Wealth Management Nebraska
Q1 2026 13F Holdings
- Locationnorfolk, NE
- Num holdings
100
- Value ($000)
$987,307
- Date Filed 05/15/2026
- Form type13F-HR
- CIK 0002042783
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SPDR SERIES TRUST | STATE STREET SPD | 78464A375 | $195.97M | 20 % | 5,842,882 | ||
AMERICAN CENTY ETF TR | AVANTIS US SMALL | 025072323 | $120.37M | 12 % | 1,089,651 | ||
AMERICAN CENTY ETF TR | US LARGE CAP VLU | 025072349 | $75.59M | 8 % | 937,713 | ||
DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 25434V807 | $70.1M | 7 % | 1,328,121 | ||
DIMENSIONAL ETF TRUST | WORLD EQUITY ETF | 25434V617 | $59.35M | 6 % | 804,355 | ||
DIMENSIONAL ETF TRUST | US EQUITY MARKET | 25434V401 | $59.23M | 6 % | 835,254 | ||
AMERICAN CENTY ETF TR | INTL SMCP VLU | 025072802 | $56.43M | 6 % | 565,044 | ||
DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V500 | $53.37M | 5 % | 750,357 | ||
SPDR SERIES TRUST | STATE STREET SPD | 78464A854 | $41.68M | 4 % | 544,531 | ||
SPDR SERIES TRUST | STATE STREET SPD | 78464A649 | $36.38M | 4 % | 1,420,137 |
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