Oldfather Financial Services, LLC
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Portfolio style
Measured from the filed 13F common-share book for Dec 31, 2025, never from the firm's own description.
Closest benchmark: every 13F filer's combined book, active share 82.8%; sector active share 71.1% against the combined 13F book's sector weights.
Over time 24 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
98 tracked positions · as of Dec 31, 2025 · Δ vs Sep 30, 2025Portfolio Trend
Sector Breakdown
As of Dec 31, 2025| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 83.5% | $279,979,378 |
| Financial Services | 8.9% | $29,909,354 |
| Technology | 2.8% | $9,249,805 |
| Consumer Cyclical | 1.7% | $5,592,523 |
| Industrials | 0.9% | $3,057,409 |
| Communication Services | 0.8% | $2,825,531 |
| Healthcare | 0.8% | $2,716,676 |
| Consumer Defensive | 0.4% | $1,259,860 |
| Energy | 0.2% | $534,309 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| IBDV | iShares iBonds Dec 2030 Term Corporate ETF | +48,170 | 65,985 | $1,456,288 | |
| AGG | iShares Core U.S. Aggregate Bond ETF | +14,596 | 117,091 | $11,695,049 | |
| BND | VANGUARD TOTAL BOND MARKET INDEX FUND | +5,585 | 41,962 | $3,108,125 | |
| IJJ | iShares S&P Mid-Cap 400 Value ETF | +4,929 | 63,185 | $8,314,514 | |
| EFA | iShares MSCI EAFE ETF | +4,157 | 126,608 | $12,158,166 | |
| XLK | State Street(R) Technology Select Sector SPDR(R) ETF | +3,546 | 7,532 | $1,084,382 | |
| SPEM | State Street(R) SPDR(R) Portfolio Emerging Markets ETF | +2,994 | 7,751 | $362,824 | |
| AMZN | Amazon Com Inc | +2,864 | 6,336 | $1,462,475 | |
| NVDA | Nvidia Corp | +2,698 | 4,327 | $806,985 | |
| SCHX | Schwab U.S. Large-Cap ETF | +1,965 | 72,170 | $1,942,094 | |
| VWO | VANGUARD EMERGING MARKETS STOCK INDEX FUND | +1,908 | 7,619 | $409,597 | |
| MSFT | Microsoft Corp | +1,746 | 4,428 | $2,141,469 | |
| GOOGL | Alphabet Inc. | +1,399 | 3,249 | $1,016,937 | |
| AAPL | Apple Inc. | +1,231 | 13,696 | $3,723,394 | |
| SCHM | Schwab U.S. Mid-Cap ETF | +1,034 | 54,712 | $1,645,189 | |
| VBR | VANGUARD SMALL-CAP VALUE INDEX FUND | +994 | 3,503 | $741,900 | |
| SCHE | Schwab Emerging Markets Equity ETF | +914 | 15,400 | $504,350 | |
| JPM | Jpmorgan Chase & Co | +784 | 6,168 | $1,987,452 | |
| GOOG | Alphabet Inc. | +751 | 2,754 | $864,205 | |
| SCHF | Schwab International Equity ETF | +714 | 28,926 | $695,381 | |
| V | Visa Inc. | +680 | 1,273 | $446,453 | |
| ABT | Abbott Laboratories | +665 | 2,272 | $284,658 | |
| XOM | ExxonMobil Holdings Corp | +651 | 4,440 | $534,309 | |
| UNP | Union Pacific Corp | +606 | 3,951 | $913,945 | |
| IJK | iShares S&P Mid-Cap 400 Growth ETF | +497 | 78,565 | $7,611,377 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| VOO | VANGUARD 500 INDEX FUND | −2,812 | 117,397 | $73,623,180 | |
| EEM | iShares MSCI Emerging Markets ETF | −1,708 | 97,037 | $5,308,894 | |
| IWF | iShares Russell 1000 Growth ETF | −939 | 24,441 | $11,567,925 | |
| IWM | iShares Russell 2000 ETF | −825 | 116,244 | $28,614,623 | |
| SCHD | Schwab U.S. Dividend Equity ETF | −806 | 17,454 | $478,763 | |
| SCHA | Schwab U.S. Small-Cap ETF | −629 | 60,371 | $1,719,366 | |
| SCHG | Schwab U.S. Large-Cap Growth ETF | −593 | 12,305 | $401,389 | |
| — | −452 | 37,564 | $6,806,972 | ||
| IWD | iShares Russell 1000 Value ETF | −262 | 43,987 | $9,252,225 | |
| VIG | Vanguard Specialized Funds | −245 | 983 | $216,043 | |
| VO | VANGUARD MID-CAP INDEX FUND | −191 | 4,315 | $1,252,299 | |
| SPY | Spdr S&P 500 ETF Trust | −183 | 25,775 | $17,576,488 | |
| VZ | Verizon Communications Inc | −111 | 10,740 | $437,440 | |
| SCHZ | Schwab U.S. Aggregate Bond ETF | −104 | 97,111 | $2,269,484 | |
| IWB | iShares Russell 1000 ETF | −83 | 2,959 | $1,105,008 | |
| VBK | VANGUARD SMALL-CAP GROWTH INDEX FUND | −75 | 1,937 | $585,187 | |
| VTI | VANGUARD TOTAL STOCK MARKET INDEX FUND | −54 | 5,741 | $1,924,785 | |
| SDY | State Street(R) SPDR(R) S&P(R) Dividend ETF | −50 | 2,007 | $279,294 | |
| LOW | Lowes Companies Inc | −22 | 1,409 | $339,794 | |
| TSLA | Tesla, Inc. | −18 | 752 | $338,189 | |
| PEP | Pepsico Inc | −9 | 2,060 | $295,651 | |
| IWO | iShares Russell 2000 Growth ETF | −3 | 27,202 | $8,786,518 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| IEFA | iShares Core MSCI EAFE ETF | 6,935 | $620,405 | |
| AVGO | Broadcom Inc. | 1,485 | $513,958 | |
| VEA | Vanguard FTSE Developed Markets ETF | 5,609 | $350,394 | |
| LLY | ELI LILLY & Co | 319 | $342,822 | |
| TJX | Tjx Companies Inc | 2,214 | $340,092 | |
| WMT | Walmart Inc. | 2,660 | $296,350 | |
| IJR | iShares Core S&P Small-Cap ETF | 2,261 | $271,726 | |
| MYCG | State Street(R) My2027 Corporate Bond ETF | 10,000 | $250,410 | |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | 819 | $248,885 | |
| KO | Coca Cola Co | 3,255 | $227,557 | |
| PG | PROCTER & GAMBLE Co | 1,550 | $222,130 | |
| SPYM | State Street(R) SPDR(R) Portfolio S&P 500(R) ETF | 2,763 | $221,647 | |
| CMI | Cummins Inc | 422 | $215,409 | |
| IEMG | iShares Trust | 10,690 | $0 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| FDL | First Trust Morningstar Dividend Leaders Index Fund | 9,008 | $391,037 | |
| XLF | State Street Corp | 6,138 | $330,654 | |
| NBIS | Nebius Group N.V. | 2,400 | $269,448 | |
| GSLC | Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF | 1,904 | $248,053 | |
| — | 2,673 | $245,247 | ||
| C | Citigroup Inc | 2,280 | $231,420 | |
| XLV | State Street(R) Health Care Select Sector SPDR(R) ETF | 1,616 | $224,898 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| VOO |
VANGUARD 500 INDEX FUND
|
Reduced | 117,397 | $73,623,180 | 21.97% | |
| MDY |
Spdr S&P Midcap 400 ETF Trust
|
Added | 55,249 | $33,330,616 | 9.95% | |
| IWM |
iShares Russell 2000 ETF
|
Reduced | 116,244 | $28,614,623 | 8.54% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 25,775 | $17,576,488 | 5.24% | |
| EFA |
iShares MSCI EAFE ETF
|
Added | 126,608 | $12,158,166 | 3.63% | |
| AGG |
iShares Core U.S. Aggregate Bond ETF
|
Added | 117,091 | $11,695,049 | 3.49% | |
| IWF |
iShares Russell 1000 Growth ETF
|
Reduced | 24,441 | $11,567,925 | 3.45% | |
| IWD |
iShares Russell 1000 Value ETF
|
Reduced | 43,987 | $9,252,225 | 2.76% | |
| BRK-A |
Berkshire Hathaway Inc
Financial Services
|
Held | 12 | $9,057,600 | 2.70% | |
| IWO |
iShares Russell 2000 Growth ETF
|
Reduced | 27,202 | $8,786,518 | 2.62% | |
| IJJ |
iShares S&P Mid-Cap 400 Value ETF
|
Added | 63,185 | $8,314,514 | 2.48% | |
| VB |
Vanguard Index Funds
|
Added | 32,013 | $8,257,753 | 2.46% | |
| IJK |
iShares S&P Mid-Cap 400 Growth ETF
|
Added | 78,565 | $7,611,377 | 2.27% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 14,079 | $7,076,809 | 2.11% | |
|
|
Reduced | 37,564 | $6,806,972 | 2.03% | ||
| WFC |
Wells Fargo & Company
Financial Services
|
Added | 62,200 | $5,797,040 | 1.73% | |
| EEM |
iShares MSCI Emerging Markets ETF
|
Reduced | 97,037 | $5,308,894 | 1.58% | |
| IVV |
iShares Core S&P 500 ETF
|
Added | 6,353 | $4,351,423 | 1.30% | |
| AAPL |
Apple Inc.
Technology
|
Added | 13,696 | $3,723,394 | 1.11% | |
| BND |
VANGUARD TOTAL BOND MARKET INDEX FUND
|
Added | 41,962 | $3,108,125 | 0.93% | |
| AXP |
American Express Co
Financial Services
|
Added | 7,688 | $2,844,175 | 0.85% | |
| BKE |
Buckle Inc
Consumer Cyclical
|
Added | 43,986 | $2,349,732 | 0.70% | |
| SCHZ |
Schwab U.S. Aggregate Bond ETF
|
Reduced | 97,111 | $2,269,484 | 0.68% | |
| IJH |
iShares Core S&P Mid-Cap ETF
|
Added | 32,876 | $2,169,816 | 0.65% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 4,428 | $2,141,469 | 0.64% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 6,168 | $1,987,452 | 0.59% | |
| SCHX |
Schwab U.S. Large-Cap ETF
|
Added | 72,170 | $1,942,094 | 0.58% | |
| VTI |
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
Reduced | 5,741 | $1,924,785 | 0.57% | |
| SCHA |
Schwab U.S. Small-Cap ETF
|
Reduced | 60,371 | $1,719,366 | 0.51% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 8,046 | $1,665,119 | 0.50% | |
| SCHM |
Schwab U.S. Mid-Cap ETF
|
Added | 54,712 | $1,645,189 | 0.49% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 6,336 | $1,462,475 | 0.44% | |
| IBDV |
iShares iBonds Dec 2030 Term Corporate ETF
|
Added | 65,985 | $1,456,288 | 0.43% | |
| ETN |
Eaton Corp plc
Industrials
|
Added | 4,311 | $1,373,096 | 0.41% | |
| VO |
VANGUARD MID-CAP INDEX FUND
|
Reduced | 4,315 | $1,252,299 | 0.37% | |
| IBM |
International Business Machines Corp
Technology
|
Added | 3,925 | $1,162,624 | 0.35% | |
| IWB |
iShares Russell 1000 ETF
|
Reduced | 2,959 | $1,105,008 | 0.33% | |
| XLK |
State Street(R) Technology Select Sector SPDR(R) ETF
|
Added | 7,532 | $1,084,382 | 0.32% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 3,249 | $1,016,937 | 0.30% | |
| UNP |
Union Pacific Corp
Industrials
|
Added | 3,951 | $913,945 | 0.27% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 1,416 | $869,862 | 0.26% | |
| GOOG |
Alphabet Inc.
Communication Services
|
Added | 2,754 | $864,205 | 0.26% | |
| ACWX |
iShares MSCI ACWI ex U.S. ETF
|
Added | 12,832 | $861,412 | 0.26% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 4,327 | $806,985 | 0.24% | |
| USB |
US Bancorp De
Financial Services
|
Held | 15,000 | $800,400 | 0.24% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Added | 2,494 | $762,241 | 0.23% | |
| IBDR |
iShares iBonds Dec 2026 Term Corporate ETF
|
Held | 31,107 | $753,722 | 0.22% | |
| VBR |
VANGUARD SMALL-CAP VALUE INDEX FUND
|
Added | 3,503 | $741,900 | 0.22% | |
| GLD |
Spdr Gold Trust
|
Held | 1,777 | $704,242 | 0.21% | |
| SCHF |
Schwab International Equity ETF
|
Added | 28,926 | $695,381 | 0.21% |
Showing the top 50 of 98 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.