13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001775530
Total reported value
$335.8M
$335.8M
78 檔
39.6%
In Q1 2025, Oldfather Financial Services, LLC's U.S. equity holdings reached a combined market value of $335.8M, distributed across 78 disclosed stock positions.
In Q1 2025, Oldfather Financial Services, LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 22.27% | — | -2.34% | |
| 2 | MDY | State Street Spdr S&p Midcap | ETF-Other | 10.51% | -0.28% | +0.65% | |
| 3 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 8.21% | -0.30% | +1.20% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 5.58% | -0.16% | +0.96% | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 3.86% | +0.28% | +9.32% | |
| 6 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 3.64% | — | — | |
| 7 | EFA | Ishares Msci Eafe ETF | ETF-Other | 3.53% | +0.06% | +8.93% | |
| 8 | IWF | Ishares Russell 1000 Growth | ETF-Other | 3.53% | -0.26% | -4.43% | |
| 9 | IWD | Ishares Russell 1000 Value E | ETF-Other | 3.10% | -0.06% | +0.48% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.83% | -0.02% | +4.02% | |
| 11 | VB | Vanguard Small-cap ETF | ETF-Other | 2.71% | — | +2.44% | |
| 12 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 2.50% | — | +0.50% | |
| 13 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 2.46% | +0.13% | +1.52% | |
| 14 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 2.26% | — | +0.81% | |
| 15 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 2.00% | — | +2.78% | |
| 16 | WFC | Wells Fargo & Co | Stock-Financials | 1.68% | +0.12% | +3.56% | |
| 17 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 1.42% | — | +4.32% | |
| 18 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.40% | — | +2.03% | |
| 19 | AAPL | Apple Inc | Stock-Tech | 1.03% | +0.12% | -2.25% | |
| 20 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.78% | — | +5.63% | |
| 21 | AXP | American Express Co | Stock-Financials | 0.77% | +0.07% | +0.03% | |
| 22 | BND | Vanguard Total Bond Market | ETF-Other | 0.76% | +0.09% | +23.05% | |
| 23 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.75% | — | +7.13% | |
| 24 | BKE | Buckle Inc/the | Stock-Other | 0.69% | -0.10% | +0.01% | |
| 25 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.60% | — | -0.07% | |
| 26 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.58% | — | +2.06% | |
| 27 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.55% | — | +3.77% | |
| 28 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.50% | +0.06% | +0.19% | |
| 29 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.48% | +0.06% | -1.79% | |
| 30 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-Other | 0.44% | -0.36% | EXIT | |
| 31 | ETN | Eaton Corporation plc | Stock-Industrials | 0.43% | -0.08% | -0.26% | |
| 32 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.40% | — | +6.53% | |
| 33 | UNP | Union Pacific CORP | Stock-Industrials | 0.38% | — | -4.36% | |
| 34 | MSFT | Microsoft CORP | Stock-Tech | 0.37% | +0.21% | -1.11% | |
| 35 | IBM | Intl Business Machines CORP | Stock-Tech | 0.34% | +0.03% | — | |
| 36 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.32% | — | +0.14% | |
| 37 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.30% | — | — | |
| 38 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.29% | — | -1.40% | |
| 39 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 0.29% | — | +17.55% | |
| 40 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.29% | — | — | |
| 41 | USB | US Bancorp | Stock-Financials | 0.25% | — | +2.59% | |
| 42 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.24% | — | +74.16% | |
| 43 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.22% | — | +56.25% | |
| 44 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.22% | — | +1.38% | |
| 45 | DE | Deere & Co | Stock-Industrials | 0.21% | — | +0.08% | |
| 46 | XLK | Ss Technology Select Sector | ETF-Tech | 0.20% | — | +2.90% | |
| 47 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.20% | — | +1.06% | |
| 48 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.19% | — | +0.01% | |
| 49 | XOM | Exxon Mobil CORP | Stock-Energy | 0.17% | — | +2.13% | |
| 50 | MA | Mastercard Inc - A | Stock-Financials | 0.17% | — | +0.12% |
According to official SEC Form 13F filings, Oldfather Financial Services, LLC reported a total U.S. public equity portfolio value of $335.8M across 78 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VOO, MDY, IWM) accounted for 39.6% of total reported equity market value during Q1 2025.
Top New Position Initiated
VOO
市值: $58.7M
During Q1 2025, Oldfather Financial Services, LLC's top holdings by market value included VOO (22.3%)、MDY (10.5%)、IWM (8.2%). The largest single position, VOO, represented 22.3% of total portfolio value.
In Q1 2025, Oldfather Financial Services, LLC made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.