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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, AVUV, AVLV, DFIV, DFUS, and represent 54.16% of Wealth Management Nebraska's stock portfolio.
Added to shares of these 10 stocks: SPIB (+$25M), AVUV, DFAW, DFIV, AVLV, PRIV, Dimensional Etf Trust, XOM, SPLB, DFUS.
Started 9 new stock positions in VLO, XOM, JNJ, MRK, CRWD, VCLT, KO, DFAR, SPLB.
Reduced shares in these 10 stocks: VCSH (-$7.0M), VT, Dimensional Etf Trust, SPSB, SPAB, DFUV, Dimensional Etf Trust, , Dimensional Etf Trust, VTEB.
Sold out of its positions in Dimensional Etf Trust, Dimensional Etf Trust, DUK, Exxon Mobil Corporation, SCHF, VTEB.
Wealth Management Nebraska was a net buyer of stock by $37M.
Wealth Management Nebraska has $1.1B in assets under management (AUM), dropping by 1.81%.
Central Index Key (CIK): 0002042783

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Portfolio Holdings for Wealth Management Nebraska

Wealth Management Nebraska holds 109 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Series Trust St Inter Bd Etf (SPIB)	20.0	$228M	+12%	7.1M	32.28	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	12.0	$137M	+2%	1.2M	117.77	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	8.4	$96M	+2%	1.1M	90.44	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	7.2	$82M	+3%	1.5M	55.86	View chart
Dimensional Etf Trust Us Equi Mark Etf (DFUS)	6.5	$75M		899k	83.03	View chart
Dimensional Etf Trust World Equity Etf (DFAW)	6.4	$73M	+4%	891k	82.31	View chart
Dimensional Etf Trust Us Small Cap Etf	5.6	$64M	+2%	832k	77.42	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	5.6	$64M		585k	109.38	View chart
Spdr Series Trust St Str P500etf (SPYM)	4.2	$48M		540k	89.76	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	3.3	$38M		687k	55.00	View chart
Spdr Series Trust St Str Aggre Etf (SPAB)	3.0	$34M		1.4M	24.36	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	2.5	$28M	+2%	718k	39.31	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	1.9	$22M	+4%	606k	36.23	View chart
Dimensional Etf Trust Global Real Est (DFGR)	1.6	$19M	+5%	693k	27.05	View chart
Dimensional Etf Trust Us Targeted Vlu	1.2	$14M	-3%	206k	66.44	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	1.0	$11M	+11%	144k	78.31	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.8	$9.4M	-42%	121k	77.25	View chart
American Centy Etf Tr International Lr (AVIV)	0.5	$5.3M	-2%	67k	79.63	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.4	$5.1M	-26%	33k	157.85	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	0.4	$4.8M	-3%	41k	118.39	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.4	$4.6M		6.0k	765.86	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$4.5M		9.1k	497.96	View chart
Ssga Active Tr State Street Ig (PRIV)	0.4	$4.5M	+80%	186k	24.05	View chart
Philip Morris International (PM)	0.4	$4.0M		21k	190.82	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.3	$3.3M	-2%	11k	304.64	View chart
Microsoft Corporation (MSFT)	0.2	$2.8M	+3%	5.5k	512.95	View chart
Apple (AAPL)	0.2	$2.7M		8.1k	333.03	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.2	$2.3M	-4%	17k	137.68	View chart
Vanguard Index Fds MRNGSTR TTL STK (VTI)	0.2	$2.3M	+8%	6.1k	374.25	View chart
NVIDIA Corporation (NVDA)	0.2	$2.1M	+7%	9.3k	228.40	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$2.0M		13k	155.21	View chart
Texas Instruments Incorporated (TXN)	0.2	$1.9M		6.8k	280.10	View chart
Exxonmobil Holdings Corp Com Shs (XOM)	0.2	$1.8M	NEW	11k	162.76	View chart
Spdr Series Trust St Long Bd Etf (SPLB)	0.1	$1.6M	NEW	81k	20.38	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.1	$1.6M	-15%	20k	82.18	View chart
Spdr Series Trust St Shor Corp Etf (SPSB)	0.1	$1.6M	-35%	55k	29.59	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.1	$1.6M		2.1k	762.93	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$1.5M	+6%	21k	70.15	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$1.3M		1.9k	700.88	View chart
Amazon (AMZN)	0.1	$1.2M	+6%	5.0k	249.15	View chart
Vanguard Index Fds Mrngstr Mid Cap (VO)	0.1	$1.2M	+2%	16k	78.42	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$1.2M	-2%	8.8k	136.05	View chart
Wal-Mart Stores (WMT)	0.1	$1.2M	-6%	11k	103.93	View chart
Direxion Shares Etf Trust Da 500 Bu 3x Etf (SPXL)	0.1	$1.1M		3.9k	281.13	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$1.0M	-11%	1.4k	740.00	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.1	$948k		7.4k	128.09	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$907k	+5%	2.6k	344.08	View chart
Deere & Company (DE)	0.1	$855k		1.3k	671.55	View chart
Vanguard World Mrngstr Mega Cap (MGK)	0.1	$831k		9.0k	92.65	View chart
Caterpillar (CAT)	0.1	$798k		984.00	810.92	View chart
Mondelez Intl Cl A (MDLZ)	0.1	$773k		13k	57.82	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	0.1	$766k	+2%	18k	42.40	View chart
Vanguard Index Fds MRNGSTR SML CP V (VBR)	0.1	$737k		3.2k	231.07	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$710k	+26%	20k	35.93	View chart
Axon Enterprise (AXON)	0.1	$683k	-9%	1.6k	422.52	View chart
Dimensional Etf Trust Us Larg Valu Etf (DFLV)	0.1	$667k		17k	40.17	View chart
American Centy Etf Tr Avantis Core Fi (AVIG)	0.1	$658k	+9%	17k	39.39	View chart
Meta Platforms Cl A (META)	0.1	$640k		883.00	725.18	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.1	$633k		16k	39.72	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$631k	+14%	1.9k	340.74	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$630k	+5%	1.4k	456.19	View chart
Coca-Cola Company (KO)	0.1	$578k	NEW	6.7k	86.09	View chart
Vanguard Index Fds Mrngstr Sml Cap (VB)	0.1	$578k		2.0k	284.49	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.0	$566k		8.0k	70.61	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.0	$540k		7.4k	72.86	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$526k		1.4k	380.84	View chart
JPMorgan Chase & Co. (JPM)	0.0	$462k	-4%	1.4k	330.87	View chart
Broadcom (AVGO)	0.0	$459k	+2%	1.3k	351.32	View chart
Visa Com Cl A (V)	0.0	$451k	-28%	1.3k	359.42	View chart
Schwab Strategic Tr Crypto Them Natu (STCE)	0.0	$447k		6.8k	66.02	View chart
Dfa Invt Dimensions Group In Real Estate Secu (DFAR)	0.0	$444k	NEW	18k	24.16	View chart
Ishares Tr National Mun Etf (MUB)	0.0	$421k	-20%	4.2k	101.10	View chart
Sprott Fds Tr Acti Gol Sil Etf (GBUG)	0.0	$410k	-3%	8.8k	46.74	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.0	$396k		5.4k	72.64	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.0	$391k	+2%	6.6k	59.31	View chart
Hubbell (HUBB)	0.0	$387k		852.00	453.60	View chart
Vanguard Index Fds Mrngstr Grwt Etf (VUG)	0.0	$384k	+13%	4.3k	90.12	View chart
Eli Lilly & Co. (LLY)	0.0	$377k		326.00	1157.08	View chart
Spdr Series Trust ST STR SP600SM C (SLYV)	0.0	$376k		3.7k	102.15	View chart
Nucor Corporation (NUE)	0.0	$357k	+18%	1.5k	233.75	View chart
Southern Company (SO)	0.0	$355k	-2%	4.3k	82.90	View chart
Nextera Energy (NEE)	0.0	$352k		4.6k	75.74	View chart
Chevron Corporation (CVX)	0.0	$350k		1.7k	204.24	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.0	$349k	+8%	1.7k	207.28	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.0	$331k	+19%	2.3k	146.75	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.0	$321k		3.1k	103.05	View chart
Proshares Tr Bitcoin Etf (BITO)	0.0	$311k	-9%	28k	11.20	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.0	$297k		10k	29.31	View chart
Tesla Motors (TSLA)	0.0	$290k	+9%	817.00	354.81	View chart
Union Pacific Corporation (UNP)	0.0	$279k	-11%	1.0k	272.13	View chart
CSX Corporation (CSX)	0.0	$265k		5.7k	46.51	View chart
Applied Materials (AMAT)	0.0	$260k	+50%	509.00	511.38	View chart
Merck & Co (MRK)	0.0	$258k	NEW	1.8k	145.37	View chart
Johnson & Johnson (JNJ)	0.0	$244k	NEW	920.00	264.74	View chart
Emerson Electric (EMR)	0.0	$240k	+5%	1.6k	155.10	View chart
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)	0.0	$237k	NEW	3.5k	68.50	View chart
American Express Company (AXP)	0.0	$234k		768.00	304.10	View chart
Valero Energy Corporation (VLO)	0.0	$233k	NEW	600.00	387.68	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.0	$226k		6.8k	33.31	View chart
Fifth Third Ban (FITB)	0.0	$225k		4.4k	50.59	View chart
Vanguard Index Fds Mrngstr Val Etf (VTV)	0.0	$223k	+7%	1.0k	216.20	View chart
Home Depot (HD)	0.0	$213k		750.00	284.59	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.0	$212k	NEW	800.00	264.75	View chart
Vanguard World Mrngstr Cap Etf (MGC)	0.0	$211k		747.00	282.31	View chart
Oracle Corporation (ORCL)	0.0	$210k		1.5k	137.33	View chart
Qualcomm (QCOM)	0.0	$208k		1.1k	184.04	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.0	$207k		6.9k	30.00	View chart
Cornerstone Total Rtrn Fd In (CRF)	0.0	$137k	+6%	22k	6.16	View chart
Quantumscape Corp Com Cl A (QS)	0.0	$104k		22k	4.64	View chart

Past Filings by Wealth Management Nebraska

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

Wealth Management Nebraska 2026 Q3 filed Oct. 26, 2026
Wealth Management Nebraska 2026 Q2 filed July 27, 2026
Wealth Management Nebraska 2026 Q1 filed May 15, 2026
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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