Wealth Management Nebraska
Q2 2026 13F Holdings
- Locationnorfolk, NE
- Num holdings
106
- Value ($000)
$1,120,855
- Date Filed 07/27/2026
- 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 Q2 2026 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SPDR SERIES TRUST | ST INTER BD ETF | 78464A375 | $211.09M | 19 % | 6,308,768 | ||
AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 | $141.39M | 13 % | 1,133,259 | ||
AMERICAN CENTY ETF TR | US LARGE CAP VLU | 025072349 | $94.89M | 9 % | 1,040,364 | ||
DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 25434V807 | $76.52M | 7 % | 1,416,453 | ||
DIMENSIONAL ETF TRUST | US EQUI MARK ETF | 25434V401 | $72.34M | 7 % | 882,866 | ||
DIMENSIONAL ETF TRUST | WORLD EQUITY ETF | 25434V617 | $70.63M | 6 % | 853,135 | ||
DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V500 | $66.56M | 6 % | 808,407 | ||
AMERICAN CENTY ETF TR | INTL SMCP VLU | 025072802 | $59.16M | 5 % | 574,120 | ||
SPDR SERIES TRUST | ST STR P500ETF | 78464A854 | $47.7M | 4 % | 542,815 | ||
DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 25434V724 | $38.4M | 3 % | 698,114 |
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