Filed: 7/23/2025ACC: 0001172661-25-002686
📋 What this filing means
WEALTH MANAGEMENT NEBRASKA filed this quarterly 13F‑HR report disclosing 82 equity positions with a total reported market value of $739.79M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
82
Positions
$739.79M
Total AUM (reported)
14.71M
Total Shares
Allocation by class
PORTFOLIO INTRMD$147.38M19.9%
AVANTIS US SMALL$75.50M10.2%
INTERNATNAL VAL$49.64M6.7%
US EQUITY MARKET$48.13M6.5%
US LARGE CAP VLU$46.73M6.3%
INTL SMCP VLU$42.60M5.8%
PORTFOLIO S&P500$41.63M5.6%
Portfolio Concentration
Top 3$272.53M36.8%
4–10$284.46M38.5%
11–25$149.02M20.1%
Rest$33.79M4.6%
Top 3 weight
36.8%
Top 10 weight
75.3%
Voting Authority Distribution
Total shares with voting rights: 14.71M
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
14.71M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole82
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings82
Rows:
SPDR SERIES TRUST
SOLEShares4.40M
TypeSH
Market value$147.38M
19.92%
Sole
0.00
Shared
0.00
None
4.40M
AMERICAN CENTY ETF TR
SOLEShares827.78K
TypeSH
Market value$75.50M
10.21%
Sole
0.00
Shared
0.00
None
827.78K
DIMENSIONAL ETF TRUST
SOLEShares1.16M
TypeSH
Market value$49.64M
6.71%
Sole
0.00
Shared
0.00
None
1.16M
DIMENSIONAL ETF TRUST
SOLEShares721.27K
TypeSH
Market value$48.13M
6.51%
Sole
0.00
Shared
0.00
None
721.27K
AMERICAN CENTY ETF TR
SOLEShares686.25K
TypeSH
Market value$46.73M
6.32%
Sole
0.00
Shared
0.00
None
686.25K
AMERICAN CENTY ETF TR
SOLEShares540.15K
TypeSH
Market value$42.60M
5.76%
Sole
0.00
Shared
0.00
None
540.15K
SPDR SERIES TRUST
SOLEShares575.61K
TypeSH
Market value$41.63M
5.63%
Sole
0.00
Shared
0.00
None
575.61K
DIMENSIONAL ETF TRUST
SOLEShares656.57K
TypeSH
Market value$40.57M
5.48%
Sole
0.00
Shared
0.00
None
656.57K
DIMENSIONAL ETF TRUST
SOLEShares487.57K
TypeSH
Market value$32.57M
4.40%
Sole
0.00
Shared
0.00
None
487.57K
SPDR SERIES TRUST
SOLEShares1.26M
TypeSH
Market value$32.23M
4.36%
Sole
0.00
Shared
0.00
None
1.26M
DIMENSIONAL ETF TRUST
SOLEShares713.72K
TypeSH
Market value$30.08M
4.07%
Sole
0.00
Shared
0.00
None
713.72K
DIMENSIONAL ETF TRUST
SOLEShares601.61K
TypeSH
Market value$17.34M
2.34%
Sole
0.00
Shared
0.00
None
601.61K
VANGUARD SCOTTSDALE FDS
SOLEShares213.10K
TypeSH
Market value$16.92M
2.29%
Sole
0.00
Shared
0.00
None
213.10K
VANGUARD INTL EQUITY INDEX F
SOLEShares126.87K
TypeSH
Market value$16.24M
2.20%
Sole
0.00
Shared
0.00
None
126.87K
DIMENSIONAL ETF TRUST
SOLEShares424.99K
TypeSH
Market value$12.63M
1.71%
Sole
0.00
Shared
0.00
None
424.99K
VANGUARD SCOTTSDALE FDS
SOLEShares142.54K
TypeSH
Market value$11.77M
1.59%
Sole
0.00
Shared
0.00
None
142.54K
DIMENSIONAL ETF TRUST
SOLEShares215.04K
TypeSH
Market value$11.61M
1.57%
Sole
0.00
Shared
0.00
None
215.04K
DIMENSIONAL ETF TRUST
SOLEShares420.13K
TypeSH
Market value$11.21M
1.52%
Sole
0.00
Shared
0.00
None
420.13K
AMERICAN CENTY ETF TR
SOLEShares80.46K
TypeSH
Market value$5.00M
0.68%
Sole
0.00
Shared
0.00
None
80.46K
ISHARES TR
SOLEShares6.31K
TypeSH
Market value$3.90M
0.53%
Sole
0.00
Shared
0.00
None
6.31K
EA SERIES TRUST
SOLEShares26.93K
TypeSH
Market value$3.03M
0.41%
Sole
0.00
Shared
0.00
None
26.93K
ISHARES TR
SOLEShares21.96K
TypeSH
Market value$3.02M
0.41%
Sole
0.00
Shared
0.00
None
21.96K
SPDR SERIES TRUST
SOLEShares78.17K
TypeSH
Market value$2.36M
0.32%
Sole
0.00
Shared
0.00
None
78.17K
BERKSHIRE HATHAWAY INC DEL
SOLEShares4.03K
TypeSH
Market value$1.96M
0.26%
Sole
0.00
Shared
0.00
None
4.03K
MICROSOFT CORP
SOLEShares3.94K
TypeSH
Market value$1.95M
0.26%
Sole
0.00
Shared
0.00
None
3.94K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SPDR SERIES TRUSTSOLE | PORTFOLIO INTRMD | 4.40M | SH | $147.38M 19.92% | 0.00 | 0.00 | 4.40M |
AMERICAN CENTY ETF TRSOLE | AVANTIS US SMALL | 827.78K | SH | $75.50M 10.21% | 0.00 | 0.00 | 827.78K |
DIMENSIONAL ETF TRUSTSOLE | INTERNATNAL VAL | 1.16M | SH | $49.64M 6.71% | 0.00 | 0.00 | 1.16M |
DIMENSIONAL ETF TRUSTSOLE | US EQUITY MARKET | 721.27K | SH | $48.13M 6.51% | 0.00 | 0.00 | 721.27K |
AMERICAN CENTY ETF TRSOLE | US LARGE CAP VLU | 686.25K | SH | $46.73M 6.32% | 0.00 | 0.00 | 686.25K |
AMERICAN CENTY ETF TRSOLE | INTL SMCP VLU | 540.15K | SH | $42.60M 5.76% | 0.00 | 0.00 | 540.15K |
SPDR SERIES TRUSTSOLE | PORTFOLIO S&P500 | 575.61K | SH | $41.63M 5.63% | 0.00 | 0.00 | 575.61K |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP ETF | 656.57K | SH | $40.57M 5.48% | 0.00 | 0.00 | 656.57K |
DIMENSIONAL ETF TRUSTSOLE | WORLD EQUITY ETF | 487.57K | SH | $32.57M 4.40% | 0.00 | 0.00 | 487.57K |
SPDR SERIES TRUSTSOLE | PORTFOLIO AGRGTE | 1.26M | SH | $32.23M 4.36% | 0.00 | 0.00 | 1.26M |
DIMENSIONAL ETF TRUSTSOLE | US MKTWIDE VALUE | 713.72K | SH | $30.08M 4.07% | 0.00 | 0.00 | 713.72K |
DIMENSIONAL ETF TRUSTSOLE | EMGR CRE EQT MNG | 601.61K | SH | $17.34M 2.34% | 0.00 | 0.00 | 601.61K |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 213.10K | SH | $16.92M 2.29% | 0.00 | 0.00 | 213.10K |
VANGUARD INTL EQUITY INDEX FSOLE | TT WRLD ST ETF | 126.87K | SH | $16.24M 2.20% | 0.00 | 0.00 | 126.87K |
DIMENSIONAL ETF TRUSTSOLE | INTL SMALL CAP E | 424.99K | SH | $12.63M 1.71% | 0.00 | 0.00 | 424.99K |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 142.54K | SH | $11.77M 1.59% | 0.00 | 0.00 | 142.54K |
DIMENSIONAL ETF TRUSTSOLE | US TARGETED VLU | 215.04K | SH | $11.61M 1.57% | 0.00 | 0.00 | 215.04K |
DIMENSIONAL ETF TRUSTSOLE | GLOBAL REAL EST | 420.13K | SH | $11.21M 1.52% | 0.00 | 0.00 | 420.13K |
AMERICAN CENTY ETF TRSOLE | INTERNATIONAL LR | 80.46K | SH | $5.00M 0.68% | 0.00 | 0.00 | 80.46K |
ISHARES TRSOLE | CORE S&P500 ETF | 6.31K | SH | $3.90M 0.53% | 0.00 | 0.00 | 6.31K |
EA SERIES TRUSTSOLE | ALPHA ARCH 1-3 | 26.93K | SH | $3.03M 0.41% | 0.00 | 0.00 | 26.93K |
ISHARES TRSOLE | RUS MD CP GR ETF | 21.96K | SH | $3.02M 0.41% | 0.00 | 0.00 | 21.96K |
SPDR SERIES TRUSTSOLE | PORTFOLIO SHORT | 78.17K | SH | $2.36M 0.32% | 0.00 | 0.00 | 78.17K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 4.03K | SH | $1.96M 0.26% | 0.00 | 0.00 | 4.03K |
MICROSOFT CORPSOLE | COM | 3.94K | SH | $1.95M 0.26% | 0.00 | 0.00 | 3.94K |
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