Oldfather Financial Services, LLC
RIA/Wealth
Oldfather Financial Services, LLC is a RIA/Wealth based in Kearney, NE led by William Alan Oldfather, reporting $459.0M in AUM as of Q3 2025 with 85% ETF concentration, 66% concentrated in top 10 holdings, and 23% allocation to VOO.
MemberWilliam Alan Oldfather
- Portfolio Value
- $321.1M
- Positions
- 92
- Top Holding
- VOO at 22.93%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Oldfather Financial Services, LLC's portfolio (66.1% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $73.6M | 22.93% | +$1.4M Bought | — 120.2K shares | |
ETF ETF | $32.8M | 10.20% | +$998.4K Bought | — 55.0K shares | |
ETF ETF | $28.3M | 8.82% | +$1.1M Bought | — 117.1K shares | |
ETF ETF | $17.3M | 5.39% | -$29.3K Sold | — 26.0K shares | |
ETF ETF | $11.9M | 3.70% | -$78.2K Sold | — 25.4K shares | |
ETF ETF | $11.4M | 3.56% | +$426.8K Bought | — 122.5K shares | |
ETF ETF | $10.3M | 3.20% | -$130.2K Sold | — 102.5K shares | |
Insurance - Diversified Financial Services | $9.1M | 2.82% | — | 0.00% 12.0 shares | |
ETF ETF | $9.0M | 2.81% | +$77.4K Bought | — 44.2K shares | |
ETF ETF | $8.7M | 2.71% | +$276.5K Bought | — 27.2K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Oldfather Financial Services, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
-12.41% | |
-11.06% | |
-6.12% | |
-2.87% | |
-1.92% |
Analytics
Portfolio insights and performance metrics for Oldfather Financial Services, LLC
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