DOSSIER · 13F-HR · Q1 2026
Split Rock Private Trading & Wealth Management, LLC
Split Rock Private Trading & Wealth's asset manager based in Omaha, NE — $129M in tracked AUM across 46 positions as of Q1 2026.
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Split Rock Private Trading & Wealth·Omaha, NE·Asset Manager
CIK 0002095884 · last filed Mar 31, 2026
AI Analysis · Q1 2026 · Q1 2026
SEC 13F Filing Analysis: Split Rock Private Trading & Wealth Management, LLC Report Period: December 31, 2025 Total Portfolio Value: $124.77 Million
1. Portfolio Overview
Split Rock Private Trading & Wealth Management presents a portfolio with a total value of $124.77 million spread across 36 holdings. The portfolio structure is characterized by a hybrid approach, combining significant exposure to actively managed and passive ETFs with a concentrated selection of individual equi...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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