Oldfather Financial Services, LLC
- SEC CIK
- 0001775530
- Latest filing
- Jan 16, 2026
The latest 13F from Oldfather Financial Services, LLC covers Q4 2025 (filed Jan 16, 2026): 98 long positions worth $335.8M. The top 10 holdings make up 64.2% of the portfolio, and the largest is Vanguard S&P 500 ETF at 21.9%. Livermore has 20 filings on Form 13F from this institution, going back to Q1 2021.
What changed in Q4 2025
Share counts compared with Q3 2025: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.
- New
- 14
- Est. +$4.84M
- Added
- 50
- Est. +$10.1M
- Reduced
- 23
- Est. −$3.10M
- Sold out
- 8
- Est. −$3.10M
Top 5 holdings
Share of this quarter's portfolio value
Biggest buys
New and added positions, by estimated amount bought
Largest weight increases
New and added positions, by percentage points of the portfolio gained
Biggest sells
Reduced and sold-out positions, by estimated amount sold
- Vanguard S&P 500 ETF922908363−$1.76MReduced
- iShares Ibonds Dec 2025 Term Corporate ETF46434VBD1−$1.16MSold out
- iShares Russell 1000 Growth ETF464287614−$444.4KReduced
- First Tr Exchange-Traded FD336917109−$391.0KSold out
- State Street Financial Select Sector SPDR ETF81369Y605−$330.6KSold out
Largest weight decreases
Reduced and sold-out positions, by percentage points of the portfolio lost
- Vanguard S&P 500 ETF922908363−1.00 pp22.9% → 21.9%
- iShares Ibonds Dec 2025 Term Corporate ETF46434VBD1−0.36 pp0.4% → 0.0%
- iShares Russell 2000 ETF464287655−0.30 pp8.8% → 8.5%
- iShares Russell 1000 Growth ETF464287614−0.26 pp3.7% → 3.4%
- SPYSPDR S&P 500 ETF Trust
Metrics
13F metrics for Q4 2025, computed only from the numbers in the filings. Definitions below.
- Portfolio value
- $335.8M
- +$14.7M (+4.6%) vs. prior quarter
- Positions
- 98
- +6 vs. prior quarter
- Top 10 concentration
- 64.2%
- Top 10 as share of value
- Turnover
- 1.9%
- Q4 2025, one quarter
- Average holding period
- 18.5 quarters
- Weighted by value
How these are calculated
- Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
- Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
- Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
- Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.
13F filings by quarter
20 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.
Peak $335.8M (Q4 2025)
| Quarter | Filed | Positions | Value | Top 3 holdings | Changes | Filing |
|---|---|---|---|---|---|---|
| Q4 2025 | Jan 16, 2026 | 98 | $335.8M | Vanguard S&P 500 ETFMDYiShares Russell 2000 ETF | vs. Q3 2025 | SEC |
| Q3 2025 | Oct 16, 2025 | 92 | $321.1M | Vanguard S&P 500 ETFMDYiShares Russell 2000 ETF | vs. Q2 2025 | SEC |
| Q2 2025 | Jul 10, 2025 | 84 | $290.9M | Vanguard S&P 500 ETFMDYiShares Russell 2000 ETF | vs. Q1 2025 | SEC |
| Q1 2025 | May 1, 2025 | 78 | $263.4M | Vanguard S&P 500 ETFMDYiShares Russell 2000 ETF | vs. Q4 2024 | SEC |
| Q4 2024 | Jan 16, 2025 | 78 | $262.5M | Vanguard S&P 500 ETFMDYiShares Russell 2000 ETF | vs. Q3 2024 | SEC |
| Q3 2024 | Oct 28, 2024 | 76 | $259.9M | Vanguard S&P 500 ETFMDYiShares Russell 2000 ETF | vs. Q2 2024 | SEC |
| Q2 2024 | Jul 24, 2024 | 72 | $243.7M | Vanguard S&P 500 ETFMDYiShares Russell 2000 ETF | vs. Q1 2024 | SEC |
| Q1 2024 | Apr 25, 2024 | 71 | $243.0M | Vanguard S&P 500 ETFMDYiShares Russell 2000 ETF | vs. Q4 2023 | SEC |
| Q4 2023 | Jan 16, 2024 | 63 | $224.4M | Vanguard S&P 500 ETFMDYiShares Russell 2000 ETF | vs. Q3 2023 | SEC |
| Q3 2023 | Oct 25, 2023 | 63 | $197.1M | Vanguard S&P 500 ETFMDYiShares Russell 2000 ETF | vs. Q2 2023 | SEC |
| Q2 2023 | Jul 27, 2023 | 63 | $204.6M | Vanguard S&P 500 ETFMDYiShares Russell 2000 ETF | vs. Q1 2023 | SEC |
| Q1 2023 | May 1, 2023 | 62 | $193.4M | Vanguard S&P 500 ETFMDYiShares Russell 2000 ETF | vs. Q4 2022 | SEC |
| Q4 2022 | Feb 2, 2023 | 60 | $175.5M | Vanguard S&P 500 ETFMDYiShares Russell 2000 ETF | vs. Q3 2022 | SEC |
| Q3 2022 | Oct 14, 2022 | 58 | $159.6M | Vanguard S&P 500 ETFMDYiShares Russell 2000 ETF | vs. Q2 2022 | SEC |
| Q2 2022 | Jul 28, 2022 | 63 | $175.2M | Vanguard S&P 500 ETFMDYiShares Russell 2000 ETF | vs. Q1 2022 | SEC |
| Q1 2022 | Apr 29, 2022 | 64 | $184.2M | Vanguard S&P 500 ETFMDYiShares Russell 2000 ETF | vs. Q4 2021 | SEC |
| Q4 2021 | Feb 17, 2022 | 63 | $190.5M | Vanguard S&P 500 ETFMDYiShares Russell 2000 ETF | vs. Q3 2021 | SEC |
| Q3 2021 | Nov 15, 2021 | 63 | $194.6M | Vanguard S&P 500 ETFMDYiShares Russell 2000 ETF | vs. Q2 2021 | SEC |
| Q2 2021 | Aug 11, 2021 | 58 | $182.9M | Vanguard S&P 500 ETFMDYiShares Russell 2000 ETF | vs. Q1 2021 | SEC |
| Q1 2021 | Apr 9, 2021 | 62 | $173.8M | Vanguard S&P 500 ETFMDYiShares Russell 2000 ETF | – | SEC |