AI Portfolio Summary
In 2025 Q4, Oldfather Financial Services, LLC maintained a portfolio of 106 distinct positions. They heavily accumulated shares in SPDR S&P MIDCAP 400 , increasing their position by 0.5%. Conversely, Oldfather Financial Services, LLC completely exited their position in ISHARES TR.
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:
1-25 of 106
| 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.) | |||
|
IBDQ
ISHARES TR
|
Bond/Debt | 0.00% | 0.36% |
Sold All 😨
(Was: #34) |
0.0 | -45,878 | -100.0% |
CLOSED
|
— | $— | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
FDL
FIRST TR EXCHAN...
|
Unknown | 0.00% | 0.12% |
Sold All 😨
(Was: #64) |
0.0 | -9,008 | -100.0% |
CLOSED
|
— | $— | 2021 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
XLF
SELECT SECTOR S...
|
Unknown | 0.00% | 0.10% |
Sold All 😨
(Was: #71) |
0.0 | -6,138 | -100.0% |
CLOSED
|
— | $— | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
NBIS
NEBIUS GROUP N....
|
Communication Services | 0.00% | 0.08% |
Sold All 😨
(Was: #78) |
0.0 | -2,400 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GSLC
GOLDMAN SACHS E...
|
ETF | 0.00% | 0.08% |
Sold All 😨
(Was: #81) |
0.0 | -1,904 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BIL
SPDR SERIES TRU...
|
ETF | 0.00% | 0.08% |
Sold All 😨
(Was: #83) |
0.0 | -2,673 | -100.0% |
CLOSED
|
— | $— | 2021 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
C
CITIGROUP INC
|
Financial Services | 0.00% | 0.07% |
Sold All 😨
(Was: #85) |
0.0 | -2,280 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
XLV
SELECT SECTOR S...
|
Unknown | 0.00% | 0.07% |
Sold All 😨
(Was: #86) |
0.0 | -1,616 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) |
Showing 1-25 of 106 holdings