Oldfather Financial Services, LLC Portfolio Holdings
Oldfather Financial Services, LLC
- $291 Million
- Q2 2025
Oldfather Financial Services, LLC has filed its 13F form on July 10, 2025 for Q2 2025 where it was disclosed a total value porftolio of $291 Million distributed in 84 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 $67M, Spdr S&P Midcap 400 ETF Trust with a value of $30.2M, Ishares Russell 2000 ETF with a value of $24.3M, Spdr S&P 500 ETF Trust with a value of $16.1M, and Ishares Russell 1000 Gr ETF with a value of $10.8M.
Examining the 13F form we can see an increase of $27.3M in the current position value, from $263M to 291M.
Below you can find more details about Oldfather Financial Services, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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