 271.87 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.9 | $3.1M | +15% | 42k | 74.07 |
|
| American Express Company (AXP) | 0.8 | $2.8M | +2% | 7.7k | 369.95 |
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| Buckle (BKE) | 0.7 | $2.3M | 44k | 53.42 |
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| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.7 | $2.3M | 97k | 23.37 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.6 | $2.2M | 33k | 66.00 |
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| Microsoft Corporation (MSFT) | 0.6 | $2.1M | +65% | 4.4k | 483.62 |
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| JPMorgan Chase & Co. (JPM) | 0.6 | $2.0M | +14% | 6.2k | 322.22 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.6 | $1.9M | +2% | 72k | 26.91 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.6 | $1.9M | 5.7k | 335.27 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.5 | $1.7M | 60k | 28.48 |
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| Johnson & Johnson (JNJ) | 0.5 | $1.7M | +4% | 8.0k | 206.96 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.5 | $1.6M | 55k | 30.07 |
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| Amazon (AMZN) | 0.4 | $1.5M | +82% | 6.3k | 230.82 |
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| Ishares Tr Ibonds Dec 2030 (IBDV) | 0.4 | $1.5M | +270% | 66k | 22.07 |
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| Eaton Corp SHS (ETN) | 0.4 | $1.4M | 4.3k | 318.51 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.4 | $1.3M | -4% | 4.3k | 290.23 |
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| International Business Machines (IBM) | 0.3 | $1.2M | +8% | 3.9k | 296.21 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.3 | $1.1M | -2% | 3.0k | 373.44 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 0.3 | $1.1M | +88% | 7.5k | 143.97 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $1.0M | +75% | 3.2k | 313.00 |
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| Union Pacific Corporation (UNP) | 0.3 | $914k | +18% | 4.0k | 231.30 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $870k | +7% | 1.4k | 614.24 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $864k | +37% | 2.8k | 313.79 |
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| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.3 | $861k | 13k | 67.13 |
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| NVIDIA Corporation (NVDA) | 0.2 | $807k | +165% | 4.3k | 186.50 |
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| Us Bancorp Del Com New (USB) | 0.2 | $800k | 15k | 53.36 |
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| McDonald's Corporation (MCD) | 0.2 | $762k | +4% | 2.5k | 305.66 |
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| Ishares Tr Ibonds Dec2026 (IBDR) | 0.2 | $754k | 31k | 24.23 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.2 | $742k | +39% | 3.5k | 211.79 |
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| Ishares Core Msci Emkt (IEMG) | 0.2 | $719k | NEW | 11k | 67.22 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $704k | 1.8k | 396.31 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.2 | $695k | +2% | 29k | 24.04 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.2 | $643k | +8% | 2.0k | 314.80 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.2 | $620k | NEW | 6.9k | 89.46 |
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| Bank of America Corporation (BAC) | 0.2 | $618k | +3% | 11k | 55.00 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.2 | $585k | -3% | 1.9k | 302.11 |
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| Deere & Company (DE) | 0.2 | $555k | 1.2k | 465.70 |
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| Ishares Tr S&p 100 Etf (OEF) | 0.2 | $553k | 1.6k | 342.99 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $541k | +21% | 948.00 | 570.88 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $534k | +17% | 4.4k | 120.35 |
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| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.2 | $522k | 6.5k | 80.63 |
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| Broadcom (AVGO) | 0.2 | $514k | NEW | 1.5k | 346.10 |
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| Meta Platforms Cl A (META) | 0.2 | $507k | +124% | 768.00 | 660.09 |
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| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.2 | $504k | +6% | 15k | 32.75 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $479k | -4% | 18k | 27.43 |
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| Visa Com Cl A (V) | 0.1 | $447k | +114% | 1.3k | 350.71 |
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| Verizon Communications (VZ) | 0.1 | $437k | 11k | 40.73 |
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| Abbvie (ABBV) | 0.1 | $424k | +21% | 1.9k | 228.49 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $410k | +33% | 7.6k | 53.76 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $401k | -4% | 12k | 32.62 |
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| Oracle Corporation (ORCL) | 0.1 | $388k | +30% | 2.0k | 194.91 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $381k | 1.9k | 199.68 |
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| PNC Financial Services (PNC) | 0.1 | $376k | 1.8k | 208.73 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $370k | 3.0k | 123.26 |
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| Ameriprise Financial (AMP) | 0.1 | $365k | +47% | 744.00 | 490.34 |
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| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.1 | $363k | +62% | 7.8k | 46.81 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $350k | NEW | 5.6k | 62.47 |
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| Eli Lilly & Co. (LLY) | 0.1 | $343k | NEW | 319.00 | 1074.68 |
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| TJX Companies (TJX) | 0.1 | $340k | NEW | 2.2k | 153.61 |
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| Lowe's Companies (LOW) | 0.1 | $340k | 1.4k | 241.20 |
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| Tesla Motors (TSLA) | 0.1 | $338k | -2% | 752.00 | 449.72 |
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| Wal-Mart Stores (WMT) | 0.1 | $296k | NEW | 2.7k | 111.41 |
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| Pepsi (PEP) | 0.1 | $296k | 2.1k | 143.53 |
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| Abbott Laboratories (ABT) | 0.1 | $285k | +41% | 2.3k | 125.28 |
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| Spdr Series Trust State Street Spd (SDY) | 0.1 | $279k | -2% | 2.0k | 139.16 |
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| Vanguard World Financials Etf (VFH) | 0.1 | $276k | 2.1k | 133.49 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $272k | NEW | 2.3k | 120.18 |
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| Lam Research Corp Com New (LRCX) | 0.1 | $265k | 1.5k | 171.18 |
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| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.1 | $257k | 921.00 | 279.14 |
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| Ssga Active Tr State Street My (MYCG) | 0.1 | $250k | NEW | 10k | 25.04 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $249k | NEW | 819.00 | 303.89 |
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| Ishares Tr Msci Acwi Etf (ACWI) | 0.1 | $237k | 1.7k | 141.47 |
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| Ishares Tr Select Divid Etf (DVY) | 0.1 | $230k | +14% | 1.6k | 141.14 |
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| Coca-Cola Company (KO) | 0.1 | $228k | NEW | 3.3k | 69.90 |
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| Procter & Gamble Company (PG) | 0.1 | $222k | NEW | 1.6k | 143.28 |
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| Spdr Series Trust State Street Spd (SPYM) | 0.1 | $222k | NEW | 2.8k | 80.22 |
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| Costco Wholesale Corporation (COST) | 0.1 | $219k | +11% | 253.00 | 864.03 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $216k | -19% | 983.00 | 219.78 |
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| Cummins (CMI) | 0.1 | $215k | NEW | 422.00 | 510.45 |
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Past Filings by Oldfather Financial Services
SEC 13F filings are viewable for Oldfather Financial Services going back to 2019
- Oldfather Financial Services 2025 Q4 filed Jan. 16, 2026
- Oldfather Financial Services 2025 Q3 filed Oct. 16, 2025
- Oldfather Financial Services 2025 Q2 filed July 10, 2025
- Oldfather Financial Services 2025 Q1 filed May 1, 2025
- Oldfather Financial Services 2024 Q4 filed Jan. 16, 2025
- Oldfather Financial Services 2024 Q3 filed Oct. 28, 2024
- Oldfather Financial Services 2024 Q2 filed July 24, 2024
- Oldfather Financial Services 2024 Q1 filed April 25, 2024
- Oldfather Financial Services 2023 Q4 filed Jan. 16, 2024
- Oldfather Financial Services 2023 Q3 filed Oct. 25, 2023
- Oldfather Financial Services 2023 Q2 filed July 27, 2023
- Oldfather Financial Services 2023 Q1 filed May 1, 2023
- Oldfather Financial Services 2022 Q4 filed Feb. 2, 2023
- Oldfather Financial Services 2022 Q3 filed Oct. 14, 2022
- Oldfather Financial Services 2022 Q2 filed July 28, 2022
- Oldfather Financial Services 2022 Q1 filed April 29, 2022