StockDriftsStockDriftsTop 50 Oldfather Financial Services, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 22.07% | 117.4K | $73.6M | -2.34%(-2.81K) | $302.07(+113.01%) | 2025-12-31 | |
| MDY | SPDR S&P MIDCAP 400 ETF TR | 9.99% | 55.2K | $33.3M | +0.54%(+299) | $366.05(+77.95%) | 2025-12-31 | |
| IWM | ISHARES TR | 8.58% | 116.2K | $28.6M | -0.70%(-825) | $160.25(+68.10%) | 2025-12-31 | |
| SPY | SPDR S&P 500 ETF TR | 5.27% | 25.8K | $17.6M | -0.70%(-183) | $295.12(+137.17%) | 2025-12-31 | |
| EFA | ISHARES TR | 3.64% | 126.6K | $12.2M | +3.39%(+4.16K) | $69.73(+48.15%) | 2025-12-31 | |
| AGG | ISHARES TR | 3.51% | 117.1K | $11.7M | +14.24%(+14.60K) | $107.19(-7.06%) | 2025-12-31 | |
| IWF | ISHARES TR | 3.47% | 24.4K | $11.6M | -3.70%(-939) | $184.89(+153.61%) | 2025-12-31 | |
| IWD | ISHARES TR | 2.77% | 44.0K | $9.3M | -0.59%(-262) | $134.84(+66.13%) | 2025-12-31 | |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 2.71% | 12 | $9.1M | +0.00%(+0) | $739681.00(-3.85%) | 2025-12-31 | |
| IWO | ISHARES TR | 2.63% | 27.2K | $8.8M | -0.01%(-3) | $214.36(+62.33%) | 2025-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.83% | +55.42% | +8.93% | +53.40% |
| Top 20 Holdings Unweighted | +15.45% | +53.88% | +8.75% | +52.08% |
Oldfather Financial Services, Llc reports $335.84M in US-listed equity holdings across 98 positions in its most recent 13F filing. Its largest disclosed positions are VOO (22.1%), MDY (10.0%) and IWM (8.6%). The top 20 holdings account for 82.73% of reported assets. Its disclosed equity book has returned +55.42% on a three-year cumulative basis. Figures reflect the Q4 2025 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Oldfather Financial Services, Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1775530). View Oldfather Financial Services, Llc’s 13F filings on SEC