Oldfather Financial Services, LLC

Portfolio Overview

Oldfather Financial Services, LLC disclosed 98 positions worth $335.8M in its Form 13F-HR for Q4 2025, followed by $MDY. During the quarter the fund opened 11 new positions and exited 4. The portfolio is most concentrated in Other (83.4% of disclosed assets). All figures are sourced directly from Oldfather Financial Services, LLC’s Form 13F-HR filing with the SEC under CIK 1775530.

• VANGUARD INDEX FDS

  —

  Quality

  $73.6M117,397 sh
• 

  SPDR S&P MIDCAP 400 ETF TRUST

  $MDY

  —

  Quality

  $33.3M55,249 sh

• ISHARES TR

  —

  Quality

  $28.6M116,244 sh
• 

  SPDR S&P 500 ETF TRUST

  $SPY

  —

  Quality

  $17.6M25,775 sh

• ISHARES TR

  —

  Quality

  $12.2M126,608 sh

• ISHARES TR

  —

  Quality

  $11.7M117,091 sh

• ISHARES TR

  —

  Quality

  $11.6M24,441 sh

• ISHARES TR

  —

  Quality

  $9.3M43,987 sh
• 

  BERKSHIRE HATHAWAY INC

  $BRK.A

  73.6

  Quality

  $9.1M12 sh

• ISHARES TR

  —

  Quality

  $8.8M27,202 sh

Company	Quality	Value	Shares
VANGUARD INDEX FDS	—	$73.6M	117,397
SPDR S&P MIDCAP 400 ETF TRUST$MDY	—	$33.3M	55,249
ISHARES TR	—	$28.6M	116,244
SPDR S&P 500 ETF TRUST$SPY	—	$17.6M	25,775
ISHARES TR	—	$12.2M	126,608
ISHARES TR	—	$11.7M	117,091
ISHARES TR	—	$11.6M	24,441
ISHARES TR	—	$9.3M	43,987
BERKSHIRE HATHAWAY INC$BRK.A	73.6	$9.1M	12
ISHARES TR	—	$8.8M	27,202

Showing top 10 of 98 holdings.

Full Holdings — Oldfather Financial Services, LLC (Q4 2025)

All 98 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

#	Ticker	Company	Value	Weight	QoQ	Quality
1	—	VANGUARD INDEX FDS	$73.6M	21.9%	-2%	—
2	$MDY	SPDR S&P MIDCAP 400 ETF TRUST	$33.3M	9.9%	+1%	—
3	—	ISHARES TR	$28.6M	8.5%	-1%	—
4	$SPY	SPDR S&P 500 ETF TRUST	$17.6M	5.2%	-1%	—
5	—	ISHARES TR	$12.2M	3.6%	+3%	—
6	—	ISHARES TR	$11.7M	3.5%	+14%	—
7	—	ISHARES TR	$11.6M	3.4%	-4%	—
8	—	ISHARES TR	$9.3M	2.8%	-1%	—
9	$BRK.A	BERKSHIRE HATHAWAY INC	$9.1M	2.7%	+0%	73.6
10	—	ISHARES TR	$8.8M	2.6%	-0%	—
11	—	ISHARES TR	$8.3M	2.5%	+8%	—
12	—	VANGUARD INDEX FDS	$8.3M	2.5%	+0%	—
13	—	ISHARES TR	$7.6M	2.3%	+1%	—
14	$BRK.B	BERKSHIRE HATHAWAY INC	$7.1M	2.1%	+4%	73.6
15	—	ISHARES TR	$6.8M	2.0%	-1%	—
16	$WFC	WELLS FARGO & COMPANY/MN	$5.8M	1.7%	+1%	61.5
17	—	ISHARES TR	$5.3M	1.6%	-2%	—
18	—	ISHARES TR	$4.4M	1.3%	+1%	—
19	$AAPL	Apple Inc.	$3.7M	1.1%	+10%	76.3
20	—	VANGUARD BD INDEX FDS	$3.1M	0.9%	+15%	—
21	$AXP	AMERICAN EXPRESS CO	$2.8M	0.8%	+2%	69.1
22	$BKE	BUCKLE INC	$2.3M	0.7%	+0%	61.5
23	—	SCHWAB STRATEGIC TR	$2.3M	0.7%	-0%	—
24	—	ISHARES TR	$2.2M	0.7%	+0%	—
25	$MSFT	MICROSOFT CORP	$2.1M	0.6%	+65%	79.7
26	$JPM	JPMORGAN CHASE & CO	$2.0M	0.6%	+15%	70.3
27	—	SCHWAB STRATEGIC TR	$1.9M	0.6%	+3%	—
28	—	VANGUARD INDEX FDS	$1.9M	0.6%	-1%	—
29	—	SCHWAB STRATEGIC TR	$1.7M	0.5%	-1%	—
30	$JNJ	JOHNSON & JOHNSON	$1.7M	0.5%	+5%	68.8
31	—	SCHWAB STRATEGIC TR	$1.6M	0.5%	+2%	—
32	$AMZN	AMAZON COM INC	$1.5M	0.4%	+82%	68.4
33	—	ISHARES TR	$1.5M	0.4%	+270%	—
34	$ETN	Eaton Corp plc	$1.4M	0.4%	+2%	—
35	—	VANGUARD INDEX FDS	$1.3M	0.4%	-4%	—
36	$IBM	INTERNATIONAL BUSINESS MACHINES CORP	$1.2M	0.3%	+8%	69.7
37	—	ISHARES TR	$1.1M	0.3%	-3%	—
38	—	SELECT SECTOR SPDR TR	$1.1M	0.3%	+89%	—
39	$GOOG	Alphabet Inc.	$1.0M	0.3%	+76%	78.1
40	$UNP	UNION PACIFIC CORP	$913,862	0.3%	+18%	69.5
41	$QQQ	INVESCO QQQ TRUST, SERIES 1	$869,762	0.3%	+8%	—
42	$GOOGL	Alphabet Inc.	$864,185	0.3%	+37%	78.1
43	—	ISHARES TR	$861,445	0.3%	+1%	—
44	$NVDA	NVIDIA CORP	$806,986	0.2%	+166%	85.9
45	$USB	US BANCORP DE	$800,400	0.2%	+0%	65
46	$MCD	MCDONALDS CORP	$762,321	0.2%	+5%	68.6
47	—	ISHARES TR	$753,723	0.2%	+0%	—
48	—	VANGUARD INDEX FDS	$741,900	0.2%	+40%	—
49	—	ISHARES INC	$718,588	0.2%	NEW	—
50	$GLD	SPDR GOLD TRUST	$704,243	0.2%	+0%	—
51	—	SCHWAB STRATEGIC TR	$695,391	0.2%	+3%	—
52	—	VANGUARD INDEX FDS	$642,507	0.2%	+9%	—
53	—	ISHARES TR	$620,407	0.2%	+388%	—
54	$BAC	BANK OF AMERICA CORP /DE/	$617,705	0.2%	+4%	67.3
55	—	VANGUARD INDEX FDS	$585,187	0.2%	-4%	—
56	$DE	DEERE & CO	$555,113	0.2%	+0%	55.3
57	—	ISHARES TR	$552,558	0.2%	+1%	—
58	$MA	Mastercard Inc	$541,194	0.2%	+22%	85
59	$XOM.R34088	EXXON MOBIL CORP	$534,344	0.2%	+17%	57.7
60	—	ISHARES TR	$521,757	0.2%	+0%	—
61	$AVGO	Broadcom Inc.	$513,959	0.1%	NEW	84.4
62	$META	Meta Platforms, Inc.	$506,949	0.1%	+125%	79.6
63	—	SCHWAB STRATEGIC TR	$504,353	0.1%	+6%	—
64	—	SCHWAB STRATEGIC TR	$478,765	0.1%	-4%	—
65	$V	VISA INC.	$446,454	0.1%	+115%	82.7
66	$VZ	VERIZON COMMUNICATIONS INC	$437,440	0.1%	-1%	65.5
67	$ABBV	AbbVie Inc.	$424,077	0.1%	+21%	72.5
68	—	VANGUARD INTL EQUITY INDEX F	$409,597	0.1%	+33%	—
69	—	SCHWAB STRATEGIC TR	$401,395	0.1%	-5%	—
70	$ORCL	ORACLE CORP	$387,676	0.1%	+31%	68.2
71	—	ISHARES TR	$381,189	0.1%	+0%	—
72	$PNC	PNC FINANCIAL SERVICES GROUP, INC.	$375,714	0.1%	+0%	73.4
73	—	ISHARES TR	$369,533	0.1%	+0%	—
74	$AMP	AMERIPRISE FINANCIAL INC	$364,813	0.1%	+48%	68.3
75	—	SPDR INDEX SHS FDS	$362,824	0.1%	+63%	—
76	—	VANGUARD TAX-MANAGED FDS	$350,394	0.1%	NEW	—
77	$LLY	ELI LILLY & Co	$342,823	0.1%	NEW	87.5
78	$TJX	TJX COMPANIES INC /DE/	$340,093	0.1%	NEW	68.4
79	$LOW	LOWES COMPANIES INC	$339,856	0.1%	-2%	60.4
80	$TSLA	Tesla, Inc.	$338,189	0.1%	-2%	53.6
81	$WMT	Walmart Inc.	$296,351	0.1%	NEW	59.9
82	$PEP	PEPSICO INC	$295,678	0.1%	-0%	63.2
83	$ABT	ABBOTT LABORATORIES	$284,630	0.1%	+41%	65.2
84	—	SPDR SERIES TRUST	$279,294	0.1%	-2%	—
85	—	VANGUARD WORLD FD	$276,057	0.1%	+0%	—
86	—	ISHARES TR	$271,727	0.1%	+59%	—
87	$LRCX	LAM RESEARCH CORP	$264,815	0.1%	+0%	79.3
88	—	VANGUARD INDEX FDS	$257,088	0.1%	+0%	—
89	—	SSGA ACTIVE TR	$250,408	0.1%	NEW	—
90	$TSM	TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD	$248,886	0.1%	NEW	—
91	—	ISHARES TR	$237,394	0.1%	+0%	—
92	—	ISHARES TR	$230,199	0.1%	+15%	—
93	$KO	COCA COLA CO	$227,527	0.1%	NEW	69.3
94	$PG	PROCTER & GAMBLE Co	$222,086	0.1%	NEW	64.4
95	—	SPDR SERIES TRUST	$221,648	0.1%	+3%	—
96	$COST	COSTCO WHOLESALE CORP /NEW	$218,599	0.1%	+12%	65.9
97	—	VANGUARD SPECIALIZED FUNDS	$216,044	0.1%	-20%	—
98	$CMI	CUMMINS INC	$215,410	0.1%	NEW	58