DOSSIER · 13F-HR · Q4 2025
Oldfather Financial Services, LLC
$336M in tracked AUM across 98 positions as of Q4 2025.
OF
CIK 0001775530 · last filed Dec 31, 2025
AI Analysis · Q4 2025
Comprehensive Analysis of SEC 13F Filing: Oldfather Financial Services, LLC
Report Period: Q4 2025 (Report Date: 2025-12-31) Total Portfolio Value: $335.84M
1. Portfolio Overview
Oldfather Financial Services, LLC has undergone a significant transformation in its portfolio composition during the quarter ending December 31, 2025. The total portfolio value surged by 429.1%, growing from $63.47M to $335.84M. This dramatic increase in Assets Under Management (AUM) sugge...
Quarter at a glance — Q4 2025
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q4 2025.
Filing history
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