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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, DFIV, AVLV, DFUS, and represent 50.30% of Wealth Management Nebraska's stock portfolio.
Added to shares of these 10 stocks: SPIB (+$18M), AVSC (+$7.7M), DFAW (+$7.6M), AVLV (+$6.0M), SPAB, BRK.B, DFIV, DFUS, DFGR, DFSV.
Started 13 new stock positions in AVGO, IBIT, VUG, DFSV, AGQ, FBTC, SCHX, DFEM, PLTM, SPXL. TSLA, PRIV, DFEV.
Reduced shares in these 10 stocks: VT, SPLG, AVIV, IWP, AGG, FAUG, MCD, IVV, VOO, IJR.
Sold out of its positions in FAUG, AGG, MCD.
Wealth Management Nebraska was a net buyer of stock by $53M.
Wealth Management Nebraska has $839M in assets under management (AUM), dropping by 13.40%.
Central Index Key (CIK): 0002042783

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Portfolio Holdings for Wealth Management Nebraska

Wealth Management Nebraska holds 92 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Series Trust Portfolio Intrmd (SPIB)	19.9	$167M	+11%	4.9M	33.89	View chart
American Centy Etf Tr Avantis Us Small (AVSC)	10.7	$90M	+9%	905k	99.53	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	6.6	$56M	+4%	1.2M	46.12	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	6.6	$56M	+12%	769k	72.26	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	6.4	$54M	+3%	747k	72.44	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	5.8	$49M		548k	89.03	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	5.4	$45M		660k	68.46	View chart
Spdr Series Trust Portfolio S&p500 (SPLG)	5.2	$44M	-2%	561k	78.34	View chart
Dimensional Etf Trust World Equity Etf (DFAW)	5.1	$43M	+21%	594k	71.86	View chart
Spdr Series Trust Portfolio Agrgte (SPAB)	4.2	$35M	+7%	1.4M	25.85	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	3.8	$32M		714k	44.69	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	2.3	$20M	+2%	620k	31.53	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	2.1	$18M	+2%	219k	79.93	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	1.7	$14M	+7%	455k	31.63	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	1.7	$14M	-19%	102k	137.80	View chart
Dimensional Etf Trust Global Real Est (DFGR)	1.5	$13M	+12%	474k	27.31	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	1.5	$13M		216k	58.21	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	1.4	$12M		143k	84.11	View chart
American Centy Etf Tr International Lr (AVIV)	0.6	$5.2M	-4%	77k	67.44	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.5	$4.4M	+116%	8.7k	502.75	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.5	$4.1M	-2%	6.2k	669.30	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	0.4	$3.2M	+5%	28k	113.86	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.3	$2.9M	-6%	21k	142.41	View chart
Spdr Series Trust Portfolio Short (SPSB)	0.3	$2.5M	+3%	81k	30.29	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.3	$2.2M	+29%	8.8k	247.11	View chart
Microsoft Corporation (MSFT)	0.2	$2.0M		4.0k	517.95	View chart
Apple (AAPL)	0.2	$1.9M	+19%	7.5k	254.62	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$1.9M		14k	140.95	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.2	$1.6M	+33%	21k	76.45	View chart
NVIDIA Corporation (NVDA)	0.2	$1.6M		8.7k	186.58	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$1.5M		4.5k	328.17	View chart
Axon Enterprise (AXON)	0.2	$1.4M		1.9k	717.64	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$1.3M	-6%	11k	118.83	View chart
Texas Instruments Incorporated (TXN)	0.2	$1.3M		6.9k	183.74	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$1.3M	-6%	2.1k	612.38	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.1	$1.2M	NEW	38k	31.84	View chart
Wal-Mart Stores (WMT)	0.1	$1.2M		12k	103.06	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.1	$1.1M		1.6k	666.23	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$956k	+3%	1.6k	600.47	View chart
Amazon (AMZN)	0.1	$929k	+2%	4.2k	219.57	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$866k		12k	74.37	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.1	$845k	-5%	7.8k	108.70	View chart
Meta Platforms Cl A (META)	0.1	$644k		877.00	734.38	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$631k		2.1k	293.74	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$623k	+17%	8.0k	78.09	View chart
American Centy Etf Tr Avantis Core Fi (AVIG)	0.1	$619k		15k	42.08	View chart
Schwab Strategic Tr Crypto Thematic (STCE)	0.1	$611k	+9%	7.8k	78.60	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$610k	-7%	5.7k	106.49	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$575k		2.4k	243.13	View chart
Visa Com Cl A (V)	0.1	$536k		1.6k	341.44	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$533k		1.5k	355.47	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$500k		2.0k	254.28	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$494k	+2%	8.2k	59.92	View chart
Proshares Tr Bitcoin Etf (BITO)	0.1	$489k	+28%	25k	19.68	View chart
Caterpillar (CAT)	0.1	$468k		980.00	477.23	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$453k	+45%	1.1k	402.58	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	0.1	$441k	NEW	14k	31.89	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.1	$440k	NEW	14k	32.07	View chart
Direxion Shs Etf Tr Daily Electric (EVAV)	0.0	$400k	+4%	12k	32.72	View chart
JPMorgan Chase & Co. (JPM)	0.0	$390k		1.2k	315.47	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.0	$384k		7.1k	54.18	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.0	$370k		7.4k	50.07	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	0.0	$368k	+7%	15k	23.85	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	0.0	$365k	+4%	11k	32.90	View chart
Spdr Series Trust S&p 600 Smcp Val (SLYV)	0.0	$363k		4.1k	88.65	View chart
Alphabet Cap Stk Cl C (GOOG)	0.0	$359k	-3%	1.5k	243.55	View chart
Equifax (EFX)	0.0	$359k		1.4k	256.53	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.0	$350k	NEW	3.5k	99.81	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.0	$347k	-5%	1.2k	279.29	View chart
Oracle Corporation (ORCL)	0.0	$346k	-3%	1.2k	281.34	View chart
Nextera Energy (NEE)	0.0	$338k	-13%	4.5k	75.49	View chart
Southern Company (SO)	0.0	$336k		3.5k	94.77	View chart
Ssga Active Tr Spdr Ssga Ig Pub (PRIV)	0.0	$317k	NEW	12k	25.51	View chart
Proshares Tr Ii Ultra Silver New (AGQ)	0.0	$312k	NEW	4.1k	76.24	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.0	$289k		3.1k	92.98	View chart
Tesla Motors (TSLA)	0.0	$287k	NEW	646.00	444.72	View chart
Eli Lilly & Co. (LLY)	0.0	$275k		361.00	763.00	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.0	$275k	NEW	4.2k	65.00	View chart
Home Depot (HD)	0.0	$271k	-2%	668.00	405.14	View chart
Bank of America Corporation (BAC)	0.0	$267k		5.2k	51.59	View chart
Broadcom (AVGO)	0.0	$265k	NEW	803.00	329.97	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.0	$264k		564.00	468.41	View chart
Vanguard Index Fds Growth Etf (VUG)	0.0	$263k	NEW	548.00	479.61	View chart
Hubbell (HUBB)	0.0	$259k		602.00	430.31	View chart
American Express Company (AXP)	0.0	$258k		776.00	332.16	View chart
Graniteshares Platinum Tr Shs Ben Int (PLTM)	0.0	$249k	NEW	17k	15.11	View chart
Exxon Mobil Corporation (XOM)	0.0	$240k		2.1k	112.73	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.0	$235k	+3%	1.7k	135.23	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.0	$234k		4.7k	50.26	View chart
Direxion Shs Etf Tr Drx S&p500bull (SPXL)	0.0	$215k	NEW	1.0k	211.90	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.0	$207k	NEW	7.9k	26.34	View chart
Cornerstone Total Rtrn Fd In (CRF)	0.0	$165k		21k	8.04	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 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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