Filed: 5/15/2026ACC: 0001172661-26-002265
📋 What this filing means
WEALTH MANAGEMENT NEBRASKA filed this quarterly 13F‑HR report disclosing 100 equity positions with a total reported market value of $987.31M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
100
Positions
$987.31M
Total AUM (reported)
18.10M
Total Shares
Allocation by class
STATE STREET SPD$279.30M28.3%
AVANTIS US SMALL$120.37M12.2%
US LARGE CAP VLU$75.59M7.7%
INTERNATNAL VAL$70.10M7.1%
WORLD EQUITY ETF$59.35M6.0%
US EQUITY MARKET$59.23M6.0%
INTL SMCP VLU$56.43M5.7%
Portfolio Concentration
Top 3$391.93M39.7%
4–10$376.53M38.1%
11–25$167.92M17.0%
Rest$50.92M5.2%
Top 3 weight
39.7%
Top 10 weight
77.8%
Voting Authority Distribution
Total shares with voting rights: 18.10M
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
18.10M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole100
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings100
Rows:
SPDR SERIES TRUST
SOLEShares5.84M
TypeSH
Market value$195.97M
19.85%
Sole
0.00
Shared
0.00
None
5.84M
AMERICAN CENTY ETF TR
SOLEShares1.09M
TypeSH
Market value$120.37M
12.19%
Sole
0.00
Shared
0.00
None
1.09M
AMERICAN CENTY ETF TR
SOLEShares937.71K
TypeSH
Market value$75.59M
7.66%
Sole
0.00
Shared
0.00
None
937.71K
DIMENSIONAL ETF TRUST
SOLEShares1.33M
TypeSH
Market value$70.10M
7.10%
Sole
0.00
Shared
0.00
None
1.33M
DIMENSIONAL ETF TRUST
SOLEShares804.36K
TypeSH
Market value$59.35M
6.01%
Sole
0.00
Shared
0.00
None
804.36K
DIMENSIONAL ETF TRUST
SOLEShares835.25K
TypeSH
Market value$59.23M
6.00%
Sole
0.00
Shared
0.00
None
835.25K
AMERICAN CENTY ETF TR
SOLEShares565.04K
TypeSH
Market value$56.43M
5.72%
Sole
0.00
Shared
0.00
None
565.04K
DIMENSIONAL ETF TRUST
SOLEShares750.36K
TypeSH
Market value$53.37M
5.41%
Sole
0.00
Shared
0.00
None
750.36K
SPDR SERIES TRUST
SOLEShares544.53K
TypeSH
Market value$41.68M
4.22%
Sole
0.00
Shared
0.00
None
544.53K
SPDR SERIES TRUST
SOLEShares1.42M
TypeSH
Market value$36.38M
3.69%
Sole
0.00
Shared
0.00
None
1.42M
DIMENSIONAL ETF TRUST
SOLEShares706.85K
TypeSH
Market value$34.25M
3.47%
Sole
0.00
Shared
0.00
None
706.85K
DIMENSIONAL ETF TRUST
SOLEShares675.63K
TypeSH
Market value$22.88M
2.32%
Sole
0.00
Shared
0.00
None
675.63K
DIMENSIONAL ETF TRUST
SOLEShares530.36K
TypeSH
Market value$17.86M
1.81%
Sole
0.00
Shared
0.00
None
530.36K
VANGUARD SCOTTSDALE FDS
SOLEShares221.96K
TypeSH
Market value$17.59M
1.78%
Sole
0.00
Shared
0.00
None
221.96K
DIMENSIONAL ETF TRUST
SOLEShares620.51K
TypeSH
Market value$16.49M
1.67%
Sole
0.00
Shared
0.00
None
620.51K
DIMENSIONAL ETF TRUST
SOLEShares214.99K
TypeSH
Market value$13.43M
1.36%
Sole
0.00
Shared
0.00
None
214.99K
VANGUARD SCOTTSDALE FDS
SOLEShares128.02K
TypeSH
Market value$10.59M
1.07%
Sole
0.00
Shared
0.00
None
128.02K
VANGUARD INTL EQUITY INDEX F
SOLEShares60.27K
TypeSH
Market value$8.34M
0.84%
Sole
0.00
Shared
0.00
None
60.27K
AMERICAN CENTY ETF TR
SOLEShares72.81K
TypeSH
Market value$5.45M
0.55%
Sole
0.00
Shared
0.00
None
72.81K
BERKSHIRE HATHAWAY INC DEL
SOLEShares9.27K
TypeSH
Market value$4.44M
0.45%
Sole
0.00
Shared
0.00
None
9.27K
ISHARES TR
SOLEShares6.21K
TypeSH
Market value$4.05M
0.41%
Sole
0.00
Shared
0.00
None
6.21K
EA SERIES TRUST
SOLEShares34.66K
TypeSH
Market value$4.03M
0.41%
Sole
0.00
Shared
0.00
None
34.66K
PHILIP MORRIS INTL INC
SOLEShares21.13K
TypeSH
Market value$3.49M
0.35%
Sole
0.00
Shared
0.00
None
21.13K
SPDR SERIES TRUST
SOLEShares84.53K
TypeSH
Market value$2.54M
0.26%
Sole
0.00
Shared
0.00
None
84.53K
INVESCO EXCH TRADED FD TR II
SOLEShares10.43K
TypeSH
Market value$2.48M
0.25%
Sole
0.00
Shared
0.00
None
10.43K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 5.84M | SH | $195.97M 19.85% | 0.00 | 0.00 | 5.84M |
AMERICAN CENTY ETF TRSOLE | AVANTIS US SMALL | 1.09M | SH | $120.37M 12.19% | 0.00 | 0.00 | 1.09M |
AMERICAN CENTY ETF TRSOLE | US LARGE CAP VLU | 937.71K | SH | $75.59M 7.66% | 0.00 | 0.00 | 937.71K |
DIMENSIONAL ETF TRUSTSOLE | INTERNATNAL VAL | 1.33M | SH | $70.10M 7.10% | 0.00 | 0.00 | 1.33M |
DIMENSIONAL ETF TRUSTSOLE | WORLD EQUITY ETF | 804.36K | SH | $59.35M 6.01% | 0.00 | 0.00 | 804.36K |
DIMENSIONAL ETF TRUSTSOLE | US EQUITY MARKET | 835.25K | SH | $59.23M 6.00% | 0.00 | 0.00 | 835.25K |
AMERICAN CENTY ETF TRSOLE | INTL SMCP VLU | 565.04K | SH | $56.43M 5.72% | 0.00 | 0.00 | 565.04K |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP ETF | 750.36K | SH | $53.37M 5.41% | 0.00 | 0.00 | 750.36K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 544.53K | SH | $41.68M 4.22% | 0.00 | 0.00 | 544.53K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 1.42M | SH | $36.38M 3.69% | 0.00 | 0.00 | 1.42M |
DIMENSIONAL ETF TRUSTSOLE | US MKTWIDE VALUE | 706.85K | SH | $34.25M 3.47% | 0.00 | 0.00 | 706.85K |
DIMENSIONAL ETF TRUSTSOLE | EMGR CRE EQT MNG | 675.63K | SH | $22.88M 2.32% | 0.00 | 0.00 | 675.63K |
DIMENSIONAL ETF TRUSTSOLE | INTL SMALL CAP E | 530.36K | SH | $17.86M 1.81% | 0.00 | 0.00 | 530.36K |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 221.96K | SH | $17.59M 1.78% | 0.00 | 0.00 | 221.96K |
DIMENSIONAL ETF TRUSTSOLE | GLOBAL REAL EST | 620.51K | SH | $16.49M 1.67% | 0.00 | 0.00 | 620.51K |
DIMENSIONAL ETF TRUSTSOLE | US TARGETED VLU | 214.99K | SH | $13.43M 1.36% | 0.00 | 0.00 | 214.99K |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 128.02K | SH | $10.59M 1.07% | 0.00 | 0.00 | 128.02K |
VANGUARD INTL EQUITY INDEX FSOLE | TT WRLD ST ETF | 60.27K | SH | $8.34M 0.84% | 0.00 | 0.00 | 60.27K |
AMERICAN CENTY ETF TRSOLE | INTERNATIONAL LR | 72.81K | SH | $5.45M 0.55% | 0.00 | 0.00 | 72.81K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 9.27K | SH | $4.44M 0.45% | 0.00 | 0.00 | 9.27K |
ISHARES TRSOLE | CORE S&P500 ETF | 6.21K | SH | $4.05M 0.41% | 0.00 | 0.00 | 6.21K |
EA SERIES TRUSTSOLE | ALPHA ARCH 1-3 | 34.66K | SH | $4.03M 0.41% | 0.00 | 0.00 | 34.66K |
PHILIP MORRIS INTL INCSOLE | COM | 21.13K | SH | $3.49M 0.35% | 0.00 | 0.00 | 21.13K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 84.53K | SH | $2.54M 0.26% | 0.00 | 0.00 | 84.53K |
INVESCO EXCH TRADED FD TR IISOLE | NASDAQ 100 ETF | 10.43K | SH | $2.48M 0.25% | 0.00 | 0.00 | 10.43K |
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