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Oldfather Financial Services, LLC Top Holdings and 13F Report (2025)

About Oldfather Financial Services, LLC

Investment Activity

  • Oldfather Financial Services, LLC has $321.10 million in total holdings as of September 30, 2025.
  • Oldfather Financial Services, LLC owns shares of 92 different stocks, but just 17 companies or ETFs make up 80% of its holdings.
  • Approximately 2.98% of the portfolio was purchased this quarter.
  • About 0.28% of the portfolio was sold this quarter.
  • This quarter, Oldfather Financial Services, LLC has purchased 84 new stocks and bought additional shares in 48 stocks.
  • Oldfather Financial Services, LLC sold shares of 19 stocks and completely divested from 0 stocks this quarter.

Largest New Holdings this Quarter

78463V107 - SPDR Gold Shares
$631,670 Holding
46436E726 - iShares iBonds Dec 2030 Term Corporate ETF
$394,602 Holding
67066G104 - NVIDIA
$303,939 Holding
N97284108 - Yandex
$269,448 Holding
172967424 - Citigroup
$231,420 Holding

Largest Purchases this Quarter

Vanguard S&P 500 ETF
2,310 shares (about $1.41M)
iShares Russell 2000 ETF
4,458 shares (about $1.08M)
SPDR S&P MidCap 400 ETF Trust
1,675 shares (about $998.35K)
SPDR Gold Shares
1,777 shares (about $631.67K)
iShares MSCI Emerging Markets ETF
9,172 shares (about $489.78K)

Largest Sales this Quarter

Buckle
5,471 shares (about $320.93K)
iShares Core U.S. Aggregate Bond ETF
1,299 shares (about $130.22K)
Union Pacific
474 shares (about $112.05K)
Berkshire Hathaway
208 shares (about $104.57K)
iShares Russell 1000 Growth ETF
167 shares (about $78.22K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofOldfather Financial Services, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$73,613,499$1,414,596 2.0%120,20922.9%ETF
SPDR S&P MidCap 400 ETF Trust stock logo
MDY
SPDR S&P MidCap 400 ETF Trust
$32,751,901$998,352 3.1%54,95010.2%ETF
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$28,326,073$1,078,660 4.0%117,0698.8%Finance
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$17,292,472$29,312 -0.2%25,9585.4%Finance
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$11,888,175$78,224 -0.7%25,3803.7%ETF
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$11,433,282$426,795 3.9%122,4513.6%Finance
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$10,275,135$130,225 -1.3%102,4953.2%Finance
Berkshire Hathaway Inc. stock logo
BRK.A
Berkshire Hathaway
$9,050,4000.0%122.8%Finance
iShares Russell 1000 Value ETF stock logo
IWD
iShares Russell 1000 Value ETF
$9,008,589$77,364 0.9%44,2492.8%ETF
iShares Russell 2000 Growth ETF stock logo
IWO
iShares Russell 2000 Growth ETF
$8,706,551$276,510 3.3%27,2052.7%ETF
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$8,132,918$3,560 0.0%31,9842.5%ETF
iShares S&P Mid-Cap 400 Value ETF stock logo
IJJ
iShares S&P Mid-Cap 400 Value ETF
$7,556,976$219,227 3.0%58,2562.4%ETF
iShares S&P Mid-Cap 400 Growth ETF stock logo
IJK
iShares S&P Mid-Cap 400 Growth ETF
$7,485,958$328,424 4.6%78,0682.3%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$6,830,226$104,570 -1.5%13,5862.1%Finance
iShares Russell 2000 Value ETF stock logo
IWN
iShares Russell 2000 Value ETF
$6,721,641$263,095 4.1%38,0162.1%ETF
iShares MSCI Emerging Markets ETF stock logo
EEM
iShares MSCI Emerging Markets ETF
$5,272,971$489,784 10.2%98,7451.6%Finance
Wells Fargo & Company stock logo
WFC
Wells Fargo & Company
$5,176,877$251 0.0%61,7621.6%Finance
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$4,216,794$25,435 -0.6%6,3001.3%ETF
Apple Inc. stock logo
AAPL
Apple
$3,173,957$148,194 4.9%12,4651.0%Computer and Technology
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$2,705,357$270,781 11.1%36,3770.8%ETF
Buckle, Inc. (The) stock logo
BKE
Buckle
$2,580,004$320,931 -11.1%43,9820.8%Retail/Wholesale
American Express Company stock logo
AXP
American Express
$2,495,5180.0%7,5130.8%Finance
Schwab U.S. Aggregate Bond ETF stock logo
SCHZ
Schwab U.S. Aggregate Bond ETF
$2,281,632$1,643 0.1%97,2150.7%ETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$2,142,249$7,048 -0.3%32,8260.7%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$1,901,888$985 -0.1%5,7950.6%ETF
Schwab US Large-Cap ETF stock logo
SCHX
Schwab US Large-Cap ETF
$1,849,200$26,919 1.5%70,2050.6%ETF
Schwab US Small-Cap ETF stock logo
SCHA
Schwab US Small-Cap ETF
$1,701,907$949 0.1%61,0000.5%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$1,698,405$11,041 0.7%5,3840.5%Finance
Schwab U.S. Mid-Cap ETF stock logo
SCHM
Schwab U.S. Mid-Cap ETF
$1,591,027$6,343 0.4%53,6780.5%ETF
Eaton Corporation, PLC stock logo
ETN
Eaton
$1,585,697$4,117 0.3%4,2370.5%Industrials
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$1,424,291$1,113 0.1%7,6810.4%Medical
Microsoft Corporation stock logo
MSFT
Microsoft
$1,388,890$54,893 4.1%2,6820.4%Computer and Technology
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$1,323,592$21,149 -1.6%4,5060.4%ETF
iShares iBonds Dec 2025 Term Corporate ETF stock logo
IBDQ
iShares iBonds Dec 2025 Term Corporate ETF
$1,155,6670.0%45,8780.4%ETF
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$1,123,494$135,293 13.7%3,9860.3%ETF
iShares Russell 1000 ETF stock logo
IWB
iShares Russell 1000 ETF
$1,111,7900.0%3,0420.3%ETF
International Business Machines Corporation stock logo
IBM
International Business Machines
$1,023,394$10,158 1.0%3,6270.3%Computer and Technology
iShares MSCI ACWI ex U.S. ETF stock logo
ACWX
iShares MSCI ACWI ex U.S. ETF
$826,170$6,566 -0.8%12,7080.3%Manufacturing
Union Pacific Corporation stock logo
UNP
Union Pacific
$790,754$112,053 -12.4%3,3450.2%Transportation
Invesco QQQ stock logo
QQQ
Invesco QQQ
$789,375$600 0.1%1,3150.2%Finance
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$762,347$291,589 61.9%3,4720.2%Retail/Wholesale
iShares iBonds Dec 2026 Term Corporate ETF stock logo
IBDR
iShares iBonds Dec 2026 Term Corporate ETF
$755,9000.0%31,1070.2%ETF
U.S. Bancorp stock logo
USB
U.S. Bancorp
$724,9500.0%15,0000.2%Finance
McDonald's Corporation stock logo
MCD
McDonald's
$724,532$608 0.1%2,3840.2%Retail/Wholesale
Schwab International Equity ETF stock logo
SCHF
Schwab International Equity ETF
$656,767$5,983 0.9%28,2120.2%ETF
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$631,670$631,670 New Holding1,7770.2%Finance
Vanguard Small-Cap Growth ETF stock logo
VBK
Vanguard Small-Cap Growth ETF
$598,8110.0%2,0120.2%ETF
Vanguard Large-Cap ETF stock logo
VV
Vanguard Large-Cap ETF
$579,0850.0%1,8810.2%ETF
Bank of America Corporation stock logo
BAC
Bank of America
$558,8740.0%10,8330.2%Finance
Deere & Company stock logo
DE
Deere & Company
$544,546$457 0.1%1,1910.2%Industrials
iShares S&P 100 ETF stock logo
OEF
iShares S&P 100 ETF
$528,550$5,325 1.0%1,5880.2%ETF
iShares iBoxx $ High Yield Corporate Bond ETF stock logo
HYG
iShares iBoxx $ High Yield Corporate Bond ETF
$525,380$3,735 -0.7%6,4710.2%ETF
Vanguard Small-Cap Value ETF stock logo
VBR
Vanguard Small-Cap Value ETF
$523,6530.0%2,5090.2%ETF
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$498,509$6,525 -1.3%18,2600.2%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$487,748$195,050 66.6%2,0030.2%Computer and Technology
Schwab Emerging Markets Equity ETF stock logo
SCHE
Schwab Emerging Markets Equity ETF
$483,388$17,752 3.8%14,4860.2%ETF
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$476,901$527 -0.1%10,8510.1%Computer and Technology
Alphabet Inc. stock logo
GOOGL
Alphabet
$449,657$7,778 1.8%1,8500.1%Computer and Technology
Mastercard Incorporated stock logo
MA
Mastercard
$443,103$13,083 -2.9%7790.1%Business Services
Oracle Corporation stock logo
ORCL
Oracle
$427,2040.0%1,5190.1%Computer and Technology
Exxon Mobil Corporation stock logo
XOM
Exxon Mobil
$427,154$2,818 0.7%3,7890.1%Energy
Schwab U.S. Large-Cap Growth ETF stock logo
SCHG
Schwab U.S. Large-Cap Growth ETF
$411,577$53,194 14.8%12,8980.1%ETF
iShares iBonds Dec 2030 Term Corporate ETF stock logo
IBDV
iShares iBonds Dec 2030 Term Corporate ETF
$394,602$394,602 New Holding17,8150.1%ETF
First Trust Morningstar Dividend Leaders Index Fund stock logo
FDL
First Trust Morningstar Dividend Leaders Index Fund
$391,037$16,149 4.3%9,0080.1%ETF
iShares U.S. Technology ETF stock logo
IYW
iShares U.S. Technology ETF
$373,897$11,947 3.3%1,9090.1%Manufacturing
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$361,919$97,300 36.8%2,9980.1%ETF
The PNC Financial Services Group, Inc stock logo
PNC
The PNC Financial Services Group
$361,6740.0%1,8000.1%Finance
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$359,560$503 0.1%1,4310.1%Retail/Wholesale
AbbVie Inc. stock logo
ABBV
AbbVie
$353,793$695 0.2%1,5280.1%Medical
Tesla, Inc. stock logo
TSLA
Tesla
$342,434$2,668 0.8%7700.1%Auto/Tires/Trucks
Financial Select Sector SPDR Fund stock logo
XLF
Financial Select Sector SPDR Fund
$330,634$57,368 21.0%6,1380.1%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$309,422$20,155 -6.1%5,7110.1%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$303,939$303,939 New Holding1,6290.1%Computer and Technology
PepsiCo, Inc. stock logo
PEP
PepsiCo
$290,596$3,933 1.4%2,0690.1%Consumer Staples
SPDR S&P Dividend ETF stock logo
SDY
SPDR S&P Dividend ETF
$288,083$8,823 3.2%2,0570.1%ETF
Vanguard Financials ETF stock logo
VFH
Vanguard Financials ETF
$271,404$2,756 1.0%2,0680.1%ETF
Vanguard Mid-Cap Growth ETF stock logo
VOT
Vanguard Mid-Cap Growth ETF
$270,5810.0%9210.1%ETF
Yandex stock logo
YNDX
Yandex
$269,448$269,448 New Holding2,4000.1%Computer and Technology
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$264,990$5,179 -1.9%1,2280.1%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$251,158$48,469 23.9%3420.1%Computer and Technology
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF stock logo
GSLC
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
$248,0530.0%1,9040.1%ETF
Ameriprise Financial, Inc. stock logo
AMP
Ameriprise Financial
$247,0990.0%5030.1%Finance
SPDR Bloomberg 1-3 Month T-Bill ETF stock logo
BIL
SPDR Bloomberg 1-3 Month T-Bill ETF
$245,248$35,140 16.7%2,6730.1%ETF
iShares MSCI ACWI ETF stock logo
ACWI
iShares MSCI ACWI ETF
$231,8530.0%1,6770.1%Manufacturing
Citigroup Inc. stock logo
C
Citigroup
$231,420$231,420 New Holding2,2800.1%Financial Services
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$224,961$224,961 New Holding1,6160.1%ETF
SPDR Portfolio Emerging Markets ETF stock logo
SPEM
SPDR Portfolio Emerging Markets ETF
$222,6750.0%4,7570.1%ETF
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$215,260$134 0.1%1,6070.1%Medical
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$209,552$927 -0.4%2260.1%Retail/Wholesale
LAM RESEARCH CORP
$207,143$207,143 New Holding1,5470.1%COM NEW
Visa Inc. stock logo
V
Visa
$202,438$683 -0.3%5930.1%Business Services
iShares Select Dividend ETF stock logo
DVY
iShares Select Dividend ETF
$201,782$201,782 New Holding1,4200.1%ETF

Showing largest 100 holdings. View all holdings.
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