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
100 檔
46.5%
In Q1 2026, Wealth Management Nebraska's U.S. equity holdings reached a combined market value of $1.1B, distributed across 100 disclosed stock positions.
In Q1 2026, Wealth Management Nebraska displayed an active expansion posture, initiating 13 new positions and adding to 42 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 | 19.85% | -1.02% | +8.16% | |
| 2 | AVSC | Avantis US Small Cap Equity | ETF-Small Cap | 12.19% | -12.19% | EXIT | |
| 3 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 7.66% | +0.81% | +8.28% | |
| 4 | DFIV | Dimensional International Va | ETF-Other | 7.10% | -0.27% | +4.36% | |
| 5 | DFAW | Dimensional World Eqty ETF | ETF-Other | 6.01% | +0.29% | +19.13% | |
| 6 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 6.00% | +0.45% | +6.89% | |
| 7 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 5.72% | -0.44% | +2.24% | |
| 8 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 5.41% | +0.53% | +6.54% | |
| 9 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 4.22% | +0.04% | — | |
| 10 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 3.69% | -0.46% | +0.08% | |
| 11 | DFUV | Dimensional US Marketwide Va | ETF-Other | 3.47% | -0.04% | -0.29% | |
| 12 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 2.32% | +0.20% | +3.72% | |
| 13 | DFIS | Dimensional International Sm | ETF-Other | 1.81% | — | +8.59% | |
| 14 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.78% | -0.29% | -0.51% | |
| 15 | DFGR | Dim Global Real Estate ETF | ETF-Other | 1.67% | +0.04% | +10.22% | |
| 16 | DFAT | Dimensional US Target Value | ETF-Other | 1.36% | -0.03% | -0.56% | |
| 17 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.07% | -0.12% | -9.01% | |
| 18 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.84% | -0.22% | -31.23% | |
| 19 | AVIV | Avantis Int Lrg Cap Val ETF | ETF-Other | 0.55% | -0.08% | -2.44% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.45% | -0.03% | +0.60% | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.41% | -0.01% | +0.40% | |
| 22 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-Other | 0.41% | +0.03% | +14.29% | |
| 23 | PM | Philip Morris International | Stock-Consumer Staples | 0.35% | -0.01% | — | |
| 24 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 0.26% | -0.03% | -0.44% | |
| 25 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.25% | +0.05% | -1.81% | |
| 26 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-Other | 0.24% | -0.24% | EXIT | |
| 27 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.24% | -0.01% | -7.76% | |
| 28 | AAPL | Apple Inc | Stock-Tech | 0.21% | — | -1.59% | |
| 29 | MSFT | Microsoft CORP | Stock-Tech | 0.20% | -0.02% | -1.08% | |
| 30 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.19% | -0.01% | -0.65% | |
| 31 | PRIV | Ss Ig Publ Priv Cred Etf-usd | ETF-Other | 0.17% | +0.06% | +15.90% | |
| 32 | NVDA | Nvidia CORP | Stock-Tech | 0.16% | -0.01% | +3.94% | |
| 33 | WMT | Walmart Inc | Stock-Consumer Staples | 0.15% | -0.03% | +1.16% | |
| 34 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.15% | -0.01% | +17.03% | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.14% | — | +1.85% | |
| 36 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.14% | +0.05% | -7.23% | |
| 37 | TXN | Texas Instruments Inc | Stock-Tech | 0.13% | +0.05% | -2.22% | |
| 38 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.12% | — | -11.11% | |
| 39 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.11% | +0.01% | -4.96% | |
| 40 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.11% | — | +67.39% | |
| 41 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.10% | — | +7.06% | |
| 42 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.09% | +0.01% | +6.71% | |
| 43 | BND | Vanguard Total Bond Market | ETF-Other | 0.09% | +0.04% | -2.11% | |
| 44 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 0.09% | — | -2.66% | |
| 45 | AXON | Axon Enterprise Inc | Stock-Industrials | 0.08% | +0.01% | — | |
| 46 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 0.08% | -0.01% | — | |
| 47 | CAT | Caterpillar Inc | Stock-Industrials | 0.07% | +0.02% | +3.08% | |
| 48 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.07% | +0.01% | +7.91% | |
| 49 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.07% | — | — | |
| 50 | AVIG | Avantis Core Fixed Income | ETF-Other | 0.07% | -0.01% | -0.81% |
According to official SEC Form 13F filings, Wealth Management Nebraska reported a total U.S. public equity portfolio value of $1.1B across 100 disclosed positions in Q1 2026.
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, AVLV) accounted for 46.5% of total reported equity market value during Q1 2026.
Top New Position Initiated
SPYM
市值: $41.7M
Top Position Liquidated / Trimmed
GLDM
前期市值: $2.1M
During Q1 2026, Wealth Management Nebraska's top holdings by market value included SPIB (19.9%)、AVSC (12.2%)、AVLV (7.7%). The largest single position, SPIB, represented 19.9% of total portfolio value.
In Q1 2026, Wealth Management Nebraska made 93 total portfolio adjustments, initiating 13 new buys, adding to 42 positions, trimming 34 holdings, and fully liquidating 4 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.