Wealth Management Nebraska Stock Trading & 13F Insights

13F Portfolio Filings

  • Most recent 13F
    Q2 2025
  • Location
    norfolk, NE
  • CIK
    0002042783
  • All SEC filings
Q2 2025
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

82

$739.79 M
KRE, AVSC, DFIV, DFUS
13F-HR
Jul 23, 2025
000117266125002686

74

$657.38 M
KRE, AVSC, DFIV, DFUS
13F-HR
May 15, 2025
000117266125002123

71

$614.79 M
KRE, AVSC, HYMB, DFIV
13F-HR
Feb 3, 2025
000117266125000475