Wealth Management Nebraska
13F Reported Value
ⓘ$987.3M
Holdings
100
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Wealth Management Nebraska disclosed 100 positions worth $987.3M in its Form 13F-HR for Q1 2026. During the quarter the fund opened 7 new positions and exited 3 — including a new stake in $MDLZ and a full exit from $GLDM. The portfolio is most concentrated in Other (95.9% of disclosed assets). All figures are sourced directly from Wealth Management Nebraska’s Form 13F-HR filing with the SEC under CIK 2042783.
AI Fund Analysis
DiversifyingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
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SPDR SERIES TRUST
—Quality
$196.0M5,842,882 shAMERICAN CENTY ETF TR
—Quality
$120.4M1,089,651 shAMERICAN CENTY ETF TR
—Quality
$75.6M937,713 shDIMENSIONAL ETF TRUST
—Quality
$70.1M1,328,121 shDIMENSIONAL ETF TRUST
—Quality
$59.3M804,355 shDIMENSIONAL ETF TRUST
—Quality
$59.2M835,254 shAMERICAN CENTY ETF TR
—Quality
$56.4M565,044 shDIMENSIONAL ETF TRUST
—Quality
$53.4M750,357 shSPDR SERIES TRUST
—Quality
$41.7M544,531 shSPDR SERIES TRUST
—Quality
$36.4M1,420,137 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| SPDR SERIES TRUST | — | $196.0M | 5,842,882 |
| AMERICAN CENTY ETF TR | — | $120.4M | 1,089,651 |
| AMERICAN CENTY ETF TR | — | $75.6M | 937,713 |
| DIMENSIONAL ETF TRUST | — | $70.1M | 1,328,121 |
| DIMENSIONAL ETF TRUST | — | $59.3M | 804,355 |
| DIMENSIONAL ETF TRUST | — | $59.2M | 835,254 |
| AMERICAN CENTY ETF TR | — | $56.4M | 565,044 |
| DIMENSIONAL ETF TRUST | — | $53.4M | 750,357 |
| SPDR SERIES TRUST | — | $41.7M | 544,531 |
| SPDR SERIES TRUST | — | $36.4M | 1,420,137 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Wealth Management Nebraska's 100 positions.
Showing top 10 of 100 holdings.
Sector Allocation
Other
$946.6M
Technology
$10.5M
Industrials
$10.4M
Financials
$10.0M
Consumer Staples
$4.3M
Consumer Discretionary
$2.7M
Utilities
$1.3M
Energy
$956,756
Full Holdings — Wealth Management Nebraska (Q1 2026)
All 100 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | SPDR SERIES TRUST | $196.0M | 19.9% | +8% | — |
| 2 | — | AMERICAN CENTY ETF TR | $120.4M | 12.2% | +8% | — |
| 3 | — | AMERICAN CENTY ETF TR | $75.6M | 7.7% | +8% | — |
| 4 | — | DIMENSIONAL ETF TRUST | $70.1M | 7.1% | +4% | — |
| 5 | — | DIMENSIONAL ETF TRUST | $59.3M | 6.0% | +19% | — |
| 6 | — | DIMENSIONAL ETF TRUST | $59.2M | 6.0% | +7% | — |
| 7 | — | AMERICAN CENTY ETF TR | $56.4M | 5.7% | +2% | — |
| 8 | — | DIMENSIONAL ETF TRUST | $53.4M | 5.4% | +7% | — |
| 9 | — | SPDR SERIES TRUST | $41.7M | 4.2% | NEW | — |
| 10 | — | SPDR SERIES TRUST | $36.4M | 3.7% | +0% | — |
| 11 | — | DIMENSIONAL ETF TRUST | $34.3M | 3.5% | -0% | — |
| 12 | — | DIMENSIONAL ETF TRUST | $22.9M | 2.3% | +4% | — |
| 13 | — | DIMENSIONAL ETF TRUST | $17.9M | 1.8% | +9% | — |
| 14 | — | VANGUARD SCOTTSDALE FDS | $17.6M | 1.8% | -1% | — |
| 15 | — | DIMENSIONAL ETF TRUST | $16.5M | 1.7% | +10% | — |
| 16 | — | DIMENSIONAL ETF TRUST | $13.4M | 1.4% | -1% | — |
| 17 | — | VANGUARD SCOTTSDALE FDS | $10.6M | 1.1% | -9% | — |
| 18 |  $DOV | DOVER Corp | $8.3M | 0.8% | -31% | 63.1 |
| 19 | — | AMERICAN CENTY ETF TR | $5.4M | 0.6% | -2% | — |
| 20 |  $BRK.B | BERKSHIRE HATHAWAY INC | $4.4M | 0.5% | +1% | 64.5 |
| 21 | — | ISHARES TR | $4.1M | 0.4% | +0% | — |
| 22 | — | EA SERIES TRUST | $4.0M | 0.4% | +14% | — |
| 23 |  $PM | Philip Morris International Inc. | $3.5M | 0.3% | +0% | 80.5 |
| 24 | — | SPDR SERIES TRUST | $2.5M | 0.3% | -0% | — |
| 25 |  $IVZ | Invesco Ltd. | $2.5M | 0.3% | -2% | — |
| 26 | — | SPDR SERIES TRUST | $2.4M | 0.2% | +546% | — |
| 27 | — | ISHARES TR | $2.3M | 0.2% | -8% | — |
| 28 |  $AAPL | Apple Inc. | $2.1M | 0.2% | -2% | 76.1 |
| 29 |  $MSFT | MICROSOFT CORP | $2.0M | 0.2% | -1% | 83.7 |
| 30 | — | VANGUARD WHITEHALL FDS | $1.9M | 0.2% | -1% | — |
| 31 | — | SSGA ACTIVE TR | $1.7M | 0.2% | +16% | — |
| 32 |  $NVDA | NVIDIA CORP | $1.6M | 0.2% | +4% | 90.2 |
| 33 |  $WMT | Walmart Inc. | $1.5M | 0.1% | +1% | 63.2 |
| 34 | — | DIMENSIONAL ETF TRUST | $1.4M | 0.1% | +17% | — |
| 35 |  $SPY | SPDR S&P 500 ETF TRUST | $1.4M | 0.1% | +2% | — |
| 36 | — | VANGUARD INDEX FDS | $1.3M | 0.1% | -7% | — |
| 37 |  $TXN | TEXAS INSTRUMENTS INC | $1.3M | 0.1% | -2% | 70.4 |
| 38 | — | ISHARES TR | $1.2M | 0.1% | -11% | — |
| 39 | — | VANGUARD INDEX FDS | $1.1M | 0.1% | -5% | — |
| 40 | — | VANGUARD INDEX FDS | $1.1M | 0.1% | +67% | — |
| 41 |  $AMZN | AMAZON COM INC | $947,420 | 0.1% | +7% | 74.6 |
| 42 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $927,103 | 0.1% | +7% | — |
| 43 | — | VANGUARD BD INDEX FDS | $862,987 | 0.1% | -2% | — |
| 44 | — | AMERICAN CENTY ETF TR | $841,188 | 0.1% | -3% | — |
| 45 |  $AXON | AXON ENTERPRISE, INC. | $820,926 | 0.1% | +0% | 55.6 |
| 46 |  $MDLZ | Mondelez International, Inc. | $770,993 | 0.1% | NEW | 53.9 |
| 47 |  $CAT | CATERPILLAR INC | $736,206 | 0.1% | +3% | 67.8 |
| 48 |  $GOOG | Alphabet Inc. | $706,320 | 0.1% | +8% | 80.2 |
| 49 | — | VANGUARD INDEX FDS | $655,226 | 0.1% | +50% | — |
| 50 | — | AMERICAN CENTY ETF TR | $642,624 | 0.1% | -1% | — |
| 51 | — | VANGUARD WORLD FD | $639,605 | 0.1% | +19% | — |
| 52 | — | DIMENSIONAL ETF TRUST | $618,171 | 0.1% | -98% | — |
| 53 |  $GLD | SPDR GOLD TRUST | $602,836 | 0.1% | -3% | — |
| 54 |  $XOM | EXXON MOBIL CORP | $580,355 | 0.1% | -1% | 61.8 |
| 55 | — | DIMENSIONAL ETF TRUST | $578,288 | 0.1% | +45% | — |
| 56 | — | VANGUARD BD INDEX FDS | $572,444 | 0.1% | -4% | — |
| 57 |  $V | VISA INC. | $561,652 | 0.1% | +3% | 83.5 |
| 58 | — | ISHARES TR | $552,723 | 0.1% | +18% | — |
| 59 | — | DIMENSIONAL ETF TRUST | $545,061 | 0.1% | -98% | — |
| 60 |  $META | Meta Platforms, Inc. | $536,086 | 0.1% | -1% | 80.9 |
| 61 | — | VANGUARD TAX-MANAGED FDS | $535,581 | 0.1% | +0% | — |
| 62 | — | VANGUARD INDEX FDS | $525,935 | 0.1% | +0% | — |
| 63 | — | DIREXION SHARES ETF TRUST | $509,848 | 0.1% | +173% | — |
| 64 |  $GOOGL | Alphabet Inc. | $471,598 | 0.1% | +16% | 80.2 |
| 65 |  $JPM | JPMORGAN CHASE & CO | $450,702 | 0.1% | -0% | 35.6 |
| 66 | — | SCHWAB STRATEGIC TR | $448,282 | 0.1% | +98% | — |
| 67 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $441,363 | 0.0% | +8% | — |
| 68 |  $NEE | NEXTERA ENERGY INC | $437,186 | 0.0% | -9% | 71.7 |
| 69 |  $SO | SOUTHERN CO | $433,818 | 0.0% | -1% | 65.1 |
| 70 |  $HUBB | HUBBELL INC | $418,110 | 0.0% | +0% | 68.7 |
| 71 | — | DIMENSIONAL ETF TRUST | $392,945 | 0.0% | +0% | — |
| 72 |  $AVGO | Broadcom Inc. | $389,713 | 0.0% | -4% | 86.4 |
| 73 | — | VANGUARD INTL EQUITY INDEX F | $385,322 | 0.0% | -1% | — |
| 74 |  $CVX | CHEVRON CORP | $376,401 | 0.0% | -0% | 54.7 |
| 75 | — | VANGUARD MUN BD FDS | $369,036 | 0.0% | +0% | — |
| 76 | — | SPDR SERIES TRUST | $362,528 | 0.0% | -3% | — |
| 77 | — | SPROTT FDS TR | $356,351 | 0.0% | NEW | — |
| 78 | — | ISHARES TR | $330,094 | 0.0% | -66% | — |
| 79 | — | SCHWAB STRATEGIC TR | $310,653 | 0.0% | -20% | — |
| 80 |  $LLY | ELI LILLY & Co | $301,685 | 0.0% | -3% | 89.3 |
| 81 | — | ISHARES TR | $297,474 | 0.0% | +0% | — |
| 82 | $IVZ | Invesco Ltd. | $283,369 | 0.0% | +13% | — |
| 83 | — | PROSHARES TR | $273,074 | 0.0% | -32% | — |
| 84 |  $FBTC | Fidelity Wise Origin Bitcoin Fund | $270,653 | 0.0% | +31% | — |
| 85 | — | VANGUARD INDEX FDS | $264,695 | 0.0% | -31% | — |
| 86 |  $BAC | BANK OF AMERICA CORP /DE/ | $259,740 | 0.0% | +0% | 68.4 |
| 87 |  $HD | HOME DEPOT, INC. | $259,184 | 0.0% | +7% | 69.2 |
| 88 |  $TSLA | Tesla, Inc. | $256,879 | 0.0% | +17% | 50.1 |
| 89 |  $EFX | EQUIFAX INC | $251,918 | 0.0% | +0% | 69.4 |
| 90 |  $CSX | CSX CORP | $234,231 | 0.0% | +2% | 66.4 |
| 91 |  $AXP | AMERICAN EXPRESS CO | $232,305 | 0.0% | +0% | 73.2 |
| 92 |  $ORCL | ORACLE CORP | $229,665 | 0.0% | +32% | 67.2 |
| 93 |  $NUE | NUCOR CORP | $218,646 | 0.0% | NEW | 58.9 |
| 94 |  $DUK | Duke Energy CORP | $217,569 | 0.0% | NEW | 64 |
| 95 |  $CEG | Constellation Energy Corp | $207,762 | 0.0% | +0% | 62.5 |
| 96 | — | SCHWAB STRATEGIC TR | $207,339 | 0.0% | +0% | — |
| 97 |  $FITB | FIFTH THIRD BANCORP | $204,191 | 0.0% | NEW | — |
| 98 |  $EMR | EMERSON ELECTRIC CO | $202,950 | 0.0% | NEW | 65.9 |
| 99 |  $CRF | CORNERSTONE TOTAL RETURN FUND INC | $150,865 | 0.0% | +6% | — |
| 100 |  $QS | QuantumScape Corp | $133,910 | 0.0% | NEW | — |
New Positions (7)
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