Wealth Management Nebraska

CIK 0002042783 · Q1 2026

13F Equity AUM

$987.3M

+12.9% QoQ

Positions

100

+9 QoQ

AUM Rank

#2,815

Top 23%

Skill Alpha (FF)

—

Building track record (4q)

Quarters Tracked

~1 years

Portfolio Concentration

Top 5: 52.8%Top 10: 77.8%Top 20: 93.2%

SPIB19.9%

AVSC12.2%

Others (90)22.2%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services97.7%

Other2.3%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Loading summary cards...

Loading overlap analysis...

Loading position changes...

Holdings

Loading holdings...