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| Happy Holidays!! thanks for using AUM13F!! |
| Oldfather Financial Services LLC
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|---|---|
| CRD # | 112505 |
| SEC # | 801-79439 |
| CIK # | 0001775530 |
| AUM | $459.0 M (2025-03-12) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 308-237-4571 |
| Address | 2033 Central Avenue Kearney, NE 68847 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Wells Fargo & Co/MN | 4.9 | ||
| Apple Inc | 2.4 | ||
| American Express Co | 2.4 | ||
| Buckle Inc | 2.2 | ||
| J P Morgan Chase & Co | 1.6 | ||
| Eaton Corp Ltd | 1.5 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 358 | 264.4 |
| (b) Individuals (high net worth individuals) | 28 | 139.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 0.2 |
| (h) Charitable organizations | 7 | 54.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 1.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,125 | 459.0 |
| By Discretionary | ||
| Discretionary | 1,070 | 445.5 |
| Non-Discretionary | 55 | 13.5 |
| Total | 1,125 | 459.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 459.0 | |
| Total | 1,125 | 459.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001775530] |
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