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Wealth Management Nebraska

CIK 2042783 · latest 13F filed 27 July 2026 · Read the filing on EDGAR

Wealth Management Nebraska reported 106 US-listed holdings worth $1.12 billion in its 13F for the quarter ended 30 June 2026, filed 27 July 2026. Its largest: SPDR Ser Trust (18.8%), American Centy ETF Trust (12.6%) and American Centy ETF Trust (8.5%). Against the quarter before, it opened 11 positions, added to 37, trimmed 38 and sold out of 5.

Reported holdings$1.12B+13.5% on Q1 2026
Positions106+6 on Q1 2026
The largest ten78.4%of its reported holdings
Latest 13FQ2 2026filed 27 July 2026
Where the money is
OpenedAdded toHeldTrimmed
SPIB18.8%AVUV12.6%AVLV8.5%DFIV6.8%DFUS6.5%DFAW6.3%DFAS5.9%AVDV5.3%SPYM4.3%DFUV3.4%SPAB3.2%DFAE2.5%DFIS1.8%DFGR1.7%92 more12.3%

The 14 largest of its 106 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.

Reported holdings, quarter by quarter
Q4 2024: $614.8 million in 71 positions$615MQ4 24Q1 2025: $657.4 million in 74 positions$657MQ1 25Q2 2025: $739.8 million in 82 positions$740MQ2 25Q3 2025: $839.0 million in 92 positions$839MQ3 25Q4 2025: $874.8 million in 91 positions$875MQ4 25Q1 2026: $987.3 million in 100 positions$987MQ1 26Q2 2026: $1.12 billion in 106 positions$1.12BQ2 26

What the fund reported holding at each quarter's end; hover a bar for the number of positions

What it did on the quarter

Opened 11Added 37Held 20Trimmed 38Sold out 5
Opened: 11Added: 37Held: 20Trimmed: 38Sold out: 5

Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held

Opened 11

  1. American Centy ETF Trust AVUV$141.4 million
  2. SPDR Gold MiniShares GLDM$1.9 million
  3. Deere & Co. DE$807,502
  4. Schwab Strategic Trust SCHG$528,987
  5. Union Pacific Corp. UNP$315,792
  6. Schwab Strategic Trust SCHB$292,496
  7. Applied Materials Inc. AMAT$245,097
  8. Qualcomm Inc. QCOM$208,997

and 3 more in the table below

Added to 37

  1. SPDR Ser Trust SPIB+465,886 shares · +8%
  2. American Centy ETF Trust AVLV+102,651 shares · +11%
  3. Dimensional ETF Trust DFAS+58,050 shares · +8%
  4. Dimensional ETF Trust DFIV+88,332 shares · +7%
  5. Dimensional ETF Trust DFAW+48,780 shares · +6%
  6. Dimensional ETF Trust DFUS+47,612 shares · +6%
  7. Dimensional ETF Trust DFIS+48,806 shares · +9%
  8. Dimensional ETF Trust DFGR+39,370 shares · +6%

and 29 more in the table below

Trimmed 38

  1. Vanguard Intl Equity Index F VT-16,062 shares · -27%
  2. Direxion Daily S&P 500 Bull 3X Shares SPXL-4,178 shares · -52%
  3. Vanguard Short-Term Corp. BD Idx VCSH-10,222 shares · -5%
  4. Dimensional ETF Trust DFUV-8,739 shares · -1%
  5. American Centy ETF Trust AVIV-4,778 shares · -7%
  6. Schwab US Large Cap SCHX-8,483 shares · -55%
  7. iShares Core S&P 500 ETF IVV-233 shares · -4%
  8. Dimensional ETF Trust DFAT-2,192 shares · -1%

and 30 more in the table below

Sold out of 5

  1. American Centy ETF Trust AVSC$120.4 million last quarter
  2. SPDR Ser Trust SPTS$2.4 million last quarter
  3. Bank of America Corp. BAC$259,740 last quarter
  4. Equifax Inc. EFX$251,918 last quarter
  5. Constellation Energy Corp. CEG$207,762 last quarter

What it holds

CompanySharesValueOf its bookChange in shares
SPDR Ser Trust SPIB6,308,768$211.1 million18.83%+465,886
American Centy ETF Trust AVUV1,133,259$141.4 million12.61%new
American Centy ETF Trust AVLV1,040,364$94.9 million8.47%+102,651
Dimensional ETF Trust DFIV1,416,453$76.5 million6.83%+88,332
Dimensional ETF Trust DFUS882,866$72.3 million6.45%+47,612
Dimensional ETF Trust DFAW853,135$70.6 million6.30%+48,780
Dimensional ETF Trust DFAS808,407$66.6 million5.94%+58,050
American Century ETF Trust AVDV574,120$59.2 million5.28%+9,076
SPDR Ser Trust SPYM542,815$47.7 million4.26%-1,716
Dimensional ETF Trust DFUV698,114$38.4 million3.43%-8,739
SPDR Ser Trust SPAB1,420,593$36.3 million3.23%+456
Dimensional ETF Trust DFAE702,365$28.2 million2.52%+26,735
Dimensional ETF Trust DFIS579,166$20.3 million1.81%+48,806
Dimensional ETF Trust DFGR659,883$19.1 million1.71%+39,370
Vanguard Short-Term Corp. BD Idx VCSH211,733$16.7 million1.49%-10,222
Dimensional ETF Trust DFAT212,794$14.9 million1.33%-2,192
Vanguard Intermediate-Term Corp. VCIT129,276$10.7 million0.95%+1,256
Vanguard Intl Equity Index F VT44,203$6.9 million0.62%-16,062
American Centy ETF Trust AVIV68,037$5.3 million0.47%-4,778
Ea Series Trust BOXX42,150$4.9 million0.44%+7,495
Berkshire Hathaway Inc. Class B BRKB9,296$4.7 million0.42%+30
iShares Core S&P 500 ETF IVV5,972$4.5 million0.40%-233
Philip Morris International Inc. PM21,142$3.8 million0.34%+8
Invesco Exch Traded FD Trust II QQQM10,919$3.3 million0.30%+491
Ssga Active Trust PRIV102,891$2.6 million0.23%+34,726
iShares Russell Mid-Cap Growth ETF IWP17,428$2.6 million0.23%-882
SPDR Ser Trust SPSB84,468$2.5 million0.23%-67
Apple Inc. AAPL8,007$2.3 million0.21%-178
VG Totl STK Vprs VTI5,652$2.1 million0.19%+1,494
Texas Instruments Inc. TXN6,810$2.0 million0.18%+37
Vanguard Whitehall FDS VYM12,786$2.0 million0.18%no change
Microsoft Corp. MSFT5,293$2.0 million0.18%-18
SPDR Gold MiniShares GLDM23,468$1.9 million0.17%new
NVIDIA Corp. NVDA8,617$1.7 million0.15%-495
Dimensional ETF Trust DFSV41,175$1.6 million0.14%-57
SPDR S&P 500 SPY2,081$1.6 million0.14%-8
Vanguard Total Bond Market ETF BND19,469$1.4 million0.13%+7,750
Walmart Inc. WMT11,990$1.4 million0.12%-303
iShares Core S&P Small-Cap ETF IJR9,016$1.3 million0.12%-549
Vanguard S&P 500 VOO1,888$1.3 million0.12%-10
Vanguard Mid Cap Index ETF VO15,113$1.2 million0.11%+11,407
Invesco QQQ Trust QQQ1,568$1.2 million0.10%-38
Amazon.com Inc. AMZN4,639$1.1 million0.10%+90
Direxion Daily S&P 500 Bull 3X Shares SPXL3,902$1.1 million0.09%-4,178
Caterpillar Inc. CAT978$1.0 million0.09%-61
Axon Enterprise, Inc. AXON1,783$999,5680.09%-150
American Centy ETF Trust AVUS7,443$953,2990.09%-123
Alphabet Inc. GOOGL2,501$893,7820.08%+45
Deere & Co. DE1,273$807,5020.07%new
Vanguard Mega Cap Growth ETF MGK8,935$785,4900.07%+7,195
Mondelez International, Inc. MDLZ13,376$773,6680.07%no change
Vanguard Small Cap Value ETF VBR3,142$763,4750.07%+126
Dimensional ETF Trust DFEV17,561$749,2770.07%+284
Dimensional ETF Trust DFLV16,696$660,1600.06%+502
Dimensional ETF Trust DFEM15,776$641,1370.06%no change
American Centy ETF Trust AVIG15,266$632,1650.06%-204
Taiwan Semiconductor Manufacturing Company Limited TSM1,306$623,7060.06%no change
Vanguard Small Cap ETF VB2,008$608,6650.05%no change
Visa Inc. V1,758$603,2550.05%-100
Vanguard Ftse Developed Markets VEA8,014$570,9980.05%-344
Alphabet Inc. GOOG1,611$569,2150.05%-33
Vanguard Intermed Term Bond ETF BIV7,417$568,8840.05%no change
iShares Trust MUB5,206$560,2700.05%-1
Schwab Strategic Trust SCHG15,632$528,9870.05%new
SPDR Gold Trust GLD1,379$507,9960.05%-22
Meta Platforms, Inc. META883$497,3850.04%-54
Broadcom Inc. AVGO1,276$482,1860.04%+17
JPMorgan Chase & Co. JPM1,464$479,2660.04%-68
Schwab Crypto Thematic ETF STCE6,691$468,0630.04%+715
ExxonMobil Holdings Corp. XOM3,420$467,6780.04%no change
Hubbell Inc. HUBB852$445,7660.04%no change
Dimensional ETF Trust DFAR16,816$439,9070.04%+201
Southern Co. SO4,388$420,0140.04%-106
NextEra Energy Inc. NEE4,707$413,1330.04%no change
SPDR Ser Trust SLYV3,682$401,8120.04%-151
Eli Lilly & Co. LLY328$393,4130.04%no change
Vanguard Ftse Emerging Markets VWO6,455$385,2990.03%-674
iShares Trust ITA1,551$375,9940.03%+42
Vanguard Mun BD FDS VTEB7,397$374,1400.03%no change
Sprott FDS Trust GBUG9,063$353,8820.03%+1,221
Vanguard Growth ETF VUG3,765$324,3170.03%+3,159
Invesco S&P MidCap Momentum ETF XMMO1,883$320,3740.03%-71
iShares Trust ESGD3,111$319,8420.03%no change
Union Pacific Corp. UNP1,161$315,7920.03%new
Tesla, Inc. TSLA748$314,6090.03%+57
Schwab Strategic Trust SCHB10,100$292,4960.03%new
Nucor Corp. NUE1,293$288,0160.03%no change
Chevron Corp. CVX1,714$284,1530.03%-105
Fidelity Wise Origin Bitcoin FBTC5,445$277,9670.02%+860
CSX Corp. CSX5,706$271,2060.02%no change
Home Depot, Inc. HD750$264,5640.02%-38
American Express Co. AXP768$259,7760.02%no change
Fifth Third Bancorp FITB4,418$249,0930.02%+24
Applied Materials Inc. AMAT339$245,0970.02%new
ProShares Trust BITO30,590$244,1120.02%+1,259
Schwab Strategic Trust SCHV6,798$236,6380.02%no change
Oracle Corp. ORCL1,531$224,4710.02%-30
Duke Energy Corp. DUK1,769$223,9950.02%+108
Emerson Electric Co. EMR1,465$209,7150.02%-84
Qualcomm Inc. QCOM1,131$208,9970.02%new
Vanguard Value ETF VTV956$208,3410.02%new
Schwab Strategic Trust SCHF7,356$203,7610.02%new
Schwab US Large Cap SCHX6,906$203,2440.02%-8,483
Vanguard World FD MGC735$201,1180.02%new
Quantumscape Corp. QS22,403$169,3670.02%+1,414
Cornerstone Total Return FD CRF20,901$150,0700.01%-806
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.
Read moreChange is shares against its 13F for the quarter before; the 5 it sold out of are in the box above.