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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, IWF, and represent 51.03% of Oldfather Financial Services's stock portfolio.
Added to shares of these 10 stocks: VOO, IWM, MDY, GLD, EEM, EFA, IBDV, IJK, NVDA, AMZN.
Started 8 new stock positions in GLD, C, DVY, IBDV, XLV, NBIS, LRCX, NVDA.
Reduced shares in these 10 stocks: BKE, AGG, UNP, BRK.B, IWF, SPY, IVV, VO, VWO, MA.
Oldfather Financial Services was a net buyer of stock by $8.7M.
Oldfather Financial Services has $321M in assets under management (AUM), dropping by 10.37%.
Central Index Key (CIK): 0001775530

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Portfolio Holdings for Oldfather Financial Services

Oldfather Financial Services holds 92 positions in its portfolio as reported in the September 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)	22.9	$74M		120k	612.38	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	10.2	$33M	+3%	55k	596.03	View chart
Ishares Tr Russell 2000 Etf (IWM)	8.8	$28M	+3%	117k	241.96	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	5.4	$17M		26k	666.17	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	3.7	$12M		25k	468.41	View chart
Ishares Tr Msci Eafe Etf (EFA)	3.6	$11M	+3%	123k	93.37	View chart
Ishares Tr Core Us Aggbd Et (AGG)	3.2	$10M		103k	100.25	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	2.8	$9.1M		12.00	754200.00	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	2.8	$9.0M		44k	203.59	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	2.7	$8.7M	+3%	27k	320.04	View chart
Vanguard Index Fds Small Cp Etf (VB)	2.5	$8.1M		32k	254.28	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	2.4	$7.6M	+2%	58k	129.72	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	2.3	$7.5M	+4%	78k	95.89	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	2.1	$6.8M		14k	502.74	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	2.1	$6.7M	+4%	38k	176.81	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	1.6	$5.3M	+10%	99k	53.40	View chart
Wells Fargo & Company (WFC)	1.6	$5.2M		62k	83.82	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.3	$4.2M		6.3k	669.33	View chart
Apple (AAPL)	1.0	$3.2M	+4%	13k	254.63	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.8	$2.7M	+11%	36k	74.37	View chart
Buckle (BKE)	0.8	$2.6M	-11%	44k	58.66	View chart
American Express Company (AXP)	0.8	$2.5M		7.5k	332.16	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.7	$2.3M		97k	23.47	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.7	$2.1M		33k	65.26	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.6	$1.9M		5.8k	328.19	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.6	$1.8M		70k	26.34	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.5	$1.7M		61k	27.90	View chart
JPMorgan Chase & Co. (JPM)	0.5	$1.7M		5.4k	315.45	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.5	$1.6M		54k	29.64	View chart
Eaton Corp SHS (ETN)	0.5	$1.6M		4.2k	374.25	View chart
Johnson & Johnson (JNJ)	0.4	$1.4M		7.7k	185.43	View chart
Microsoft Corporation (MSFT)	0.4	$1.4M	+4%	2.7k	517.86	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.4	$1.3M		4.5k	293.74	View chart
Ishares Tr Ibonds Dec25 Etf (IBDQ)	0.4	$1.2M		46k	25.19	View chart
Select Sector Spdr Tr Technology (XLK)	0.3	$1.1M	+13%	4.0k	281.86	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.3	$1.1M		3.0k	365.48	View chart
International Business Machines (IBM)	0.3	$1.0M		3.6k	282.16	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.3	$826k		13k	65.01	View chart
Union Pacific Corporation (UNP)	0.2	$791k	-12%	3.3k	236.40	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$789k		1.3k	600.29	View chart
Amazon (AMZN)	0.2	$762k	+61%	3.5k	219.57	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	0.2	$756k		31k	24.30	View chart
Us Bancorp Del Com New (USB)	0.2	$725k		15k	48.33	View chart
McDonald's Corporation (MCD)	0.2	$725k		2.4k	303.91	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.2	$657k		28k	23.28	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$632k	NEW	1.8k	355.47	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.2	$599k		2.0k	297.62	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.2	$579k		1.9k	307.86	View chart
Bank of America Corporation (BAC)	0.2	$559k		11k	51.59	View chart
Deere & Company (DE)	0.2	$545k		1.2k	457.22	View chart
Ishares Tr S&p 100 Etf (OEF)	0.2	$529k		1.6k	332.84	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.2	$525k		6.5k	81.19	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$524k		2.5k	208.71	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$499k		18k	27.30	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$488k	+66%	2.0k	243.51	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.2	$483k	+3%	15k	33.37	View chart
Verizon Communications (VZ)	0.1	$477k		11k	43.95	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$450k		1.9k	243.06	View chart
Mastercard Incorporated Cl A (MA)	0.1	$443k	-2%	779.00	568.81	View chart
Oracle Corporation (ORCL)	0.1	$427k		1.5k	281.24	View chart
Exxon Mobil Corporation (XOM)	0.1	$427k		3.8k	112.74	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$412k	+14%	13k	31.91	View chart
Ishares Tr Ibonds Dec 2030 (IBDV)	0.1	$395k	NEW	18k	22.15	View chart
First Tr Exchange-traded SHS (FDL)	0.1	$391k	+4%	9.0k	43.41	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$374k	+3%	1.9k	195.86	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$362k	+36%	3.0k	120.72	View chart
PNC Financial Services (PNC)	0.1	$362k		1.8k	200.93	View chart
Lowe's Companies (LOW)	0.1	$360k		1.4k	251.26	View chart
Abbvie (ABBV)	0.1	$354k		1.5k	231.54	View chart
Tesla Motors (TSLA)	0.1	$342k		770.00	444.72	View chart
Select Sector Spdr Tr Financial (XLF)	0.1	$331k	+20%	6.1k	53.87	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$309k	-6%	5.7k	54.18	View chart
NVIDIA Corporation (NVDA)	0.1	$304k	NEW	1.6k	186.58	View chart
Pepsi (PEP)	0.1	$291k		2.1k	140.45	View chart
Spdr Series Trust S&p Divid Etf (SDY)	0.1	$288k	+3%	2.1k	140.05	View chart
Vanguard World Financials Etf (VFH)	0.1	$271k		2.1k	131.24	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$271k		921.00	293.79	View chart
Nebius Group Shs Class A (NBIS)	0.1	$269k	NEW	2.4k	112.27	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$265k		1.2k	215.79	View chart
Meta Platforms Cl A (META)	0.1	$251k	+23%	342.00	734.38	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.1	$248k		1.9k	130.28	View chart
Ameriprise Financial (AMP)	0.1	$247k		503.00	491.25	View chart
Spdr Series Trust Bloomberg 1-3 Mo (BIL)	0.1	$245k	+16%	2.7k	91.75	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.1	$232k		1.7k	138.25	View chart
Citigroup Com New (C)	0.1	$231k	NEW	2.3k	101.50	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.1	$225k	NEW	1.6k	139.21	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.1	$223k		4.8k	46.81	View chart
Abbott Laboratories (ABT)	0.1	$215k		1.6k	133.95	View chart
Costco Wholesale Corporation (COST)	0.1	$210k		226.00	927.22	View chart
Lam Research Corp Com New (LRCX)	0.1	$207k	NEW	1.5k	133.90	View chart
Visa Com Cl A (V)	0.1	$202k		593.00	341.38	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$202k	NEW	1.4k	142.10	View chart

Past Filings by Oldfather Financial Services

SEC 13F filings are viewable for Oldfather Financial Services going back to 2019

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
Oldfather Financial Services 2021 Q4 filed Feb. 17, 2022

View all past filings

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