Institutional Fund
Wealth Management Nebraska
Norfolk, NECIK 20427835 filings on record
Portfolio Value
$987.31M
Q1 2026
Holdings
100
Reported positions
New Buys
13
Opened this quarter
QoQ Change
+12.9%
from $874.77M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Spdr Series Trust19.8%
- American Centy ETF Tr12.2%
- American Centy ETF Tr7.7%
- Dimensional ETF Trust7.1%
- Dimensional World Equity6.0%
- Dimensional ETF Trust6.0%
- Other41.2%
Portfolio Holdings
100 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr Series Trust | 5.84M | $195.97M | 19.8% | +440.9K | Added |
| 2 | American Centy ETF Tr | 1.09M | $120.37M | 12.2% | +79.2K | Added |
| 3 | American Centy ETF Tr | 937.7K | $75.59M | 7.7% | +71.7K | Added |
| 4 | Dimensional ETF Trust | 1.33M | $70.10M | 7.1% | +55.5K | Added |
| 5 | Dimensional World Equity | 804.4K | $59.35M | 6.0% | +129.2K | Added |
| 6 | Dimensional ETF Trust | 835.3K | $59.23M | 6.0% | +53.9K | Added |
| 7 | American Centy ETF Tr | 565.0K | $56.43M | 5.7% | +12.4K | Added |
| 8 | Dimensional ETF Trust | 750.4K | $53.37M | 5.4% | +46.1K | Added |
| 9 | Spdr Series Trust | 544.5K | $41.68M | 4.2% | +544.5K | New |
| 10 | Spdr Series Trust | 1.42M | $36.38M | 3.7% | +1.1K | Added |
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