Q3 2026 13F · SEC CIK 2042783

Wealth Management Nebraska

Institutional asset managerFiled 2026-10-26 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $1.1B
Reported positions: 109
Holdings vs S&P 500, 3 yrs: —
Assets under management: $3.7B

Wealth Management Nebraska is an institutional asset manager that reported 109 positions worth $1.1B in its Q3 2026 13F, filed 2026-10-26. Its largest holdings were Spdr Series Trust (SPIB, 20.0%), American Centy ETF Tr (AVUV, 12.0%), American Centy ETF Tr (AVLV, 8.4%).

Wealth Management Nebraska holdings largest 50 of 109 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Wealth Management Nebraska 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
SPIBSpdr Series Trust	20.0%	18.8%	7,069,823	+12.1%	$228.2M
AVUVAmerican Centy ETF Tr	12.0%	12.6%	1,162,492	+2.6%	$136.9M
AVLVAmerican Centy ETF Tr	8.4%	8.5%	1,065,353	+2.4%	$96.4M
DFIVDimensional ETF Trust	7.2%	6.8%	1,467,288	+3.6%	$82.0M
DFUSDimensional ETF Trust	6.5%	6.5%	898,692	+1.8%	$74.6M
DFAWDimensional ETF Trust	6.4%	6.3%	891,216	+4.5%	$73.4M
DFASDimensional ETF Trust	5.6%	5.9%	831,838	+2.9%	$64.4M
AVDVAmerican Centy ETF Tr	5.6%	5.3%	584,721	+1.8%	$64.0M
SPLGSpdr Series Trust	4.2%	4.3%	539,530	-0.6%	$48.4M
DFUVDimensional ETF Trust	3.3%	3.4%	686,514	-1.7%	$37.8M
SPABSpdr Series Trust	3.0%	3.2%	1,394,094	-1.9%	$34.0M
DFAEDimensional ETF Trust	2.5%	2.5%	718,030	+2.2%	$28.2M
DFISDimensional ETF Trust	1.9%	1.8%	605,963	+4.6%	$22.0M
DFGRDimensional ETF Trust	1.6%	1.7%	693,350	+5.1%	$18.8M
DFATDimensional ETF Trust	1.2%	1.3%	205,684	-3.3%	$13.7M
VCITVanguard Scottsdale Fds	1.0%	1.0%	144,163	+11.5%	$11.3M
VCSHVanguard Scottsdale Fds	0.8%	1.5%	121,147	-42.8%	$9.4M
AVIVAmerican Centy ETF Tr	0.5%	0.5%	66,622	-2.1%	$5.3M
VTVanguard Intl Equity Index F	0.4%	0.6%	32,457	-26.6%	$5.1M
BOXXEa Series Trust	0.4%	0.4%	40,714	-3.4%	$4.8M
IVVIshares Tr	0.4%	0.4%	5,956	-0.3%	$4.6M
BRK-BBerkshire Hathaway Inc Del	0.4%	0.4%	9,127	-1.8%	$4.5M
PRIVSsga Active Tr	0.4%	0.2%	186,119	+80.9%	$4.5M
PMPhilip Morris Intl Inc	0.4%	0.3%	21,142	+0.0%	$4.0M
QQQMInvesco Exch Traded Fd Tr II	0.3%	0.3%	10,691	-2.1%	$3.3M
MSFTMicrosoft Corp	0.2%	0.2%	5,465	+3.2%	$2.8M
AAPLApple Inc	0.2%	0.2%	8,068	+0.8%	$2.7M
IWPIshares Tr	0.2%	0.2%	16,692	-4.2%	$2.3M
VTIVanguard Index Fds	0.2%	0.2%	6,106	+8.0%	$2.3M
NVDANvidia Corporation	0.2%	0.2%	9,279	+7.7%	$2.1M
VYMVanguard Whitehall Fds	0.2%	0.2%	12,732	-0.4%	$2.0M
TXNTexas Instrs Inc	0.2%	0.2%	6,843	+0.5%	$1.9M
XOMExxonmobil Holdings Corp	0.2%	—	10,813	—	$1.8M
SPLBSpdr Series Trust	0.1%	—	80,570	—	$1.6M
GLDMWorld Gold Tr	0.1%	0.2%	19,855	-15.4%	$1.6M
SPSBSpdr Series Trust	0.1%	0.2%	54,551	-35.4%	$1.6M
SPYState Str Spdr S&p 500 ETF T	0.1%	0.1%	2,081	+0.0%	$1.6M
BNDVanguard Bd Index Fds	0.1%	0.1%	20,784	+6.8%	$1.5M
VOOVanguard Index Fds	0.1%	0.1%	1,866	-1.2%	$1.3M
AMZNAmazon Com Inc	0.1%	0.1%	4,961	+6.9%	$1.2M
VOVanguard Index Fds	0.1%	0.1%	15,509	+2.6%	$1.2M
IJRIshares Tr	0.1%	0.1%	8,788	-2.5%	$1.2M
WMTWalmart Inc	0.1%	0.1%	11,215	-6.5%	$1.2M
SPXLDirexion Shares ETF Trust	0.1%	0.1%	3,873	-0.7%	$1.1M
QQQInvesco Qqq Tr	0.1%	0.1%	1,387	-11.5%	$1.0M
AVUSAvantis U.S. Equity ETF	0.1%	0.1%	7,404	-0.5%	$948K
GOOGLAlphabet Inc	0.1%	0.1%	2,636	+5.4%	$907K
DEDeere & Co	0.1%	0.1%	1,273	+0.0%	$855K
MGKVanguard World Fd	0.1%	0.1%	8,969	+0.4%	$831K
CATCaterpillar Inc	0.1%	0.1%	984	+0.6%	$798K

What Wealth Management Nebraska bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +19.3% /yr; S&P 500 +20.1%
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$1.1B	109
Q2 2026	$1.1B	106
Q1 2026	$987.3M	100
Q4 2025	$874.8M	91
Q3 2025	$839.0M	92
Q2 2025	$739.8M	82
Q1 2025	$657.4M	74
Q4 2024	$614.8M	71

Questions about Wealth Management Nebraska's portfolio

What stocks does Wealth Management Nebraska own?

Wealth Management Nebraska's latest 13F, for Q3 2026 and filed Oct 26, 2026, lists 109 positions worth $1.1B. The largest are Spdr Series Trust (SPIB) at 20.0%, American Centy ETF Tr (AVUV) at 12.0%, American Centy ETF Tr (AVLV) at 8.4%, Dimensional ETF Trust (DFIV) at 7.2% and Dimensional ETF Trust (DFUS) at 6.5%.

What did Wealth Management Nebraska buy last quarter?

In Q3 2026, Wealth Management Nebraska added Ssga Active Tr (PRIV) (+80.9% shares), Spdr Series Trust (SPIB) (+12.1% shares) and Vanguard Scottsdale Fds (VCIT) (+11.5% shares), compared with its Q2 2026 filing.

What did Wealth Management Nebraska sell last quarter?

In Q3 2026, Wealth Management Nebraska cut from its top 50 Dimensional US Small Cap (DFSV), cut from its top 50 Axon Enterprise Inc (AXON), Vanguard Scottsdale Fds (VCSH) (-42.8% shares), Spdr Series Trust (SPSB) (-35.4% shares) and Vanguard Intl Equity Index F (VT) (-26.6% shares), compared with its Q2 2026 filing.

When is Wealth Management Nebraska's next 13F filing due?

13F filings are due 45 days after each quarter ends. Wealth Management Nebraska's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Wealth Management Nebraska manage?

Wealth Management Nebraska reported $3.7B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $1.1B.