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CIK: 0002042783
Total reported value
$1.1B
$1.1B
91 檔
42.2%
According to the latest 13F quarterly dataset, Wealth Management Nebraska managed an equity portfolio of $1.1B at the end of Q4 2025, spanning 91 distinct U.S. exchange-listed positions.
In Q4 2025, Wealth Management Nebraska displayed an active expansion posture, initiating 5 new positions and adding to 28 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 | 20.88% | -1.02% | +9.90% | |
| 2 | AVSC | Avantis US Small Cap Equity | ETF-Small Cap | 11.78% | -12.19% | EXIT | |
| 3 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 7.50% | +0.81% | +12.59% | |
| 4 | DFIV | Dimensional International Va | ETF-Other | 7.26% | -0.27% | +5.45% | |
| 5 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 6.63% | +0.45% | +4.67% | |
| 6 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 5.94% | -0.44% | +0.89% | |
| 7 | DFAW | Dimensional World Eqty ETF | ETF-Other | 5.71% | +0.29% | +13.69% | |
| 8 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 5.61% | +0.53% | +6.78% | |
| 9 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 4.18% | -0.46% | +4.23% | |
| 10 | DFUV | Dimensional US Marketwide Va | ETF-Other | 3.78% | -0.04% | -0.65% | |
| 11 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 2.43% | +0.20% | +5.13% | |
| 12 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 2.03% | -0.29% | +2.09% | |
| 13 | DFIS | Dimensional International Sm | ETF-Other | 1.84% | — | +7.30% | |
| 14 | DFGR | Dim Global Real Estate ETF | ETF-Other | 1.70% | +0.04% | +18.69% | |
| 15 | DFAT | Dimensional US Target Value | ETF-Other | 1.47% | -0.03% | -0.07% | |
| 16 | VT | Vanguard Tot World Stk ETF | ETF-Other | 1.41% | -0.22% | -13.79% | |
| 17 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.35% | -0.12% | -1.77% | |
| 18 | AVIV | Avantis Int Lrg Cap Val ETF | ETF-Other | 0.61% | -0.08% | -3.06% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.53% | -0.03% | +5.47% | |
| 20 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.48% | -0.01% | +0.24% | |
| 21 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-Other | 0.40% | +0.03% | +6.83% | |
| 22 | PM | Philip Morris International | Stock-Consumer Staples | 0.39% | -0.01% | — | |
| 23 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.31% | -0.01% | -2.97% | |
| 24 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.31% | +0.05% | +20.92% | |
| 25 | MSFT | Microsoft CORP | Stock-Tech | 0.30% | -0.02% | +35.82% | |
| 26 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 0.29% | -0.03% | +4.63% | |
| 27 | AAPL | Apple Inc | Stock-Tech | 0.26% | — | +10.30% | |
| 28 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 0.24% | +0.17% | NEW | |
| 29 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.21% | -0.01% | -5.51% | |
| 30 | NVDA | Nvidia CORP | Stock-Tech | 0.19% | -0.01% | +1.04% | |
| 31 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.17% | +0.05% | -0.69% | |
| 32 | PRIV | Ss Ig Publ Priv Cred Etf-usd | ETF-Other | 0.17% | +0.06% | +373.82% | |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.16% | — | +27.95% | |
| 34 | WMT | Walmart Inc | Stock-Consumer Staples | 0.15% | -0.03% | +5.50% | |
| 35 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.15% | — | -4.80% | |
| 36 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.14% | +0.01% | -2.73% | |
| 37 | TXN | Texas Instruments Inc | Stock-Tech | 0.14% | +0.05% | +0.25% | |
| 38 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.13% | -0.01% | -6.45% | |
| 39 | AXON | Axon Enterprise Inc | Stock-Industrials | 0.13% | +0.01% | -0.10% | |
| 40 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.11% | — | +0.43% | |
| 41 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.11% | +0.01% | -5.46% | |
| 42 | BND | Vanguard Total Bond Market | ETF-Other | 0.10% | +0.04% | +2.78% | |
| 43 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 0.10% | — | — | |
| 44 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.08% | +0.01% | -3.80% | |
| 45 | AVIG | Avantis Core Fixed Income | ETF-Other | 0.07% | -0.01% | +5.99% | |
| 46 | SPXL | Direxion Daily S&p 500 Bull | ETF-Large Cap & Growth | 0.07% | +0.04% | +191.52% | |
| 47 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.07% | — | +3.02% | |
| 48 | V | Visa Inc-class A Shares | Stock-Financials | 0.07% | -0.01% | +15.49% | |
| 49 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.07% | -0.01% | +8.32% | |
| 50 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 0.07% | +0.01% | +29.93% |
According to official SEC Form 13F filings, Wealth Management Nebraska reported a total U.S. public equity portfolio value of $1.1B across 91 disclosed positions in Q4 2025.
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In terms of portfolio concentration, the top 5 core holdings (including SPIB, AVSC, AVLV) accounted for 42.2% of total reported equity market value during Q4 2025.
Top New Position Initiated
PM
市值: $3.4M
Top Position Liquidated / Trimmed
SPYM
前期市值: $44.0M
During Q4 2025, Wealth Management Nebraska's top holdings by market value included SPIB (20.9%)、AVSC (11.8%)、AVLV (7.5%). The largest single position, SPIB, represented 20.9% of total portfolio value.
In Q4 2025, Wealth Management Nebraska made 50 total portfolio adjustments, initiating 5 new buys, adding to 28 positions, trimming 11 holdings, and fully liquidating 6 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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