Nabity-Jensen Investment Management Inc - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 26, 2026, for the 2025 Q4 period, Nabity-Jensen Investment Management Inc held in its portfolio 70 assets valued at $147,653,099 (i.e. $147.65M).
The most valuable assets in the portfolio included: VANGUARD INDEX FDS ($21.18M), GOLDMAN SACHS ETF TR ($15.69M), and VANGUARD INDEX FDS ($11.80M).
The chart below shows the top 10 valuable assets, and the table below shows the top 70 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Nabity-Jensen Investment Management Inc - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD INDEX FDS | 110891 | 21179104 | VALUE ETF |
| GOLDMAN SACHS ETF TR | 118513 | 15687566 | ACTIVEBETA US LG |
| VANGUARD INDEX FDS | 24180 | 11796537 | GROWTH ETF |
| INVESCO QQQ TR | 13846 | 8505744 | UNIT SER 1 |
| VANGUARD INDEX FDS | 34833 | 7377331 | SM CP VAL ETF |
| NVIDIA CORPORATION | 35876 | 6690874 | COM |
| SCHWAB STRATEGIC TR | 160081 | 5221842 | US LCAP GR ETF |
| APPLE INC | 16576 | 4506437 | COM |
| VANGUARD TAX-MANAGED FDS | 71290 | 4453480 | VAN FTSE DEV MKT |
| VANGUARD INDEX FDS | 14078 | 4253222 | SML CP GRW ETF |
| BERKSHIRE HATHAWAY INC DEL | 7872 | 3956861 | CL B NEW |
| MICROSOFT CORP | 6815 | 3295870 | COM |
| SCHWAB STRATEGIC TR | 104369 | 2862842 | US DIVIDEND EQ |
| VANGUARD BD INDEX FDS | 35448 | 2760681 | INTERMED TERM |
| VANGUARD INDEX FDS | 7672 | 2572252 | TOTAL STK MKT |
| JPMORGAN CHASE & CO. | 6392 | 2059630 | COM |
| VALMONT INDS INC | 5096 | 2050223 | COM |
| AMAZON COM INC | 8871 | 2047604 | COM |
| ALPHABET INC | 6279 | 1965327 | CAP STK CL A |
| VANGUARD INTL EQUITY INDEX F | 33673 | 1810257 | FTSE EMR MKT ETF |
| ISHARES TR | 7818 | 1644438 | RUS 1000 VAL ETF |
| SCHWAB STRATEGIC TR | 58685 | 1596819 | FUNDAMENTAL US L |
| ELI LILLY & CO | 1466 | 1575481 | COM |
| CATERPILLAR INC | 2655 | 1520970 | COM |
| VANGUARD INDEX FDS | 5202 | 1341895 | SMALL CP ETF |
| VANGUARD SCOTTSDALE FDS | 16659 | 1328256 | SHRT TRM CORP BD |
| SALESFORCE INC | 4371 | 1157922 | COM |
| VANGUARD STAR FDS | 15240 | 1149706 | VG TL INTL STK F |
| SPDR SERIES TRUST | 12488 | 1113930 | STATE STREET SPD |
| SCHWAB CHARLES CORP | 11109 | 1109900 | COM |
| COSTCO WHSL CORP NEW | 1231 | 1061541 | COM |
| META PLATFORMS INC | 1450 | 957131 | CL A |
| JOHNSON & JOHNSON | 4561 | 943899 | COM |
| ISHARES TR | 1931 | 913942 | RUS 1000 GRW ETF |
| ISHARES TR | 5750 | 854968 | CORE S&P TTL STK |
| VISA INC | 2152 | 754728 | COM CL A |
| EXXON MOBIL CORP | 5869 | 706275 | COM |
| UNITEDHEALTH GROUP INC | 2099 | 692901 | COM |
| SIMON PPTY GROUP INC NEW | 3590 | 664545 | COM |
| J P MORGAN EXCHANGE TRADED F | 5132 | 632827 | BETABUILDRS US |
| VERTEX PHARMACEUTICALS INC | 1348 | 611129 | COM |
| ALPHABET INC | 1945 | 610341 | CAP STK CL C |
| UNION PAC CORP | 2554 | 590791 | COM |
| DISNEY WALT CO | 4948 | 562934 | COM |
| ISHARES TR | 4380 | 526388 | CORE S&P SCP ETF |
| BROADCOM INC | 1410 | 488001 | COM |
| GENERAL DYNAMICS CORP | 1426 | 480077 | COM |
| ADOBE INC | 1215 | 425238 | COM |
| STARBUCKS CORP | 5008 | 421724 | COM |
| BOEING CO | 1860 | 403843 | COM |
| VANGUARD MUN BD FDS | 7654 | 384920 | TAX EXEMPT BD |
| VANGUARD INDEX FDS | 608 | 381262 | S&P 500 ETF SHS |
| ISHARES TR | 4053 | 349571 | MSCI EAFE MIN VL |
| LINDE PLC | 802 | 341965 | SHS |
| VANGUARD BD INDEX FDS | 4238 | 333997 | SHORT TRM BOND |
| TESLA INC | 708 | 318402 | COM |
| HOME DEPOT INC | 924 | 317948 | COM |
| PROCTER AND GAMBLE CO | 2142 | 306970 | COM |
| ISHARES TR | 4525 | 298650 | CORE S&P MCP ETF |
| VANGUARD BD INDEX FDS | 3968 | 293910 | TOTAL BND MRKT |
| COMCAST CORP NEW | 9425 | 281713 | CL A |
| CISCO SYS INC | 3495 | 269220 | COM |
| ADVANCED MICRO DEVICES INC | 1225 | 262346 | COM |
| SELECT SECTOR SPDR TR | 6000 | 256140 | STATE STREET UTI |
| MAIN STR CAP CORP | 4218 | 254703 | COM |
| REALTY INCOME CORP | 4219 | 237841 | COM |
| NEXTERA ENERGY INC | 2910 | 233615 | COM |
| DOMINION ENERGY INC | 3766 | 220650 | COM |
| VANGUARD SPECIALIZED FUNDS | 960 | 210989 | DIV APP ETF |
| PFIZER INC | 8115 | 202063 | COM |
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