Filed: 1/28/2026ACC: 0001172661-26-000356
📋 What this filing means
WEALTH MANAGEMENT NEBRASKA filed this quarterly 13F‑HR report disclosing 91 equity positions with a total reported market value of $874.77M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
91
Positions
$874.77M
Total AUM (reported)
16.49M
Total Shares
Allocation by class
STATE STREET SPD$222.10M25.4%
AVANTIS US SMALL$103.05M11.8%
US LARGE CAP VLU$65.62M7.5%
INTERNATNAL VAL$63.50M7.3%
US EQUITY MARKET$57.96M6.6%
INTL SMCP VLU$51.94M5.9%
WORLD EQUITY ETF$49.95M5.7%
Portfolio Concentration
Top 3$351.31M40.2%
4–10$341.98M39.1%
11–25$136.04M15.6%
Rest$45.43M5.2%
Top 3 weight
40.2%
Top 10 weight
79.3%
Voting Authority Distribution
Total shares with voting rights: 16.49M
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
16.49M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole91
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings91
Rows:
SPDR SERIES TRUST
SOLEShares5.40M
TypeSH
Market value$182.64M
20.88%
Sole
0.00
Shared
0.00
None
5.40M
AMERICAN CENTY ETF TR
SOLEShares1.01M
TypeSH
Market value$103.05M
11.78%
Sole
0.00
Shared
0.00
None
1.01M
AMERICAN CENTY ETF TR
SOLEShares866.04K
TypeSH
Market value$65.62M
7.50%
Sole
0.00
Shared
0.00
None
866.04K
DIMENSIONAL ETF TRUST
SOLEShares1.27M
TypeSH
Market value$63.50M
7.26%
Sole
0.00
Shared
0.00
None
1.27M
DIMENSIONAL ETF TRUST
SOLEShares781.38K
TypeSH
Market value$57.96M
6.63%
Sole
0.00
Shared
0.00
None
781.38K
AMERICAN CENTY ETF TR
SOLEShares552.69K
TypeSH
Market value$51.94M
5.94%
Sole
0.00
Shared
0.00
None
552.69K
DIMENSIONAL ETF TRUST
SOLEShares675.20K
TypeSH
Market value$49.95M
5.71%
Sole
0.00
Shared
0.00
None
675.20K
DIMENSIONAL ETF TRUST
SOLEShares704.28K
TypeSH
Market value$49.07M
5.61%
Sole
0.00
Shared
0.00
None
704.28K
SPDR SERIES TRUST
SOLEShares1.42M
TypeSH
Market value$36.54M
4.18%
Sole
0.00
Shared
0.00
None
1.42M
DIMENSIONAL ETF TRUST
SOLEShares708.88K
TypeSH
Market value$33.03M
3.78%
Sole
0.00
Shared
0.00
None
708.88K
DIMENSIONAL ETF TRUST
SOLEShares651.42K
TypeSH
Market value$21.22M
2.43%
Sole
0.00
Shared
0.00
None
651.42K
VANGUARD SCOTTSDALE FDS
SOLEShares223.10K
TypeSH
Market value$17.79M
2.03%
Sole
0.00
Shared
0.00
None
223.10K
DIMENSIONAL ETF TRUST
SOLEShares488.40K
TypeSH
Market value$16.09M
1.84%
Sole
0.00
Shared
0.00
None
488.40K
DIMENSIONAL ETF TRUST
SOLEShares562.98K
TypeSH
Market value$14.87M
1.70%
Sole
0.00
Shared
0.00
None
562.98K
DIMENSIONAL ETF TRUST
SOLEShares216.19K
TypeSH
Market value$12.87M
1.47%
Sole
0.00
Shared
0.00
None
216.19K
VANGUARD INTL EQUITY INDEX F
SOLEShares87.64K
TypeSH
Market value$12.36M
1.41%
Sole
0.00
Shared
0.00
None
87.64K
VANGUARD SCOTTSDALE FDS
SOLEShares140.70K
TypeSH
Market value$11.78M
1.35%
Sole
0.00
Shared
0.00
None
140.70K
AMERICAN CENTY ETF TR
SOLEShares74.64K
TypeSH
Market value$5.32M
0.61%
Sole
0.00
Shared
0.00
None
74.64K
BERKSHIRE HATHAWAY INC DEL
SOLEShares9.21K
TypeSH
Market value$4.63M
0.53%
Sole
0.00
Shared
0.00
None
9.21K
ISHARES TR
SOLEShares6.18K
TypeSH
Market value$4.23M
0.48%
Sole
0.00
Shared
0.00
None
6.18K
EA SERIES TRUST
SOLEShares30.32K
TypeSH
Market value$3.49M
0.40%
Sole
0.00
Shared
0.00
None
30.32K
PHILIP MORRIS INTL INC
SOLEShares21.13K
TypeSH
Market value$3.39M
0.39%
Sole
0.00
Shared
0.00
None
21.13K
ISHARES TR
SOLEShares19.85K
TypeSH
Market value$2.72M
0.31%
Sole
0.00
Shared
0.00
None
19.85K
INVESCO EXCH TRADED FD TR II
SOLEShares10.62K
TypeSH
Market value$2.69M
0.31%
Sole
0.00
Shared
0.00
None
10.62K
MICROSOFT CORP
SOLEShares5.37K
TypeSH
Market value$2.60M
0.30%
Sole
0.00
Shared
0.00
None
5.37K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 5.40M | SH | $182.64M 20.88% | 0.00 | 0.00 | 5.40M |
AMERICAN CENTY ETF TRSOLE | AVANTIS US SMALL | 1.01M | SH | $103.05M 11.78% | 0.00 | 0.00 | 1.01M |
AMERICAN CENTY ETF TRSOLE | US LARGE CAP VLU | 866.04K | SH | $65.62M 7.50% | 0.00 | 0.00 | 866.04K |
DIMENSIONAL ETF TRUSTSOLE | INTERNATNAL VAL | 1.27M | SH | $63.50M 7.26% | 0.00 | 0.00 | 1.27M |
DIMENSIONAL ETF TRUSTSOLE | US EQUITY MARKET | 781.38K | SH | $57.96M 6.63% | 0.00 | 0.00 | 781.38K |
AMERICAN CENTY ETF TRSOLE | INTL SMCP VLU | 552.69K | SH | $51.94M 5.94% | 0.00 | 0.00 | 552.69K |
DIMENSIONAL ETF TRUSTSOLE | WORLD EQUITY ETF | 675.20K | SH | $49.95M 5.71% | 0.00 | 0.00 | 675.20K |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP ETF | 704.28K | SH | $49.07M 5.61% | 0.00 | 0.00 | 704.28K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 1.42M | SH | $36.54M 4.18% | 0.00 | 0.00 | 1.42M |
DIMENSIONAL ETF TRUSTSOLE | US MKTWIDE VALUE | 708.88K | SH | $33.03M 3.78% | 0.00 | 0.00 | 708.88K |
DIMENSIONAL ETF TRUSTSOLE | EMGR CRE EQT MNG | 651.42K | SH | $21.22M 2.43% | 0.00 | 0.00 | 651.42K |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 223.10K | SH | $17.79M 2.03% | 0.00 | 0.00 | 223.10K |
DIMENSIONAL ETF TRUSTSOLE | INTL SMALL CAP E | 488.40K | SH | $16.09M 1.84% | 0.00 | 0.00 | 488.40K |
DIMENSIONAL ETF TRUSTSOLE | GLOBAL REAL EST | 562.98K | SH | $14.87M 1.70% | 0.00 | 0.00 | 562.98K |
DIMENSIONAL ETF TRUSTSOLE | US TARGETED VLU | 216.19K | SH | $12.87M 1.47% | 0.00 | 0.00 | 216.19K |
VANGUARD INTL EQUITY INDEX FSOLE | TT WRLD ST ETF | 87.64K | SH | $12.36M 1.41% | 0.00 | 0.00 | 87.64K |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 140.70K | SH | $11.78M 1.35% | 0.00 | 0.00 | 140.70K |
AMERICAN CENTY ETF TRSOLE | INTERNATIONAL LR | 74.64K | SH | $5.32M 0.61% | 0.00 | 0.00 | 74.64K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 9.21K | SH | $4.63M 0.53% | 0.00 | 0.00 | 9.21K |
ISHARES TRSOLE | CORE S&P500 ETF | 6.18K | SH | $4.23M 0.48% | 0.00 | 0.00 | 6.18K |
EA SERIES TRUSTSOLE | ALPHA ARCH 1-3 | 30.32K | SH | $3.49M 0.40% | 0.00 | 0.00 | 30.32K |
PHILIP MORRIS INTL INCSOLE | COM | 21.13K | SH | $3.39M 0.39% | 0.00 | 0.00 | 21.13K |
ISHARES TRSOLE | RUS MD CP GR ETF | 19.85K | SH | $2.72M 0.31% | 0.00 | 0.00 | 19.85K |
INVESCO EXCH TRADED FD TR IISOLE | NASDAQ 100 ETF | 10.62K | SH | $2.69M 0.31% | 0.00 | 0.00 | 10.62K |
MICROSOFT CORPSOLE | COM | 5.37K | SH | $2.60M 0.30% | 0.00 | 0.00 | 5.37K |
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