Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Wealth Management Nebraska (CIK 2042783) reported $987.3M across 100 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPIB ($196.0M, 19.85%), AVSC ($120.4M, 12.19%), AVLV ($75.6M, 7.66%), DFIV ($70.1M, 7.10%), DFAW ($59.3M, 6.01%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPIB | SPDR SERIES TRUST | $196.0M | 19.85% | 5.8M | Added |
| 2 | AVSC | AMERICAN CENTY ETF TR | $120.4M | 12.19% | 1.1M | Added |
| 3 | AVLV | AMERICAN CENTY ETF TR | $75.6M | 7.66% | 937,713 | Added |
| 4 | DFIV | DIMENSIONAL ETF TRUST | $70.1M | 7.10% | 1.3M | Added |
| 5 | DFAW | DIMENSIONAL ETF TRUST | $59.3M | 6.01% | 804,355 | Added |
| 6 | DFUS | DIMENSIONAL ETF TRUST | $59.2M | 6.00% | 835,254 | Added |
| 7 | AVDV | AMERICAN CENTY ETF TR | $56.4M | 5.72% | 565,044 | Added |
| 8 | DFAS | DIMENSIONAL ETF TRUST | $53.4M | 5.41% | 750,357 | Added |
| 9 | SPLG | SPDR SERIES TRUST | $41.7M | 4.22% | 544,531 | New |
| 10 | SPAB | SPDR SERIES TRUST | $36.4M | 3.69% | 1.4M | Added |
| 11 | DFUV | DIMENSIONAL ETF TRUST | $34.3M | 3.47% | 706,853 | Trimmed |
| 12 | DFAE | DIMENSIONAL ETF TRUST | $22.9M | 2.32% | 675,630 | Added |
| 13 | DFIS | DIMENSIONAL ETF TRUST | $17.9M | 1.81% | 530,360 | Added |
| 14 | VCSH | VANGUARD SCOTTSDALE FDS | $17.6M | 1.78% | 221,955 | Trimmed |
| 15 | DFGR | DIMENSIONAL ETF TRUST | $16.5M | 1.67% | 620,513 | Added |
| 16 | DFAT | DIMENSIONAL ETF TRUST | $13.4M | 1.36% | 214,986 | Trimmed |
| 17 | VCIT | VANGUARD SCOTTSDALE FDS | $10.6M | 1.07% | 128,020 | Trimmed |
| 18 | VT | VANGUARD INTL EQUITY INDEX F | $8.3M | 0.84% | 60,265 | Trimmed |
| 19 | AVIV | AMERICAN CENTY ETF TR | $5.4M | 0.55% | 72,815 | Trimmed |
| 20 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $4.4M | 0.45% | 9,266 | Added |
| 21 | IVV | ISHARES TR | $4.1M | 0.41% | 6,205 | Added |
| 22 | BOXX | EA SERIES TRUST | $4.0M | 0.41% | 34,655 | Added |
| 23 | PM | PHILIP MORRIS INTL INC | $3.5M | 0.35% | 21,134 | Hold |
| 24 | SPSB | SPDR SERIES TRUST | $2.5M | 0.26% | 84,535 | Trimmed |
| 25 | QQQM | INVESCO EXCH TRADED FD TR II | $2.5M | 0.25% | 10,428 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31