Oldfather Financial Services, LLC

Q3 2025 13F-HR Holdings

Location
Kearney, NE
Holdings as of
9/30/2025
Date filed
10/16/2025
Form type
13F-HR
Num holdings
92
Total value ($000)
$321,102
Net value change ($000)
+30,162 (10.4%)
New positions
8
Sold out positions
0
Turnover %
0.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/10/2025 Next filing: 1/16/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VOO 6,643 9.9%
IWM 4,026 16.6%
MDY 2,573 8.5%
SPY 1,227 7.6%
IWO 1,177 15.6%
IWF 1,041 9.6%
IWN 959 16.6%
EEM 952 22.0%
EFA 896 8.5%
AAPL 736 30.2%
Top Reduces (Value $000, Stocks/ETFs)
UNP -88 -10.0%
DE -60 -9.9%
IBM -36 -3.4%
AGG -21 -0.2%
AMP -21 -7.8%
COST -15 -6.7%
V -9 -4.3%
MA -8 -1.8%
ABT -3 -1.4%
HYG -1 -0.2%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type