Wealth Management Nebraska

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), Wealth Management Nebraska reported 100 stock positions worth $987.3 million. Its top holding was SS SPDR P Int C Corp. ETF (SPIB) at 19.8% of the portfolio, followed by Avantis US Small Cap Equity (AVSC, 12.2%) and Avantis US Large Cap Value (AVLV, 7.7%). Compared with Q4 2025, it opened 13 new positions, sold out of 4, added to 42 and reduced 34. The biggest buy was a new position in Ste STR SPDR PT S&P 500 ETF (SPYM) and the biggest sale Vanguard Tot World STK ETF (VT, shares −31%).

Most Recent 13F
Q2 2026
Location
Norfolk, NE
CIK
0002042783
Portfolio Value
$987.3M (Q1 2026)
SEC Filing
0001172661-26-002265 ↗ filed May 15, 2026

Holdings Value

0$500.0M$1.0B$1.5B Q4 2024: $614.8M Q4 2024 Q1 2025: $657.4M Q1 2025 Q2 2025: $739.8M Q2 2025 Q3 2025: $839.0M Q3 2025 Q4 2025: $874.8M Q4 2025 Q1 2026: $987.3M $987.3M Q1 2026 Q2 2026: $1.1B Q2 2026

Holdings 100 stocks · $987.3M
SPIB SS SPDR P Int C Corp. ETF 19.85% 5,842,882 $196.0M Add +8.2%
AVSC Avantis US Small Cap Equity 12.19% 1,089,651 $120.4M Add +7.8%
AVLV Avantis US Large Cap Value 7.66% 937,713 $75.6M Add +8.3%
DFIV Dimensional International Va 7.10% 1,328,121 $70.1M Add +4.4%
DFAW Dimensional World Eqty ETF 6.01% 804,355 $59.3M Add +19.1%
DFUS Dimensional US Eq MKT ETF 6.00% 835,254 $59.2M Add +6.9%
AVDV Avantis Intl S/C Value ETF 5.72% 565,044 $56.4M Add +2.2%
DFAS Dimensional US Small Cap ETF 5.41% 750,357 $53.4M Add +6.5%
SPYM Ste STR SPDR PT S&P 500 ETF 4.22% 544,531 $41.7M New
SPAB SS SPDR P Agg Bond ETF 3.69% 1,420,137 $36.4M Add +0.1%
DFUV Dimensional US Marketwide Va 3.47% 706,853 $34.3M Reduce -0.3%
DFAE Dimensional Emerging Core Eq 2.32% 675,630 $22.9M Add +3.7%
DFIS Dimensional International SM 1.81% 530,360 $17.9M Add +8.6%
VCSH Vanguard S/T Corp. Bond ETF 1.78% 221,955 $17.6M Reduce -0.5%
DFGR Dim Global Real Estate ETF 1.67% 620,513 $16.5M Add +10.2%
DFAT Dimensional US Target Value 1.36% 214,986 $13.4M Reduce -0.6%
VCIT Vanguard Int-Term Corporate 1.07% 128,020 $10.6M Reduce -9.0%
VT Vanguard Tot World STK ETF 0.84% 60,265 $8.3M Reduce -31.2%
AVIV Avantis Intl LRG Cap Val ETF 0.55% 72,815 $5.4M Reduce -2.4%
BRK.B Berkshire Hathaway Inc. Class B 0.45% 9,266 $4.4M Add +0.6%
IVV iShares Core S&P 500 ETF 0.41% 6,205 $4.1M Add +0.4%
BOXX Alpha Architect 1-3 MNTH Box 0.41% 34,655 $4.0M Add +14.3%
PM Philip Morris International 0.35% 21,134 $3.5M No change
SPSB SS SPDR P St C Corp. ETF 0.26% 84,535 $2.5M Reduce -0.4%
QQQM Invesco Nasdaq 100 ETF 0.25% 10,428 $2.5M Reduce -1.8%
SPTS SS SPDR P St Term TSY ETF 0.24% 25,480 $2.4M New
IWP iShares Russell Mid-Cap Grow 0.24% 18,310 $2.3M Reduce -7.8%
AAPL Apple Inc. 0.21% 8,185 $2.1M Reduce -1.6%
MSFT Microsoft Corp. 0.20% 5,311 $2.0M Reduce -1.1%
VYM Vanguard High DVD Yield ETF 0.19% 12,786 $1.9M Reduce -0.7%
PRIV SS Ig Publ Priv Cred ETF-Usd 0.17% 68,165 $1.7M Add +15.9%
NVDA Nvidia Corp. 0.16% 9,112 $1.6M Add +3.9%
WMT Walmart Inc. 0.15% 12,293 $1.5M Add +1.2%
DFSV Dimensional US Small Cap Val 0.15% 41,232 $1.4M Add +17.0%
SPY SS SPDR S&P 500 ETF Trust-US 0.14% 2,089 $1.4M Add +1.9%
VTI VG Morningstar TS MKT ETF-US 0.14% 4,158 $1.3M Reduce -7.2%
TXN Texas Instruments Inc. 0.13% 6,773 $1.3M Reduce -2.2%
IJR iShares Core S&P Small-Cap E 0.12% 9,565 $1.2M Reduce -11.1%
VOO Vanguard S&P 500 ETF 0.11% 1,898 $1.1M Reduce -5.0%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.11% 3,706 $1.1M Add +67.4%
AMZN Amazon.com Inc. 0.10% 4,549 $947K Add +7.1%
QQQ Invesco QQQ Trust Series 1 0.09% 1,606 $927K Add +6.7%
BND Vanguard Total Bond Market 0.09% 11,719 $863K Reduce -2.1%
AVUS Avantis U.S. Equity ETF 0.09% 7,566 $841K Reduce -2.7%
AXON Axon Enterprise Inc. 0.08% 1,933 $821K No change
MDLZ Mondelez International Inc. Class A 0.08% 13,376 $771K New
CAT Caterpillar Inc. 0.07% 1,039 $736K Add +3.1%
GOOGL Alphabet Inc. Class A 0.07% 2,456 $706K Add +7.9%
VBR Vngrd Mrngst SL-CP Val ETF-U 0.07% 3,016 $655K New
AVIG Avantis Core Fixed Income 0.07% 15,470 $643K Reduce -0.8%
MGK Vngrd Mrgstr MG CP GR ETF-Ui 0.06% 1,740 $640K Add +18.9%
DFEV Dimensional Emrg MRKT Val 0.06% 17,277 $618K New
GLD SPDR Gold Shares 0.06% 1,401 $603K Reduce -3.2%
XOM Exxon Mobil Corp. 0.06% 3,420 $580K Reduce -1.0%
DFLV Dim US Large Cap Value ETF 0.06% 16,194 $578K Add +45.5%
BIV Vanguard Intermediate-Term B 0.06% 7,417 $572K Reduce -4.2%
V Visa Inc. Class A 0.06% 1,858 $562K Add +2.5%
MUB iShares National Muni Bond E 0.06% 5,207 $553K Add +18.2%
DFEM Dimensional Emrg MRKT Core 0.06% 15,776 $545K New
META Meta Platforms Inc. Class A 0.05% 937 $536K Reduce -1.4%
VEA Vanguard Ftse Developed ETF 0.05% 8,358 $536K Add +0.4%
VB Vanguard Most SM-Cap ETF-Usd 0.05% 2,008 $526K No change
SPXL Direxion Daily S&P 500 Bull 0.05% 8,080 $510K Add +173.3%
GOOG Alphabet Inc. Class C 0.05% 1,644 $472K Add +16.4%
JPM JPMorgan Chase & Co. 0.05% 1,532 $451K Reduce -0.1%
SCHX Schwab US Large-Cap ETF 0.05% 15,389 $448K Add +97.8%
TSM Taiwan Semiconductor-SP ADR 0.04% 1,306 $441K Add +8.3%
NEE Nextera Energy Inc. 0.04% 4,707 $437K Reduce -9.2%
SO The Southern Co. 0.04% 4,494 $434K Reduce -1.5%
HUBB Hubbell Inc. 0.04% 852 $418K No change
DFAR Dimensional US Real Est ETF 0.04% 16,615 $393K No change
AVGO Broadcom Inc. 0.04% 1,259 $390K Reduce -4.5%
VWO Vanguard Ftse Emerging Marke 0.04% 7,129 $385K Reduce -0.5%
CVX Chevron Corp. 0.04% 1,819 $376K Reduce -0.1%
VTEB Vanguard Tax-Exempt Bond ETF 0.04% 7,397 $369K No change
SLYV SS SPDR S&P 600 SC Val ETF 0.04% 3,833 $363K Reduce -2.8%
GBUG Sprott Active Gold & Silver 0.04% 7,842 $356K New
ITA iShares U.S. Aerospace & Def 0.03% 1,509 $330K New
STCE Schwab Crypto TNLP ETF 0.03% 5,976 $311K Reduce -19.6%
LLY Eli Lilly & Co. 0.03% 328 $302K Reduce -2.7%
ESGD iShares Trust iShares ESG Aw 0.03% 3,111 $297K No change
XMMO Invesco S&P Midcap Momentum 0.03% 1,954 $283K Add +12.7%
BITO Proshares Bitcoin ETF-Usd 0.03% 29,331 $273K Reduce -32.3%
FBTC Fidelity Wise Origin Bitcoin 0.03% 4,585 $271K Add +30.8%
VUG Vanguard Mrngstar GR ETF-Sui 0.03% 606 $265K Reduce -31.1%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.03% 5,328 $260K Add +0.3%
HD Home Depot Inc. 0.03% 788 $259K Add +6.9%
TSLA Tesla Inc. 0.03% 691 $257K Add +16.7%
EFX Equifax Inc. 0.03% 1,399 $252K No change
CSX CSX Corp. 0.02% 5,706 $234K Add +1.8%
AXP American Express Co. 0.02% 768 $232K No change
ORCL Oracle Corp. 0.02% 1,561 $230K Add +32.3%
NUE Nucor Corp. 0.02% 1,293 $219K New
DUK Duke Energy Corp. 0.02% 1,661 $218K New
CEG Constellation Energy 0.02% 744 $208K No change
SCHV Schwab US Large-Cap Value 0.02% 6,798 $207K No change
FITB Fifth Third Bancorp 0.02% 4,394 $204K New
EMR Emerson Electric Co. 0.02% 1,549 $203K New
CRF Cornerstone Total Return 0.02% 21,707 $151K Add +5.7%
QS Quantumscape Corp. 0.01% 20,989 $134K New

Portfolio Sells Q4 2025 → Q1 2026
VT Vanguard Tot World STK ETF Reduce -31.2% 0.84% −0.57
DFUV Dimensional US Marketwide Va Reduce -0.3% 3.47% −0.31
VCIT Vanguard Int-Term Corporate Reduce -9.0% 1.07% −0.27
VCSH Vanguard S/T Corp. Bond ETF Reduce -0.5% 1.78% −0.25
GLDM SPDR Gold Minishares Trust Sold out 0.00% −0.24
DFAT Dimensional US Target Value Reduce -0.6% 1.36% −0.11
MSFT Microsoft Corp. Reduce -1.1% 0.20% −0.10
IWP iShares Russell Mid-Cap Grow Reduce -7.8% 0.24% −0.07
AGQ Proshares Ultra Silver Sold out 0.00% −0.06
QQQM Invesco Nasdaq 100 ETF Reduce -1.8% 0.25% −0.06
AVIV Avantis Intl LRG Cap Val ETF Reduce -2.4% 0.55% −0.06
AAPL Apple Inc. Reduce -1.6% 0.21% −0.05
PLTM Graniteshares Platinum Trust Sold out 0.00% −0.04
VTI VG Morningstar TS MKT ETF-US Reduce -7.2% 0.14% −0.04
SPSB SS SPDR P St C Corp. ETF Reduce -0.4% 0.26% −0.04
BITO Proshares Bitcoin ETF-Usd Reduce -32.3% 0.03% −0.03
VOO Vanguard S&P 500 ETF Reduce -5.0% 0.11% −0.03
IJR iShares Core S&P Small-Cap E Reduce -11.1% 0.12% −0.03
IWF iShares Russell 1000 Growth Sold out 0.00% −0.02
VUG Vanguard Mrngstar GR ETF-Sui Reduce -31.1% 0.03% −0.02
STCE Schwab Crypto TNLP ETF Reduce -19.6% 0.03% −0.02
VYM Vanguard High DVD Yield ETF Reduce -0.7% 0.19% −0.02
META Meta Platforms Inc. Class A Reduce -1.4% 0.05% −0.02
AVUS Avantis U.S. Equity ETF Reduce -2.7% 0.09% −0.01
BND Vanguard Total Bond Market Reduce -2.1% 0.09% −0.01
AVGO Broadcom Inc. Reduce -4.5% 0.04% −0.01
BIV Vanguard Intermediate-Term B Reduce -4.2% 0.06% −0.01
JPM JPMorgan Chase & Co. Reduce -0.1% 0.05% −0.01
LLY Eli Lilly & Co. Reduce -2.7% 0.03% −0.01
AVIG Avantis Core Fixed Income Reduce -0.8% 0.07% −0.01
VWO Vanguard Ftse Emerging Marke Reduce -0.5% 0.04% −0.01
GLD SPDR Gold Shares Reduce -3.2% 0.06% −0.00
SLYV SS SPDR S&P 600 SC Val ETF Reduce -2.8% 0.04% −0.00
TXN Texas Instruments Inc. Reduce -2.2% 0.13% −0.00
NEE Nextera Energy Inc. Reduce -9.2% 0.04% −0.00
SO The Southern Co. Reduce -1.5% 0.04% −0.00
CVX Chevron Corp. Reduce -0.1% 0.04% +0.01
XOM Exxon Mobil Corp. Reduce -1.0% 0.06% +0.01

Portfolio Buys Q4 2025 → Q1 2026
SPYM Ste STR SPDR PT S&P 500 ETF New 4.22% +4.22
AVSC Avantis US Small Cap Equity Add +7.8% 12.19% +0.41
DFAW Dimensional World Eqty ETF Add +19.1% 6.01% +0.30
SPTS SS SPDR P St Term TSY ETF New 0.24% +0.24
AVLV Avantis US Large Cap Value Add +8.3% 7.66% +0.15
MDLZ Mondelez International Inc. Class A New 0.08% +0.08
VBR Vngrd Mrngst SL-CP Val ETF-U New 0.07% +0.07
DFEV Dimensional Emrg MRKT Val New 0.06% +0.06
DFEM Dimensional Emrg MRKT Core New 0.06% +0.06
GBUG Sprott Active Gold & Silver New 0.04% +0.04
VO Vngrd Mrngstr MD-Cap ETF-Usd Add +67.4% 0.11% +0.03
ITA iShares U.S. Aerospace & Def New 0.03% +0.03
NUE Nucor Corp. New 0.02% +0.02
DUK Duke Energy Corp. New 0.02% +0.02
SCHX Schwab US Large-Cap ETF Add +97.8% 0.05% +0.02
FITB Fifth Third Bancorp New 0.02% +0.02
EMR Emerson Electric Co. New 0.02% +0.02
DFLV Dim US Large Cap Value ETF Add +45.5% 0.06% +0.01
DFSV Dimensional US Small Cap Val Add +17.0% 0.15% +0.01
QS Quantumscape Corp. New 0.01% +0.01
BOXX Alpha Architect 1-3 MNTH Box Add +14.3% 0.41% +0.01
CAT Caterpillar Inc. Add +3.1% 0.07% +0.01
PRIV SS Ig Publ Priv Cred ETF-Usd Add +15.9% 0.17% +0.00
TSM Taiwan Semiconductor-SP ADR Add +8.3% 0.04% +0.00
MUB iShares National Muni Bond E Add +18.2% 0.06% +0.00
XMMO Invesco S&P Midcap Momentum Add +12.7% 0.03% +0.00
CSX CSX Corp. Add +1.8% 0.02% +0.00
WMT Walmart Inc. Add +1.2% 0.15% 0.00
HD Home Depot Inc. Add +6.9% 0.03% −0.00
GOOG Alphabet Inc. Class C Add +16.4% 0.05% −0.00
ORCL Oracle Corp. Add +32.3% 0.02% −0.00
FBTC Fidelity Wise Origin Bitcoin Add +30.8% 0.03% −0.00
CRF Cornerstone Total Return Add +5.7% 0.02% −0.00
MGK Vngrd Mrgstr MG CP GR ETF-Ui Add +18.9% 0.06% −0.00
TSLA Tesla Inc. Add +16.7% 0.03% −0.00
VEA Vanguard Ftse Developed ETF Add +0.4% 0.05% −0.01
BAC Bank of America Corp. Add +0.3% 0.03% −0.01
GOOGL Alphabet Inc. Class A Add +7.9% 0.07% −0.01
QQQ Invesco QQQ Trust Series 1 Add +6.7% 0.09% −0.01
V Visa Inc. Class A Add +2.5% 0.06% −0.02
AMZN Amazon.com Inc. Add +7.1% 0.10% −0.02
SPY SS SPDR S&P 500 ETF Trust-US Add +1.9% 0.14% −0.02
SPXL Direxion Daily S&P 500 Bull Add +173.3% 0.05% −0.02
NVDA Nvidia Corp. Add +3.9% 0.16% −0.03
DFGR Dim Global Real Estate ETF Add +10.2% 1.67% −0.03
DFIS Dimensional International SM Add +8.6% 1.81% −0.03
IVV iShares Core S&P 500 ETF Add +0.4% 0.41% −0.07
BRK.B Berkshire Hathaway Inc. Class B Add +0.6% 0.45% −0.08
DFAE Dimensional Emerging Core Eq Add +3.7% 2.32% −0.11
DFIV Dimensional International Va Add +4.4% 7.10% −0.16

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 106$1.1BSPIB, AVUV, AVLV, DFIV, DFUS
Q1 2026 100$987.3MSPIB, AVSC, AVLV, DFIV, DFAW
Q4 2025 91$874.8MSPIB, AVSC, AVLV, DFIV, DFUS
Q3 2025 92$839.0MSPIB, AVSC, DFIV, AVLV, DFUS
Q2 2025 82$739.8MSPIB, AVSC, DFIV, DFUS, AVLV
Q1 2025 74$657.4MSPIB, AVSC, DFIV, DFUS, AVLV
Q4 2024 71$614.8MSPIB, AVSC, HYMB, DFIV, DFUS