Oldfather Financial Services, LLC

13F Filings History

Latest 13F report
Q2 2025 - Jul 10, 2025
Value $
$291M
Signature - Title
William Oldfather - Sole Member
Location
Kearney, NE
Summary
This page shows a list of all the recent 13F filings made by Oldfather Financial Services, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Oldfather Financial Services, LLC reported 84 stock holdings with total value $291M as of Q2 2025. Top holdings included VOO, MDY, IWM, SPY, and IWF.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2025 84 $291M +$9.96M -$1.72M +$8.25M VOO, MDY, IWM, SPY, IWF 13F-HR 7/10/2025, 02:40 PM
Q1 2025 78 $263M +$15.6M -$3.46M +$12.1M VOO, MDY, IWM, SPY, AGG 13F-HR 5/1/2025, 03:05 PM
Q4 2024 78 $262M +$9.48M -$5.09M +$4.39M VOO, MDY, IWM, SPY, IWF 13F-HR 1/16/2025, 11:18 AM
Q3 2024 76 $260M +$1.95M -$2.12M -$172K VOO, MDY, IWM, SPY, IWF 13F-HR 10/28/2024, 09:58 AM
Q2 2024 72 $244M +$1.75M -$1.35M +$400K VOO, MDY, IWM, SPY, IWF 13F-HR 7/24/2024, 03:18 PM
Q1 2024 71 $243M +$5.86M -$3.45M +$2.4M VOO, MDY, IWM, SPY, IWF 13F-HR 4/25/2024, 04:16 PM
Q4 2023 63 $224M +$5.18M -$580K +$4.6M VOO, MDY, IWM, SPY, IWF 13F-HR 1/16/2024, 10:59 AM
Q3 2023 63 $197M +$3.82M -$2.48M +$1.34M VOO, MDY, IWM, SPY, IWF 13F-HR 10/25/2023, 04:55 PM
Q2 2023 63 $205M +$3.57M -$2.09M +$1.48M VOO, MDY, IWM, SPY, IWF 13F-HR 7/27/2023, 04:19 PM
Q1 2023 62 $193M +$12.3M -$423K +$11.9M VOO, MDY, IWM, SPY, IWF 13F-HR 5/1/2023, 02:56 PM
Q4 2022 60 $175M +$7.55M -$3.26M +$4.29M VOO, MDY, IWM, SPY, IWD 13F-HR 2/2/2023, 03:23 PM
Q3 2022 58 $160M +$4.37M -$616K +$3.75M VOO, MDY, IWM, SPY, AGG 13F-HR 10/14/2022, 02:36 PM
Q2 2022 62 $175M +$4.39M -$1.6M +$2.79M VOO, MDY, IWM, SPY, AGG 13F-HR 7/28/2022, 04:09 PM
Q1 2022 64 $184M +$6.04M -$2.1M +$3.94M VOO, MDY, IWM, SPY, AGG 13F-HR 4/29/2022, 10:53 AM
Q4 2021 60 $186M +$7.2M -$819K +$6.38M VOO, MDY, IWM, SPY, AGG 13F-HR 2/17/2022, 02:33 PM
Q3 2021 62 $194M +$3.16M -$1.11M +$2.05M VOO, MDY, IWM, SPY, AGG 13F-HR 11/15/2021, 10:53 AM
Q2 2021 58 $183M +$3.4M -$2.96M +$446K VOO, MDY, IWM, SPY, AGG 13F-HR 8/11/2021, 05:12 PM
Q1 2021 62 $174M +$4.9M -$6.43M -$1.53M VOO, MDY, IWM, SPY, AGG 13F-HR 4/9/2021, 04:04 PM
Q4 2020 59 $168M +$8.88M -$1M +$7.88M VOO, MDY, IWM, SPY, AGG 13F-HR 2/8/2021, 11:21 AM
Q3 2020 59 $140M +$4.92M -$662K +$4.26M VOO, MDY, IWM, SPY, AGG 13F-HR 10/15/2020, 05:49 PM
Q2 2020 58 $129M +$9.6M -$1.09M +$8.51M VOO, MDY, IWM, SPY, AGG 13F-HR 7/31/2020, 10:57 AM
Q1 2020 55 $104M +$16.9M -$146K +$16.7M VOO, MDY, IWM, SPY, VB 13F-HR 5/13/2020, 10:59 AM
Q4 2019 57 $108M VOO, MDY, IWM, SPY, VB 13F-HR 1/30/2020, 10:27 AM