Oldfather Financial Services, LLC Portfolio Holdings

Oldfather Financial Services, LLC

  • $320 Million
  • Q3 2025

Oldfather Financial Services, LLC has filed its 13F form on October 16, 2025 for Q3 2025 where it was disclosed a total value porftolio of $320 Million distributed in 92 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 $73.6M, Spdr S&P Midcap 400 ETF Trust with a value of $32.8M, Ishares Russell 2000 ETF with a value of $28.3M, Spdr S&P 500 ETF Trust with a value of $17.3M, and Ishares Russell 1000 Gr ETF with a value of $11.9M.

Examining the 13F form we can see an increase of $29.7M in the current position value, from $291M to 320M.

Below you can find more details about Oldfather Financial Services, LLC portfolio as well as his latest detailed transactions.

Portfolio value $320 Million
ETFs: $273 Million
Financial Services: $28 Million
Technology: $6.32 Million
Consumer Cyclical: $4.77 Million
Industrials: $2.92 Million
Healthcare: $1.99 Million
Communication Services: $1.66 Million
Consumer Defensive: $499,000
Other: $427,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$525,000 0.16% of portfolio
6,471
Q3 2025 Reduced 0.71%
$0
$523,000 0.16% of portfolio
2,509
Q2 2025 Added 19.7%
$0
$498,000 0.16% of portfolio
18,260
Q3 2025 Reduced 1.29%
$0
$483,000 0.15% of portfolio
14,486
Q3 2025 Added 3.81%
$1.73T
$487,000 0.15% of portfolio
2,003
Q3 2025 Added 66.64%
$166B
$476,000 0.15% of portfolio
10,851
Q3 2025 Reduced 0.11%
$519B
$443,000 0.14% of portfolio
779
Q3 2025 Reduced 2.87%
$1.68T
$449,000 0.14% of portfolio
1,850
Q3 2025 Added 1.76%
$0
$411,000 0.13% of portfolio
12,898
Q3 2025 Added 14.84%
$474B
$427,000 0.13% of portfolio
3,789
Q3 2025 Added 0.66%
$695B
$427,000 0.13% of portfolio
1,519
Q2 2025 Added 0.66%
$0
$422,000 0.13% of portfolio
1,588
Q3 2025 Added 1.02%
$0
$373,000 0.12% of portfolio
1,909
Q3 2025 Added 3.3%
$0
$394,000 0.12% of portfolio
17,815
Q3 2025 New
$0
$391,000 0.12% of portfolio
9,008
Q3 2025 Added 4.31%
$73.8B
$361,000 0.11% of portfolio
1,800
Q2 2025 Reduced 0.33%
$146B
$359,000 0.11% of portfolio
1,431
Q3 2025 Added 0.14%
$0
$361,000 0.11% of portfolio
2,998
Q3 2025 Added 36.77%
$1.48T
$342,000 0.11% of portfolio
770
Q3 2025 Added 0.79%
$0
$309,000 0.1% of portfolio
5,711
Q3 2025 Reduced 6.12%
$0
$330,000 0.1% of portfolio
6,138
Q3 2025 Added 20.99%
$0
$288,000 0.09% of portfolio
2,057
Q3 2025 Added 3.16%
$516B
$303,000 0.09% of portfolio
1,629
Q3 2025 New
$198B
$290,000 0.09% of portfolio
2,069
Q3 2025 Added 1.37%
$0
$271,000 0.08% of portfolio
2,068
Q3 2025 Added 1.03%
$0
$245,000 0.08% of portfolio
2,673
Q3 2025 Added 16.72%
$48.3B
$247,000 0.08% of portfolio
503
Q3 2024 Added 0.6%
$1.46T
$251,000 0.08% of portfolio
342
Q3 2025 Added 23.91%
$0
$270,000 0.08% of portfolio
921
Q2 2025 New
$0
$248,000 0.08% of portfolio
1,904
Q1 2025 Reduced 1.75%
$197B
$231,000 0.07% of portfolio
2,280
Q3 2025 New
$0
$223,000 0.07% of portfolio
1,228
Q3 2025 Reduced 1.92%
$411B
$209,000 0.07% of portfolio
226
Q3 2025 Reduced 0.44%
$217B
$215,000 0.07% of portfolio
1,607
Q3 2025 Added 0.06%
$0
$231,000 0.07% of portfolio
1,677
Q2 2025 New
$0
$224,000 0.07% of portfolio
1,616
Q3 2025 New
$0
$222,000 0.07% of portfolio
4,757
Q2 2025 New
$0
$201,000 0.06% of portfolio
1,420
Q3 2025 New
$551B
$202,000 0.06% of portfolio
593
Q3 2025 Reduced 0.34%
Nebius Group N.V.
-
$0 0.0% of portfolio
-
Q3 2025 New
Lam Research Corp
-
$0 0.0% of portfolio
-
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 92
  • Current Value $320 Million
  • Prior Value $291 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 16, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 8 stocks
  • Additional Purchases 48 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 19 stocks
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