Oldfather Financial Services, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 10, 2025), Oldfather Financial Services, LLC reported 84 stock positions worth $290.9 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 23.0% of the portfolio, followed by State Street SPDR S&P Midcap (MDY, 10.4%) and iShares Russell 2000 ETF (IWM, 8.4%). Compared with Q1 2025, it opened 8 new positions, sold out of 2, added to 36 and reduced 31. The biggest buy was Vanguard S&P 500 ETF (VOO, shares +3%) and the biggest sale Berkshire Hathaway Class B (BRK.B, shares −2%).
- Most Recent 13F
- Q4 2025
- Location
- KEARNEY, NE
- CIK
- 0001775530
- Portfolio Value
- $290.9M (Q2 2025)
- SEC Filing
- 0001775530-25-000006 ↗ filed Jul 10, 2025
Holdings Value
Holdings 84 stocks · $290.9M
| VOO Vanguard S&P 500 ETF | 23.02% | 117,899 | $67.0M | Add +3.3% |
| MDY State Street SPDR S&P Midcap | 10.37% | 53,275 | $30.2M | Add +2.6% |
| IWM iShares Russell 2000 ETF | 8.35% | 112,611 | $24.3M | Add +3.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 5.52% | 26,002 | $16.1M | Reduce -1.1% |
| IWF iShares Russell 1000 Growth | 3.73% | 25,547 | $10.8M | Reduce -0.7% |
| EFA iShares MSCI Eafe ETF | 3.62% | 117,880 | $10.5M | Add +3.7% |
| AGG iShares Core U.S. Aggregate | 3.54% | 103,794 | $10.3M | Add +1.1% |
| BRK.A Berkshire Hathaway Inc. Class A | 3.01% | 12 | $8.7M | No change |
| IWD iShares Russell 1000 Value E | 2.93% | 43,869 | $8.5M | Add +0.9% |
| VB Vanguard Most SM-Cap ETF-Usd | 2.60% | 31,970 | $7.6M | Reduce -0.6% |
| IWO iShares Russell 2000 Growth | 2.59% | 26,341 | $7.5M | Add +2.1% |
| IJJ iShares S&P Mid-Cap 400 Valu | 2.40% | 56,566 | $7.0M | Add +4.6% |
| IJK iShares S&P Mid-Cap 400 Grow | 2.33% | 74,643 | $6.8M | Add +4.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.30% | 13,794 | $6.7M | Reduce -1.6% |
| IWN iShares Russell 2000 Value E | 1.98% | 36,528 | $5.8M | Add +4.9% |
| WFC Wells Fargo & Co. | 1.70% | 61,759 | $4.9M | Add +0.1% |
| EEM iShares MSCI Emerging Market | 1.49% | 89,573 | $4.3M | Add +4.8% |
| IVV iShares Core S&P 500 ETF | 1.35% | 6,338 | $3.9M | Reduce -3.6% |
| AAPL Apple Inc. | 0.84% | 11,883 | $2.4M | Reduce -2.9% |
| BND Vanguard Total Bond Market | 0.83% | 32,736 | $2.4M | Add +20.1% |
| AXP American Express Co. | 0.82% | 7,513 | $2.4M | Reduce -0.1% |
| SCHZ Schwab US Aggregate Bond ETF | 0.78% | 97,145 | $2.3M | Add +9.4% |
| BKE The Buckle Inc. | 0.77% | 49,453 | $2.2M | Add +4.4% |
| IJH iShares Core S&P Midcap ETF | 0.70% | 32,934 | $2.0M | Reduce -3.4% |
| VTI VG Morningstar TS MKT ETF-US | 0.61% | 5,798 | $1.8M | No change |
| SCHX Schwab US Large-Cap ETF | 0.58% | 69,183 | $1.7M | Reduce -0.5% |
| JPM JPMorgan Chase & Co. | 0.53% | 5,349 | $1.6M | Add +0.1% |
| SCHA Schwab US Small-Cap ETF | 0.53% | 60,966 | $1.5M | Add +36.8% |
| ETN Eaton Corp. PLC | 0.52% | 4,226 | $1.5M | Add +0.4% |
| SCHM Schwab US Mid Cap ETF | 0.52% | 53,464 | $1.5M | Reduce -2.8% |
| MSFT Microsoft Corp. | 0.44% | 2,576 | $1.3M | Reduce -0.2% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.44% | 4,578 | $1.3M | Add +48.8% |
| JNJ Johnson & Johnson | 0.40% | 7,675 | $1.2M | Reduce -0.2% |
| IBDQ iShares Ibonds Dec 2025 Term | 0.40% | 45,878 | $1.2M | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.36% | 3,591 | $1.1M | Add +0.1% |
| IWB iShares Russell 1000 ETF | 0.35% | 3,042 | $1.0M | Add +9.6% |
| XLK SS Technology Select Sector | 0.31% | 3,506 | $888K | Add +37.0% |
| UNP Union Pacific Corp. | 0.30% | 3,819 | $879K | Reduce -9.3% |
| ACWX iShares MSCI Acwi Ex US ETF | 0.27% | 12,809 | $781K | Reduce -6.9% |
| IBDR iShares Ibonds Dec 2026 Term | 0.26% | 31,107 | $754K | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.25% | 1,314 | $725K | Reduce -3.0% |
| MCD McDonald's Corp. | 0.24% | 2,382 | $696K | Reduce -3.2% |
| USB US Bancorp | 0.23% | 15,000 | $679K | Reduce -2.8% |
| SCHF Schwab Intl Equity ETF | 0.21% | 27,955 | $618K | Reduce -3.0% |
| DE Deere & Co. | 0.21% | 1,190 | $605K | Add +0.3% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.19% | 2,012 | $557K | Add +60.3% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.18% | 1,881 | $537K | New |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.18% | 6,517 | $526K | Reduce -1.4% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.18% | 10,833 | $513K | Add +0.4% |
| SCHD Schwab US DVD Equity ETF | 0.17% | 18,499 | $490K | Reduce -12.2% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.17% | 2,509 | $489K | Add +19.7% |
| OEF iShares S&P 100 ETF | 0.16% | 1,572 | $478K | No change |
| AMZN Amazon.com Inc. | 0.16% | 2,144 | $470K | Add +2.8% |
| VZ Verizon Communications Inc. | 0.16% | 10,863 | $470K | Reduce -0.1% |
| MA Mastercard Inc. Class A | 0.15% | 802 | $451K | Reduce -2.4% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.14% | 13,954 | $421K | Reduce -0.8% |
| XOM Exxon Mobil Corp. | 0.14% | 3,764 | $406K | Reduce -1.8% |
| FDL First Trust Morn DVD Lead Inc. | 0.12% | 8,636 | $362K | No change |
| PNC PNC Financial Services Group | 0.12% | 1,800 | $336K | Reduce -0.3% |
| ORCL Oracle Corp. | 0.11% | 1,519 | $332K | Add +0.7% |
| SCHG Schwab US Large-Cap Growth | 0.11% | 11,231 | $328K | Add +0.6% |
| GOOGL Alphabet Inc. Class A | 0.11% | 1,818 | $320K | Add +2.0% |
| IYW iShares Ustechnology ETF | 0.11% | 1,848 | $320K | Reduce -14.8% |
| LOW Lowe's Cos Inc. | 0.11% | 1,429 | $317K | Reduce -1.1% |
| VWO Vanguard Ftse Emerging Marke | 0.10% | 6,083 | $301K | Reduce -5.2% |
| ABBV Abbvie Inc. | 0.10% | 1,525 | $283K | Reduce -0.9% |
| SDY SS SPDR S&P Dividend ETF | 0.09% | 1,994 | $271K | Add +8.5% |
| PEP Pepsico Inc. | 0.09% | 2,041 | $269K | Reduce -8.2% |
| AMP Ameriprise Financial Inc. | 0.09% | 503 | $268K | No change |
| XLF SS Financial Select Sector | 0.09% | 5,073 | $266K | Add +20.6% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.09% | 921 | $262K | New |
| VFH Vanguard Financials ETF | 0.09% | 2,047 | $261K | Add +4.3% |
| VIG Vanguard Dividend Apprec ETF | 0.09% | 1,252 | $256K | No change |
| TSLA Tesla Inc. | 0.08% | 764 | $243K | New |
| IVW iShares S&P 500 Growth ETF | 0.08% | 2,192 | $241K | New |
| GSLC Goldman Activebeta US LC ETF | 0.08% | 1,904 | $231K | No change |
| COST Costco Wholesale Corp. | 0.08% | 227 | $225K | Add +3.6% |
| ABT Abbott Laboratories | 0.08% | 1,606 | $218K | Add +0.1% |
| ACWI iShares MSCI Acwi ETF | 0.07% | 1,677 | $216K | New |
| GOOG Alphabet Inc. Class C | 0.07% | 1,202 | $213K | New |
| V Visa Inc. Class A | 0.07% | 595 | $211K | Add +2.4% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.07% | 2,290 | $210K | Reduce -0.7% |
| META Meta Platforms Inc. Class A | 0.07% | 276 | $204K | New |
| SPEM State Street SP PTF Em ETF | 0.07% | 4,757 | $203K | New |
Portfolio Sells Q1 2025 → Q2 2025
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -1.6% | 2.30% | −0.53 |
| AAPL Apple Inc. | Reduce -2.9% | 0.84% | −0.19 |
| UNH Unitedhealth Group Inc. | Sold out | 0.00% | −0.12 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -0.6% | 2.60% | −0.10 |
| JNJ Johnson & Johnson | Reduce -0.2% | 0.40% | −0.08 |
| PG The Procter & Gamble Co. | Sold out | 0.00% | −0.08 |
| UNP Union Pacific Corp. | Reduce -9.3% | 0.30% | −0.08 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -1.1% | 5.52% | −0.06 |
| SCHD Schwab US DVD Equity ETF | Reduce -12.2% | 0.17% | −0.06 |
| IJH iShares Core S&P Midcap ETF | Reduce -3.4% | 0.70% | −0.05 |
| MCD McDonald's Corp. | Reduce -3.2% | 0.24% | −0.05 |
| IVV iShares Core S&P 500 ETF | Reduce -3.6% | 1.35% | −0.05 |
| PEP Pepsico Inc. | Reduce -8.2% | 0.09% | −0.03 |
| XOM Exxon Mobil Corp. | Reduce -1.8% | 0.14% | −0.03 |
| SCHM Schwab US Mid Cap ETF | Reduce -2.8% | 0.52% | −0.03 |
| VZ Verizon Communications Inc. | Reduce -0.1% | 0.16% | −0.03 |
| ABBV Abbvie Inc. | Reduce -0.9% | 0.10% | −0.03 |
| ACWX iShares MSCI Acwi Ex US ETF | Reduce -6.9% | 0.27% | −0.02 |
| LOW Lowe's Cos Inc. | Reduce -1.1% | 0.11% | −0.02 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Reduce -1.4% | 0.18% | −0.02 |
| MA Mastercard Inc. Class A | Reduce -2.4% | 0.15% | −0.02 |
| USB US Bancorp | Reduce -2.8% | 0.23% | −0.01 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -0.7% | 0.07% | −0.01 |
| VWO Vanguard Ftse Emerging Marke | Reduce -5.2% | 0.10% | −0.01 |
| IYW iShares Ustechnology ETF | Reduce -14.8% | 0.11% | −0.01 |
| PNC PNC Financial Services Group | Reduce -0.3% | 0.12% | −0.01 |
| SCHF Schwab Intl Equity ETF | Reduce -3.0% | 0.21% | −0.00 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Reduce -0.8% | 0.14% | −0.00 |
| SCHX Schwab US Large-Cap ETF | Reduce -0.5% | 0.58% | −0.00 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -3.0% | 0.25% | +0.01 |
| AXP American Express Co. | Reduce -0.1% | 0.82% | +0.06 |
| MSFT Microsoft Corp. | Reduce -0.2% | 0.44% | +0.07 |
| IWF iShares Russell 1000 Growth | Reduce -0.7% | 3.73% | +0.20 |
Portfolio Buys Q1 2025 → Q2 2025
| VOO Vanguard S&P 500 ETF | Add +3.3% | 23.02% | +0.74 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | New | 0.18% | +0.18 |
| IWM iShares Russell 2000 ETF | Add +3.9% | 8.35% | +0.14 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +48.8% | 0.44% | +0.14 |
| SCHA Schwab US Small-Cap ETF | Add +36.8% | 0.53% | +0.13 |
| XLK SS Technology Select Sector | Add +37.0% | 0.31% | +0.10 |
| EFA iShares MSCI Eafe ETF | Add +3.7% | 3.62% | +0.10 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | New | 0.09% | +0.09 |
| IWO iShares Russell 2000 Growth | Add +2.1% | 2.59% | +0.09 |
| ETN Eaton Corp. PLC | Add +0.4% | 0.52% | +0.08 |
| TSLA Tesla Inc. | New | 0.08% | +0.08 |
| IVW iShares S&P 500 Growth ETF | New | 0.08% | +0.08 |
| BKE The Buckle Inc. | Add +4.4% | 0.77% | +0.08 |
| ACWI iShares MSCI Acwi ETF | New | 0.07% | +0.07 |
| GOOG Alphabet Inc. Class C | New | 0.07% | +0.07 |
| IJK iShares S&P Mid-Cap 400 Grow | Add +4.4% | 2.33% | +0.07 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Add +60.3% | 0.19% | +0.07 |
| META Meta Platforms Inc. Class A | New | 0.07% | +0.07 |
| SPEM State Street SP PTF Em ETF | New | 0.07% | +0.07 |
| BND Vanguard Total Bond Market | Add +20.1% | 0.83% | +0.07 |
| EEM iShares MSCI Emerging Market | Add +4.8% | 1.49% | +0.07 |
| JPM JPMorgan Chase & Co. | Add +0.1% | 0.53% | +0.04 |
| ORCL Oracle Corp. | Add +0.7% | 0.11% | +0.03 |
| IWB iShares Russell 1000 ETF | Add +9.6% | 0.35% | +0.03 |
| IBM Intl Business Machines Corp. | Add +0.1% | 0.36% | +0.03 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +19.7% | 0.17% | +0.02 |
| WFC Wells Fargo & Co. | Add +0.1% | 1.70% | +0.02 |
| XLF SS Financial Select Sector | Add +20.6% | 0.09% | +0.01 |
| AMZN Amazon.com Inc. | Add +2.8% | 0.16% | +0.01 |
| SCHG Schwab US Large-Cap Growth | Add +0.6% | 0.11% | +0.01 |
| GOOGL Alphabet Inc. Class A | Add +2.0% | 0.11% | +0.01 |
| BAC Bank of America Corp. | Add +0.4% | 0.18% | +0.01 |
| VFH Vanguard Financials ETF | Add +4.3% | 0.09% | +0.00 |
| COST Costco Wholesale Corp. | Add +3.6% | 0.08% | −0.00 |
| SDY SS SPDR S&P Dividend ETF | Add +8.5% | 0.09% | −0.00 |
| DE Deere & Co. | Add +0.3% | 0.21% | −0.00 |
| SCHZ Schwab US Aggregate Bond ETF | Add +9.4% | 0.78% | −0.00 |
| V Visa Inc. Class A | Add +2.4% | 0.07% | −0.00 |
| ABT Abbott Laboratories | Add +0.1% | 0.08% | −0.01 |
| IWN iShares Russell 2000 Value E | Add +4.9% | 1.98% | −0.01 |
| IJJ iShares S&P Mid-Cap 400 Valu | Add +4.6% | 2.40% | −0.06 |
| MDY State Street SPDR S&P Midcap | Add +2.6% | 10.37% | −0.14 |
| IWD iShares Russell 1000 Value E | Add +0.9% | 2.93% | −0.18 |
| AGG iShares Core U.S. Aggregate | Add +1.1% | 3.54% | −0.32 |
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 |