Filed: 10/16/2025ACC: 0001775530-25-000009
📋 What this filing means
OLDFATHER FINANCIAL SERVICES, LLC filed this quarterly 13F‑HR report disclosing 92 equity positions with a total reported market value of $321.10M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
92
Positions
$321.10M
Total AUM (reported)
1.80M
Total Shares
Allocation by class
S&P 500 ETF SHS$73.61M22.9%
UTSER1 S&PDCRP$32.75M10.2%
RUSSELL 2000 ETF$28.33M8.8%
COM$26.36M8.2%
TR UNIT$17.29M5.4%
RUS 1000 GRW ETF$11.89M3.7%
MSCI EAFE ETF$11.43M3.6%
Portfolio Concentration
Top 3$134.69M41.9%
4–10$77.65M24.2%
11–25$68.67M21.4%
Rest$40.08M12.5%
Top 3 weight
41.9%
Top 10 weight
66.1%
Voting Authority Distribution
Total shares with voting rights: 1.80M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
1.80M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole92
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings92
Rows:
VANGUARD INDEX FDS
SOLEShares120.21K
TypeSH
Market value$73.61M
22.93%
Sole
0.00
Shared
0.00
None
120.21K
SPDR S&P MIDCAP 400 ETF TR
SOLEShares54.95K
TypeSH
Market value$32.75M
10.20%
Sole
0.00
Shared
0.00
None
54.95K
ISHARES TR
SOLEShares117.07K
TypeSH
Market value$28.33M
8.82%
Sole
0.00
Shared
0.00
None
117.07K
SPDR S&P 500 ETF TR
SOLEShares25.96K
TypeSH
Market value$17.29M
5.39%
Sole
0.00
Shared
0.00
None
25.96K
ISHARES TR
SOLEShares25.38K
TypeSH
Market value$11.89M
3.70%
Sole
0.00
Shared
0.00
None
25.38K
ISHARES TR
SOLEShares122.45K
TypeSH
Market value$11.43M
3.56%
Sole
0.00
Shared
0.00
None
122.45K
ISHARES TR
SOLEShares102.50K
TypeSH
Market value$10.28M
3.20%
Sole
0.00
Shared
0.00
None
102.50K
BERKSHIRE HATHAWAY INC DEL
SOLEShares12.00
TypeSH
Market value$9.05M
2.82%
Sole
0.00
Shared
0.00
None
12.00
ISHARES TR
SOLEShares44.25K
TypeSH
Market value$9.01M
2.81%
Sole
0.00
Shared
0.00
None
44.25K
ISHARES TR
SOLEShares27.20K
TypeSH
Market value$8.71M
2.71%
Sole
0.00
Shared
0.00
None
27.20K
VANGUARD INDEX FDS
SOLEShares31.98K
TypeSH
Market value$8.13M
2.53%
Sole
0.00
Shared
0.00
None
31.98K
ISHARES TR
SOLEShares58.26K
TypeSH
Market value$7.56M
2.35%
Sole
0.00
Shared
0.00
None
58.26K
ISHARES TR
SOLEShares78.07K
TypeSH
Market value$7.49M
2.33%
Sole
0.00
Shared
0.00
None
78.07K
BERKSHIRE HATHAWAY INC DEL
SOLEShares13.59K
TypeSH
Market value$6.83M
2.13%
Sole
0.00
Shared
0.00
None
13.59K
ISHARES TR
SOLEShares38.02K
TypeSH
Market value$6.72M
2.09%
Sole
0.00
Shared
0.00
None
38.02K
ISHARES TR
SOLEShares98.75K
TypeSH
Market value$5.27M
1.64%
Sole
0.00
Shared
0.00
None
98.75K
WELLS FARGO CO NEW
SOLEShares61.76K
TypeSH
Market value$5.18M
1.61%
Sole
0.00
Shared
0.00
None
61.76K
ISHARES TR
SOLEShares6.30K
TypeSH
Market value$4.22M
1.31%
Sole
0.00
Shared
0.00
None
6.30K
APPLE INC
SOLEShares12.46K
TypeSH
Market value$3.17M
0.99%
Sole
0.00
Shared
0.00
None
12.46K
VANGUARD BD INDEX FDS
SOLEShares36.38K
TypeSH
Market value$2.71M
0.84%
Sole
0.00
Shared
0.00
None
36.38K
BUCKLE INC
SOLEShares43.98K
TypeSH
Market value$2.58M
0.80%
Sole
0.00
Shared
0.00
None
43.98K
AMERICAN EXPRESS CO
SOLEShares7.51K
TypeSH
Market value$2.50M
0.78%
Sole
0.00
Shared
0.00
None
7.51K
SCHWAB STRATEGIC TR
SOLEShares97.22K
TypeSH
Market value$2.28M
0.71%
Sole
0.00
Shared
0.00
None
97.22K
ISHARES TR
SOLEShares32.83K
TypeSH
Market value$2.14M
0.67%
Sole
0.00
Shared
0.00
None
32.83K
VANGUARD INDEX FDS
SOLEShares5.79K
TypeSH
Market value$1.90M
0.59%
Sole
0.00
Shared
0.00
None
5.79K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 120.21K | SH | $73.61M 22.93% | 0.00 | 0.00 | 120.21K |
SPDR S&P MIDCAP 400 ETF TRSOLE | UTSER1 S&PDCRP | 54.95K | SH | $32.75M 10.20% | 0.00 | 0.00 | 54.95K |
ISHARES TRSOLE | RUSSELL 2000 ETF | 117.07K | SH | $28.33M 8.82% | 0.00 | 0.00 | 117.07K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 25.96K | SH | $17.29M 5.39% | 0.00 | 0.00 | 25.96K |
ISHARES TRSOLE | RUS 1000 GRW ETF | 25.38K | SH | $11.89M 3.70% | 0.00 | 0.00 | 25.38K |
ISHARES TRSOLE | MSCI EAFE ETF | 122.45K | SH | $11.43M 3.56% | 0.00 | 0.00 | 122.45K |
ISHARES TRSOLE | CORE US AGGBD ET | 102.50K | SH | $10.28M 3.20% | 0.00 | 0.00 | 102.50K |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 12.00 | SH | $9.05M 2.82% | 0.00 | 0.00 | 12.00 |
ISHARES TRSOLE | RUS 1000 VAL ETF | 44.25K | SH | $9.01M 2.81% | 0.00 | 0.00 | 44.25K |
ISHARES TRSOLE | RUS 2000 GRW ETF | 27.20K | SH | $8.71M 2.71% | 0.00 | 0.00 | 27.20K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 31.98K | SH | $8.13M 2.53% | 0.00 | 0.00 | 31.98K |
ISHARES TRSOLE | S&P MC 400VL ETF | 58.26K | SH | $7.56M 2.35% | 0.00 | 0.00 | 58.26K |
ISHARES TRSOLE | S&P MC 400GR ETF | 78.07K | SH | $7.49M 2.33% | 0.00 | 0.00 | 78.07K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 13.59K | SH | $6.83M 2.13% | 0.00 | 0.00 | 13.59K |
ISHARES TRSOLE | RUS 2000 VAL ETF | 38.02K | SH | $6.72M 2.09% | 0.00 | 0.00 | 38.02K |
ISHARES TRSOLE | MSCI EMG MKT ETF | 98.75K | SH | $5.27M 1.64% | 0.00 | 0.00 | 98.75K |
WELLS FARGO CO NEWSOLE | COM | 61.76K | SH | $5.18M 1.61% | 0.00 | 0.00 | 61.76K |
ISHARES TRSOLE | CORE S&P500 ETF | 6.30K | SH | $4.22M 1.31% | 0.00 | 0.00 | 6.30K |
APPLE INCSOLE | COM | 12.46K | SH | $3.17M 0.99% | 0.00 | 0.00 | 12.46K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 36.38K | SH | $2.71M 0.84% | 0.00 | 0.00 | 36.38K |
BUCKLE INCSOLE | COM | 43.98K | SH | $2.58M 0.80% | 0.00 | 0.00 | 43.98K |
AMERICAN EXPRESS COSOLE | COM | 7.51K | SH | $2.50M 0.78% | 0.00 | 0.00 | 7.51K |
SCHWAB STRATEGIC TRSOLE | US AGGREGATE B | 97.22K | SH | $2.28M 0.71% | 0.00 | 0.00 | 97.22K |
ISHARES TRSOLE | CORE S&P MCP ETF | 32.83K | SH | $2.14M 0.67% | 0.00 | 0.00 | 32.83K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 5.79K | SH | $1.90M 0.59% | 0.00 | 0.00 | 5.79K |
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