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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, DFAW, and represent 52.81% of Wealth Management Nebraska's stock portfolio.
Added to shares of these 10 stocks: SPYM (+$42M), SPIB (+$15M), DFAW (+$9.5M), AVSC (+$8.7M), AVLV (+$5.8M), DFUS, DFAS, DFIV, SPTS, DFGR.
Started 13 new stock positions in GBUG, SPYM, MDLZ, DFEV, ITA, FITB, EMR, QS, NUE, VBR. SPTS, DUK, DFEM.
Reduced shares in these 10 stocks: VT, GLDM, VCIT, AGQ, PLTM, IWF, IWP, IJR, AVIV, BITO.
Sold out of its positions in PLTM, IWF, AGQ, GLDM.
Wealth Management Nebraska was a net buyer of stock by $96M.
Wealth Management Nebraska has $987M in assets under management (AUM), dropping by 12.87%.
Central Index Key (CIK): 0002042783

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Portfolio Holdings for Wealth Management Nebraska

Wealth Management Nebraska holds 100 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Series Trust State Street Spd (SPIB)	19.8	$196M	+8%	5.8M	33.54	View chart
American Centy Etf Tr Avantis Us Small (AVSC)	12.2	$120M	+7%	1.1M	110.47	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	7.7	$76M	+8%	938k	80.61	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	7.1	$70M	+4%	1.3M	52.78	View chart
Dimensional Etf Trust World Equity Etf (DFAW)	6.0	$59M	+19%	804k	73.78	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	6.0	$59M	+6%	835k	70.91	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	5.7	$56M	+2%	565k	99.86	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	5.4	$53M	+6%	750k	71.13	View chart
Spdr Series Trust State Street Spd (SPYM)	4.2	$42M	NEW	545k	76.54	View chart
Spdr Series Trust State Street Spd (SPAB)	3.7	$36M		1.4M	25.62	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	3.5	$34M		707k	48.46	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	2.3	$23M	+3%	676k	33.86	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	1.8	$18M	+8%	530k	33.67	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	1.8	$18M		222k	79.27	View chart
Dimensional Etf Trust Global Real Est (DFGR)	1.7	$17M	+10%	621k	26.58	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	1.4	$13M		215k	62.45	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	1.1	$11M	-9%	128k	82.75	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.8	$8.3M	-31%	60k	138.32	View chart
American Centy Etf Tr International Lr (AVIV)	0.6	$5.4M	-2%	73k	74.83	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$4.4M		9.3k	479.21	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.4	$4.1M		6.2k	653.25	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	0.4	$4.0M	+14%	35k	116.29	View chart
Philip Morris International (PM)	0.4	$3.5M		21k	165.34	View chart
Spdr Series Trust State Street Spd (SPSB)	0.3	$2.5M		85k	30.07	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.3	$2.5M		10k	237.63	View chart
Spdr Series Trust State Street Spd (SPTS)	0.2	$2.4M	NEW	26k	92.69	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.2	$2.3M	-7%	18k	128.12	View chart
Apple (AAPL)	0.2	$2.1M		8.2k	253.82	View chart
Microsoft Corporation (MSFT)	0.2	$2.0M		5.3k	370.19	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$1.9M		13k	148.10	View chart
Ssga Active Tr State Street Ig (PRIV)	0.2	$1.7M	+15%	68k	25.23	View chart
NVIDIA Corporation (NVDA)	0.2	$1.6M	+3%	9.1k	174.40	View chart
Wal-Mart Stores (WMT)	0.2	$1.5M		12k	124.29	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.1	$1.4M	+17%	41k	35.04	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.1	$1.4M		2.1k	650.58	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$1.3M	-7%	4.2k	320.81	View chart
Texas Instruments Incorporated (TXN)	0.1	$1.3M	-2%	6.8k	194.15	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$1.2M	-11%	9.6k	124.32	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$1.1M	-4%	1.9k	597.55	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$1.1M	+67%	3.7k	287.18	View chart
Amazon (AMZN)	0.1	$947k	+7%	4.5k	208.27	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$927k	+6%	1.6k	577.27	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$863k	-2%	12k	73.64	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.1	$841k	-2%	7.6k	111.18	View chart
Axon Enterprise (AXON)	0.1	$821k		1.9k	424.69	View chart
Mondelez Intl Cl A (MDLZ)	0.1	$771k	NEW	13k	57.64	View chart
Caterpillar (CAT)	0.1	$736k	+3%	1.0k	708.57	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$706k	+7%	2.5k	287.59	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$655k	NEW	3.0k	217.25	View chart
American Centy Etf Tr Avantis Core Fi (AVIG)	0.1	$643k		16k	41.54	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$640k	+18%	1.7k	367.59	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	0.1	$618k	NEW	17k	35.78	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$603k	-3%	1.4k	430.29	View chart
Exxon Mobil Corporation (XOM)	0.1	$580k		3.4k	169.69	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	0.1	$578k	+45%	16k	35.71	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$572k	-4%	7.4k	77.18	View chart
Visa Com Cl A (V)	0.1	$562k	+2%	1.9k	302.29	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$553k	+18%	5.2k	106.15	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.1	$545k	NEW	16k	34.55	View chart
Meta Platforms Cl A (META)	0.1	$536k		937.00	572.13	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$536k		8.4k	64.08	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$526k		2.0k	261.92	View chart
Direxion Shares Etf Trust Daily S&p 500 Bu (SPXL)	0.1	$510k	+173%	8.1k	63.10	View chart
Alphabet Cap Stk Cl C (GOOG)	0.0	$472k	+16%	1.6k	286.86	View chart
JPMorgan Chase & Co. (JPM)	0.0	$451k		1.5k	294.19	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.0	$448k	+97%	15k	29.13	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.0	$441k	+8%	1.3k	337.95	View chart
Nextera Energy (NEE)	0.0	$437k	-9%	4.7k	92.88	View chart
Southern Company (SO)	0.0	$434k		4.5k	96.53	View chart
Hubbell (HUBB)	0.0	$418k		852.00	490.74	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	0.0	$393k		17k	23.65	View chart
Broadcom (AVGO)	0.0	$390k	-4%	1.3k	309.54	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.0	$385k		7.1k	54.05	View chart
Chevron Corporation (CVX)	0.0	$376k		1.8k	206.93	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.0	$369k		7.4k	49.89	View chart
Spdr Series Trust State Street Spd (SLYV)	0.0	$363k	-2%	3.8k	94.58	View chart
Sprott Fds Tr Active Gold & Si (GBUG)	0.0	$356k	NEW	7.8k	45.44	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.0	$330k	NEW	1.5k	218.75	View chart
Schwab Strategic Tr Crypto Thematic (STCE)	0.0	$311k	-19%	6.0k	51.98	View chart
Eli Lilly & Co. (LLY)	0.0	$302k	-2%	328.00	919.77	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.0	$298k		3.1k	95.62	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.0	$283k	+12%	2.0k	145.02	View chart
Proshares Tr Bitcoin Etf (BITO)	0.0	$273k	-32%	29k	9.31	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.0	$271k	+30%	4.6k	59.03	View chart
Vanguard Index Fds Growth Etf (VUG)	0.0	$265k	-31%	606.00	436.79	View chart
Bank of America Corporation (BAC)	0.0	$260k		5.3k	48.75	View chart
Home Depot (HD)	0.0	$259k	+6%	788.00	328.91	View chart
Tesla Motors (TSLA)	0.0	$257k	+16%	691.00	371.75	View chart
Equifax (EFX)	0.0	$252k		1.4k	180.07	View chart
CSX Corporation (CSX)	0.0	$234k		5.7k	41.05	View chart
American Express Company (AXP)	0.0	$232k		768.00	302.48	View chart
Oracle Corporation (ORCL)	0.0	$230k	+32%	1.6k	147.13	View chart
Nucor Corporation (NUE)	0.0	$219k	NEW	1.3k	169.10	View chart
Duke Energy Corp Com New (DUK)	0.0	$218k	NEW	1.7k	130.99	View chart
Constellation Energy (CEG)	0.0	$208k		744.00	279.25	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.0	$207k		6.8k	30.50	View chart
Fifth Third Ban (FITB)	0.0	$204k	NEW	4.4k	46.47	View chart
Emerson Electric (EMR)	0.0	$203k	NEW	1.5k	131.02	View chart
Cornerstone Total Rtrn Fd In (CRF)	0.0	$151k	+5%	22k	6.95	View chart
Quantumscape Corp Com Cl A (QS)	0.0	$134k	NEW	21k	6.38	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 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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