Oldfather Financial Services, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 16, 2026, for the 2025 Q4 period, Oldfather Financial Services, LLC held in its portfolio 97 assets valued at $335,844,460 (i.e. $335.84M).
The most valuable assets in the portfolio included: VANGUARD INDEX FDS ($73.62M), SPDR S&P MIDCAP 400 ETF TR ($33.33M), and ISHARES TR ($28.62M).
The chart below shows the top 10 valuable assets, and the table below shows the top 97 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Oldfather Financial Services, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD INDEX FDS | 117397 | 73622968 | S&P 500 ETF SHS |
| SPDR S&P MIDCAP 400 ETF TR | 55249 | 33330739 | UTSER1 S&PDCRP |
| ISHARES TR | 116244 | 28614739 | RUSSELL 2000 ETF |
| SPDR S&P 500 ETF TR | 25775 | 17576560 | TR UNIT |
| ISHARES TR | 126608 | 12158193 | MSCI EAFE ETF |
| ISHARES TR | 117091 | 11695005 | CORE US AGGBD ET |
| ISHARES TR | 24441 | 11567960 | RUS 1000 GRW ETF |
| ISHARES TR | 43987 | 9252313 | RUS 1000 VAL ETF |
| BERKSHIRE HATHAWAY INC DEL | 12 | 9057600 | CL A |
| ISHARES TR | 27202 | 8786416 | RUS 2000 GRW ETF |
| ISHARES TR | 63185 | 8314472 | S&P MC 400VL ETF |
| VANGUARD INDEX FDS | 32013 | 8257756 | SMALL CP ETF |
| ISHARES TR | 78565 | 7611337 | S&P MC 400GR ETF |
| BERKSHIRE HATHAWAY INC DEL | 14079 | 7076809 | CL B NEW |
| ISHARES TR | 37564 | 6806980 | RUS 2000 VAL ETF |
| WELLS FARGO CO NEW | 62200 | 5797050 | COM |
| ISHARES TR | 97037 | 5308885 | MSCI EMG MKT ETF |
| ISHARES TR | 6353 | 4351605 | CORE S&P500 ETF |
| APPLE INC | 13696 | 3723475 | COM |
| VANGUARD BD INDEX FDS | 41962 | 3108125 | TOTAL BND MRKT |
| AMERICAN EXPRESS CO | 7688 | 2844176 | COM |
| BUCKLE INC | 43986 | 2349757 | COM |
| SCHWAB STRATEGIC TR | 97111 | 2269492 | US AGGREGATE B |
| ISHARES TR | 32876 | 2169789 | CORE S&P MCP ETF |
| MICROSOFT CORP | 4428 | 2141491 | COM |
| JPMORGAN CHASE & CO. | 6168 | 1987425 | COM |
| SCHWAB STRATEGIC TR | 72170 | 1942099 | US LRG CAP ETF |
| VANGUARD INDEX FDS | 5741 | 1924811 | TOTAL STK MKT |
| SCHWAB STRATEGIC TR | 60371 | 1719376 | US SML CAP ETF |
| JOHNSON & JOHNSON | 8046 | 1665217 | COM |
| SCHWAB STRATEGIC TR | 54712 | 1645203 | US MID-CAP ETF |
| AMAZON COM INC | 6336 | 1462476 | COM |
| ISHARES TR | 65985 | 1456289 | IBONDS DEC 2030 |
| EATON CORP PLC | 4311 | 1373097 | SHS |
| VANGUARD INDEX FDS | 4315 | 1252326 | MID CAP ETF |
| INTERNATIONAL BUSINESS MACHS | 3925 | 1162624 | COM |
| ISHARES TR | 2959 | 1105009 | RUS 1000 ETF |
| SELECT SECTOR SPDR TR | 7532 | 1084382 | STATE STREET TEC |
| ALPHABET INC | 3249 | 1016922 | CAP STK CL A |
| UNION PAC CORP | 3951 | 913862 | COM |
| INVESCO QQQ TR | 1416 | 869762 | UNIT SER 1 |
| ALPHABET INC | 2754 | 864185 | CAP STK CL C |
| ISHARES TR | 12832 | 861445 | MSCI ACWI EX US |
| NVIDIA CORPORATION | 4327 | 806986 | COM |
| US BANCORP DEL | 15000 | 800400 | COM NEW |
| MCDONALDS CORP | 2494 | 762321 | COM |
| ISHARES TR | 31107 | 753723 | IBONDS DEC2026 |
| VANGUARD INDEX FDS | 3503 | 741900 | SM CP VAL ETF |
| ISHARES INC | 10690 | 718588 | CORE MSCI EMKT |
| SPDR GOLD TR | 1777 | 704243 | GOLD SHS |
| SCHWAB STRATEGIC TR | 28926 | 695391 | INTL EQTY ETF |
| VANGUARD INDEX FDS | 2041 | 642507 | LARGE CAP ETF |
| ISHARES TR | 6935 | 620407 | CORE MSCI EAFE |
| BANK AMERICA CORP | 11231 | 617705 | COM |
| VANGUARD INDEX FDS | 1937 | 585187 | SML CP GRW ETF |
| DEERE & CO | 1192 | 555113 | COM |
| ISHARES TR | 1611 | 552558 | S&P 100 ETF |
| MASTERCARD INCORPORATED | 948 | 541194 | CL A |
| EXXON MOBIL CORP | 4440 | 534344 | COM |
| ISHARES TR | 6471 | 521757 | IBOXX HI YD ETF |
| BROADCOM INC | 1485 | 513959 | COM |
| META PLATFORMS INC | 768 | 506949 | CL A |
| SCHWAB STRATEGIC TR | 15400 | 504353 | EMRG MKTEQ ETF |
| SPDR SERIES TRUST | 4770 | 500942 | STATE STREET SPD |
| SCHWAB STRATEGIC TR | 17454 | 478765 | US DIVIDEND EQ |
| VISA INC | 1273 | 446454 | COM CL A |
| VERIZON COMMUNICATIONS INC | 10740 | 437440 | COM |
| ABBVIE INC | 1856 | 424077 | COM |
| VANGUARD INTL EQUITY INDEX F | 7619 | 409597 | FTSE EMR MKT ETF |
| SCHWAB STRATEGIC TR | 12305 | 401395 | US LCAP GR ETF |
| ORACLE CORP | 1989 | 387676 | COM |
| ISHARES TR | 1909 | 381189 | U.S. TECH ETF |
| PNC FINL SVCS GROUP INC | 1800 | 375714 | COM |
| ISHARES TR | 2998 | 369533 | S&P 500 GRWT ETF |
| AMERIPRISE FINL INC | 744 | 364813 | COM |
| SPDR INDEX SHS FDS | 7751 | 362824 | PORTFOLIO EMG MK |
| VANGUARD TAX-MANAGED FDS | 5609 | 350394 | VAN FTSE DEV MKT |
| ELI LILLY & CO | 319 | 342823 | COM |
| TJX COS INC NEW | 2214 | 340093 | COM |
| LOWES COS INC | 1409 | 339856 | COM |
| TESLA INC | 752 | 338189 | COM |
| WALMART INC | 2660 | 296351 | COM |
| PEPSICO INC | 2060 | 295678 | COM |
| ABBOTT LABS | 2272 | 284630 | COM |
| VANGUARD WORLD FD | 2068 | 276057 | FINANCIALS ETF |
| ISHARES TR | 2261 | 271727 | CORE S&P SCP ETF |
| LAM RESEARCH CORP | 1547 | 264815 | COM NEW |
| VANGUARD INDEX FDS | 921 | 257088 | MCAP GR IDXVIP |
| SSGA ACTIVE TR | 10000 | 250408 | STATE STREET MY |
| TAIWAN SEMICONDUCTOR MFG LTD | 819 | 248886 | SPONSORED ADS |
| ISHARES TR | 1678 | 237394 | MSCI ACWI ETF |
| ISHARES TR | 1631 | 230199 | SELECT DIVID ETF |
| COCA COLA CO | 3255 | 227527 | COM |
| PROCTER AND GAMBLE CO | 1550 | 222086 | COM |
| COSTCO WHSL CORP NEW | 253 | 218599 | COM |
| VANGUARD SPECIALIZED FUNDS | 983 | 216044 | DIV APP ETF |
| CUMMINS INC | 422 | 215410 | COM |
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