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Wealth Management Nebraska — 13F Holdings & Portfolio

CIK 2042783 · latest 13F-HR filed 2026-07-27

Backtest portfolio

Wealth Management Nebraska manages $1.12B in 13F-reported U.S. long-equity assets across 106 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are SPIB (18.83%), AVUV (12.61%), AVLV (8.47%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 11 new positions, exited 5, added to 64, and trimmed 9.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
125 SOUTH 4TH ST
NORFOLK, NE 68701
Phone
(402) 371-1160
Filing Manager
Wealth Management Nebraska
Norfolk, NE
Signatory
Nate Raabe
Chief Compliance Officer
Loading holdings…
AUM

$1.12B

Long-equity book

Holdings

106

Distinct positions

Period

2026-06-30

Filed 2026-07-27

Q/Q Activity

+11 / −5 / ↑64 / ↓9

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • AMERICAN CENTY ETF TR$19.3M +25.5%
  • SPDR SERIES TRUST$15.1M +7.7%
  • DIMENSIONAL ETF TRUST$13.2M +24.7%
  • DIMENSIONAL ETF TRUST$13.1M +22.1%
  • DIMENSIONAL ETF TRUST$11.3M +19.0%
Show all 64 →

Top Trims

  • VANGUARD INTL EQUITY INDEX F-$1.4M -16.8%
  • SCHWAB STRATEGIC TR-$245.0K -54.7%
  • WALMART INC-$169.8K -11.1%
  • EXXON MOBIL CORP-$112.7K -19.4%
  • SPDR GOLD TR-$94.8K -15.7%
Show all 9 →

New Positions

  • AMERICAN CENTY ETF TR$141.4M
  • WORLD GOLD TR$1.9M
  • DEERE & CO$807.5K
  • SCHWAB STRATEGIC TR$529.0K
  • UNION PAC CORP$315.8K
Show all 11 →

Exited Positions

  • AMERICAN CENTY ETF TR$120.4M
  • SPDR SERIES TRUST$2.4M
  • BANK AMERICA CORP$259.7K
  • EQUIFAX INC$251.9K
  • CONSTELLATION ENERGY CORP$207.8K
Show all 5 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 SPDR SERIES TRUST SPIB 78464A375 $211.1M 18.83% 6,308,768 SH
2 AMERICAN CENTY ETF TR AVUV 025072877 $141.4M 12.61% 1,133,259 SH
3 AMERICAN CENTY ETF TR AVLV 025072349 $94.9M 8.47% 1,040,364 SH
4 DIMENSIONAL ETF TRUST DFIV 25434V807 $76.5M 6.83% 1,416,453 SH
5 DIMENSIONAL ETF TRUST DFUS 25434V401 $72.3M 6.45% 882,866 SH
6 DIMENSIONAL ETF TRUST DFAW 25434V617 $70.6M 6.30% 853,135 SH
7 DIMENSIONAL ETF TRUST DFAS 25434V500 $66.6M 5.94% 808,407 SH
8 AMERICAN CENTY ETF TR AVDV 025072802 $59.2M 5.28% 574,120 SH
9 SPDR SERIES TRUST SPYM 78464A854 $47.7M 4.26% 542,815 SH
10 DIMENSIONAL ETF TRUST DFUV 25434V724 $38.4M 3.43% 698,114 SH
11 SPDR SERIES TRUST SPAB 78464A649 $36.3M 3.23% 1,420,593 SH
12 DIMENSIONAL ETF TRUST DFAE 25434V302 $28.2M 2.52% 702,365 SH
13 DIMENSIONAL ETF TRUST DFIS 25434V773 $20.3M 1.81% 579,166 SH
14 DIMENSIONAL ETF TRUST DFGR 25434V658 $19.1M 1.71% 659,883 SH
15 VANGUARD SCOTTSDALE FDS VCSH 92206C409 $16.7M 1.49% 211,733 SH
16 DIMENSIONAL ETF TRUST DFAT 25434V609 $14.9M 1.33% 212,794 SH
17 VANGUARD SCOTTSDALE FDS VCIT 92206C870 $10.7M 0.95% 129,276 SH
18 VANGUARD INTL EQUITY INDEX F VT 922042742 $6.9M 0.62% 44,203 SH
19 AMERICAN CENTY ETF TR AVIV 025072364 $5.3M 0.47% 68,037 SH
20 EA SERIES TRUST BOXX 02072L565 $4.9M 0.44% 42,150 SH
21 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $4.7M 0.42% 9,296 SH
22 ISHARES TR IVV 464287200 $4.5M 0.40% 5,972 SH
23 PHILIP MORRIS INTL INC PM 718172109 $3.8M 0.34% 21,142 SH
24 INVESCO EXCH TRADED FD TR II QQQM 46138G649 $3.3M 0.30% 10,919 SH
25 SSGA ACTIVE TR PRIV 78470P622 $2.6M 0.23% 102,891 SH
26 ISHARES TR IWP 464287481 $2.6M 0.23% 17,428 SH
27 SPDR SERIES TRUST SPSB 78464A474 $2.5M 0.23% 84,468 SH
28 APPLE INC AAPL 037833100 $2.3M 0.21% 8,007 SH
29 VANGUARD INDEX FDS VTI 922908769 $2.1M 0.19% 5,652 SH
30 TEXAS INSTRS INC TXN 882508104 $2.0M 0.18% 6,810 SH
31 VANGUARD WHITEHALL FDS VYM 921946406 $2.0M 0.18% 12,786 SH
32 MICROSOFT CORP MSFT 594918104 $2.0M 0.18% 5,293 SH
33 WORLD GOLD TR GLDM 98149E303 $1.9M 0.17% 23,468 SH
34 NVIDIA CORPORATION NVDA 67066G104 $1.7M 0.15% 8,617 SH
35 DIMENSIONAL ETF TRUST DFSV 25434V815 $1.6M 0.14% 41,175 SH
36 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $1.6M 0.14% 2,081 SH
37 VANGUARD BD INDEX FDS BND 921937835 $1.4M 0.13% 19,469 SH
38 WALMART INC WMT 931142103 $1.4M 0.12% 11,990 SH
39 ISHARES TR IJR 464287804 $1.3M 0.12% 9,016 SH
40 VANGUARD INDEX FDS VOO 922908363 $1.3M 0.12% 1,888 SH
41 VANGUARD INDEX FDS VO 922908629 $1.2M 0.11% 15,113 SH
42 INVESCO QQQ TR QQQ 46090E103 $1.2M 0.10% 1,568 SH
43 AMAZON COM INC AMZN 023135106 $1.1M 0.10% 4,639 SH
44 DIREXION SHARES ETF TRUST SPXL 25459W862 $1.1M 0.09% 3,902 SH
45 CATERPILLAR INC CAT 149123101 $1.0M 0.09% 978 SH
46 AXON ENTERPRISE INC AXON 05464C101 $999.6K 0.09% 1,783 SH
47 AMERICAN CENTY ETF TR AVUS 025072885 $953.3K 0.09% 7,443 SH
48 ALPHABET INC GOOGL 02079K305 $893.8K 0.08% 2,501 SH
49 DEERE & CO DE 244199105 $807.5K 0.07% 1,273 SH
50 VANGUARD WORLD FD MGK 921910816 $785.5K 0.07% 8,935 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-27 $1.12B 106 0001172661-26-002814
2026-03-31 2026-05-15 $987.3M 100 0001172661-26-002265
2025-12-31 2026-01-28 $874.8M 91 0001172661-26-000356
2025-09-30 2025-11-03 $839.0M 92 0001172661-25-004555