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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 53.19% of Wealth Management Nebraska's stock portfolio.
Added to shares of these 10 stocks: AVUV (+$141M), SPIB (+$16M), AVLV (+$9.4M), DFAS, DFIV, DFAW, DFUS, GLDM, DFIS, DFGR.
Started 11 new stock positions in QCOM, AMAT, DE, SCHF, SCHB, GLDM, AVUV, VTV, SCHG, MGC. UNP.
Reduced shares in these 10 stocks: AVSC (-$120M), VT, , SPXL, VCSH, DFUV, AVIV, BAC, EFX, SCHX.
Sold out of its positions in AVSC, BAC, CEG, EFX, SPTS.
Wealth Management Nebraska was a net buyer of stock by $69M.
Wealth Management Nebraska has $1.1B in assets under management (AUM), dropping by 13.53%.
Central Index Key (CIK): 0002042783

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Portfolio Holdings for Wealth Management Nebraska

Wealth Management Nebraska holds 106 positions in its portfolio as reported in the June 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)	18.8	$211M	+7%	6.3M	33.46	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	12.6	$141M	NEW	1.1M	124.76	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	8.5	$95M	+10%	1.0M	91.21	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	6.8	$77M	+6%	1.4M	54.02	View chart
Dimensional Etf Trust Us Equi Mark Etf (DFUS)	6.5	$72M	+5%	883k	81.94	View chart
Dimensional Etf Trust World Equity Etf (DFAW)	6.3	$71M	+6%	853k	82.79	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	5.9	$67M	+7%	808k	82.34	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	5.3	$59M		574k	103.05	View chart
Spdr Series Trust St Str P500etf (SPYM)	4.3	$48M		543k	87.88	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	3.4	$38M		698k	55.01	View chart
Spdr Series Trust St Str Aggre Etf (SPAB)	3.2	$36M		1.4M	25.52	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	2.5	$28M	+3%	702k	40.21	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	1.8	$20M	+9%	579k	35.03	View chart
Dimensional Etf Trust Global Real Est (DFGR)	1.7	$19M	+6%	660k	28.97	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	1.5	$17M	-4%	212k	79.03	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	1.3	$15M		213k	69.90	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	1.0	$11M		129k	82.65	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.6	$6.9M	-26%	44k	156.95	View chart
American Centy Etf Tr International Lr (AVIV)	0.5	$5.3M	-6%	68k	77.42	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	0.4	$4.9M	+21%	42k	117.41	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$4.7M		9.3k	500.40	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.4	$4.5M	-3%	6.0k	748.97	View chart
Philip Morris International (PM)	0.3	$3.8M		21k	180.91	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.3	$3.3M	+4%	11k	302.97	View chart
Ssga Active Tr State Street Ig (PRIV)	0.2	$2.6M	+50%	103k	25.18	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.2	$2.6M	-4%	17k	146.41	View chart
Spdr Series Trust St Shor Corp Etf (SPSB)	0.2	$2.5M		85k	30.01	View chart
Apple (AAPL)	0.2	$2.3M	-2%	8.0k	289.37	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$2.1M	+35%	5.7k	370.06	View chart
Texas Instruments Incorporated (TXN)	0.2	$2.0M		6.8k	298.09	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$2.0M		13k	158.03	View chart
Microsoft Corporation (MSFT)	0.2	$2.0M		5.3k	373.05	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.2	$1.9M	NEW	24k	79.42	View chart
NVIDIA Corporation (NVDA)	0.2	$1.7M	-5%	8.6k	200.09	View chart
Dimensional Etf Trust Us Small Cap Etf (DFSV)	0.1	$1.6M		41k	38.79	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.1	$1.6M		2.1k	747.04	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$1.4M	+66%	20k	73.41	View chart
Wal-Mart Stores (WMT)	0.1	$1.4M	-2%	12k	113.27	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$1.3M	-5%	9.0k	148.32	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$1.3M		1.9k	686.81	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$1.2M	+307%	15k	80.57	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$1.2M	-2%	1.6k	736.52	View chart
Amazon (AMZN)	0.1	$1.1M		4.6k	238.34	View chart
Direxion Shares Etf Trust Da 500 Bu 3x Etf (SPXL)	0.1	$1.1M	-51%	3.9k	270.68	View chart
Caterpillar (CAT)	0.1	$1.0M	-5%	978.00	1065.08	View chart
Axon Enterprise (AXON)	0.1	$1000k	-7%	1.8k	560.61	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.1	$953k		7.4k	128.08	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$894k		2.5k	357.37	View chart
Deere & Company (DE)	0.1	$808k	NEW	1.3k	634.33	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$786k	+413%	8.9k	87.91	View chart
Mondelez Intl Cl A (MDLZ)	0.1	$774k		13k	57.84	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$764k	+4%	3.1k	242.99	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	0.1	$749k		18k	42.67	View chart
Dimensional Etf Trust Us Larg Valu Etf (DFLV)	0.1	$660k	+3%	17k	39.54	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.1	$641k		16k	40.64	View chart
American Centy Etf Tr Avantis Core Fi (AVIG)	0.1	$632k		15k	41.41	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$624k		1.3k	477.57	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$609k		2.0k	303.12	View chart
Visa Com Cl A (V)	0.1	$603k	-5%	1.8k	343.15	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$571k	-4%	8.0k	71.25	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$569k	-2%	1.6k	353.33	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$569k		7.4k	76.70	View chart
Ishares Tr National Mun Etf (MUB)	0.0	$560k		5.2k	107.62	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.0	$529k	NEW	16k	33.84	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$508k		1.4k	368.38	View chart
Meta Platforms Cl A (META)	0.0	$497k	-5%	883.00	563.29	View chart
Broadcom (AVGO)	0.0	$482k		1.3k	377.89	View chart
JPMorgan Chase & Co. (JPM)	0.0	$479k	-4%	1.5k	327.37	View chart
Schwab Strategic Tr Crypto Thematic (STCE)	0.0	$468k	+11%	6.7k	69.95	View chart
Exxon Mobil Corporation (XOM)	0.0	$468k		3.4k	136.75	View chart
Hubbell (HUBB)	0.0	$446k		852.00	523.20	View chart
Dimensional Etf Trust Us Real Esta Etf (DFAR)	0.0	$440k		17k	26.16	View chart
Southern Company (SO)	0.0	$420k	-2%	4.4k	95.72	View chart
Nextera Energy (NEE)	0.0	$413k		4.7k	87.77	View chart
Spdr Series Trust ST STR SP600SM C (SLYV)	0.0	$402k	-3%	3.7k	109.13	View chart
Eli Lilly & Co. (LLY)	0.0	$393k		328.00	1199.43	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.0	$385k	-9%	6.5k	59.69	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.0	$376k	+2%	1.6k	242.42	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.0	$374k		7.4k	50.58	View chart
Sprott Fds Tr Acti Gol Sil Etf (GBUG)	0.0	$354k	+15%	9.1k	39.05	View chart
Vanguard Index Fds Growth Etf (VUG)	0.0	$324k	+521%	3.8k	86.14	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.0	$320k	-3%	1.9k	170.14	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.0	$320k		3.1k	102.81	View chart
Union Pacific Corporation (UNP)	0.0	$316k	NEW	1.2k	272.00	View chart
Tesla Motors (TSLA)	0.0	$315k	+8%	748.00	420.60	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.0	$293k	NEW	10k	28.96	View chart
Nucor Corporation (NUE)	0.0	$288k		1.3k	222.75	View chart
Chevron Corporation (CVX)	0.0	$284k	-5%	1.7k	165.78	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.0	$278k	+18%	5.4k	51.05	View chart
CSX Corporation (CSX)	0.0	$271k		5.7k	47.53	View chart
Home Depot (HD)	0.0	$265k	-4%	750.00	352.75	View chart
American Express Company (AXP)	0.0	$260k		768.00	338.25	View chart
Fifth Third Ban (FITB)	0.0	$249k		4.4k	56.38	View chart
Applied Materials (AMAT)	0.0	$245k	NEW	339.00	723.00	View chart
Proshares Tr Bitcoin Etf (BITO)	0.0	$244k	+4%	31k	7.98	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.0	$237k		6.8k	34.81	View chart
Oracle Corporation (ORCL)	0.0	$225k		1.5k	146.62	View chart
Duke Energy Corp Com New (DUK)	0.0	$224k	+6%	1.8k	126.62	View chart
Emerson Electric (EMR)	0.0	$210k	-5%	1.5k	143.15	View chart
Qualcomm (QCOM)	0.0	$209k	NEW	1.1k	184.79	View chart
Vanguard Index Fds Value Etf (VTV)	0.0	$208k	NEW	956.00	217.93	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.0	$204k	NEW	7.4k	27.70	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.0	$203k	-55%	6.9k	29.43	View chart
Vanguard World Mega Cap Index (MGC)	0.0	$201k	NEW	735.00	273.63	View chart
Quantumscape Corp Com Cl A (QS)	0.0	$169k	+6%	22k	7.56	View chart
Cornerstone Total Rtrn Fd In (CRF)	0.0	$150k	-3%	21k	7.18	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 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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