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 $1.12B across 106 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SPIB ($211.1M, 18.83%), AVUV ($141.4M, 12.61%), AVLV ($94.9M, 8.47%), DFIV ($76.5M, 6.83%), DFUS ($72.3M, 6.45%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPIB | SPDR SERIES TRUST | $211.1M | 18.83% | 6.3M | Added |
| 2 | AVUV | AMERICAN CENTY ETF TR | $141.4M | 12.61% | 1.1M | New |
| 3 | AVLV | AMERICAN CENTY ETF TR | $94.9M | 8.47% | 1.0M | Added |
| 4 | DFIV | DIMENSIONAL ETF TRUST | $76.5M | 6.83% | 1.4M | Added |
| 5 | DFUS | DIMENSIONAL ETF TRUST | $72.3M | 6.45% | 882,866 | Added |
| 6 | DFAW | DIMENSIONAL ETF TRUST | $70.6M | 6.30% | 853,135 | Added |
| 7 | DFAS | DIMENSIONAL ETF TRUST | $66.6M | 5.94% | 808,407 | Added |
| 8 | AVDV | AMERICAN CENTY ETF TR | $59.2M | 5.28% | 574,120 | Added |
| 9 | SPLG | SPDR SERIES TRUST | $47.7M | 4.26% | 542,815 | Trimmed |
| 10 | DFUV | DIMENSIONAL ETF TRUST | $38.4M | 3.43% | 698,114 | Trimmed |
| 11 | SPAB | SPDR SERIES TRUST | $36.3M | 3.23% | 1.4M | Added |
| 12 | DFAE | DIMENSIONAL ETF TRUST | $28.2M | 2.52% | 702,365 | Added |
| 13 | DFIS | DIMENSIONAL ETF TRUST | $20.3M | 1.81% | 579,166 | Added |
| 14 | DFGR | DIMENSIONAL ETF TRUST | $19.1M | 1.71% | 659,883 | Added |
| 15 | VCSH | VANGUARD SCOTTSDALE FDS | $16.7M | 1.49% | 211,733 | Trimmed |
| 16 | DFAT | DIMENSIONAL ETF TRUST | $14.9M | 1.33% | 212,794 | Trimmed |
| 17 | VCIT | VANGUARD SCOTTSDALE FDS | $10.7M | 0.95% | 129,276 | Added |
| 18 | VT | VANGUARD INTL EQUITY INDEX F | $6.9M | 0.62% | 44,203 | Trimmed |
| 19 | AVIV | AMERICAN CENTY ETF TR | $5.3M | 0.47% | 68,037 | Trimmed |
| 20 | BOXX | EA SERIES TRUST | $4.9M | 0.44% | 42,150 | Added |
| 21 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $4.7M | 0.42% | 9,296 | Added |
| 22 | IVV | ISHARES TR | $4.5M | 0.40% | 5,972 | Trimmed |
| 23 | PM | PHILIP MORRIS INTL INC | $3.8M | 0.34% | 21,142 | Added |
| 24 | QQQM | INVESCO EXCH TRADED FD TR II | $3.3M | 0.30% | 10,919 | Added |
| 25 | IWP | ISHARES TR | $2.6M | 0.23% | 17,428 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30