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
92 檔
48.8%
At the close of Q3 2025, Oldfather Financial Services, LLC disclosed equity holdings valued at approximately $335.8M, spread across 92 reported holdings.
In Q3 2025, Oldfather Financial Services, LLC displayed an active expansion posture, initiating 14 new positions and adding to 25 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 | 22.93% | — | +1.96% | |
| 2 | MDY | State Street Spdr S&p Midcap | ETF-Other | 10.20% | -0.28% | +3.14% | |
| 3 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 8.82% | -0.30% | +3.96% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 5.39% | -0.16% | -0.17% | |
| 5 | IWF | Ishares Russell 1000 Growth | ETF-Other | 3.70% | -0.26% | -0.65% | |
| 6 | EFA | Ishares Msci Eafe ETF | ETF-Other | 3.56% | +0.06% | +3.88% | |
| 7 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 3.20% | +0.28% | -1.25% | |
| 8 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 2.82% | — | — | |
| 9 | IWD | Ishares Russell 1000 Value E | ETF-Other | 2.81% | -0.06% | +0.87% | |
| 10 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 2.71% | — | +3.28% | |
| 11 | VB | Vanguard Small-cap ETF | ETF-Other | 2.53% | — | +0.04% | |
| 12 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 2.35% | +0.13% | +2.99% | |
| 13 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 2.33% | — | +4.59% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.13% | -0.02% | -1.51% | |
| 15 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 2.09% | — | +4.07% | |
| 16 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 1.64% | — | +10.24% | |
| 17 | WFC | Wells Fargo & Co | Stock-Financials | 1.61% | +0.12% | +0.00% | |
| 18 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.31% | — | -0.60% | |
| 19 | AAPL | Apple Inc | Stock-Tech | 0.99% | +0.12% | +4.90% | |
| 20 | BND | Vanguard Total Bond Market | ETF-Other | 0.84% | +0.09% | +11.12% | |
| 21 | BKE | Buckle Inc/the | Stock-Other | 0.80% | -0.10% | -11.06% | |
| 22 | AXP | American Express Co | Stock-Financials | 0.78% | +0.07% | — | |
| 23 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.71% | — | +0.07% | |
| 24 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.67% | — | -0.33% | |
| 25 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.59% | — | -0.05% | |
| 26 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.58% | — | +1.48% | |
| 27 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.53% | — | +0.06% | |
| 28 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.53% | +0.06% | +0.65% | |
| 29 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.50% | — | +0.40% | |
| 30 | ETN | Eaton Corporation plc | Stock-Industrials | 0.49% | -0.08% | +0.26% | |
| 31 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.44% | +0.06% | +0.08% | |
| 32 | MSFT | Microsoft CORP | Stock-Tech | 0.43% | +0.21% | +4.11% | |
| 33 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.41% | — | -1.57% | |
| 34 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-Other | 0.36% | -0.36% | EXIT | |
| 35 | XLK | Ss Technology Select Sector | ETF-Tech | 0.35% | — | +13.69% | |
| 36 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.35% | — | — | |
| 37 | IBM | Intl Business Machines CORP | Stock-Tech | 0.32% | +0.03% | +1.00% | |
| 38 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 0.26% | — | -0.79% | |
| 39 | UNP | Union Pacific CORP | Stock-Industrials | 0.25% | — | -12.41% | |
| 40 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.25% | — | +0.08% | |
| 41 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.24% | +0.20% | +61.94% | |
| 42 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.24% | — | — | |
| 43 | USB | US Bancorp | Stock-Financials | 0.23% | — | — | |
| 44 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.23% | — | +0.08% | |
| 45 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.20% | — | +0.92% | |
| 46 | GLD | Spdr Gold Shares | ETF-Commodities | 0.20% | — | — | |
| 47 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.19% | — | — | |
| 48 | VV | Vanguard Large-cap ETF | ETF-Other | 0.18% | — | — | |
| 49 | BAC | Bank Of America CORP | Stock-Financials | 0.17% | — | — | |
| 50 | DE | Deere & Co | Stock-Industrials | 0.17% | — | +0.08% |
According to official SEC Form 13F filings, Oldfather Financial Services, LLC reported a total U.S. public equity portfolio value of $335.8M across 92 disclosed positions in Q3 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 48.8% of total reported equity market value during Q3 2025.
Top New Position Initiated
GLD
市值: $631.7K
Top Position Liquidated / Trimmed
UNH
前期市值: $313.2K
During Q3 2025, Oldfather Financial Services, LLC's top holdings by market value included VOO (22.9%)、MDY (10.2%)、IWM (8.8%). The largest single position, VOO, represented 22.9% of total portfolio value.
In Q3 2025, Oldfather Financial Services, LLC made 49 total portfolio adjustments, initiating 14 new buys, adding to 25 positions, trimming 8 holdings, and fully liquidating 2 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.