Institutional Manager · CIK 0001775530
Oldfather Financial Services, LLC
KEARNEY, NE · File #028-19711
Latest AUM
$335.8M
Positions
98
Top-10 Concentration
67.9%
Filings
9
Portfolio Value Over Time
2024-03
2024-06
2024-09
2024-12
2025-03
2025-06
2025-09
2025-12
Biggest QoQ Changes
Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.
| Action | Issuer | Ticker / CUSIP | Δ Shares | Flow ($) | Price Effect |
|---|---|---|---|---|---|
| REDUCE | VANGUARD INDEX FDS | 922908363 | -2,812 | -$1.8M | +$1.8M |
| ADD | ISHARES TR | 464287226 | +14,596 | +$1.5M | -$37,973 |
| EXITED | ISHARES TR | 46434VBD1 | -45,878 | -$1.2M | $0 |
| ADD | ISHARES TR | 46436E726 | +48,170 | +$1.1M | -$1,425 |
| ADD | MICROSOFT CORP | MSFT | +1,746 | +$844,409 | -$91,808 |
| NEW | ISHARES INC | 46434G103 | +10,690 | +$718,588 | $0 |
| ADD | AMAZON COM INC | AMZN | +2,864 | +$661,069 | +$39,060 |
| ADD | ISHARES TR | 464287705 | +4,929 | +$648,604 | +$108,892 |
| NEW | ISHARES TR | 46432F842 | +6,935 | +$620,407 | $0 |
| NEW | BROADCOM INC | AVGO | +1,485 | +$513,959 | $0 |
Sector Allocation
Filing History
- 13F HOLDINGS REPORTQ/E Dec 202598 pos · $335.8M
- 13F HOLDINGS REPORTQ/E Sep 202592 pos · $321.1M
- 13F HOLDINGS REPORTQ/E Jun 202584 pos · $290.9M
- 13F HOLDINGS REPORTQ/E Mar 202578 pos · $263.4M
- 13F HOLDINGS REPORTQ/E Dec 202478 pos · $262.5M
- 13F HOLDINGS REPORTQ/E Sep 202476 pos · $259.9M
- 13F HOLDINGS REPORTQ/E Jun 202472 pos · $243.7M
- 13F HOLDINGS REPORTQ/E Mar 202471 pos · $243.0M
- 13F HOLDINGS REPORTQ/E Dec 202363 pos · $197.1M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908363 | 117,397 | $73.6M | 23.20% |
| 2 | SPDR S&P MIDCAP 400 ETF TR | MDY | 55,249 | $33.3M | 10.50% |
| 3 | ISHARES TR | 464287655 | 116,244 | $28.6M | 9.02% |
| 4 | SPDR S&P 500 ETF TR | SPY | 25,775 | $17.6M | 5.54% |
| 5 | ISHARES TR | 464287465 | 126,608 | $12.2M | 3.83% |
| 6 | ISHARES TR | 464287226 | 117,091 | $11.7M | 3.68% |
| 7 | ISHARES TR | 464287614 | 24,441 | $11.6M | 3.64% |
| 8 | ISHARES TR | 464287598 | 43,987 | $9.3M | 2.92% |
| 9 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 12 | $9.1M | 2.85% |
| 10 | ISHARES TR | 464287648 | 27,202 | $8.8M | 2.77% |
| 11 | ISHARES TR | 464287705 | 63,185 | $8.3M | 2.62% |
| 12 | VANGUARD INDEX FDS | 922908751 | 32,013 | $8.3M | 2.60% |
| 13 | ISHARES TR | 464287606 | 78,565 | $7.6M | 2.40% |
| 14 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 14,079 | $7.1M | 2.23% |
| 15 | ISHARES TR | 464287630 | 37,564 | $6.8M | 2.14% |
| 16 | WELLS FARGO CO NEW | 949746101 | 62,200 | $5.8M | 1.83% |
| 17 | ISHARES TR | 464287234 | 97,037 | $5.3M | 1.67% |
| 18 | ISHARES TR | 464287200 | 6,353 | $4.4M | 1.37% |
| 19 | APPLE INC | AAPL | 13,696 | $3.7M | 1.17% |
| 20 | VANGUARD BD INDEX FDS | 921937835 | 41,962 | $3.1M | 0.98% |