Wealth Management Nebraska Portfolio Stock Holdings
Wealth Management Nebraska disclosed 106 stock positions valued at approximately $1.1 billion in its latest SEC 13F filing. The largest holdings include SPDR SERIES TRUST, AMERICAN CENTY ETF TR, and AMERICAN CENTY ETF TR. The filing reflects positions held as of June 30, 2026 and was filed on July 27, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 106
- Portfolio Value
- $1.1B
Holdings by Sector
Wealth Management Nebraska Portfolio Holdings in Q2 2026
103 holdings in the latest reporting period.
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| 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 |
| MICROSOFT CORP | MSFT | Technology | 0.18% | 5,293 | -18 | -0.34% | $1,974,555 |
| WORLD GOLD TR | GLDM | Other | 0.17% | 23,468 | -1,148 | -4.66% | $1,863,829 |
| NVIDIA CORPORATION | NVDA | Technology | 0.15% | 8,617 | -495 | -5.43% | $1,724,183 |
| DIMENSIONAL ETF TRUST | DFSV | Other | 0.14% | 41,175 | -57 | -0.14% | $1,597,178 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.14% | 2,081 | -8 | -0.38% | $1,554,595 |
| VANGUARD BD INDEX FDS | BND | Other | 0.13% | 19,469 | +7,750 | +66.13% | $1,429,219 |
| WALMART INC | WMT | Consumer Defensive | 0.12% | 11,990 | -303 | -2.46% | $1,358,094 |
| ISHARES TR | IJR | Other | 0.12% | 9,016 | -549 | -5.74% | $1,337,237 |
| VANGUARD INDEX FDS | VOO | Other | 0.12% | 1,888 | -10 | -0.53% | $1,296,697 |
| VANGUARD INDEX FDS | VO | Other | 0.11% | 15,113 | +11,407 | +307.80% | $1,217,654 |
| INVESCO QQQ TR | QQQ | Other | 0.10% | 1,568 | -38 | -2.37% | $1,154,869 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.10% | 4,639 | +90 | +1.98% | $1,105,659 |
| DIREXION SHARES ETF TRUST | SPXL | Other | 0.09% | 3,902 | -4,178 | -51.71% | $1,056,185 |
| CATERPILLAR INC | CAT | Industrials | 0.09% | 978 | -61 | -5.87% | $1,041,647 |
| AXON ENTERPRISE INC | AXON | Industrials | 0.09% | 1,783 | -150 | -7.76% | $999,568 |
| AMERICAN CENTY ETF TR | AVUS | Other | 0.09% | 7,443 | -123 | -1.63% | $953,299 |
| ALPHABET INC | GOOGL | Communication Services | 0.08% | 2,501 | +45 | +1.83% | $893,782 |
| DEERE & CO | DE | Industrials | 0.07% | 1,273 | +1,273 | +100.00% | $807,502 |
| VANGUARD WORLD FD | MGK | Other | 0.07% | 8,935 | +7,195 | +413.51% | $785,490 |
| MONDELEZ INTL INC | MDLZ | Consumer Defensive | 0.07% | 13,376 | - | - | $773,668 |
| VANGUARD INDEX FDS | VBR | Other | 0.07% | 3,142 | +126 | +4.18% | $763,475 |
| DIMENSIONAL ETF TRUST | DFEV | Other | 0.07% | 17,561 | +284 | +1.64% | $749,277 |
| DIMENSIONAL ETF TRUST | DFLV | Other | 0.06% | 16,696 | +502 | +3.10% | $660,160 |
| DIMENSIONAL ETF TRUST | DFEM | Other | 0.06% | 15,776 | - | - | $641,137 |
| AMERICAN CENTY ETF TR | AVIG | Other | 0.06% | 15,266 | -204 | -1.32% | $632,165 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 0.06% | 1,306 | - | - | $623,706 |
| VANGUARD INDEX FDS | VB | Other | 0.05% | 2,008 | - | - | $608,665 |
| VISA INC | V | Financial Services | 0.05% | 1,758 | -100 | -5.38% | $603,255 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 0.05% | 8,014 | -344 | -4.12% | $570,998 |
| ALPHABET INC | GOOG | Communication Services | 0.05% | 1,611 | -33 | -2.01% | $569,215 |
| VANGUARD BD INDEX FDS | BIV | Other | 0.05% | 7,417 | - | - | $568,884 |
| ISHARES TR | MUB | Other | 0.05% | 5,206 | -1 | -0.02% | $560,270 |
| SCHWAB STRATEGIC TR | SCHG | Other | 0.05% | 15,632 | +15,632 | +100.00% | $528,987 |
| SPDR GOLD TR | GLD | Other | 0.05% | 1,379 | -22 | -1.57% | $507,996 |
| META PLATFORMS INC | META | Communication Services | 0.04% | 883 | -54 | -5.76% | $497,385 |
| BROADCOM INC | AVGO | Technology | 0.04% | 1,276 | +17 | +1.35% | $482,186 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.04% | 1,464 | -68 | -4.44% | $479,266 |
| EXXON MOBIL CORP | XOM | Energy | 0.04% | 3,420 | - | - | $467,678 |
| HUBBELL INC | HUBB | Industrials | 0.04% | 852 | - | - | $445,766 |
| DIMENSIONAL ETF TRUST | DFAR | Other | 0.04% | 16,816 | +201 | +1.21% | $439,907 |
| SOUTHERN CO | SO | Utilities | 0.04% | 4,388 | -106 | -2.36% | $420,014 |
| NEXTERA ENERGY INC | NEE | Utilities | 0.04% | 4,707 | - | - | $413,133 |
| SPDR SERIES TRUST | SLYV | Other | 0.04% | 3,682 | -151 | -3.94% | $401,812 |
| ELI LILLY & CO | LLY | Healthcare | 0.04% | 328 | - | - | $393,413 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 0.03% | 6,455 | -674 | -9.45% | $385,299 |
| ISHARES TR | ITA | Other | 0.03% | 1,551 | +42 | +2.78% | $375,994 |
| VANGUARD MUN BD FDS | VTEB | Other | 0.03% | 7,397 | - | - | $374,140 |
| VANGUARD INDEX FDS | VUG | Other | 0.03% | 3,765 | +3,159 | +521.29% | $324,317 |
| INVESCO EXCHANGE TRADED FD T | XMMO | Other | 0.03% | 1,883 | -71 | -3.63% | $320,374 |
| ISHARES TR | ESGD | Other | 0.03% | 3,111 | - | - | $319,842 |
| UNION PAC CORP | UNP | Industrials | 0.03% | 1,161 | +1,161 | +100.00% | $315,792 |
| TESLA INC | TSLA | Consumer Cyclical | 0.03% | 748 | +57 | +8.25% | $314,609 |
| SCHWAB STRATEGIC TR | SCHB | Other | 0.03% | 10,100 | +10,100 | +100.00% | $292,496 |
| NUCOR CORP | NUE | Basic Materials | 0.03% | 1,293 | - | - | $288,016 |
| CHEVRON CORPORATION | CVX | Energy | 0.03% | 1,714 | -105 | -5.77% | $284,153 |
| FIDELITY WISE ORIGIN BITCOIN | FBTC | Other | 0.02% | 5,445 | +860 | +18.76% | $277,967 |
| CSX CORP | CSX | Industrials | 0.02% | 5,706 | - | - | $271,206 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.02% | 750 | -38 | -4.82% | $264,564 |
| AMERICAN EXPRESS CO | AXP | Financial Services | 0.02% | 768 | - | - | $259,776 |
| FIFTH THIRD BANCORP | FITB | Financial Services | 0.02% | 4,418 | +24 | +0.55% | $249,093 |
| APPLIED MATLS INC | AMAT | Technology | 0.02% | 339 | +339 | +100.00% | $245,097 |
| PROSHARES TR | BITO | Other | 0.02% | 30,590 | +1,259 | +4.29% | $244,112 |
| SCHWAB STRATEGIC TR | SCHV | Other | 0.02% | 6,798 | - | - | $236,638 |
| ORACLE CORP | ORCL | Technology | 0.02% | 1,531 | -30 | -1.92% | $224,471 |
| DUKE ENERGY CORP NEW | DUK | Utilities | 0.02% | 1,769 | +108 | +6.50% | $223,995 |
| EMERSON ELEC CO | EMR | Industrials | 0.02% | 1,465 | -84 | -5.42% | $209,715 |
| QUALCOMM INC | QCOM | Technology | 0.02% | 1,131 | +1,131 | +100.00% | $208,997 |
| VANGUARD INDEX FDS | VTV | Other | 0.02% | 956 | +956 | +100.00% | $208,341 |
| SCHWAB STRATEGIC TR | SCHF | Other | 0.02% | 7,356 | +7,356 | +100.00% | $203,761 |
| SCHWAB STRATEGIC TR | SCHX | Other | 0.02% | 6,906 | -8,483 | -55.12% | $203,244 |