2025 Q4 Portfolio Activity
In 2025 Q4, Oldfather Financial Services, LLC maintained a portfolio of 106 distinct positions. The most significant new addition was ISHARES INC, now representing 0.21% of the total fund value. They heavily accumulated shares in ISHARES TR, increasing the position by 270.4%.
Position History
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Total Positions
106
Quarter
2025 Q4
Top Holding
VOO (21.9%)
Top 10 Concentration
64.2%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 106
Oldfather Financial Services, LLC Full Holdings List — 2025 Q4
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
VOO
VANGUARD INDEX ...
|
ETF | 21.92% | 22.93% |
#1
Prev: #1
|
6.5 |
—
|
-2,812 | -2.3% |
P
S
|
117,397 | $73,622,968 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MDY
SPDR S&P MIDCAP...
|
ETF | 9.92% | 10.20% |
#2
Prev: #2
|
6.0 |
—
|
299 | 0.5% |
P
S
|
55,249 | $33,330,739 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IWM
ISHARES TR
|
ETF | 8.52% | 8.82% |
#3
Prev: #3
|
4.9 |
—
|
-825 | -0.7% |
P
S
|
116,244 | $28,614,739 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SPY
SPDR S&P 500 ET...
|
ETF | 5.23% | 5.39% |
#4
Prev: #4
|
3.1 |
—
|
-183 | -0.7% |
P
S
|
25,775 | $17,576,560 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
EFA
ISHARES TR
|
ETF | 3.62% | 3.56% |
#5
1
Prev: #6
|
2.4 |
—
|
4,157 | 3.4% |
P
S
|
126,608 | $12,158,193 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AGG
ISHARES TR
|
ETF | 3.48% | 3.20% |
#6
1
Prev: #7
|
3.4 |
—
|
14,596 | 14.2% |
P
S
|
117,091 | $11,695,005 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IWF
ISHARES TR
|
ETF | 3.44% | 3.70% |
#7
2
Prev: #5
|
1.9 |
—
|
-939 | -3.7% |
P
S
|
24,441 | $11,567,960 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IWD
ISHARES TR
|
ETF | 2.75% | 2.81% |
#8
1
Prev: #9
|
1.6 |
—
|
-262 | -0.6% |
P
S
|
43,987 | $9,252,313 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BRK/A
BERKSHIRE HATHA...
|
Financial Services | 2.70% | 2.82% |
#9
1
Prev: #8
|
2.1 |
—
|
no change | no change |
P
S
|
12 | $9,057,600 | 2025 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IWO
ISHARES TR
|
ETF | 2.62% | 2.71% |
#10
Prev: #10
|
1.5 |
—
|
-3 | -0.0% |
P
S
|
27,202 | $8,786,416 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IJJ
ISHARES TR
|
ETF | 2.48% | 2.35% |
#11
1
Prev: #12
|
3.0 |
—
|
4,929 | 8.5% |
P
S
|
63,185 | $8,314,472 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VB
VANGUARD INDEX ...
|
ETF | 2.46% | 2.53% |
#12
1
Prev: #11
|
1.5 |
—
|
29 | 0.1% |
P
S
|
32,013 | $8,257,756 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IJK
ISHARES TR
|
ETF | 2.27% | 2.33% |
#13
Prev: #13
|
1.4 |
—
|
497 | 0.6% |
P
S
|
78,565 | $7,611,337 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 2.11% | 2.13% |
#14
Prev: #14
|
1.3 |
—
|
493 | 3.6% |
P
S
|
14,079 | $7,076,809 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IWN
ISHARES TR
|
ETF | 2.03% | 2.09% |
#15
Prev: #15
|
1.3 |
—
|
-452 | -1.2% |
P
S
|
37,564 | $6,806,980 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
WFC
WELLS FARGO CO ...
|
Financial Services | 1.73% | 1.61% |
#16
1
Prev: #17
|
1.2 |
—
|
438 | 0.7% |
P
S
|
62,200 | $5,797,050 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
EEM
ISHARES TR
|
ETF | 1.58% | 1.64% |
#17
1
Prev: #16
|
1.1 |
—
|
-1,708 | -1.7% |
P
S
|
97,037 | $5,308,885 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IVV
ISHARES TR
|
ETF | 1.30% | 1.31% |
#18
Prev: #18
|
1.0 |
—
|
53 | 0.8% |
P
S
|
6,353 | $4,351,605 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AAPL
APPLE INC
|
Technology | 1.11% | 0.99% |
#19
Prev: #19
|
2.4 |
—
|
1,231 | 9.9% |
P
S
|
13,696 | $3,723,475 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BND
VANGUARD BD IND...
|
ETF | 0.93% | 0.84% |
#20
Prev: #20
|
2.4 |
—
|
5,585 | 15.4% |
P
S
|
41,962 | $3,108,125 | 2022 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AXP
AMERICAN EXPRES...
|
Financial Services | 0.85% | 0.78% |
#21
1
Prev: #22
|
0.8 |
—
|
175 | 2.3% |
P
S
|
7,688 | $2,844,176 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BKE
BUCKLE INC
|
Consumer Cyclical | 0.70% | 0.80% |
#22
1
Prev: #21
|
0.8 |
—
|
4 | 0.0% |
P
S
|
43,986 | $2,349,757 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SCHZ
SCHWAB STRATEGI...
|
ETF | 0.68% | 0.71% |
#23
Prev: #23
|
0.8 |
—
|
-104 | -0.1% |
P
S
|
97,111 | $2,269,492 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IJH
ISHARES TR
|
ETF | 0.65% | 0.67% |
#24
Prev: #24
|
0.8 |
—
|
50 | 0.2% |
P
S
|
32,876 | $2,169,789 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MSFT
MICROSOFT CORP
|
Technology | 0.64% | 0.43% |
#25
7
Prev: #32
|
3.3 |
—
|
1,746 | 65.1% |
P
S
|
4,428 | $2,141,491 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 0.59% | 0.53% |
#26
2
Prev: #28
|
2.2 |
—
|
784 | 14.6% |
P
S
|
6,168 | $1,987,425 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SCHX
SCHWAB STRATEGI...
|
ETF | 0.58% | 0.58% |
#27
1
Prev: #26
|
0.7 |
—
|
1,965 | 2.8% |
P
S
|
72,170 | $1,942,099 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 0.57% | 0.59% |
#28
3
Prev: #25
|
0.7 |
—
|
-54 | -0.9% |
P
S
|
5,741 | $1,924,811 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SCHA
SCHWAB STRATEGI...
|
ETF | 0.51% | 0.53% |
#29
2
Prev: #27
|
0.7 |
—
|
-629 | -1.0% |
P
S
|
60,371 | $1,719,376 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 0.50% | 0.44% |
#30
1
Prev: #31
|
0.7 |
—
|
365 | 4.8% |
P
S
|
8,046 | $1,665,217 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SCHM
SCHWAB STRATEGI...
|
ETF | 0.49% | 0.50% |
#31
2
Prev: #29
|
0.7 |
—
|
1,034 | 1.9% |
P
S
|
54,712 | $1,645,203 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 0.44% | 0.24% |
#32
9
Prev: #41
|
3.2 |
—
|
2,864 | 82.5% |
P
S
|
6,336 | $1,462,476 | 2021 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IBDV
ISHARES TR
|
Bond/Debt | 0.43% | 0.12% |
#33
30
Prev: #63
|
3.2 |
—
|
48,170 | 270.4% |
P
S
|
65,985 | $1,456,289 | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ETN
EATON CORP PLC
|
Industrials | 0.41% | 0.49% |
#34
4
Prev: #30
|
0.7 |
—
|
74 | 1.7% |
P
S
|
4,311 | $1,373,097 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VO
VANGUARD INDEX ...
|
ETF | 0.37% | 0.41% |
#35
2
Prev: #33
|
0.6 |
—
|
-191 | -4.2% |
P
S
|
4,315 | $1,252,326 | 2020 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IBM
INTERNATIONAL B...
|
Technology | 0.35% | 0.32% |
#36
1
Prev: #37
|
2.1 |
—
|
298 | 8.2% |
P
S
|
3,925 | $1,162,624 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IWB
ISHARES TR
|
ETF | 0.33% | 0.35% |
#37
1
Prev: #36
|
0.6 |
—
|
-83 | -2.7% |
P
S
|
2,959 | $1,105,009 | 2020 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
XLK
SELECT SECTOR S...
|
Unknown | 0.32% | 0.35% |
#38
3
Prev: #35
|
3.1 |
—
|
3,546 | 89.0% |
P
S
|
7,532 | $1,084,382 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 0.30% | 0.14% |
#39
19
Prev: #58
|
3.1 |
—
|
1,399 | 75.6% |
P
S
|
3,249 | $1,016,922 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
UNP
UNION PAC CORP
|
Industrials | 0.27% | 0.25% |
#40
1
Prev: #39
|
2.1 |
—
|
606 | 18.1% |
P
S
|
3,951 | $913,862 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
QQQ
INVESCO QQQ TR
|
ETF | 0.26% | 0.25% |
#41
1
Prev: #40
|
2.1 |
—
|
101 | 7.7% |
P
S
|
1,416 | $869,762 | 2021 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GOOG
ALPHABET INC
|
Communication Services | 0.26% | 0.15% |
#42
13
Prev: #55
|
2.6 |
—
|
751 | 37.5% |
P
S
|
2,754 | $864,185 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ACWX
ISHARES TR
|
ETF | 0.26% | 0.26% |
#43
5
Prev: #38
|
0.6 |
—
|
124 | 1.0% |
P
S
|
12,832 | $861,445 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 0.24% | 0.09% |
#44
29
Prev: #73
|
3.1 |
—
|
2,698 | 165.6% |
P
S
|
4,327 | $806,986 | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
USB
US BANCORP DEL
|
Financial Services | 0.24% | 0.23% |
#45
2
Prev: #43
|
1.1 |
—
|
no change | no change |
P
S
|
15,000 | $800,400 | 2023 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MCD
MCDONALDS CORP
|
Consumer Cyclical | 0.23% | 0.23% |
#46
2
Prev: #44
|
0.6 |
—
|
110 | 4.6% |
P
S
|
2,494 | $762,321 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IBDR
ISHARES TR
|
Bond/Debt | 0.22% | 0.24% |
#47
5
Prev: #42
|
1.1 |
—
|
no change | no change |
P
S
|
31,107 | $753,723 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VBR
VANGUARD INDEX ...
|
ETF | 0.22% | 0.16% |
#48
5
Prev: #53
|
2.6 |
—
|
994 | 39.6% |
P
S
|
3,503 | $741,900 | 2020 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IEMG
ISHARES INC
|
ETF | 0.21% | — |
#49
Prev: #—
|
3.6 |
—
|
10,690 | — |
NEW
|
10,690 | $718,588 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GLD
SPDR GOLD TR
|
ETF | 0.21% | 0.20% |
#50
4
Prev: #46
|
1.1 |
—
|
no change | no change |
P
S
|
1,777 | $704,243 | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) |
Showing 1-50 of 106 holdings