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Oldfather Financial Services, LLC Top Holdings and 13F Report (2025)

About Oldfather Financial Services, LLC

Investment Activity

  • Oldfather Financial Services, LLC has $290.94 million in total holdings as of June 30, 2025.
  • Oldfather Financial Services, LLC owns shares of 84 different stocks, but just 16 companies or ETFs make up 80% of its holdings.
  • Approximately 3.42% of the portfolio was purchased this quarter.
  • About 0.59% of the portfolio was sold this quarter.
  • This quarter, Oldfather Financial Services, LLC has purchased 78 new stocks and bought additional shares in 36 stocks.
  • Oldfather Financial Services, LLC sold shares of 31 stocks and completely divested from 2 stocks this quarter.

Largest New Holdings this Quarter

922908637 - Vanguard Large-Cap ETF
$536,649 Holding
922908538 - Vanguard Mid-Cap Growth ETF
$261,923 Holding
88160R101 - Tesla
$242,692 Holding
464287309 - iShares S&P 500 Growth ETF
$241,339 Holding
464288257 - iShares MSCI ACWI ETF
$215,685 Holding

Largest Purchases this Quarter

Vanguard S&P 500 ETF
3,715 shares (about $2.11M)
iShares Russell 2000 ETF
4,222 shares (about $911.07K)
SPDR S&P MidCap 400 ETF Trust
1,353 shares (about $766.44K)
Vanguard Large-Cap ETF
1,881 shares (about $536.65K)
Vanguard Mid-Cap ETF
1,501 shares (about $420.02K)

Largest Sales this Quarter

SPDR S&P 500 ETF Trust
285 shares (about $176.09K)
iShares Core S&P 500 ETF
235 shares (about $145.91K)
Berkshire Hathaway
219 shares (about $106.38K)
Union Pacific
390 shares (about $89.74K)
iShares Russell 1000 Growth ETF
182 shares (about $77.27K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofOldfather Financial Services, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$66,970,132$2,110,230 3.3%117,89923.0%ETF
SPDR S&P MidCap 400 ETF Trust stock logo
MDY
SPDR S&P MidCap 400 ETF Trust
$30,179,074$766,444 2.6%53,27510.4%ETF
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$24,300,419$911,069 3.9%112,6118.4%Finance
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$16,065,337$176,087 -1.1%26,0025.5%Finance
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$10,846,678$77,273 -0.7%25,5473.7%ETF
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$10,537,324$375,886 3.7%117,8803.6%Finance
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$10,296,372$111,203 1.1%103,7943.5%Finance
Berkshire Hathaway Inc. stock logo
BRK.A
Berkshire Hathaway
$8,745,6000.0%123.0%Finance
iShares Russell 1000 Value ETF stock logo
IWD
iShares Russell 1000 Value ETF
$8,520,689$78,858 0.9%43,8692.9%ETF
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$7,576,295$45,974 -0.6%31,9702.6%ETF
iShares Russell 2000 Growth ETF stock logo
IWO
iShares Russell 2000 Growth ETF
$7,529,979$153,796 2.1%26,3412.6%ETF
iShares S&P Mid-Cap 400 Value ETF stock logo
IJJ
iShares S&P Mid-Cap 400 Value ETF
$6,990,482$306,481 4.6%56,5662.4%ETF
iShares S&P Mid-Cap 400 Growth ETF stock logo
IJK
iShares S&P Mid-Cap 400 Growth ETF
$6,791,026$283,676 4.4%74,6432.3%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$6,700,711$106,384 -1.6%13,7942.3%Finance
iShares Russell 2000 Value ETF stock logo
IWN
iShares Russell 2000 Value ETF
$5,762,592$270,555 4.9%36,5282.0%ETF
Wells Fargo & Company stock logo
WFC
Wells Fargo & Company
$4,948,167$2,804 0.1%61,7591.7%Finance
iShares MSCI Emerging Markets ETF stock logo
EEM
iShares MSCI Emerging Markets ETF
$4,320,991$199,086 4.8%89,5731.5%Finance
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$3,935,334$145,914 -3.6%6,3381.4%ETF
Apple Inc. stock logo
AAPL
Apple
$2,437,953$73,654 -2.9%11,8830.8%Computer and Technology
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$2,410,352$403,124 20.1%32,7360.8%ETF
American Express Company stock logo
AXP
American Express
$2,396,497$1,276 -0.1%7,5130.8%Finance
Schwab U.S. Aggregate Bond ETF stock logo
SCHZ
Schwab U.S. Aggregate Bond ETF
$2,257,652$194,728 9.4%97,1450.8%ETF
Buckle, Inc. (The) stock logo
BKE
Buckle
$2,242,686$95,416 4.4%49,4530.8%Retail/Wholesale
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$2,042,592$70,952 -3.4%32,9340.7%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$1,762,0570.0%5,7980.6%ETF
Schwab US Large-Cap ETF stock logo
SCHX
Schwab US Large-Cap ETF
$1,690,826$8,676 -0.5%69,1830.6%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$1,550,730$2,319 0.1%5,3490.5%Finance
Schwab US Small-Cap ETF stock logo
SCHA
Schwab US Small-Cap ETF
$1,542,442$414,718 36.8%60,9660.5%ETF
Eaton Corporation, PLC stock logo
ETN
Eaton
$1,508,640$5,355 0.4%4,2260.5%Industrials
Schwab U.S. Mid-Cap ETF stock logo
SCHM
Schwab U.S. Mid-Cap ETF
$1,499,660$43,309 -2.8%53,4640.5%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$1,281,354$2,487 -0.2%2,5760.4%Computer and Technology
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$1,281,062$420,025 48.8%4,5780.4%ETF
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$1,172,371$2,597 -0.2%7,6750.4%Medical
iShares iBonds Dec 2025 Term Corporate ETF stock logo
IBDQ
iShares iBonds Dec 2025 Term Corporate ETF
$1,155,2080.0%45,8780.4%ETF
International Business Machines Corporation stock logo
IBM
International Business Machines
$1,058,555$1,179 0.1%3,5910.4%Computer and Technology
iShares Russell 1000 ETF stock logo
IWB
iShares Russell 1000 ETF
$1,032,972$90,326 9.6%3,0420.4%ETF
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$887,824$239,809 37.0%3,5060.3%ETF
Union Pacific Corporation stock logo
UNP
Union Pacific
$878,719$89,736 -9.3%3,8190.3%Transportation
iShares MSCI ACWI ex U.S. ETF stock logo
ACWX
iShares MSCI ACWI ex U.S. ETF
$780,602$58,138 -6.9%12,8090.3%Manufacturing
iShares iBonds Dec 2026 Term Corporate ETF stock logo
IBDR
iShares iBonds Dec 2026 Term Corporate ETF
$754,3450.0%31,1070.3%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$725,061$22,624 -3.0%1,3140.2%Finance
McDonald's Corporation stock logo
MCD
McDonald's
$695,994$23,083 -3.2%2,3820.2%Retail/Wholesale
U.S. Bancorp stock logo
USB
U.S. Bancorp
$678,750$19,865 -2.8%15,0000.2%Finance
Schwab International Equity ETF stock logo
SCHF
Schwab International Equity ETF
$617,797$19,160 -3.0%27,9550.2%ETF
Deere & Company stock logo
DE
Deere & Company
$604,893$1,525 0.3%1,1900.2%Industrials
Vanguard Small-Cap Growth ETF stock logo
VBK
Vanguard Small-Cap Growth ETF
$557,203$209,643 60.3%2,0120.2%ETF
Vanguard Large-Cap ETF stock logo
VV
Vanguard Large-Cap ETF
$536,649$536,649 New Holding1,8810.2%ETF
iShares iBoxx $ High Yield Corporate Bond ETF stock logo
HYG
iShares iBoxx $ High Yield Corporate Bond ETF
$525,596$7,339 -1.4%6,5170.2%ETF
Bank of America Corporation stock logo
BAC
Bank of America
$512,618$1,987 0.4%10,8330.2%Finance
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$490,236$67,948 -12.2%18,4990.2%ETF
Vanguard Small-Cap Value ETF stock logo
VBR
Vanguard Small-Cap Value ETF
$489,280$80,539 19.7%2,5090.2%ETF
iShares S&P 100 ETF stock logo
OEF
iShares S&P 100 ETF
$478,4380.0%1,5720.2%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$470,372$12,944 2.8%2,1440.2%Retail/Wholesale
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$470,042$260 -0.1%10,8630.2%Computer and Technology
Mastercard Incorporated stock logo
MA
Mastercard
$450,676$11,239 -2.4%8020.2%Business Services
Schwab Emerging Markets Equity ETF stock logo
SCHE
Schwab Emerging Markets Equity ETF
$420,565$3,556 -0.8%13,9540.1%ETF
Exxon Mobil Corporation stock logo
XOM
Exxon Mobil
$405,725$7,330 -1.8%3,7640.1%Energy
First Trust Morningstar Dividend Leaders Index Fund stock logo
FDL
First Trust Morningstar Dividend Leaders Index Fund
$361,5890.0%8,6360.1%ETF
The PNC Financial Services Group, Inc stock logo
PNC
The PNC Financial Services Group
$335,556$1,119 -0.3%1,8000.1%Finance
Oracle Corporation stock logo
ORCL
Oracle
$332,099$2,186 0.7%1,5190.1%Computer and Technology
Schwab U.S. Large-Cap Growth ETF stock logo
SCHG
Schwab U.S. Large-Cap Growth ETF
$328,056$2,015 0.6%11,2310.1%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$320,446$6,345 2.0%1,8180.1%Computer and Technology
iShares U.S. Technology ETF stock logo
IYW
iShares U.S. Technology ETF
$320,203$55,793 -14.8%1,8480.1%Manufacturing
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$317,113$3,551 -1.1%1,4290.1%Retail/Wholesale
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$300,865$16,520 -5.2%6,0830.1%ETF
AbbVie Inc. stock logo
ABBV
AbbVie
$283,071$2,599 -0.9%1,5250.1%Medical
SPDR S&P Dividend ETF stock logo
SDY
SPDR S&P Dividend ETF
$270,646$21,174 8.5%1,9940.1%ETF
PepsiCo, Inc. stock logo
PEP
PepsiCo
$269,462$24,160 -8.2%2,0410.1%Consumer Staples
Ameriprise Financial, Inc. stock logo
AMP
Ameriprise Financial
$268,4660.0%5030.1%Finance
Financial Select Sector SPDR Fund stock logo
XLF
Financial Select Sector SPDR Fund
$265,661$45,298 20.6%5,0730.1%ETF
Vanguard Mid-Cap Growth ETF stock logo
VOT
Vanguard Mid-Cap Growth ETF
$261,923$261,923 New Holding9210.1%ETF
Vanguard Financials ETF stock logo
VFH
Vanguard Financials ETF
$260,583$10,820 4.3%2,0470.1%ETF
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$256,2470.0%1,2520.1%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$242,692$242,692 New Holding7640.1%Auto/Tires/Trucks
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$241,339$241,339 New Holding2,1920.1%ETF
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF stock logo
GSLC
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
$231,1080.0%1,9040.1%ETF
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$225,001$7,930 3.7%2270.1%Retail/Wholesale
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$218,367$272 0.1%1,6060.1%Medical
iShares MSCI ACWI ETF stock logo
ACWI
iShares MSCI ACWI ETF
$215,685$215,685 New Holding1,6770.1%Manufacturing
Alphabet Inc. stock logo
GOOG
Alphabet
$213,280$213,280 New Holding1,2020.1%Computer and Technology
Visa Inc. stock logo
V
Visa
$211,255$4,971 2.4%5950.1%Business Services
SPDR Bloomberg 1-3 Month T-Bill ETF stock logo
BIL
SPDR Bloomberg 1-3 Month T-Bill ETF
$210,062$1,376 -0.7%2,2900.1%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$203,713$203,713 New Holding2760.1%Computer and Technology
SPDR Portfolio Emerging Markets ETF stock logo
SPEM
SPDR Portfolio Emerging Markets ETF
$203,314$203,314 New Holding4,7570.1%ETF
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$0$313,203 -100.0%00.0%Medical
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$0$211,970 -100.0%00.0%Consumer Staples

Showing largest 100 holdings. View all holdings.
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