Wealth Management Nebraska Top Holdings and 13F Report (2026) About Wealth Management NebraskaInvestment ActivityWealth Management Nebraska has $987.31 million in total holdings as of March 31, 2026.Wealth Management Nebraska owns shares of 100 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 10.65% of the portfolio was purchased this quarter.About 0.97% of the portfolio was sold this quarter.This quarter, Wealth Management Nebraska has purchased 91 new stocks and bought additional shares in 42 stocks.Wealth Management Nebraska sold shares of 34 stocks and completely divested from 4 stocks this quarter.Largest Holdings SPDR Portfolio Intermediate Term Corporate Bond ETF $195,970,273Avantis U.S. Small Cap Equity ETF $120,373,804Avantis U.S. Large Cap Value ETF $75,589,045Dimensional International Value ETF $70,098,260DIMENSIONAL ETF TRUST $59,345,360 Largest New Holdings this Quarter 78464A854 - SPDR Portfolio S&P 500 ETF $41,678,440 Holding78468R101 - SPDR Portfolio Short Term Treasury ETF $2,361,741 Holding609207105 - Mondelez International $770,993 Holding922908611 - Vanguard Small-Cap Value ETF $655,226 Holding25434V740 - Dimensional Emerging Markets Value ETF $618,171 Holding Largest Purchases this Quarter SPDR Portfolio S&P 500 ETF 544,531 shares (about $41.68M)SPDR Portfolio Intermediate Term Corporate Bond ETF 440,888 shares (about $14.79M)DIMENSIONAL ETF TRUST 129,151 shares (about $9.53M)Avantis U.S. Small Cap Equity ETF 79,199 shares (about $8.75M)Avantis U.S. Large Cap Value ETF 71,673 shares (about $5.78M) Largest Sales this Quarter Vanguard Total World Stock ETF 27,371 shares (about $3.79M)Vanguard Intermediate-Term Corporate Bond ETF 12,676 shares (about $1.05M)iShares Russell Mid-Cap Growth ETF 1,540 shares (about $197.31K)iShares Core S&P Small-Cap ETF 1,195 shares (about $148.56K)Avantis International Large Cap Value ETF 1,821 shares (about $136.27K) Sector Allocation Over TimeMap of 500 Largest Holdings ofWealth Management Nebraska Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$195,970,273$14,787,384 â–²8.2%5,842,88219.8%ETFAVSCAvantis U.S. Small Cap Equity ETF$120,373,804$8,749,118 â–²7.8%1,089,65112.2%ETFAVLVAvantis U.S. Large Cap Value ETF$75,589,045$5,777,561 â–²8.3%937,7137.7%ETFDFIVDimensional International Value ETF$70,098,260$2,928,975 â–²4.4%1,328,1217.1%ETFDIMENSIONAL ETF TRUST$59,345,360$9,528,769 â–²19.1%804,3556.0%WORLD EQUITY ETFDFUSDimensional U.S. Equity ETF$59,227,877$3,819,994 â–²6.9%835,2546.0%ETFAVDVAvantis International Small Cap Value ETF$56,425,382$1,233,772 â–²2.2%565,0445.7%ETFDFASDimensional U.S. Small Cap ETF$53,372,898$3,277,742 â–²6.5%750,3575.4%ETFSPLGSPDR Portfolio S&P 500 ETF$41,678,440$41,678,440 â–²New Holding544,5314.2%ETFSPABSPDR Portfolio Aggregate Bond ETF$36,383,926$29,053 â–²0.1%1,420,1373.7%ETFDFUVDimensional US Marketwide Value ETF$34,254,096$98,325 â–¼-0.3%706,8533.5%ETFDFAEDimensional Emerging Core Equity Market ETF$22,876,838$819,683 â–²3.7%675,6302.3%ETFDFISDimensional International Small Cap ETF$17,857,237$1,412,862 â–²8.6%530,3601.8%ETFVCSHVanguard Short-Term Corporate Bond ETF$17,594,375$90,843 â–¼-0.5%221,9551.8%ETFDFGRDimensional Global Real Estate ETF$16,493,256$1,529,362 â–²10.2%620,5131.7%ETFDFATDimensional U.S. Targeted Value ETF$13,425,897$75,003 â–¼-0.6%214,9861.4%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$10,593,659$1,048,939 â–¼-9.0%128,0201.1%ETFVTVanguard Total World Stock ETF$8,335,944$3,785,997 â–¼-31.2%60,2650.8%ETFAVIVAvantis International Large Cap Value ETF$5,448,796$136,267 â–¼-2.4%72,8150.6%ETFBRK.BBerkshire Hathaway$4,440,325$26,356 â–²0.6%9,2660.4%FinanceIVViShares Core S&P 500 ETF$4,053,445$16,331 â–²0.4%6,2050.4%ETFBOXXAlpha Architect 1-3 Month Box ETF$4,030,030$503,885 â–²14.3%34,6550.4%ETFPMPhilip Morris International$3,494,3850.0%21,1340.4%Consumer StaplesSPSBSPDR Portfolio Short Term Corporate Bond ETF$2,541,977$11,336 â–¼-0.4%84,5350.3%ETFQQQMInvesco NASDAQ 100 ETF$2,477,987$45,625 â–¼-1.8%10,4280.3%ETFSPTSSPDR Portfolio Short Term Treasury ETF$2,361,741$2,361,741 â–²New Holding25,4800.2%ETFIWPiShares Russell Mid-Cap Growth ETF$2,345,908$197,307 â–¼-7.8%18,3100.2%ETFAAPLApple$2,077,499$33,504 â–¼-1.6%8,1850.2%Computer and TechnologyMSFTMicrosoft$1,966,067$21,471 â–¼-1.1%5,3110.2%Computer and TechnologyVYMVanguard High Dividend Yield ETF$1,893,607$12,440 â–¼-0.7%12,7860.2%Financial ServicesSSGA ACTIVE TR$1,719,517$235,861 â–²15.9%68,1650.2%STATE STREET IGNVDANVIDIA$1,589,137$60,168 â–²3.9%9,1120.2%Computer and TechnologyWALMART INC$1,527,891$17,525 â–²1.2%12,2930.2%COMDFSVDimensional US Small Cap Value ETF$1,444,769$210,205 â–²17.0%41,2320.1%ETFSPYSPDR S&P 500 ETF Trust$1,359,053$24,722 â–²1.9%2,0890.1%FinanceVTIVanguard Total Stock Market ETF$1,333,940$103,943 â–¼-7.2%4,1580.1%ETFTXNTexas Instruments$1,314,944$29,898 â–¼-2.2%6,7730.1%Computer and TechnologyIJRiShares Core S&P Small-Cap ETF$1,189,076$148,557 â–¼-11.1%9,5650.1%ETFVOOVanguard S&P 500 ETF$1,134,150$59,157 â–¼-5.0%1,8980.1%ETFVOVanguard Mid-Cap ETF$1,064,289$428,473 â–²67.4%3,7060.1%ETFAMZNAmazon.com$947,420$62,481 â–²7.1%4,5490.1%Retail/WholesaleQQQInvesco QQQ$927,103$58,305 â–²6.7%1,6060.1%FinanceBNDVanguard Total Bond Market ETF$862,987$18,631 â–¼-2.1%11,7190.1%ETFAVUSAvantis U.S. Equity ETF$841,188$23,014 â–¼-2.7%7,5660.1%ETFAXONAxon Enterprise$820,9260.0%1,9330.1%AerospaceMDLZMondelez International$770,993$770,993 â–²New Holding13,3760.1%Consumer StaplesCATCaterpillar$736,206$21,966 â–²3.1%1,0390.1%IndustrialsGOOGLAlphabet$706,320$51,766 â–²7.9%2,4560.1%Computer and TechnologyVBRVanguard Small-Cap Value ETF$655,226$655,226 â–²New Holding3,0160.1%ETFAVIGAvantis Core Fixed Income ETF$642,624$5,276 â–¼-0.8%15,4700.1%ETFMGKVanguard Mega Cap Growth ETF$639,605$101,822 â–²18.9%1,7400.1%ETFDFEVDimensional Emerging Markets Value ETF$618,171$618,171 â–²New Holding17,2770.1%ETFGLDSPDR Gold Shares$602,836$19,793 â–¼-3.2%1,4010.1%FinanceXOMExxonMobil$580,355$5,770 â–¼-1.0%3,4200.1%EnergyDFLVDimensional US Large Cap Value ETF$578,288$180,764 â–²45.5%16,1940.1%ETFBIVVanguard Intermediate-Term Bond ETF$572,444$24,775 â–¼-4.1%7,4170.1%ETFVVisa$561,652$13,905 â–²2.5%1,8580.1%Business ServicesMUBiShares National Muni Bond ETF$552,723$85,026 â–²18.2%5,2070.1%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$545,061$545,061 â–²New Holding15,7760.1%ETFMETAMeta Platforms$536,086$7,438 â–¼-1.4%9370.1%Computer and TechnologyVEAVanguard FTSE Developed Markets ETF$535,581$2,179 â–²0.4%8,3580.1%ETFVBVanguard Small-Cap ETF$525,9350.0%2,0080.1%ETFSPXLDirexion Daily S&P 500 Bull 3x Shares$509,848$323,324 â–²173.3%8,0800.1%ETFGOOGAlphabet$471,598$66,265 â–²16.3%1,6440.0%Computer and TechnologyJPMJPMorgan Chase & Co.$450,702$294 â–¼-0.1%1,5320.0%FinanceSCHXSchwab US Large-Cap ETF$448,282$221,621 â–²97.8%15,3890.0%ETFTSMTaiwan Semiconductor Manufacturing$441,363$33,795 â–²8.3%1,3060.0%Computer and TechnologyNEENextEra Energy$437,186$44,118 â–¼-9.2%4,7070.0%UtilitiesSOSouthern$433,818$6,564 â–¼-1.5%4,4940.0%UtilitiesHUBBHubbell$418,1100.0%8520.0%IndustrialsDFARDimensional US Real Estate ETF$392,9450.0%16,6150.0%ETFAVGOBroadcom$389,713$18,263 â–¼-4.5%1,2590.0%Computer and TechnologyVWOVanguard FTSE Emerging Markets ETF$385,322$2,108 â–¼-0.5%7,1290.0%ETFCVXChevron$376,401$207 â–¼-0.1%1,8190.0%EnergyVTEBVanguard Tax-Exempt Bond ETF$369,0360.0%7,3970.0%ETFSLYVSPDR S&P 600 Small Cap Value ETF$362,528$10,498 â–¼-2.8%3,8330.0%ETFSPROTT FDS TR$356,351$356,351 â–²New Holding7,8420.0%ACTIVE GOLD & SIITAiShares U.S. Aerospace & Defense ETF$330,094$330,094 â–²New Holding1,5090.0%ETFSTCESchwab Crypto Thematic ETF$310,653$75,636 â–¼-19.6%5,9760.0%ETFLLYEli Lilly and Company$301,685$8,278 â–¼-2.7%3280.0%MedicalESGDiShares ESG Aware MSCI EAFE ETF$297,4740.0%3,1110.0%ManufacturingXMMOInvesco S&P MidCap Momentum ETF$283,369$31,904 â–²12.7%1,9540.0%ETFBITOProShares Bitcoin ETF$273,074$129,978 â–¼-32.2%29,3310.0%ETFFIDELITY WISE ORIGIN BITCOIN$270,653$63,753 â–²30.8%4,5850.0%SHSVUGVanguard Growth ETF$264,695$119,681 â–¼-31.1%6060.0%ETFBACBank of America$259,740$878 â–²0.3%5,3280.0%FinanceHDHome Depot$259,184$16,775 â–²6.9%7880.0%Retail/WholesaleTSLATesla$256,879$36,803 â–²16.7%6910.0%Auto/Tires/TrucksEFXEquifax$251,9180.0%1,3990.0%Business ServicesCSXCSX$234,231$4,064 â–²1.8%5,7060.0%TransportationAXPAmerican Express$232,3050.0%7680.0%FinanceORCLOracle$229,665$56,055 â–²32.3%1,5610.0%Computer and TechnologyNUENucor$218,646$218,646 â–²New Holding1,2930.0%Basic MaterialsDUKDuke Energy$217,569$217,569 â–²New Holding1,6610.0%UtilitiesCEGConstellation Energy$207,7620.0%7440.0%EnergySCHVSchwab U.S. Large-Cap Value ETF$207,3390.0%6,7980.0%ETFFITBFifth Third Bancorp$204,191$204,191 â–²New Holding4,3940.0%FinanceEMREmerson Electric$202,950$202,950 â–²New Holding1,5490.0%IndustrialsCORNERSTONE TOTAL RETURN FD$150,865$8,069 â–²5.7%21,7070.0%COMQSQuantumScape$133,910$133,910 â–²New Holding20,9890.0%Auto/Tires/TrucksShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
