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
Total AUM
$336M
as of Q4 2025
Holdings
98
positions
Whale Score
52
52
tracked
Activity
no data
changes this Q
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...

The portfolio now comprises 98 holdings, reflecting a high degree of diversification. The management strategy has shifted aggressively toward a "Core and Satellite" or purely passive investment approach. The firm appears to have moved away from a concentrated stock-picking strategy toward a model heavily reliant on broad market exposure via Exchange Traded Funds (ETFs). This is evidenced by the fact that 80.2% of the total portfolio value is allocated to ETFs.

2. Key Holdings

The top ten holdings account for 63.76% of the total portfolio value, indicating a focused core strategy despite the high number of total holdings.

Analysis generated by 13F Insight from SEC Form 13F filing data · Q4 2025. Methodology

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.

#HoldingValueSharesWeight
01
VOO
VANGUARD INDEX FDS
$74M117K21.9%
02
MDY
SPDR S&P MIDCAP 400 ETF TR
$33M55K9.9%
03
IWM
ISHARES TR
$29M116K8.5%
04
SPY
SPDR S&P 500 ETF TR
$18M26K5.2%
05
EFA
ISHARES TR
$12M127K3.6%
06
AGG
ISHARES TR
$12M117K3.5%
07
IWF
ISHARES TR
$12M24K3.4%
08
IWD
ISHARES TR
$9M44K2.8%
09
BRK/A
BERKSHIRE HATHAWAY INC DEL
$9M122.7%
10
IWO
ISHARES TR
$9M27K2.6%

Filing history

2025Q4Dec 31
$336M 4.6%
98 positionsView →
2025Q3Sep 30
$321M 10.4%
92 positionsView →
2025Q2Jun 30
$291M 10.4%
84 positionsLocked
2025Q1Mar 31
$263M 0.4%
78 positionsLocked
2024Q4Dec 31
$262M 1.0%
78 positionsLocked
2024Q3Sep 30
$260M 6.6%
76 positionsLocked
2024Q2Jun 30
$244M 0.3%
72 positionsLocked
2024Q1Mar 31
$243M 8.3%
71 positionsLocked
2023Q4Dec 31
$224M 13.8%
63 positionsLocked
2023Q3Sep 30
$197M 3.7%
63 positionsLocked
2023Q2Jun 30
$205M 5.8%
63 positionsLocked
2023Q1Mar 31
$193M 10.2%
62 positionsLocked
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