Wealth Management Nebraska

CIK 0002042783 · NORFOLK, NE · Quarter end: 2026-06-30 · Filed on: 2026-07-27 · Open the SEC source

Wealth Management Nebraska reported 106 positions worth $1.12B as of June 30, 2026 (13F filed July 27, 2026). Largest holding: SPIB (18.8%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$1.12B
2026 Q2
Positions
106
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
78.4%
Est. Net Flow (Q)
2026 Q2
10 / 106 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1SPIBSPDR SERIES TRUSTSH$211.1M18.83%6,308,768
2AVUVAMERICAN CENTY ETF TRSH$141.4M12.61%1,133,259
3AVLVAMERICAN CENTY ETF TRSH$94.9M8.47%1,040,364
4DFIVDIMENSIONAL ETF TRUSTSH$76.5M6.83%1,416,453
5DFUSDIMENSIONAL ETF TRUSTSH$72.3M6.45%882,866
6DFAWDIMENSIONAL ETF TRUSTSH$70.6M6.30%853,135
7DFASDIMENSIONAL ETF TRUSTSH$66.6M5.94%808,407
8AVDVAMERICAN CENTY ETF TRSH$59.2M5.28%574,120
9SPYMSPDR SERIES TRUSTSH$47.7M4.26%542,815
10DFUVDIMENSIONAL ETF TRUSTSH$38.4M3.43%698,114

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Wealth Management Nebraska hold as of Q2 2026?

Wealth Management Nebraska reported 106 positions worth $1.12B in its Q2 2026 13F filing. Largest positions: SPIB (18.8%), AVUV (12.6%), AVLV (8.5%), DFIV (6.8%) and DFUS (6.5%).

What did Wealth Management Nebraska buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Wealth Management Nebraska sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.