Wealth Management Nebraska - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 28, 2026, for the 2025 Q4 period, Wealth Management Nebraska held in its portfolio 88 assets valued at $874,766,750 (i.e. $874.77M).
The most valuable assets in the portfolio included: SPDR SERIES TRUST ($222.10M), AMERICAN CENTY ETF TR ($103.05M), and AMERICAN CENTY ETF TR ($65.62M).
The chart below shows the top 10 valuable assets, and the table below shows the top 88 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Wealth Management Nebraska - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SPDR SERIES TRUST | 6909853 | 222103934 | STATE STREET SPD |
| AMERICAN CENTY ETF TR | 1010452 | 103045989 | AVANTIS US SMALL |
| AMERICAN CENTY ETF TR | 866040 | 65619917 | US LARGE CAP VLU |
| DIMENSIONAL ETF TRUST | 1272627 | 63504135 | INTERNATNAL VAL |
| DIMENSIONAL ETF TRUST | 781383 | 57955213 | US EQUITY MARKET |
| AMERICAN CENTY ETF TR | 552689 | 51936243 | INTL SMCP VLU |
| DIMENSIONAL ETF TRUST | 675204 | 49951609 | WORLD EQUITY ETF |
| DIMENSIONAL ETF TRUST | 704276 | 49066943 | US SMALL CAP ETF |
| DIMENSIONAL ETF TRUST | 708882 | 33026812 | US MKTWIDE VALUE |
| DIMENSIONAL ETF TRUST | 651422 | 21216844 | EMGR CRE EQT MNG |
| VANGUARD SCOTTSDALE FDS | 223101 | 17787877 | SHRT TRM CORP BD |
| DIMENSIONAL ETF TRUST | 488398 | 16087863 | INTL SMALL CAP E |
| DIMENSIONAL ETF TRUST | 562975 | 14873807 | GLOBAL REAL EST |
| DIMENSIONAL ETF TRUST | 216187 | 12871824 | US TARGETED VLU |
| VANGUARD INTL EQUITY INDEX F | 87636 | 12362030 | TT WRLD ST ETF |
| VANGUARD SCOTTSDALE FDS | 140696 | 11783294 | INT-TERM CORP |
| AMERICAN CENTY ETF TR | 74636 | 5316343 | INTERNATIONAL LR |
| BERKSHIRE HATHAWAY INC DEL | 9211 | 4629970 | CL B NEW |
| ISHARES TR | 6180 | 4233483 | CORE S&P500 ETF |
| EA SERIES TRUST | 30322 | 3490062 | ALPHA ARCH 1-3 |
| PHILIP MORRIS INTL INC | 21134 | 3389980 | COM |
| ISHARES TR | 19850 | 2718385 | RUS MD CP GR ETF |
| INVESCO EXCH TRADED FD TR II | 10620 | 2686136 | NASDAQ 100 ETF |
| MICROSOFT CORP | 5369 | 2596896 | COM |
| APPLE INC | 8317 | 2261271 | COM |
| WORLD GOLD TR | 24616 | 2101468 | SPDR GLD MINIS |
| VANGUARD WHITEHALL FDS | 12870 | 1847102 | HIGH DIV YLD |
| NVIDIA CORPORATION | 8767 | 1635050 | COM |
| VANGUARD INDEX FDS | 4482 | 1502692 | TOTAL STK MKT |
| SSGA ACTIVE TR | 58815 | 1494777 | SPDR SSGA IG PUB |
| SPDR S&P 500 ETF TR | 2051 | 1399135 | TR UNIT |
| WALMART INC | 12152 | 1353940 | COM |
| ISHARES TR | 10760 | 1293231 | CORE S&P SCP ETF |
| VANGUARD INDEX FDS | 1997 | 1252379 | S&P 500 ETF SHS |
| TEXAS INSTRS INC | 6927 | 1201778 | COM |
| DIMENSIONAL ETF TRUST | 35233 | 1158813 | US SMALL CAP VAL |
| AXON ENTERPRISE INC | 1933 | 1097809 | COM |
| AMAZON COM INC | 4249 | 980754 | COM |
| INVSC QQQ TRUST SRS 1 ETF | 1505 | 924698 | UNIT SER 1 |
| VANGUARD BD INDEX FDS | 11972 | 886766 | TOTAL BND MRKT |
| AMERICAN CENTY ETF TR | 7773 | 868866 | US EQT ETF |
| ALPHABET INC | 2276 | 712467 | CAP STK CL A |
| AMERICAN CENTY ETF TR | 15597 | 653873 | AVANTIS CORE FI |
| DIREXION SHS ETF TR | 2956 | 652123 | DRX S&P500BULL |
| VANGUARD INDEX FDS | 2214 | 642547 | MID CAP ETF |
| VISA INC | 1812 | 635591 | COM CL A |
| META PLATFORMS INC | 950 | 627086 | CL A |
| VANGUARD WORLD FD | 1463 | 604138 | MEGA GRWTH IND |
| VANGUARD BD INDEX FDS | 7738 | 602635 | INTERMED TERM |
| CATERPILLAR INC | 1008 | 577547 | COM |
| SPDR GOLD TR | 1447 | 573407 | GOLD SHS |
| PROSHARES TR | 43292 | 526434 | BITCOIN ETF |
| PROSHARES TR II | 3366 | 522134 | ULTRA SILVER NEW |
| VANGUARD TAX-MANAGED FDS | 8324 | 520000 | VAN FTSE DEV MKT |
| VANGUARD INDEX FDS | 2008 | 517964 | SMALL CP ETF |
| JPMORGAN CHASE & CO. | 1533 | 494017 | COM |
| ISHARES TR | 4406 | 471927 | NATIONAL MUN ETF |
| BROADCOM INC | 1318 | 456204 | COM |
| SCHWAB STRATEGIC TR | 7431 | 445587 | CRYPTO THEMATIC |
| ALPHABET INC | 1413 | 443399 | CAP STK CL C |
| VANGUARD INDEX FDS | 880 | 429317 | GROWTH ETF |
| NEXTERA ENERGY INC | 5182 | 416011 | COM |
| EXXON MOBIL CORP | 3454 | 415738 | COM |
| SOUTHERN CO | 4562 | 397807 | COM |
| VANGUARD INTL EQUITY INDEX F | 7168 | 385352 | FTSE EMR MKT ETF |
| DIMENSIONAL ETF TRUST | 11132 | 380826 | US LARGE CAP VAL |
| DIMENSIONAL ETF TRUST | 16615 | 380503 | US REAL ESTATE E |
| HUBBELL INC | 852 | 378382 | COM |
| VANGUARD MUN BD FDS | 7397 | 371995 | TAX EXEMPT BD |
| TAIWAN SEMICONDUCTOR MFG LTD | 1206 | 366491 | SPONSORED ADS |
| ELI LILLY & CO | 337 | 362167 | COM |
| GRANITESHARES PLATINUM TR | 16881 | 333062 | SHS BEN INT |
| EQUIFAX INC | 1399 | 303555 | COM |
| ISHARES TR | 3111 | 295825 | ESG AW MSCI EAFE |
| BANK AMERICA CORP | 5310 | 292050 | COM |
| AMERICAN EXPRESS CO | 768 | 284122 | COM |
| CHEVRON CORP NEW | 1820 | 277423 | COM |
| FIDELITY WISE ORIGIN BITCOIN | 3505 | 267186 | SHS |
| TESLA INC | 592 | 266234 | COM |
| CONSTELLATION ENERGY CORP | 744 | 262833 | COM |
| HOME DEPOT INC | 737 | 253858 | COM |
| INVESCO EXCHANGE TRADED FD T | 1734 | 240090 | S&P MDCP MOMNTUM |
| ORACLE CORP | 1180 | 230123 | COM |
| SCHWAB STRATEGIC TR | 7781 | 209387 | US LRG CAP ETF |
| CSX CORP | 5607 | 203254 | COM |
| ISHARES TR | 427 | 202099 | RUS 1000 GRW ETF |
| SCHWAB STRATEGIC TR | 6798 | 201289 | US LCAP VA ETF |
| CORNERSTONE TOTAL RETURN FD | 20546 | 164573 | COM |
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