Wealth Management Nebraska
Q4 2025 13F Holdings
- Locationnorfolk, NE
- Num holdings
91
- Value ($000)
$874,767
- Date Filed01/28/2026
- Form type13F-HR
- CIK0002042783
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SPDR SERIES TRUST | STATE STREET SPD | 78464A375 | $182.64M | 21 % | 5,401,994 | ||
AMERICAN CENTY ETF TR | AVANTIS US SMALL | 025072323 | $103.05M | 12 % | 1,010,452 | ||
AMERICAN CENTY ETF TR | US LARGE CAP VLU | 025072349 | $65.62M | 8 % | 866,040 | ||
DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 25434V807 | $63.5M | 7 % | 1,272,627 | ||
DIMENSIONAL ETF TRUST | US EQUITY MARKET | 25434V401 | $57.96M | 7 % | 781,383 | ||
AMERICAN CENTY ETF TR | INTL SMCP VLU | 025072802 | $51.94M | 6 % | 552,689 | ||
DIMENSIONAL ETF TRUST | WORLD EQUITY ETF | 25434V617 | $49.95M | 6 % | 675,204 | ||
DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V500 | $49.07M | 6 % | 704,276 | ||
SPDR SERIES TRUST | STATE STREET SPD | 78464A649 | $36.54M | 4 % | 1,419,003 | ||
DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 25434V724 | $33.03M | 4 % | 708,882 |
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