Wealth Management Nebraska Portfolio Stock Holdings
According to the SEC 13F filed on July 27, 2026, Wealth Management Nebraska disclosed 103 stock positions valued at approximately $1.12B as of quarter-end June 30, 2026. The largest holdings include SPDR SERIES TRUST, AMERICAN CENTY ETF TR, and AMERICAN CENTY ETF TR.
- Report Period
- June 30, 2026
- No. of Stocks
- 103
- Portfolio Value
- $1.12B
Holdings by Sector
Wealth Management Nebraska Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| SPDR SERIES TRUST | SPIB | Other | 18.83% | 6,308,768 | +465,886 | +7.97% | $211,091,387 |
| AMERICAN CENTY ETF TR | AVUV | Other | 12.61% | 1,133,259 | +1,133,259 | +100.00% | $141,385,427 |
| AMERICAN CENTY ETF TR | AVLV | Other | 8.47% | 1,040,364 | +102,651 | +10.95% | $94,891,660 |
| DIMENSIONAL ETF TRUST | DFIV | Other | 6.83% | 1,416,453 | +88,332 | +6.65% | $76,516,843 |
| DIMENSIONAL ETF TRUST | DFUS | Other | 6.45% | 882,866 | +47,612 | +5.70% | $72,342,076 |
| DIMENSIONAL ETF TRUST | DFAW | Other | 6.30% | 853,135 | +48,780 | +6.06% | $70,631,112 |
| DIMENSIONAL ETF TRUST | DFAS | Other | 5.94% | 808,407 | +58,050 | +7.74% | $66,564,264 |
| AMERICAN CENTY ETF TR | AVDV | Other | 5.28% | 574,120 | +9,076 | +1.61% | $59,163,087 |
| SPDR SERIES TRUST | SPLG | Other | 4.26% | 542,815 | -1,716 | -0.32% | $47,702,648 |
| DIMENSIONAL ETF TRUST | DFUV | Other | 3.43% | 698,114 | -8,739 | -1.24% | $38,403,251 |
| SPDR SERIES TRUST | SPAB | Other | 3.23% | 1,420,593 | +456 | +0.03% | $36,253,556 |
| DIMENSIONAL ETF TRUST | DFAE | Other | 2.52% | 702,365 | +26,735 | +3.96% | $28,242,134 |
| DIMENSIONAL ETF TRUST | DFIS | Other | 1.81% | 579,166 | +48,806 | +9.20% | $20,288,197 |
| DIMENSIONAL ETF TRUST | DFGR | Other | 1.71% | 659,883 | +39,370 | +6.34% | $19,116,821 |
| VANGUARD SCOTTSDALE FDS | VCSH | Other | 1.49% | 211,733 | -10,222 | -4.61% | $16,733,287 |
| DIMENSIONAL ETF TRUST | DFAT | Other | 1.33% | 212,794 | -2,192 | -1.02% | $14,874,334 |
| VANGUARD SCOTTSDALE FDS | VCIT | Other | 0.95% | 129,276 | +1,256 | +0.98% | $10,684,665 |
| VANGUARD INTL EQUITY INDEX F | VT | Other | 0.62% | 44,203 | -16,062 | -26.65% | $6,937,772 |
| AMERICAN CENTY ETF TR | AVIV | Other | 0.47% | 68,037 | -4,778 | -6.56% | $5,267,425 |
| EA SERIES TRUST | BOXX | Other | 0.44% | 42,150 | +7,495 | +21.63% | $4,948,832 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.42% | 9,296 | +30 | +0.32% | $4,651,686 |
| ISHARES TR | IVV | Other | 0.40% | 5,972 | -233 | -3.76% | $4,472,875 |
| PHILIP MORRIS INTL INC | PM | Consumer Defensive | 0.34% | 21,142 | +8 | +0.04% | $3,824,897 |
| INVESCO EXCH TRADED FD TR II | QQQM | Other | 0.30% | 10,919 | +491 | +4.71% | $3,308,171 |
| ISHARES TR | IWP | Other | 0.23% | 17,428 | -882 | -4.82% | $2,551,685 |
| SPDR SERIES TRUST | SPSB | Other | 0.23% | 84,468 | -67 | -0.08% | $2,534,894 |
| APPLE INC | AAPL | Technology | 0.21% | 8,007 | -178 | -2.17% | $2,316,979 |
| VANGUARD INDEX FDS | VTI | Other | 0.19% | 5,652 | +1,494 | +35.93% | $2,091,554 |
| TEXAS INSTRS INC | TXN | Technology | 0.18% | 6,810 | +37 | +0.55% | $2,030,014 |
| VANGUARD WHITEHALL FDS | VYM | Other | 0.18% | 12,786 | - | - | $2,020,572 |
Showing 30 of 103 holdings in the latest reporting period.