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CIK: 0002042783
Total reported value
$1.1B
$1.1B
92 檔
37.7%
During the Q3 2025 filing period, Wealth Management Nebraska (CIK: 0002042783) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.1B across 92 reported positions.
In Q3 2025, Wealth Management Nebraska displayed an active expansion posture, initiating 21 new positions and adding to 21 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 19.86% | -1.02% | +11.76% | |
| 2 | AVSC | Avantis US Small Cap Equity | ETF-Small Cap | 10.74% | -12.19% | EXIT | |
| 3 | DFIV | Dimensional International Va | ETF-Other | 6.63% | -0.27% | +4.03% | |
| 4 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 6.63% | +0.81% | +12.09% | |
| 5 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 6.45% | +0.45% | +3.50% | |
| 6 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 5.81% | -0.44% | +1.42% | |
| 7 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 5.38% | +0.53% | +0.46% | |
| 8 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 5.24% | +0.04% | -2.47% | |
| 9 | DFAW | Dimensional World Eqty ETF | ETF-Other | 5.09% | +0.29% | +21.81% | |
| 10 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 4.19% | -0.46% | +7.77% | |
| 11 | DFUV | Dimensional US Marketwide Va | ETF-Other | 3.80% | -0.04% | -0.03% | |
| 12 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 2.33% | +0.20% | +3.00% | |
| 13 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 2.08% | -0.29% | +2.55% | |
| 14 | DFIS | Dimensional International Sm | ETF-Other | 1.72% | — | +7.10% | |
| 15 | VT | Vanguard Tot World Stk ETF | ETF-Other | 1.67% | -0.22% | -19.87% | |
| 16 | DFGR | Dim Global Real Estate ETF | ETF-Other | 1.54% | +0.04% | +12.90% | |
| 17 | DFAT | Dimensional US Target Value | ETF-Other | 1.50% | -0.03% | +0.60% | |
| 18 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.44% | -0.12% | +0.49% | |
| 19 | AVIV | Avantis Int Lrg Cap Val ETF | ETF-Other | 0.62% | -0.08% | -4.31% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.52% | -0.03% | +116.81% | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.49% | -0.01% | -2.33% | |
| 22 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-Other | 0.39% | +0.03% | +5.38% | |
| 23 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.35% | -0.01% | -6.86% | |
| 24 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 0.29% | -0.03% | +3.81% | |
| 25 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.26% | +0.05% | +29.66% | |
| 26 | MSFT | Microsoft CORP | Stock-Tech | 0.24% | -0.02% | +0.36% | |
| 27 | AAPL | Apple Inc | Stock-Tech | 0.23% | — | +19.44% | |
| 28 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.23% | -0.01% | +0.05% | |
| 29 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 0.19% | +0.17% | NEW | |
| 30 | NVDA | Nvidia CORP | Stock-Tech | 0.19% | -0.01% | -1.90% | |
| 31 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.18% | +0.05% | -1.59% | |
| 32 | AXON | Axon Enterprise Inc | Stock-Industrials | 0.17% | +0.01% | +0.10% | |
| 33 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.16% | — | -6.28% | |
| 34 | TXN | Texas Instruments Inc | Stock-Tech | 0.15% | +0.05% | -0.17% | |
| 35 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.15% | +0.01% | -6.98% | |
| 36 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.14% | -0.01% | — | |
| 37 | WMT | Walmart Inc | Stock-Consumer Staples | 0.14% | -0.03% | -1.80% | |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.13% | — | — | |
| 39 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.11% | +0.01% | +3.31% | |
| 40 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.11% | — | +2.87% | |
| 41 | BND | Vanguard Total Bond Market | ETF-Other | 0.10% | +0.04% | -0.04% | |
| 42 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 0.10% | — | -5.71% | |
| 43 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.08% | -0.01% | -0.68% | |
| 44 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.08% | — | +0.42% | |
| 45 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.07% | -0.01% | +17.89% | |
| 46 | AVIG | Avantis Core Fixed Income | ETF-Other | 0.07% | -0.01% | +0.66% | |
| 47 | STCE | Schwab Crypto Thematic ETF | ETF-Crypto | 0.07% | +0.01% | +9.45% | |
| 48 | MUB | Ishares National Muni Bond E | ETF-Other | 0.07% | -0.01% | -7.87% | |
| 49 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.07% | +0.01% | -0.71% | |
| 50 | V | Visa Inc-class A Shares | Stock-Financials | 0.06% | -0.01% | +0.19% |
According to official SEC Form 13F filings, Wealth Management Nebraska reported a total U.S. public equity portfolio value of $1.1B across 92 disclosed positions in Q3 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 37.7% of total reported equity market value during Q3 2025.
Top New Position Initiated
QQQM
市值: $2.2M
Top Position Liquidated / Trimmed
AGG
前期市值: $890.3K
During Q3 2025, Wealth Management Nebraska's top holdings by market value included SPIB (19.9%)、AVSC (10.7%)、DFIV (6.6%). The largest single position, SPIB, represented 19.9% of total portfolio value.
In Q3 2025, Wealth Management Nebraska made 50 total portfolio adjustments, initiating 21 new buys, adding to 21 positions, trimming 6 holdings, and fully liquidating 2 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.
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