Back to funds
View filing
Wealth Management Nebraska
hedge fundUpdated 10 days agoManaged by Wealth Management Nebraska • Latest filing Q3 2026
Portfolio value
$1.1B
Q3 2026
Filings
5
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
36.0%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 5 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q3 2025 | $839M |
| Q4 2025 | $874.8M |
| Q1 2026 | $987.3M |
| Q2 2026 | $1.1B |
| Q3 2026 | $1.1B |
Top holdings
109 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $228.2M | 7.07M | 20.00% | Added(+12.1%) | |
| 2 | ? N/A AMERICAN CENTY ETF TR | $136.9M | 1.16M | 12.00% | Added(+2.6%) |
| 3 | ? N/A AMERICAN CENTY ETF TR | $96.4M | 1.07M | 8.44% | Added(+2.4%) |
| 4 | $82M | 1.47M | 7.18% | Added(+3.6%) | |
| 5 | ? N/A DIMENSIONAL ETF TRUST | $74.6M | 898.7K | 6.54% | Added(+1.8%) |
| 6 | ? N/A DIMENSIONAL ETF TRUST | $73.4M | 891.2K | 6.43% | Added(+4.5%) |
| 7 | ? N/A DIMENSIONAL ETF TRUST | $64.4M | 831.8K | 5.64% | Added(+2.9%) |
| 8 | ? N/A AMERICAN CENTY ETF TR | $64M | 584.7K | 5.60% | Added(+1.9%) |
| 9 | $48.4M | 539.5K | 4.24% | Trimmed(-0.6%) | |
| 10 | ? N/A DIMENSIONAL ETF TRUST | $37.8M | 686.5K | 3.31% | Trimmed(-1.7%) |
| 11 | $34M | 1.39M | 2.98% | Trimmed(-1.9%) | |
| 12 | $28.2M | 718.0K | 2.47% | Added(+2.2%) | |
| 13 | ? N/A DIMENSIONAL ETF TRUST | $22M | 606.0K | 1.92% | Added(+4.6%) |
| 14 | ? N/A DIMENSIONAL ETF TRUST | $18.8M | 693.4K | 1.64% | Added(+5.1%) |
| 15 | ? N/A DIMENSIONAL ETF TRUST | $13.7M | 205.7K | 1.20% | Trimmed(-3.3%) |
| 16 | $11.3M | 144.2K | 0.99% | Added(+11.5%) | |
| 17 | $9.4M | 121.1K | 0.82% | Trimmed(-42.8%) | |
| 18 | ? N/A AMERICAN CENTY ETF TR | $5.3M | 66.6K | 0.46% | Trimmed(-2.1%) |
| 19 | $5.1M | 32.5K | 0.45% | Trimmed(-26.6%) | |
| 20 | ? N/A EA SERIES TRUST | $4.8M | 40.7K | 0.42% | Trimmed(-3.4%) |