AiSiWhale

AI & tech investing

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.

StockThis quarterValueWeight
SPDR SERIES TRUSTST INTER BD ETFAddedUS$211.09M18.83%
AMERICAN CENTY ETF TRUS SML CP VALUNewUS$141.39M12.61%
AMERICAN CENTY ETF TRUS LARGE CAP VLUAddedUS$94.89M8.47%
DIMENSIONAL ETF TRUSTINTERNATNAL VALAddedUS$76.52M6.83%
DIMENSIONAL ETF TRUSTUS EQUI MARK ETFAddedUS$72.34M6.45%
DIMENSIONAL ETF TRUSTWORLD EQUITY ETFAddedUS$70.63M6.30%
DIMENSIONAL ETF TRUSTUS SMALL CAP ETFAddedUS$66.56M5.94%
AMERICAN CENTY ETF TRINTL SMCP VLUAddedUS$59.16M5.28%
SPDR SERIES TRUSTST STR P500ETFCutUS$47.7M4.26%
DIMENSIONAL ETF TRUSTUS MKTWIDE VALUECutUS$38.4M3.43%

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Filings

The quarter's original 13F filings (SEC).

13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.

AiSiWhaleAI & tech investing

Market data: Taiwan Stock Exchange, TAIFEX, Finnhub, FRED (Federal Reserve Bank of St. Louis), Tiingo, CoinGecko.

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Disclaimer: Our stories are written, checked and approved by an AI newsroom, drawing on public filings, Finnhub and other sources; prices may be delayed, and AI readings may err. For reference only, not investment advice — invest with care.