§ 13F · FUND PROFILE
Oldfather Financial Services, LLC.
AUM · $291M (13F)Positions · 84Turnover · n/a · Q4Filed · Jan 16, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$336M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 16, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 117K | $74M | 21.9% | NEW |
| 2 | MDY | SPDR S&P MIDCAP 400 ETF TR | 55K | $33M | 9.9% | NEW |
| 3 | IWM | ISHARES TR | 116K | $29M | 8.5% | NEW |
| 4 | SPY | SPDR S&P 500 ETF TR | 26K | $18M | 5.2% | NEW |
| 5 | EFA | ISHARES TR | 127K | $12M | 3.6% | NEW |
| 6 | AGG | ISHARES TR | 117K | $12M | 3.5% | NEW |
| 7 | IWF | ISHARES TR | 24K | $12M | 3.4% | NEW |
| 8 | IWD | ISHARES TR | 44K | $9M | 2.8% | NEW |
| 9 | BRK/A | BERKSHIRE HATHAWAY INC DEL | 12 | $9M | 2.7% | NEW |
| 10 | IWO | ISHARES TR | 27K | $9M | 2.6% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE OLDFATHER SIGNAL
AC read
Oldfather Financial Services, LLC is a Other fund managing $291 million in assets. The fund runs a portfolio of 84 positions.
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