Wealth Management Nebraska
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 28, 2026), Wealth Management Nebraska reported 91 stock positions worth $874.8 million. Its top holding was SS SPDR P Int C Corp. ETF (SPIB) at 20.9% of the portfolio, followed by Avantis US Small Cap Equity (AVSC, 11.8%) and Avantis US Large Cap Value (AVLV, 7.5%). Compared with Q3 2025, it opened 5 new positions, sold out of 6, added to 51 and reduced 29. The biggest buy was Avantis US Small Cap Equity (AVSC, shares +12%) and the biggest sale an exit from Ste STR SPDR PT S&P 500 ETF (SPYM).
- Most Recent 13F
- Q2 2026
- Location
- Norfolk, NE
- CIK
- 0002042783
- Portfolio Value
- $874.8M (Q4 2025)
- SEC Filing
- 0001172661-26-000356 ↗ filed Jan 28, 2026
Holdings Value
Holdings 91 stocks · $874.8M
| SPIB SS SPDR P Int C Corp. ETF | 20.88% | 5,401,994 | $182.6M | Add +9.9% |
| AVSC Avantis US Small Cap Equity | 11.78% | 1,010,452 | $103.0M | Add +11.6% |
| AVLV Avantis US Large Cap Value | 7.50% | 866,040 | $65.6M | Add +12.6% |
| DFIV Dimensional International Va | 7.26% | 1,272,627 | $63.5M | Add +5.5% |
| DFUS Dimensional US Eq MKT ETF | 6.63% | 781,383 | $58.0M | Add +4.7% |
| AVDV Avantis Intl S/C Value ETF | 5.94% | 552,689 | $51.9M | Add +0.9% |
| DFAW Dimensional World Eqty ETF | 5.71% | 675,204 | $50.0M | Add +13.7% |
| DFAS Dimensional US Small Cap ETF | 5.61% | 704,276 | $49.1M | Add +6.8% |
| SPAB SS SPDR P Agg Bond ETF | 4.18% | 1,419,003 | $36.5M | Add +4.2% |
| DFUV Dimensional US Marketwide Va | 3.78% | 708,882 | $33.0M | Reduce -0.7% |
| DFAE Dimensional Emerging Core Eq | 2.43% | 651,422 | $21.2M | Add +5.1% |
| VCSH Vanguard S/T Corp. Bond ETF | 2.03% | 223,101 | $17.8M | Add +2.1% |
| DFIS Dimensional International SM | 1.84% | 488,398 | $16.1M | Add +7.3% |
| DFGR Dim Global Real Estate ETF | 1.70% | 562,975 | $14.9M | Add +18.7% |
| DFAT Dimensional US Target Value | 1.47% | 216,187 | $12.9M | Reduce -0.1% |
| VT Vanguard Tot World STK ETF | 1.41% | 87,636 | $12.4M | Reduce -13.8% |
| VCIT Vanguard Int-Term Corporate | 1.35% | 140,696 | $11.8M | Reduce -1.8% |
| AVIV Avantis Intl LRG Cap Val ETF | 0.61% | 74,636 | $5.3M | Reduce -3.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.53% | 9,211 | $4.6M | Add +5.5% |
| IVV iShares Core S&P 500 ETF | 0.48% | 6,180 | $4.2M | Add +0.2% |
| BOXX Alpha Architect 1-3 MNTH Box | 0.40% | 30,322 | $3.5M | Add +6.8% |
| PM Philip Morris International | 0.39% | 21,134 | $3.4M | New |
| IWP iShares Russell Mid-Cap Grow | 0.31% | 19,850 | $2.7M | Reduce -3.0% |
| QQQM Invesco Nasdaq 100 ETF | 0.31% | 10,620 | $2.7M | Add +20.9% |
| MSFT Microsoft Corp. | 0.30% | 5,369 | $2.6M | Add +35.8% |
| SPSB SS SPDR P St C Corp. ETF | 0.29% | 84,912 | $2.6M | Add +4.6% |
| AAPL Apple Inc. | 0.26% | 8,317 | $2.3M | Add +10.3% |
| GLDM SPDR Gold Minishares Trust | 0.24% | 24,616 | $2.1M | Add +16.2% |
| VYM Vanguard High DVD Yield ETF | 0.21% | 12,870 | $1.8M | Reduce -5.5% |
| NVDA Nvidia Corp. | 0.19% | 8,767 | $1.6M | Add +1.0% |
| VTI VG Morningstar TS MKT ETF-US | 0.17% | 4,482 | $1.5M | Reduce -0.7% |
| PRIV SS Ig Publ Priv Cred ETF-Usd | 0.17% | 58,815 | $1.5M | Add +373.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.16% | 2,051 | $1.4M | Add +27.9% |
| WMT Walmart Inc. | 0.15% | 12,152 | $1.4M | Add +5.5% |
| IJR iShares Core S&P Small-Cap E | 0.15% | 10,760 | $1.3M | Reduce -4.8% |
| VOO Vanguard S&P 500 ETF | 0.14% | 1,997 | $1.3M | Reduce -2.7% |
| TXN Texas Instruments Inc. | 0.14% | 6,927 | $1.2M | Add +0.3% |
| DFSV Dimensional US Small Cap Val | 0.13% | 35,233 | $1.2M | Reduce -6.5% |
| AXON Axon Enterprise Inc. | 0.13% | 1,933 | $1.1M | Reduce -0.1% |
| AMZN Amazon.com Inc. | 0.11% | 4,249 | $981K | Add +0.4% |
| QQQ Invesco QQQ Trust Series 1 | 0.11% | 1,505 | $925K | Reduce -5.5% |
| BND Vanguard Total Bond Market | 0.10% | 11,972 | $887K | Add +2.8% |
| AVUS Avantis U.S. Equity ETF | 0.10% | 7,773 | $869K | No change |
| GOOGL Alphabet Inc. Class A | 0.08% | 2,276 | $712K | Reduce -3.8% |
| AVIG Avantis Core Fixed Income | 0.07% | 15,597 | $654K | Add +6.0% |
| SPXL Direxion Daily S&P 500 Bull | 0.07% | 2,956 | $652K | Add +191.5% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.07% | 2,214 | $643K | Add +3.0% |
| V Visa Inc. Class A | 0.07% | 1,812 | $636K | Add +15.5% |
| META Meta Platforms Inc. Class A | 0.07% | 950 | $627K | Add +8.3% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.07% | 1,463 | $604K | Add +29.9% |
| BIV Vanguard Intermediate-Term B | 0.07% | 7,738 | $603K | Reduce -3.0% |
| CAT Caterpillar Inc. | 0.07% | 1,008 | $578K | Add +2.9% |
| GLD SPDR Gold Shares | 0.07% | 1,447 | $573K | Reduce -3.5% |
| BITO Proshares Bitcoin ETF-Usd | 0.06% | 43,292 | $526K | Add +74.4% |
| AGQ Proshares Ultra Silver | 0.06% | 3,366 | $522K | Reduce -17.8% |
| VEA Vanguard Ftse Developed ETF | 0.06% | 8,324 | $520K | Add +1.1% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.06% | 2,008 | $518K | Add +2.1% |
| JPM JPMorgan Chase & Co. | 0.06% | 1,533 | $494K | Add +24.1% |
| MUB iShares National Muni Bond E | 0.05% | 4,406 | $472K | Reduce -23.1% |
| AVGO Broadcom Inc. | 0.05% | 1,318 | $456K | Add +64.1% |
| STCE Schwab Crypto TNLP ETF | 0.05% | 7,431 | $446K | Reduce -4.4% |
| GOOG Alphabet Inc. Class C | 0.05% | 1,413 | $443K | Reduce -4.2% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.05% | 880 | $429K | Add +60.6% |
| NEE Nextera Energy Inc. | 0.05% | 5,182 | $416K | Add +15.7% |
| XOM Exxon Mobil Corp. | 0.05% | 3,454 | $416K | Add +62.5% |
| SO The Southern Co. | 0.05% | 4,562 | $398K | Add +28.7% |
| VWO Vanguard Ftse Emerging Marke | 0.04% | 7,168 | $385K | Add +1.2% |
| DFLV Dim US Large Cap Value ETF | 0.04% | 11,132 | $381K | Add +0.3% |
| DFAR Dimensional US Real Est ETF | 0.04% | 16,615 | $381K | Add +7.8% |
| HUBB Hubbell Inc. | 0.04% | 852 | $378K | Add +41.5% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.04% | 7,397 | $372K | No change |
| TSM Taiwan Semiconductor-SP ADR | 0.04% | 1,206 | $366K | Reduce -3.0% |
| LLY Eli Lilly & Co. | 0.04% | 337 | $362K | Reduce -6.7% |
| SLYV SS SPDR S&P 600 SC Val ETF | 0.04% | 3,944 | $359K | Reduce -3.7% |
| PLTM Graniteshares Platinum Trust | 0.04% | 16,881 | $333K | Add +2.5% |
| EFX Equifax Inc. | 0.03% | 1,399 | $304K | No change |
| ESGD iShares Trust iShares ESG Aw | 0.03% | 3,111 | $296K | No change |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.03% | 5,310 | $292K | Add +2.5% |
| AXP American Express Co. | 0.03% | 768 | $284K | Reduce -1.0% |
| CVX Chevron Corp. | 0.03% | 1,820 | $277K | New |
| FBTC Fidelity Wise Origin Bitcoin | 0.03% | 3,505 | $267K | No change |
| TSLA Tesla Inc. | 0.03% | 592 | $266K | Reduce -8.4% |
| CEG Constellation Energy | 0.03% | 744 | $263K | New |
| HD Home Depot Inc. | 0.03% | 737 | $254K | Add +10.3% |
| XMMO Invesco S&P Midcap Momentum | 0.03% | 1,734 | $240K | No change |
| ORCL Oracle Corp. | 0.03% | 1,180 | $230K | Reduce -4.1% |
| SCHX Schwab US Large-Cap ETF | 0.02% | 7,781 | $209K | Reduce -1.0% |
| CSX CSX Corp. | 0.02% | 5,607 | $203K | New |
| IWF iShares Russell 1000 Growth | 0.02% | 427 | $202K | Reduce -24.3% |
| SCHV Schwab US Large-Cap Value | 0.02% | 6,798 | $201K | New |
| CRF Cornerstone Total Return | 0.02% | 20,546 | $165K | Reduce -0.1% |
Portfolio Sells Q3 2025 → Q4 2025
| SPYM Ste STR SPDR PT S&P 500 ETF | Sold out | 0.00% | −5.24 |
| VT Vanguard Tot World STK ETF | Reduce -13.8% | 1.41% | −0.26 |
| VCIT Vanguard Int-Term Corporate | Reduce -1.8% | 1.35% | −0.09 |
| DFEV Dimensional Emrg MRKT Val | Sold out | 0.00% | −0.05 |
| DFEM Dimensional Emrg MRKT Core | Sold out | 0.00% | −0.05 |
| EVAV Direxion Daily El & Av BULL2 | Sold out | 0.00% | −0.05 |
| AXON Axon Enterprise Inc. | Reduce -0.1% | 0.13% | −0.04 |
| IWP iShares Russell Mid-Cap Grow | Reduce -3.0% | 0.31% | −0.04 |
| IBIT iShares Bitcoin Trust ETF | Sold out | 0.00% | −0.03 |
| DFAT Dimensional US Target Value | Reduce -0.1% | 1.47% | −0.03 |
| USFR Wisdomtree Floating Rate Tre | Sold out | 0.00% | −0.03 |
| DFUV Dimensional US Marketwide Va | Reduce -0.7% | 3.78% | −0.03 |
| STCE Schwab Crypto TNLP ETF | Reduce -4.4% | 0.05% | −0.02 |
| MUB iShares National Muni Bond E | Reduce -23.1% | 0.05% | −0.02 |
| VYM Vanguard High DVD Yield ETF | Reduce -5.5% | 0.21% | −0.02 |
| ORCL Oracle Corp. | Reduce -4.1% | 0.03% | −0.01 |
| IJR iShares Core S&P Small-Cap E | Reduce -4.8% | 0.15% | −0.01 |
| AVIV Avantis Intl LRG Cap Val ETF | Reduce -3.1% | 0.61% | −0.01 |
| DFSV Dimensional US Small Cap Val | Reduce -6.5% | 0.13% | −0.01 |
| IWF iShares Russell 1000 Growth | Reduce -24.3% | 0.02% | −0.01 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -5.5% | 0.11% | −0.01 |
| VOO Vanguard S&P 500 ETF | Reduce -2.7% | 0.14% | −0.01 |
| BIV Vanguard Intermediate-Term B | Reduce -3.0% | 0.07% | −0.01 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -0.7% | 0.17% | −0.00 |
| TSLA Tesla Inc. | Reduce -8.4% | 0.03% | −0.00 |
| SLYV SS SPDR S&P 600 SC Val ETF | Reduce -3.7% | 0.04% | −0.00 |
| CRF Cornerstone Total Return | Reduce -0.1% | 0.02% | −0.00 |
| SCHX Schwab US Large-Cap ETF | Reduce -1.0% | 0.02% | −0.00 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -3.0% | 0.04% | +0.00 |
| AXP American Express Co. | Reduce -1.0% | 0.03% | +0.00 |
| GLD SPDR Gold Shares | Reduce -3.5% | 0.07% | +0.00 |
| GOOG Alphabet Inc. Class C | Reduce -4.2% | 0.05% | +0.01 |
| LLY Eli Lilly & Co. | Reduce -6.7% | 0.04% | +0.01 |
| GOOGL Alphabet Inc. Class A | Reduce -3.8% | 0.08% | +0.01 |
| AGQ Proshares Ultra Silver | Reduce -17.8% | 0.06% | +0.02 |
Portfolio Buys Q3 2025 → Q4 2025
| AVSC Avantis US Small Cap Equity | Add +11.6% | 11.78% | +1.04 |
| SPIB SS SPDR P Int C Corp. ETF | Add +9.9% | 20.88% | +1.02 |
| AVLV Avantis US Large Cap Value | Add +12.6% | 7.50% | +0.88 |
| DFIV Dimensional International Va | Add +5.5% | 7.26% | +0.63 |
| DFAW Dimensional World Eqty ETF | Add +13.7% | 5.71% | +0.62 |
| PM Philip Morris International | New | 0.39% | +0.39 |
| DFAS Dimensional US Small Cap ETF | Add +6.8% | 5.61% | +0.23 |
| DFUS Dimensional US Eq MKT ETF | Add +4.7% | 6.63% | +0.18 |
| DFGR Dim Global Real Estate ETF | Add +18.7% | 1.70% | +0.16 |
| PRIV SS Ig Publ Priv Cred ETF-Usd | Add +373.8% | 0.17% | +0.13 |
| AVDV Avantis Intl S/C Value ETF | Add +0.9% | 5.94% | +0.12 |
| DFIS Dimensional International SM | Add +7.3% | 1.84% | +0.12 |
| DFAE Dimensional Emerging Core Eq | Add +5.1% | 2.43% | +0.10 |
| MSFT Microsoft Corp. | Add +35.8% | 0.30% | +0.05 |
| SPXL Direxion Daily S&P 500 Bull | Add +191.5% | 0.07% | +0.05 |
| QQQM Invesco Nasdaq 100 ETF | Add +20.9% | 0.31% | +0.05 |
| GLDM SPDR Gold Minishares Trust | Add +16.2% | 0.24% | +0.05 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +27.9% | 0.16% | +0.03 |
| CVX Chevron Corp. | New | 0.03% | +0.03 |
| CEG Constellation Energy | New | 0.03% | +0.03 |
| AAPL Apple Inc. | Add +10.3% | 0.26% | +0.03 |
| CSX CSX Corp. | New | 0.02% | +0.02 |
| SCHV Schwab US Large-Cap Value | New | 0.02% | +0.02 |
| AVGO Broadcom Inc. | Add +64.1% | 0.05% | +0.02 |
| XOM Exxon Mobil Corp. | Add +62.5% | 0.05% | +0.02 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +60.6% | 0.05% | +0.02 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Add +29.9% | 0.07% | +0.01 |
| BOXX Alpha Architect 1-3 MNTH Box | Add +6.8% | 0.40% | +0.01 |
| WMT Walmart Inc. | Add +5.5% | 0.15% | +0.01 |
| HUBB Hubbell Inc. | Add +41.5% | 0.04% | +0.01 |
| CAT Caterpillar Inc. | Add +2.9% | 0.07% | +0.01 |
| JPM JPMorgan Chase & Co. | Add +24.1% | 0.06% | +0.01 |
| V Visa Inc. Class A | Add +15.5% | 0.07% | +0.01 |
| PLTM Graniteshares Platinum Trust | Add +2.5% | 0.04% | +0.01 |
| NEE Nextera Energy Inc. | Add +15.7% | 0.05% | +0.01 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +5.5% | 0.53% | +0.01 |
| SO The Southern Co. | Add +28.7% | 0.05% | +0.01 |
| BITO Proshares Bitcoin ETF-Usd | Add +74.4% | 0.06% | +0.00 |
| BAC Bank of America Corp. | Add +2.5% | 0.03% | +0.00 |
| AMZN Amazon.com Inc. | Add +0.4% | 0.11% | +0.00 |
| AVIG Avantis Core Fixed Income | Add +6.0% | 0.07% | +0.00 |
| VEA Vanguard Ftse Developed ETF | Add +1.1% | 0.06% | +0.00 |
| SPSB SS SPDR P St C Corp. ETF | Add +4.6% | 0.29% | +0.00 |
| DFLV Dim US Large Cap Value ETF | Add +0.3% | 0.04% | 0.00 |
| DFAR Dimensional US Real Est ETF | Add +7.8% | 0.04% | −0.00 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +2.1% | 0.06% | −0.00 |
| VWO Vanguard Ftse Emerging Marke | Add +1.2% | 0.04% | −0.00 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +3.0% | 0.07% | −0.00 |
| BND Vanguard Total Bond Market | Add +2.8% | 0.10% | −0.00 |
| HD Home Depot Inc. | Add +10.3% | 0.03% | −0.00 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 106 | $1.1B | SPIB, AVUV, AVLV, DFIV, DFUS |
| Q1 2026 | 100 | $987.3M | SPIB, AVSC, AVLV, DFIV, DFAW |
| Q4 2025 | 91 | $874.8M | SPIB, AVSC, AVLV, DFIV, DFUS |
| Q3 2025 | 92 | $839.0M | SPIB, AVSC, DFIV, AVLV, DFUS |
| Q2 2025 | 82 | $739.8M | SPIB, AVSC, DFIV, DFUS, AVLV |
| Q1 2025 | 74 | $657.4M | SPIB, AVSC, DFIV, DFUS, AVLV |
| Q4 2024 | 71 | $614.8M | SPIB, AVSC, HYMB, DFIV, DFUS |