Filed: 11/3/2025ACC: 0001172661-25-004555
📋 What this filing means
WEALTH MANAGEMENT NEBRASKA filed this quarterly 13F‑HR report disclosing 92 equity positions with a total reported market value of $838.96M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
92
Positions
$838.96M
Total AUM (reported)
15.87M
Total Shares
Allocation by class
PORTFOLIO INTRMD$166.58M19.9%
AVANTIS US SMALL$90.10M10.7%
INTERNATNAL VAL$55.66M6.6%
US LARGE CAP VLU$55.58M6.6%
US EQUITY MARKET$54.08M6.4%
INTL SMCP VLU$48.77M5.8%
US SMALL CAP ETF$45.15M5.4%
Portfolio Concentration
Top 3$312.34M37.2%
4–10$325.44M38.8%
11–25$159.37M19.0%
Rest$41.80M5.0%
Top 3 weight
37.2%
Top 10 weight
76.0%
Voting Authority Distribution
Total shares with voting rights: 15.87M
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
15.87M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole92
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings92
Rows:
SPDR SERIES TRUST
SOLEShares4.92M
TypeSH
Market value$166.58M
19.86%
Sole
0.00
Shared
0.00
None
4.92M
AMERICAN CENTY ETF TR
SOLEShares905.26K
TypeSH
Market value$90.10M
10.74%
Sole
0.00
Shared
0.00
None
905.26K
DIMENSIONAL ETF TRUST
SOLEShares1.21M
TypeSH
Market value$55.66M
6.63%
Sole
0.00
Shared
0.00
None
1.21M
AMERICAN CENTY ETF TR
SOLEShares769.21K
TypeSH
Market value$55.58M
6.63%
Sole
0.00
Shared
0.00
None
769.21K
DIMENSIONAL ETF TRUST
SOLEShares746.54K
TypeSH
Market value$54.08M
6.45%
Sole
0.00
Shared
0.00
None
746.54K
AMERICAN CENTY ETF TR
SOLEShares547.80K
TypeSH
Market value$48.77M
5.81%
Sole
0.00
Shared
0.00
None
547.80K
DIMENSIONAL ETF TRUST
SOLEShares659.57K
TypeSH
Market value$45.15M
5.38%
Sole
0.00
Shared
0.00
None
659.57K
SPDR SERIES TRUST
SOLEShares561.41K
TypeSH
Market value$43.98M
5.24%
Sole
0.00
Shared
0.00
None
561.41K
DIMENSIONAL ETF TRUST
SOLEShares593.89K
TypeSH
Market value$42.68M
5.09%
Sole
0.00
Shared
0.00
None
593.89K
SPDR SERIES TRUST
SOLEShares1.36M
TypeSH
Market value$35.19M
4.19%
Sole
0.00
Shared
0.00
None
1.36M
DIMENSIONAL ETF TRUST
SOLEShares713.54K
TypeSH
Market value$31.89M
3.80%
Sole
0.00
Shared
0.00
None
713.54K
DIMENSIONAL ETF TRUST
SOLEShares619.64K
TypeSH
Market value$19.54M
2.33%
Sole
0.00
Shared
0.00
None
619.64K
VANGUARD SCOTTSDALE FDS
SOLEShares218.53K
TypeSH
Market value$17.47M
2.08%
Sole
0.00
Shared
0.00
None
218.53K
DIMENSIONAL ETF TRUST
SOLEShares455.15K
TypeSH
Market value$14.40M
1.72%
Sole
0.00
Shared
0.00
None
455.15K
VANGUARD INTL EQUITY INDEX F
SOLEShares101.66K
TypeSH
Market value$14.01M
1.67%
Sole
0.00
Shared
0.00
None
101.66K
DIMENSIONAL ETF TRUST
SOLEShares474.32K
TypeSH
Market value$12.95M
1.54%
Sole
0.00
Shared
0.00
None
474.32K
DIMENSIONAL ETF TRUST
SOLEShares216.33K
TypeSH
Market value$12.59M
1.50%
Sole
0.00
Shared
0.00
None
216.33K
VANGUARD SCOTTSDALE FDS
SOLEShares143.24K
TypeSH
Market value$12.05M
1.44%
Sole
0.00
Shared
0.00
None
143.24K
AMERICAN CENTY ETF TR
SOLEShares76.99K
TypeSH
Market value$5.19M
0.62%
Sole
0.00
Shared
0.00
None
76.99K
BERKSHIRE HATHAWAY INC DEL
SOLEShares8.73K
TypeSH
Market value$4.39M
0.52%
Sole
0.00
Shared
0.00
None
8.73K
ISHARES TR
SOLEShares6.17K
TypeSH
Market value$4.13M
0.49%
Sole
0.00
Shared
0.00
None
6.17K
EA SERIES TRUST
SOLEShares28.38K
TypeSH
Market value$3.23M
0.39%
Sole
0.00
Shared
0.00
None
28.38K
ISHARES TR
SOLEShares20.46K
TypeSH
Market value$2.91M
0.35%
Sole
0.00
Shared
0.00
None
20.46K
SPDR SERIES TRUST
SOLEShares81.15K
TypeSH
Market value$2.46M
0.29%
Sole
0.00
Shared
0.00
None
81.15K
INVESCO EXCH TRADED FD TR II
SOLEShares8.78K
TypeSH
Market value$2.17M
0.26%
Sole
0.00
Shared
0.00
None
8.78K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SPDR SERIES TRUSTSOLE | PORTFOLIO INTRMD | 4.92M | SH | $166.58M 19.86% | 0.00 | 0.00 | 4.92M |
AMERICAN CENTY ETF TRSOLE | AVANTIS US SMALL | 905.26K | SH | $90.10M 10.74% | 0.00 | 0.00 | 905.26K |
DIMENSIONAL ETF TRUSTSOLE | INTERNATNAL VAL | 1.21M | SH | $55.66M 6.63% | 0.00 | 0.00 | 1.21M |
AMERICAN CENTY ETF TRSOLE | US LARGE CAP VLU | 769.21K | SH | $55.58M 6.63% | 0.00 | 0.00 | 769.21K |
DIMENSIONAL ETF TRUSTSOLE | US EQUITY MARKET | 746.54K | SH | $54.08M 6.45% | 0.00 | 0.00 | 746.54K |
AMERICAN CENTY ETF TRSOLE | INTL SMCP VLU | 547.80K | SH | $48.77M 5.81% | 0.00 | 0.00 | 547.80K |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP ETF | 659.57K | SH | $45.15M 5.38% | 0.00 | 0.00 | 659.57K |
SPDR SERIES TRUSTSOLE | PORTFOLIO S&P500 | 561.41K | SH | $43.98M 5.24% | 0.00 | 0.00 | 561.41K |
DIMENSIONAL ETF TRUSTSOLE | WORLD EQUITY ETF | 593.89K | SH | $42.68M 5.09% | 0.00 | 0.00 | 593.89K |
SPDR SERIES TRUSTSOLE | PORTFOLIO AGRGTE | 1.36M | SH | $35.19M 4.19% | 0.00 | 0.00 | 1.36M |
DIMENSIONAL ETF TRUSTSOLE | US MKTWIDE VALUE | 713.54K | SH | $31.89M 3.80% | 0.00 | 0.00 | 713.54K |
DIMENSIONAL ETF TRUSTSOLE | EMGR CRE EQT MNG | 619.64K | SH | $19.54M 2.33% | 0.00 | 0.00 | 619.64K |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 218.53K | SH | $17.47M 2.08% | 0.00 | 0.00 | 218.53K |
DIMENSIONAL ETF TRUSTSOLE | INTL SMALL CAP E | 455.15K | SH | $14.40M 1.72% | 0.00 | 0.00 | 455.15K |
VANGUARD INTL EQUITY INDEX FSOLE | TT WRLD ST ETF | 101.66K | SH | $14.01M 1.67% | 0.00 | 0.00 | 101.66K |
DIMENSIONAL ETF TRUSTSOLE | GLOBAL REAL EST | 474.32K | SH | $12.95M 1.54% | 0.00 | 0.00 | 474.32K |
DIMENSIONAL ETF TRUSTSOLE | US TARGETED VLU | 216.33K | SH | $12.59M 1.50% | 0.00 | 0.00 | 216.33K |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 143.24K | SH | $12.05M 1.44% | 0.00 | 0.00 | 143.24K |
AMERICAN CENTY ETF TRSOLE | INTERNATIONAL LR | 76.99K | SH | $5.19M 0.62% | 0.00 | 0.00 | 76.99K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 8.73K | SH | $4.39M 0.52% | 0.00 | 0.00 | 8.73K |
ISHARES TRSOLE | CORE S&P500 ETF | 6.17K | SH | $4.13M 0.49% | 0.00 | 0.00 | 6.17K |
EA SERIES TRUSTSOLE | ALPHA ARCH 1-3 | 28.38K | SH | $3.23M 0.39% | 0.00 | 0.00 | 28.38K |
ISHARES TRSOLE | RUS MD CP GR ETF | 20.46K | SH | $2.91M 0.35% | 0.00 | 0.00 | 20.46K |
SPDR SERIES TRUSTSOLE | PORTFOLIO SHORT | 81.15K | SH | $2.46M 0.29% | 0.00 | 0.00 | 81.15K |
INVESCO EXCH TRADED FD TR IISOLE | NASDAQ 100 ETF | 8.78K | SH | $2.17M 0.26% | 0.00 | 0.00 | 8.78K |
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