Wealth Management Nebraska
CIK 2042783
13F filing for Q2 2026・No. 2,394
- Holdings
- US$1.12B
- Quarter change
- +US$133.55M
- Entries
- 106
- Net bought (estimate)
- +US$67.83M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 11
- Sold out 5
- Cut 40
- Added 39
- Corporate actions 0
- Unchanged 16
Largest holdings
106 stocks worth US$1.12B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| SPDR SERIES TRUSTST INTER BD ETF | Added | 6,308,768 | US$211.09M | 18.83% |
| AMERICAN CENTY ETF TRUS SML CP VALU | New | 1,133,259 | US$141.39M | 12.61% |
| AMERICAN CENTY ETF TRUS LARGE CAP VLU | Added | 1,040,364 | US$94.89M | 8.47% |
| DIMENSIONAL ETF TRUSTINTERNATNAL VAL | Added | 1,416,453 | US$76.52M | 6.83% |
| DIMENSIONAL ETF TRUSTUS EQUI MARK ETF | Added | 882,866 | US$72.34M | 6.45% |
| DIMENSIONAL ETF TRUSTWORLD EQUITY ETF | Added | 853,135 | US$70.63M | 6.30% |
| DIMENSIONAL ETF TRUSTUS SMALL CAP ETF | Added | 808,407 | US$66.56M | 5.94% |
| AMERICAN CENTY ETF TRINTL SMCP VLU | Added | 574,120 | US$59.16M | 5.28% |
| SPDR SERIES TRUSTST STR P500ETF | Cut | 542,815 | US$47.7M | 4.26% |
| DIMENSIONAL ETF TRUSTUS MKTWIDE VALUE | Cut | 698,114 | US$38.4M | 3.43% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 27, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.