Oldfather Financial Services, LLC

Q4 2025 13F-HR Holdings

Location
Kearney, NE
Holdings as of
12/31/2025
Date filed
1/16/2026
Form type
13F-HR
Num holdings
98
Total value ($000)
$335,844
Net value change ($000)
+14,742 (4.6%)
New positions
14
Sold out positions
8
Turnover %
2.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/16/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
AGG 1,420 13.8%
IBDV 1,061 268.6%
IJJ 757 10.0%
MSFT 752 54.1%
EFA 725 6.3%
IEMG 719 NEW
AMZN 700 91.9%
WFC 620 12.0%
IEFA 620 NEW
MDY 579 1.8%
Top Reduces (Value $000, Stocks/ETFs)
IBDQ -1,156 -100.0%
FDL -391 -100.0%
XLF -331 -100.0%
IWF -320 -2.7%
NBIS -269 -100.0%
GSLC -248 -100.0%
BIL -245 -100.0%
C -231 -100.0%
BKE -230 -8.9%
XLV -225 -100.0%
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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type