Oldfather Financial Services, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 1, 2025), Oldfather Financial Services, LLC reported 78 stock positions worth $263.4 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 22.3% of the portfolio, followed by State Street SPDR S&P Midcap (MDY, 10.5%) and iShares Russell 2000 ETF (IWM, 8.2%). Compared with Q4 2024, it opened 4 new positions, sold out of 4, added to 41 and reduced 24. The biggest buy was a new position in Berkshire Hathaway Class A (BRK.A) and the biggest sale Vanguard S&P 500 ETF (VOO, shares −2%).
- Most Recent 13F
- Q4 2025
- Location
- KEARNEY, NE
- CIK
- 0001775530
- Portfolio Value
- $263.4M (Q1 2025)
- SEC Filing
- 0001775530-25-000003 ↗ filed May 1, 2025
Holdings Value
Holdings 78 stocks · $263.4M
| VOO Vanguard S&P 500 ETF | 22.27% | 114,184 | $58.7M | Reduce -2.3% |
| MDY State Street SPDR S&P Midcap | 10.51% | 51,922 | $27.7M | Add +0.7% |
| IWM iShares Russell 2000 ETF | 8.21% | 108,389 | $21.6M | Add +1.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 5.58% | 26,287 | $14.7M | Add +1.0% |
| AGG iShares Core U.S. Aggregate | 3.86% | 102,673 | $10.2M | Add +9.3% |
| BRK.A Berkshire Hathaway Inc. Class A | 3.64% | 12 | $9.6M | New |
| EFA iShares MSCI Eafe ETF | 3.53% | 113,675 | $9.3M | Add +8.9% |
| IWF iShares Russell 1000 Growth | 3.53% | 25,729 | $9.3M | Reduce -4.4% |
| IWD iShares Russell 1000 Value E | 3.10% | 43,463 | $8.2M | Add +0.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.83% | 14,013 | $7.5M | Add +4.0% |
| VB Vanguard Most SM-Cap ETF-Usd | 2.71% | 32,164 | $7.1M | Add +2.4% |
| IWO iShares Russell 2000 Growth | 2.50% | 25,803 | $6.6M | Add +0.5% |
| IJJ iShares S&P Mid-Cap 400 Valu | 2.46% | 54,086 | $6.5M | Add +1.5% |
| IJK iShares S&P Mid-Cap 400 Grow | 2.26% | 71,525 | $6.0M | Add +0.8% |
| IWN iShares Russell 2000 Value E | 2.00% | 34,813 | $5.3M | Add +2.8% |
| WFC Wells Fargo & Co. | 1.68% | 61,724 | $4.4M | Add +3.6% |
| EEM iShares MSCI Emerging Market | 1.42% | 85,446 | $3.7M | Add +4.3% |
| IVV iShares Core S&P 500 ETF | 1.40% | 6,573 | $3.7M | Add +2.0% |
| AAPL Apple Inc. | 1.03% | 12,242 | $2.7M | Reduce -2.3% |
| SCHZ Schwab US Aggregate Bond ETF | 0.78% | 88,766 | $2.1M | Add +5.6% |
| AXP American Express Co. | 0.77% | 7,517 | $2.0M | Add +0.0% |
| BND Vanguard Total Bond Market | 0.76% | 27,261 | $2.0M | Add +23.1% |
| IJH iShares Core S&P Midcap ETF | 0.75% | 34,078 | $2.0M | Add +7.1% |
| BKE The Buckle Inc. | 0.69% | 47,349 | $1.8M | Add +0.0% |
| VTI VG Morningstar TS MKT ETF-US | 0.60% | 5,798 | $1.6M | Reduce -0.1% |
| SCHX Schwab US Large-Cap ETF | 0.58% | 69,538 | $1.5M | Add +2.1% |
| SCHM Schwab US Mid Cap ETF | 0.55% | 55,008 | $1.4M | Add +3.8% |
| JPM JPMorgan Chase & Co. | 0.50% | 5,341 | $1.3M | Add +0.2% |
| JNJ Johnson & Johnson | 0.48% | 7,692 | $1.3M | Reduce -1.8% |
| IBDQ iShares Ibonds Dec 2025 Term | 0.44% | 45,878 | $1.2M | Add +35.4% |
| ETN Eaton Corp. PLC | 0.43% | 4,211 | $1.1M | Reduce -0.3% |
| SCHA Schwab US Small-Cap ETF | 0.40% | 44,574 | $1.0M | Add +6.5% |
| UNP Union Pacific Corp. | 0.38% | 4,209 | $994K | Reduce -4.4% |
| MSFT Microsoft Corp. | 0.37% | 2,581 | $969K | Reduce -1.1% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.34% | 3,587 | $892K | No change |
| IWB iShares Russell 1000 ETF | 0.32% | 2,776 | $852K | Add +0.1% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.30% | 3,077 | $796K | No change |
| MCD McDonald's Corp. | 0.29% | 2,461 | $769K | Reduce -1.4% |
| ACWX iShares MSCI Acwi Ex US ETF | 0.29% | 13,763 | $763K | Add +17.6% |
| IBDR iShares Ibonds Dec 2026 Term | 0.29% | 31,107 | $753K | No change |
| USB US Bancorp | 0.25% | 15,439 | $652K | Add +2.6% |
| QQQ Invesco QQQ Trust Series 1 | 0.24% | 1,355 | $635K | Add +74.2% |
| SCHD Schwab US DVD Equity ETF | 0.22% | 21,063 | $589K | Add +56.3% |
| SCHF Schwab Intl Equity ETF | 0.22% | 28,822 | $570K | Add +1.4% |
| DE Deere & Co. | 0.21% | 1,187 | $557K | Add +0.1% |
| XLK SS Technology Select Sector | 0.20% | 2,559 | $528K | Add +2.9% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.20% | 6,608 | $521K | Add +1.1% |
| VZ Verizon Communications Inc. | 0.19% | 10,869 | $493K | Add +0.0% |
| XOM Exxon Mobil Corp. | 0.17% | 3,832 | $456K | Add +2.1% |
| MA Mastercard Inc. Class A | 0.17% | 822 | $451K | Add +0.1% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.17% | 10,791 | $450K | Reduce -0.9% |
| OEF iShares S&P 100 ETF | 0.16% | 1,572 | $426K | No change |
| AMZN Amazon.com Inc. | 0.15% | 2,085 | $397K | Reduce -5.0% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.15% | 2,096 | $390K | No change |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.15% | 14,072 | $388K | Add +6.6% |
| FDL First Trust Morn DVD Lead Inc. | 0.14% | 8,636 | $375K | No change |
| LOW Lowe's Cos Inc. | 0.13% | 1,445 | $337K | Reduce -21.7% |
| PEP Pepsico Inc. | 0.13% | 2,224 | $333K | Reduce -12.6% |
| ABBV Abbvie Inc. | 0.12% | 1,539 | $322K | Reduce -16.3% |
| PNC PNC Financial Services Group | 0.12% | 1,806 | $317K | Reduce -0.2% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.12% | 1,255 | $316K | Add +37.3% |
| UNH Unitedhealth Group Inc. | 0.12% | 598 | $313K | Reduce -2.1% |
| IYW iShares Ustechnology ETF | 0.12% | 2,170 | $305K | New |
| VWO Vanguard Ftse Emerging Marke | 0.11% | 6,417 | $290K | Add +6.3% |
| SCHG Schwab US Large-Cap Growth | 0.11% | 11,162 | $280K | Reduce -3.3% |
| GOOGL Alphabet Inc. Class A | 0.10% | 1,782 | $276K | Reduce -3.0% |
| SDY SS SPDR S&P Dividend ETF | 0.09% | 1,838 | $249K | No change |
| AMP Ameriprise Financial Inc. | 0.09% | 503 | $244K | No change |
| VIG Vanguard Dividend Apprec ETF | 0.09% | 1,252 | $243K | No change |
| VFH Vanguard Financials ETF | 0.09% | 1,962 | $234K | New |
| ABT Abbott Laboratories | 0.08% | 1,604 | $213K | Reduce -15.7% |
| PG The Procter & Gamble Co. | 0.08% | 1,244 | $212K | Reduce -20.8% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.08% | 2,305 | $211K | Add +3.2% |
| ORCL Oracle Corp. | 0.08% | 1,509 | $211K | Reduce -1.1% |
| XLF SS Financial Select Sector | 0.08% | 4,208 | $210K | New |
| GSLC Goldman Activebeta US LC ETF | 0.08% | 1,904 | $210K | Reduce -1.8% |
| COST Costco Wholesale Corp. | 0.08% | 219 | $207K | Reduce -3.1% |
| V Visa Inc. Class A | 0.08% | 581 | $204K | Reduce -31.6% |
Portfolio Sells Q4 2024 → Q1 2025
| VOO Vanguard S&P 500 ETF | Reduce -2.3% | 22.27% | −1.73 |
| IWF iShares Russell 1000 Growth | Reduce -4.4% | 3.53% | −0.59 |
| AAPL Apple Inc. | Reduce -2.3% | 1.03% | −0.16 |
| TSLA Tesla Inc. | Sold out | 0.00% | −0.11 |
| PFG Principal Financial Group | Sold out | 0.00% | −0.10 |
| ETN Eaton Corp. PLC | Reduce -0.3% | 0.43% | −0.10 |
| GOOG Alphabet Inc. Class C | Sold out | 0.00% | −0.09 |
| ACN Accenture PLC Class A | Sold out | 0.00% | −0.09 |
| MSFT Microsoft Corp. | Reduce -1.1% | 0.37% | −0.05 |
| LOW Lowe's Cos Inc. | Reduce -21.7% | 0.13% | −0.05 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -0.1% | 0.60% | −0.04 |
| AMZN Amazon.com Inc. | Reduce -5.0% | 0.15% | −0.03 |
| GOOGL Alphabet Inc. Class A | Reduce -3.0% | 0.10% | −0.03 |
| V Visa Inc. Class A | Reduce -31.6% | 0.08% | −0.03 |
| PEP Pepsico Inc. | Reduce -12.6% | 0.13% | −0.02 |
| PG The Procter & Gamble Co. | Reduce -20.8% | 0.08% | −0.02 |
| ORCL Oracle Corp. | Reduce -1.1% | 0.08% | −0.02 |
| SCHG Schwab US Large-Cap Growth | Reduce -3.3% | 0.11% | −0.02 |
| PNC PNC Financial Services Group | Reduce -0.2% | 0.12% | −0.01 |
| BAC Bank of America Corp. | Reduce -0.9% | 0.17% | −0.01 |
| GSLC Goldman Activebeta US LC ETF | Reduce -1.8% | 0.08% | −0.01 |
| UNP Union Pacific Corp. | Reduce -4.4% | 0.38% | −0.00 |
| ABBV Abbvie Inc. | Reduce -16.3% | 0.12% | −0.00 |
| ABT Abbott Laboratories | Reduce -15.7% | 0.08% | −0.00 |
| COST Costco Wholesale Corp. | Reduce -3.1% | 0.08% | −0.00 |
| UNH Unitedhealth Group Inc. | Reduce -2.1% | 0.12% | +0.00 |
| MCD McDonald's Corp. | Reduce -1.4% | 0.29% | +0.02 |
| JNJ Johnson & Johnson | Reduce -1.8% | 0.48% | +0.05 |
Portfolio Buys Q4 2024 → Q1 2025
| BRK.A Berkshire Hathaway Inc. Class A | New | 3.64% | +3.64 |
| EFA iShares MSCI Eafe ETF | Add +8.9% | 3.53% | +0.52 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +4.0% | 2.83% | +0.51 |
| AGG iShares Core U.S. Aggregate | Add +9.3% | 3.86% | +0.39 |
| BND Vanguard Total Bond Market | Add +23.1% | 0.76% | +0.15 |
| IYW iShares Ustechnology ETF | New | 0.12% | +0.12 |
| IBDQ iShares Ibonds Dec 2025 Term | Add +35.4% | 0.44% | +0.11 |
| EEM iShares MSCI Emerging Market | Add +4.3% | 1.42% | +0.11 |
| QQQ Invesco QQQ Trust Series 1 | Add +74.2% | 0.24% | +0.09 |
| VFH Vanguard Financials ETF | New | 0.09% | +0.09 |
| WFC Wells Fargo & Co. | Add +3.6% | 1.68% | +0.09 |
| SCHD Schwab US DVD Equity ETF | Add +56.3% | 0.22% | +0.08 |
| XLF SS Financial Select Sector | New | 0.08% | +0.08 |
| ACWX iShares MSCI Acwi Ex US ETF | Add +17.6% | 0.29% | +0.06 |
| SCHZ Schwab US Aggregate Bond ETF | Add +5.6% | 0.78% | +0.05 |
| IWD iShares Russell 1000 Value E | Add +0.5% | 3.10% | +0.05 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Add +37.3% | 0.12% | +0.02 |
| VZ Verizon Communications Inc. | Add +0.0% | 0.19% | +0.02 |
| DE Deere & Co. | Add +0.1% | 0.21% | +0.02 |
| XOM Exxon Mobil Corp. | Add +2.1% | 0.17% | +0.02 |
| SCHF Schwab Intl Equity ETF | Add +1.4% | 0.22% | +0.02 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Add +6.6% | 0.15% | +0.01 |
| JPM JPMorgan Chase & Co. | Add +0.2% | 0.50% | +0.01 |
| VWO Vanguard Ftse Emerging Marke | Add +6.3% | 0.11% | +0.01 |
| MA Mastercard Inc. Class A | Add +0.1% | 0.17% | +0.01 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +3.2% | 0.08% | +0.00 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Add +1.1% | 0.20% | +0.00 |
| IJH iShares Core S&P Midcap ETF | Add +7.1% | 0.75% | −0.00 |
| SCHM Schwab US Mid Cap ETF | Add +3.8% | 0.55% | −0.01 |
| SCHA Schwab US Small-Cap ETF | Add +6.5% | 0.40% | −0.02 |
| IWB iShares Russell 1000 ETF | Add +0.1% | 0.32% | −0.02 |
| SCHX Schwab US Large-Cap ETF | Add +2.1% | 0.58% | −0.02 |
| XLK SS Technology Select Sector | Add +2.9% | 0.20% | −0.02 |
| USB US Bancorp | Add +2.6% | 0.25% | −0.03 |
| IVV iShares Core S&P 500 ETF | Add +2.0% | 1.40% | −0.04 |
| IJJ iShares S&P Mid-Cap 400 Valu | Add +1.5% | 2.46% | −0.08 |
| AXP American Express Co. | Add +0.0% | 0.77% | −0.08 |
| IWN iShares Russell 2000 Value E | Add +2.8% | 2.00% | −0.12 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +2.4% | 2.71% | −0.17 |
| IJK iShares S&P Mid-Cap 400 Grow | Add +0.8% | 2.26% | −0.20 |
| BKE The Buckle Inc. | Add +0.0% | 0.69% | −0.23 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +1.0% | 5.58% | −0.23 |
| IWO iShares Russell 2000 Growth | Add +0.5% | 2.50% | −0.31 |
| MDY State Street SPDR S&P Midcap | Add +0.7% | 10.51% | −0.68 |
| IWM iShares Russell 2000 ETF | Add +1.2% | 8.21% | −0.81 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q4 2025 | 98 | $335.8M | VOO, MDY, IWM, SPY, EFA |
| Q3 2025 | 92 | $321.1M | VOO, MDY, IWM, SPY, IWF |
| Q2 2025 | 84 | $290.9M | VOO, MDY, IWM, SPY, IWF |
| Q1 2025 | 78 | $263.4M | VOO, MDY, IWM, SPY, AGG |
| Q4 2024 | 78 | $262.5M | VOO, MDY, IWM, SPY, IWF |
| Q3 2024 | 76 | $259.9M | VOO, MDY, IWM, SPY, IWF |
| Q2 2024 | 72 | $243.7M | VOO, MDY, IWM, SPY, IWF |
| Q1 2024 | 71 | $243.0M | VOO, MDY, IWM, SPY, IWF |