Oldfather Financial Services, LLC

All 13F Filings

Location
Kearney, NE
Most recent 13F
Q4 2025
Holdings value ($000)
335,844
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q4 2025 1/16/2026 98 335,844 13F-HR Oldfather Financial Services, LLC
Q3 2025 10/16/2025 92 321,102 13F-HR Oldfather Financial Services, LLC
Q2 2025 7/10/2025 84 290,940 13F-HR Oldfather Financial Services, LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 132.1 K 39.3% 12.01 K 0 12.01 K
ETFs 201.5 K 60.0% 2.828 K 0 2.828 K
Debt 2.21 K 0.7% 0 97 -97
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Fund Snapshot

Q4 2025
Latest filed
1/16/2026
Total value ($000)
335,844
Holdings
98
QoQ value change ($000)
14,742 (4.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.