Wealth Management Nebraska

Est. AUM

$987.3M

13F long equity, this entity only

Positions

100

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	SPDR SERIES TRUST	STATE STREET SPD	$196.0M	5842882	19.85%	SOLE
2	AMERICAN CENTY ETF TR	AVANTIS US SMALL	$120.4M	1089651	12.19%	SOLE
3	AMERICAN CENTY ETF TR	US LARGE CAP VLU	$75.6M	937713	7.66%	SOLE
4	DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$70.1M	1328121	7.10%	SOLE
5	DIMENSIONAL ETF TRUST	WORLD EQUITY ETF	$59.3M	804355	6.01%	SOLE
6	DIMENSIONAL ETF TRUST	US EQUITY MARKET	$59.2M	835254	6.00%	SOLE
7	AMERICAN CENTY ETF TR	INTL SMCP VLU	$56.4M	565044	5.72%	SOLE
8	DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$53.4M	750357	5.41%	SOLE
9	SPDR SERIES TRUST	STATE STREET SPD	$41.7M	544531	4.22%	SOLE
10	SPDR SERIES TRUST	STATE STREET SPD	$36.4M	1420137	3.69%	SOLE
11	DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$34.3M	706853	3.47%	SOLE
12	DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$22.9M	675630	2.32%	SOLE
13	DIMENSIONAL ETF TRUST	INTL SMALL CAP E	$17.9M	530360	1.81%	SOLE
14	VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$17.6M	221955	1.78%	SOLE
15	DIMENSIONAL ETF TRUST	GLOBAL REAL EST	$16.5M	620513	1.67%	SOLE
16	DIMENSIONAL ETF TRUST	US TARGETED VLU	$13.4M	214986	1.36%	SOLE
17	VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$10.6M	128020	1.07%	SOLE
18	VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$8.3M	60265	0.84%	SOLE
19	AMERICAN CENTY ETF TR	INTERNATIONAL LR	$5.4M	72815	0.55%	SOLE
20	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$4.4M	9266	0.45%	SOLE
21	ISHARES TR	CORE S&P500 ETF	$4.1M	6205	0.41%	SOLE
22	EA SERIES TRUST	ALPHA ARCH 1-3	$4.0M	34655	0.41%	SOLE
23	PHILIP MORRIS INTL INC	COM	$3.5M	21134	0.35%	SOLE
24	SPDR SERIES TRUST	STATE STREET SPD	$2.5M	84535	0.26%	SOLE
25	INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$2.5M	10428	0.25%	SOLE
26	SPDR SERIES TRUST	STATE STREET SPD	$2.4M	25480	0.24%	SOLE
27	ISHARES TR	RUS MD CP GR ETF	$2.3M	18310	0.24%	SOLE
28	APPLE INC	COM	$2.1M	8185	0.21%	SOLE
29	MICROSOFT CORP	COM	$2.0M	5311	0.20%	SOLE
30	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$1.9M	12786	0.19%	SOLE
31	SSGA ACTIVE TR	STATE STREET IG	$1.7M	68165	0.17%	SOLE
32	NVIDIA CORPORATION	COM	$1.6M	9112	0.16%	SOLE
33	WALMART INC	COM	$1.5M	12293	0.15%	SOLE
34	DIMENSIONAL ETF TRUST	US SMALL CAP VAL	$1.4M	41232	0.15%	SOLE
35	STATE STR SPDR S&P 500 ETF T	TR UNIT	$1.4M	2089	0.14%	SOLE
36	VANGUARD INDEX FDS	TOTAL STK MKT	$1.3M	4158	0.14%	SOLE
37	TEXAS INSTRS INC	COM	$1.3M	6773	0.13%	SOLE
38	ISHARES TR	CORE S&P SCP ETF	$1.2M	9565	0.12%	SOLE
39	VANGUARD INDEX FDS	S&P 500 ETF SHS	$1.1M	1898	0.11%	SOLE
40	VANGUARD INDEX FDS	MID CAP ETF	$1.1M	3706	0.11%	SOLE
41	AMAZON COM INC	COM	$947K	4549	0.10%	SOLE
42	INVESCO QQQ TR	UNIT SER 1	$927K	1606	0.09%	SOLE
43	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$863K	11719	0.09%	SOLE
44	AMERICAN CENTY ETF TR	US EQT ETF	$841K	7566	0.09%	SOLE
45	AXON ENTERPRISE INC	COM	$821K	1933	0.08%	SOLE
46	MONDELEZ INTL INC	CL A	$771K	13376	0.08%	SOLE
47	CATERPILLAR INC	COM	$736K	1039	0.07%	SOLE
48	ALPHABET INC	CAP STK CL A	$706K	2456	0.07%	SOLE
49	VANGUARD INDEX FDS	SM CP VAL ETF	$655K	3016	0.07%	SOLE
50	AMERICAN CENTY ETF TR	AVANTIS CORE FI	$643K	15470	0.07%	SOLE

1–50 of 100

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.