13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0002042783
Total reported value
$1.1B
$1.1B
82 檔
32.8%
According to the latest 13F quarterly dataset, Wealth Management Nebraska managed an equity portfolio of $1.1B at the end of Q2 2025, spanning 82 distinct U.S. exchange-listed positions.
During Q2 2025, Wealth Management Nebraska's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 19.92% | -1.02% | +0.89% | |
| 2 | AVSC | Avantis US Small Cap Equity | ETF-Small Cap | 10.21% | -12.19% | EXIT | |
| 3 | DFIV | Dimensional International Va | ETF-Other | 6.71% | -0.27% | +4.67% | |
| 4 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 6.51% | +0.45% | +5.09% | |
| 5 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 6.32% | +0.81% | +10.60% | |
| 6 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 5.76% | -0.44% | +2.56% | |
| 7 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 5.63% | +0.04% | +0.52% | |
| 8 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 5.48% | +0.53% | +18.45% | |
| 9 | DFAW | Dimensional World Eqty ETF | ETF-Other | 4.40% | +0.29% | +22.13% | |
| 10 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 4.36% | -0.46% | +2.24% | |
| 11 | DFUV | Dimensional US Marketwide Va | ETF-Other | 4.07% | -0.04% | +0.24% | |
| 12 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 2.34% | +0.20% | +4.76% | |
| 13 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 2.29% | -0.29% | -7.32% | |
| 14 | VT | Vanguard Tot World Stk ETF | ETF-Other | 2.20% | -0.22% | -6.48% | |
| 15 | DFIS | Dimensional International Sm | ETF-Other | 1.71% | — | +6.92% | |
| 16 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.59% | -0.12% | -1.87% | |
| 17 | DFAT | Dimensional US Target Value | ETF-Other | 1.57% | -0.03% | +8.03% | |
| 18 | DFGR | Dim Global Real Estate ETF | ETF-Other | 1.52% | +0.04% | +7.60% | |
| 19 | AVIV | Avantis Int Lrg Cap Val ETF | ETF-Other | 0.68% | -0.08% | -0.06% | |
| 20 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.53% | -0.01% | +5.75% | |
| 21 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-Other | 0.41% | +0.03% | +305.10% | |
| 22 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.41% | -0.01% | +8.28% | |
| 23 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 0.32% | -0.03% | -2.36% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.26% | -0.03% | +3.31% | |
| 25 | MSFT | Microsoft CORP | Stock-Tech | 0.26% | -0.02% | +0.64% | |
| 26 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.24% | -0.01% | — | |
| 27 | AXON | Axon Enterprise Inc | Stock-Industrials | 0.21% | +0.01% | -6.93% | |
| 28 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.21% | +0.05% | — | |
| 29 | TXN | Texas Instruments Inc | Stock-Tech | 0.19% | +0.05% | +0.67% | |
| 30 | NVDA | Nvidia CORP | Stock-Tech | 0.19% | -0.01% | -3.54% | |
| 31 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.19% | +0.05% | -16.89% | |
| 32 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.18% | — | +7.81% | |
| 33 | AAPL | Apple Inc | Stock-Tech | 0.17% | — | +5.23% | |
| 34 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.17% | +0.01% | +15.25% | |
| 35 | WMT | Walmart Inc | Stock-Consumer Staples | 0.15% | -0.03% | -1.24% | |
| 36 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 0.14% | +0.17% | NEW | |
| 37 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.13% | — | — | |
| 38 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.12% | — | — | |
| 39 | BND | Vanguard Total Bond Market | ETF-Other | 0.12% | +0.04% | -22.84% | |
| 40 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.11% | +0.01% | -40.16% | |
| 41 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 0.11% | — | +0.16% | |
| 42 | MUB | Ishares National Muni Bond E | ETF-Other | 0.09% | -0.01% | -4.00% | |
| 43 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.09% | -0.01% | -5.26% | |
| 44 | AVIG | Avantis Core Fixed Income | ETF-Other | 0.08% | -0.01% | -14.32% | |
| 45 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.08% | — | +11.52% | |
| 46 | V | Visa Inc-class A Shares | Stock-Financials | 0.07% | -0.01% | — | |
| 47 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.07% | -0.01% | — | |
| 48 | VB | Vanguard Small-cap ETF | ETF-Other | 0.06% | — | +4.02% | |
| 49 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.06% | — | +11.96% | |
| 50 | GLD | Spdr Gold Shares | ETF-Commodities | 0.06% | -0.01% | — |
According to official SEC Form 13F filings, Wealth Management Nebraska reported a total U.S. public equity portfolio value of $1.1B across 82 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPIB, AVSC, DFIV) accounted for 32.8% of total reported equity market value during Q2 2025.
During Q2 2025, Wealth Management Nebraska's top holdings by market value included SPIB (19.9%)、AVSC (10.2%)、DFIV (6.7%). The largest single position, SPIB, represented 19.9% of total portfolio value.
In Q2 2025, Wealth Management Nebraska made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.