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Wealth Management Nebraska

Latest statistics and disclosures from Wealth Management Nebraska's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPIB, AVSC, AVLV, DFIV, DFUS, and represent 54.04% of Wealth Management Nebraska's stock portfolio.
Added to shares of these 10 stocks: SPIB (+$17M), AVSC (+$11M), AVLV (+$7.3M), DFAW (+$6.0M), PM, DFIV, DFAS, DFUS, DFGR, SPAB.
Started 5 new stock positions in SCHV, PM, CEG, CVX, CSX.
Reduced shares in these 10 stocks: , VT, DFEV, DFEM, EVAV, IBIT, USFR, DFUV, VCIT, AVIV.
Sold out of its positions in DFEM, DFEV, EVAV, IBIT, SPYM, USFR.
Wealth Management Nebraska was a net buyer of stock by $17M.
Wealth Management Nebraska has $875M in assets under management (AUM), dropping by 4.27%.
Central Index Key (CIK): 0002042783

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Portfolio Holdings for Wealth Management Nebraska

Wealth Management Nebraska holds 91 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Series Trust State Street Spd (SPIB)	20.9	$183M	+9%	5.4M	33.81	View chart
American Centy Etf Tr Avantis Us Small (AVSC)	11.8	$103M	+11%	1.0M	101.98	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	7.5	$66M	+12%	866k	75.77	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	7.3	$64M	+5%	1.3M	49.90	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	6.6	$58M	+4%	781k	74.17	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	5.9	$52M		553k	93.97	View chart
Dimensional Etf Trust World Equity Etf (DFAW)	5.7	$50M	+13%	675k	73.98	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	5.6	$49M	+6%	704k	69.67	View chart
Spdr Series Trust State Street Spd (SPAB)	4.2	$37M	+4%	1.4M	25.75	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	3.8	$33M		709k	46.59	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	2.4	$21M	+5%	651k	32.57	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	2.0	$18M	+2%	223k	79.73	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	1.8	$16M	+7%	488k	32.94	View chart
Dimensional Etf Trust Global Real Est (DFGR)	1.7	$15M	+18%	563k	26.42	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	1.5	$13M		216k	59.54	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	1.4	$12M	-13%	88k	141.06	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	1.3	$12M		141k	83.75	View chart
American Centy Etf Tr International Lr (AVIV)	0.6	$5.3M	-3%	75k	71.23	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.5	$4.6M	+5%	9.2k	502.66	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.5	$4.2M		6.2k	685.03	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	0.4	$3.5M	+6%	30k	115.10	View chart
Philip Morris International (PM)	0.4	$3.4M	NEW	21k	160.40	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.3	$2.7M	-2%	20k	136.95	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.3	$2.7M	+20%	11k	252.93	View chart
Microsoft Corporation (MSFT)	0.3	$2.6M	+35%	5.4k	483.68	View chart
Spdr Series Trust State Street Spd (SPSB)	0.3	$2.6M	+4%	85k	30.20	View chart
Apple (AAPL)	0.3	$2.3M	+10%	8.3k	271.89	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.2	$2.1M	+16%	25k	85.37	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$1.8M	-5%	13k	143.52	View chart
NVIDIA Corporation (NVDA)	0.2	$1.6M		8.8k	186.50	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$1.5M		4.5k	335.27	View chart
Ssga Active Tr Spdr Ssga Ig Pub (PRIV)	0.2	$1.5M	+373%	59k	25.41	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.2	$1.4M	+27%	2.1k	682.17	View chart
Wal-Mart Stores (WMT)	0.2	$1.4M	+5%	12k	111.42	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$1.3M	-4%	11k	120.19	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$1.3M	-2%	2.0k	627.13	View chart
Texas Instruments Incorporated (TXN)	0.1	$1.2M		6.9k	173.49	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.1	$1.2M	-6%	35k	32.89	View chart
Axon Enterprise (AXON)	0.1	$1.1M		1.9k	567.93	View chart
Amazon (AMZN)	0.1	$981k		4.2k	230.82	View chart
Invsc Qqq Trust Srs 1 Etf Unit Ser 1 (QQQ)	0.1	$925k	-5%	1.5k	614.42	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$887k	+2%	12k	74.07	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.1	$869k		7.8k	111.78	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$713k	-3%	2.3k	313.03	View chart
American Centy Etf Tr Avantis Core Fi (AVIG)	0.1	$654k	+5%	16k	41.92	View chart
Direxion Shs Etf Tr Drx S&p500bull (SPXL)	0.1	$652k	+191%	3.0k	220.61	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$643k	+3%	2.2k	290.22	View chart
Visa Com Cl A (V)	0.1	$636k	+15%	1.8k	350.77	View chart
Meta Platforms Cl A (META)	0.1	$627k	+8%	950.00	660.09	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$604k	+29%	1.5k	412.94	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$603k	-3%	7.7k	77.88	View chart
Caterpillar (CAT)	0.1	$578k	+2%	1.0k	572.96	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$573k	-3%	1.4k	396.27	View chart
Proshares Tr Bitcoin Etf (BITO)	0.1	$526k	+74%	43k	12.16	View chart
Proshares Tr Ii Ultra Silver New (AGQ)	0.1	$522k	-17%	3.4k	155.12	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$520k		8.3k	62.47	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$518k	+2%	2.0k	257.95	View chart
JPMorgan Chase & Co. (JPM)	0.1	$494k	+24%	1.5k	322.26	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$472k	-23%	4.4k	107.11	View chart
Broadcom (AVGO)	0.1	$456k	+64%	1.3k	346.13	View chart
Schwab Strategic Tr Crypto Thematic (STCE)	0.1	$446k	-4%	7.4k	59.96	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$443k	-4%	1.4k	313.80	View chart
Vanguard Index Fds Growth Etf (VUG)	0.0	$429k	+60%	880.00	487.86	View chart
Nextera Energy (NEE)	0.0	$416k	+15%	5.2k	80.28	View chart
Exxon Mobil Corporation (XOM)	0.0	$416k	+62%	3.5k	120.36	View chart
Southern Company (SO)	0.0	$398k	+28%	4.6k	87.20	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.0	$385k		7.2k	53.76	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	0.0	$381k		11k	34.21	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	0.0	$381k	+7%	17k	22.90	View chart
Hubbell (HUBB)	0.0	$378k	+41%	852.00	444.11	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.0	$372k		7.4k	50.29	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.0	$367k	-2%	1.2k	303.89	View chart
Eli Lilly & Co. (LLY)	0.0	$362k	-6%	337.00	1074.68	View chart
Spdr Series Trust State Street Spd (SLYV)	0.0	$359k	-3%	3.9k	90.97	View chart
Graniteshares Platinum Tr Shs Ben Int (PLTM)	0.0	$333k	+2%	17k	19.73	View chart
Equifax (EFX)	0.0	$304k		1.4k	216.98	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.0	$296k		3.1k	95.09	View chart
Bank of America Corporation (BAC)	0.0	$292k	+2%	5.3k	55.00	View chart
American Express Company (AXP)	0.0	$284k		768.00	369.95	View chart
Chevron Corporation (CVX)	0.0	$277k	NEW	1.8k	152.43	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.0	$267k		3.5k	76.23	View chart
Tesla Motors (TSLA)	0.0	$266k	-8%	592.00	449.72	View chart
Constellation Energy (CEG)	0.0	$263k	NEW	744.00	353.27	View chart
Home Depot (HD)	0.0	$254k	+10%	737.00	344.45	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.0	$240k		1.7k	138.46	View chart
Oracle Corporation (ORCL)	0.0	$230k	-4%	1.2k	195.02	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.0	$209k		7.8k	26.91	View chart
CSX Corporation (CSX)	0.0	$203k	NEW	5.6k	36.25	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.0	$202k	-24%	427.00	473.30	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.0	$201k	NEW	6.8k	29.61	View chart
Cornerstone Total Rtrn Fd In (CRF)	0.0	$165k		21k	8.01	View chart

Past Filings by Wealth Management Nebraska

SEC 13F filings are viewable for Wealth Management Nebraska going back to 2024

Wealth Management Nebraska 2025 Q4 filed Jan. 28, 2026
Wealth Management Nebraska 2025 Q3 filed Nov. 3, 2025
Wealth Management Nebraska 2025 Q2 filed July 23, 2025
Wealth Management Nebraska 2025 Q1 filed May 15, 2025
Wealth Management Nebraska 2024 Q4 filed Feb. 3, 2025

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