Wealth Management Nebraska Portfolio Stock Holdings
According to the SEC 13F filed on October 26, 2026, Wealth Management Nebraska disclosed 108 stock positions valued at approximately $1.14B as of quarter-end September 30, 2026. The largest holdings include SPDR SERIES TRUST, AMERICAN CENTY ETF TR, and AMERICAN CENTY ETF TR.
- Report Period
- September 30, 2026
- No. of Stocks
- 108
- Portfolio Value
- $1.14B
Holdings by Sector
Wealth Management Nebraska Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| SPDR SERIES TRUST | SPIB | Other | 20.00% | 7,069,823 | +761,055 | +12.06% | $228,213,896 |
| AMERICAN CENTY ETF TR | AVUV | Other | 12.00% | 1,162,492 | +29,233 | +2.58% | $136,906,785 |
| AMERICAN CENTY ETF TR | AVLV | Other | 8.44% | 1,065,353 | +24,989 | +2.40% | $96,350,568 |
| DIMENSIONAL ETF TRUST | DFIV | Other | 7.18% | 1,467,288 | +50,835 | +3.59% | $81,962,739 |
| DIMENSIONAL ETF TRUST | DFUS | Other | 6.54% | 898,692 | +15,826 | +1.79% | $74,618,431 |
| DIMENSIONAL ETF TRUST | DFAW | Other | 6.43% | 891,216 | +38,081 | +4.46% | $73,356,036 |
| DIMENSIONAL ETF TRUST | DFAS | Other | 5.64% | 831,838 | +23,431 | +2.90% | $64,400,934 |
| AMERICAN CENTY ETF TR | AVDV | Other | 5.60% | 584,721 | +10,601 | +1.85% | $63,956,829 |
| SPDR SERIES TRUST | SPLG | Other | 4.24% | 539,530 | -3,285 | -0.61% | $48,428,254 |
| DIMENSIONAL ETF TRUST | DFUV | Other | 3.31% | 686,514 | -11,600 | -1.66% | $37,758,307 |
| SPDR SERIES TRUST | SPAB | Other | 2.98% | 1,394,094 | -26,499 | -1.87% | $33,960,151 |
| DIMENSIONAL ETF TRUST | DFAE | Other | 2.47% | 718,030 | +15,665 | +2.23% | $28,225,769 |
| DIMENSIONAL ETF TRUST | DFIS | Other | 1.92% | 605,963 | +26,797 | +4.63% | $21,954,052 |
| DIMENSIONAL ETF TRUST | DFGR | Other | 1.64% | 693,350 | +33,467 | +5.07% | $18,755,128 |
| DIMENSIONAL ETF TRUST | DFAT | Other | 1.20% | 205,684 | -7,110 | -3.34% | $13,665,703 |
| VANGUARD SCOTTSDALE FDS | VCIT | Other | 0.99% | 144,163 | +14,887 | +11.52% | $11,289,408 |
| VANGUARD SCOTTSDALE FDS | VCSH | Other | 0.82% | 121,147 | -90,586 | -42.78% | $9,358,618 |
| AMERICAN CENTY ETF TR | AVIV | Other | 0.46% | 66,622 | -1,415 | -2.08% | $5,305,110 |
| VANGUARD INTL EQUITY INDEX F | VT | Other | 0.45% | 32,457 | -11,746 | -26.57% | $5,123,460 |
| EA SERIES TRUST | BOXX | Other | 0.42% | 40,714 | -1,436 | -3.41% | $4,820,202 |
| ISHARES TR | IVV | Other | 0.40% | 5,956 | -16 | -0.27% | $4,561,449 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.40% | 9,127 | -169 | -1.82% | $4,544,850 |
| SSGA ACTIVE TR | PRIV | Other | 0.39% | 186,119 | +83,228 | +80.89% | $4,475,697 |
| PHILIP MORRIS INTL INC | PM | Consumer Defensive | 0.35% | 21,142 | - | - | $4,034,420 |
| INVESCO EXCH TRADED FD TR II | QQQM | Other | 0.29% | 10,691 | -228 | -2.09% | $3,256,910 |
| MICROSOFT CORP | MSFT | Technology | 0.25% | 5,465 | +172 | +3.25% | $2,803,291 |
| APPLE INC | AAPL | Technology | 0.24% | 8,068 | +61 | +0.76% | $2,686,914 |
| ISHARES TR | IWP | Other | 0.20% | 16,692 | -736 | -4.22% | $2,298,199 |
| VANGUARD INDEX FDS | VTI | Other | 0.20% | 6,106 | +454 | +8.03% | $2,285,194 |
| NVIDIA CORPORATION | NVDA | Technology | 0.19% | 9,279 | +662 | +7.68% | $2,119,316 |
Showing 30 of 108 holdings in the latest reporting period.