13F Filings History of Oldfather Financial Services, LLC

Latest 13F report
Q4 2025 - 16 Jan 2026
Value $
$335,844,460
Signature - Title
William Oldfather - Sole Member
Location
Kearney, NE
Summary
This page shows a list of all the recent 13F filings made by Oldfather Financial Services, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Oldfather Financial Services, LLC reported 98 stock holdings with total value $335,844,460 as of Q4 2025. Top holdings included VOO, MDY, IWM, SPY, and EFA.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 98 $335,844,460 +$15,444,187 -$6,132,695 +$9,311,492 VOO, MDY, IWM, SPY, EFA 13F-HR 16 Jan 2026, 10:30
Q3 2025 92 $321,101,657 +$9,580,066 -$887,312 +$8,692,754 VOO, MDY, IWM, SPY, IWF 13F-HR 16 Oct 2025, 16:39
Q2 2025 84 $290,939,998 +$9,963,331 -$1,715,152 +$8,248,179 VOO, MDY, IWM, SPY, IWF 13F-HR 10 Jul 2025, 14:40
Q1 2025 78 $263,444,452 +$15,584,603 -$3,464,392 +$12,120,211 VOO, MDY, IWM, SPY, AGG 13F-HR 01 May 2025, 15:05
Q4 2024 78 $262,470,542 +$9,482,766 -$5,090,864 +$4,391,902 VOO, MDY, IWM, SPY, IWF 13F-HR 16 Jan 2025, 11:18
Q3 2024 76 $259,888,348 +$1,952,266 -$2,123,895 -$171,629 VOO, MDY, IWM, SPY, IWF 13F-HR 28 Oct 2024, 09:58
Q2 2024 72 $243,702,893 +$1,753,584 -$1,353,797 +$399,787 VOO, MDY, IWM, SPY, IWF 13F-HR 24 Jul 2024, 15:18
Q1 2024 71 $242,955,055 +$5,857,761 -$3,454,813 +$2,402,948 VOO, MDY, IWM, SPY, IWF 13F-HR 25 Apr 2024, 16:16
Q4 2023 63 $224,383,429 +$5,183,479 -$579,840 +$4,603,639 VOO, MDY, IWM, SPY, IWF 13F-HR 16 Jan 2024, 10:59
Q3 2023 63 $197,088,797 +$3,818,357 -$2,704,526 +$1,113,831 VOO, MDY, IWM, SPY, IWF 13F-HR 25 Oct 2023, 16:55
Q2 2023 63 $204,628,418 +$3,568,727 -$3,920,752 -$352,025 VOO, MDY, IWM, SPY, IWF 13F-HR 27 Jul 2023, 16:19
Q1 2023 62 $193,381,583 +$12,312,431 -$2,498,699 +$9,813,732 VOO, MDY, IWM, SPY, IWF 13F-HR 01 May 2023, 14:56
Q4 2022 60 $175,474,290 +$7,545,611 -$3,915,063 +$3,630,548 VOO, MDY, IWM, SPY, IWD 13F-HR 02 Feb 2023, 16:23
Q3 2022 58 $159,583,000 +$4,369,321 -$1,967,534 +$2,401,787 VOO, MDY, IWM, SPY, AGG 13F-HR 14 Oct 2022, 14:36
Q2 2022 63 $175,038,000 +$4,386,582 -$2,681,610 +$1,704,972 VOO, MDY, IWM, SPY, AGG 13F-HR 28 Jul 2022, 16:09
Q1 2022 64 $184,229,000 +$6,036,308 -$1,308,030 +$4,728,278 VOO, MDY, IWM, SPY, AGG 13F-HR 29 Apr 2022, 10:53
Q4 2021 63 $185,821,000 +$7,157,166 -$1,243,762 +$5,913,404 VOO, MDY, IWM, SPY, AGG 13F-HR 17 Feb 2022, 15:33
Q3 2021 63 $191,981,000 +$3,158,439 -$1,111,571 +$2,046,868 VOO, MDY, IWM, SPY, AGG 13F-HR 15 Nov 2021, 10:53
Q2 2021 58 $182,921,000 +$3,401,139 -$2,955,265 +$445,874 VOO, MDY, IWM, SPY, AGG 13F-HR 11 Aug 2021, 17:12
Q1 2021 62 $173,783,000 +$4,900,368 -$6,431,316 -$1,530,948 VOO, MDY, IWM, SPY, AGG 13F-HR 09 Apr 2021, 16:04
Q4 2020 61 $167,843,000 +$8,884,532 -$1,210,694 +$7,673,838 VOO, MDY, IWM, SPY, AGG 13F-HR 08 Feb 2021, 12:21
Q3 2020 59 $140,448,000 +$4,918,742 -$866,132 +$4,052,610 VOO, MDY, IWM, SPY, AGG 13F-HR 15 Oct 2020, 17:49
Q2 2020 58 $128,892,000 +$9,588,259 -$1,087,405 +$8,500,854 VOO, MDY, IWM, SPY, AGG 13F-HR 31 Jul 2020, 10:57
Q1 2020 56 $104,135,000 +$16,895,777 -$1,497,804 +$15,397,973 VOO, MDY, IWM, SPY, VB 13F-HR 13 May 2020, 10:59
Q4 2019 57 $107,687,000 $0 $0 $0 VOO, MDY, IWM, SPY, VB 13F-HR 30 Jan 2020, 11:27