Oldfather Financial Services, LLC
•CIK: 1775530•Filing: Q4 2025
**Oldfather Financial Services, LLC** manages $336M across a diversified portfolio of 98 positions. The fund exhibits a significant allocation to broad market indices, notably holding VOO at $73.6M and SPY at $17.6M. Further concentration is visible in sector-specific plays, with MDY commanding $33.3M and IWM at $28.6M. This structure suggests a core mandate focused on capturing broad market beta while selectively overweighting key thematic or sector exposures.
Total AUM
$335.8M
QoQ Performance
+4.6%
Positions
58
Top 10 Concentration
64.2%
Latest Filing
Q4 2025
Top Holdings Allocation
VOO
MDY
IWM
SPY
VOO21.9%
MDY9.9%
IWM8.5%
SPY5.2%
EFA3.6%
AGG3.5%
IWF3.4%
IWD2.8%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other57.0%
ETF28.5%
Financial8.6%
Technology3.4%
Consumer1.0%
Healthcare0.8%
Industrial0.4%
Energy0.2%
🚪 Exited Positionssold since Q3 2025
+3 more exited positions
Changes from Q3 2025
NEW14 new positions
↑51 increased
↓22 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023