Oldfather Financial Services, LLC - Portfolio overview

Oldfather Financial Services, LLC has 106 reported holdings in this dataset, with the latest filing dated 2026-01-16.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. VOO - VANGUARD INDEX FDS, 21.72%
2. MDY - SPDR S&P MIDCAP 400 ETF TR, 9.83%
3. IWM - ISHARES TR, 8.44%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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