DOSSIER · 13F-HR · Q2 2026

Wealth Management Nebraska

$1.1B in tracked AUM across 106 positions as of Q2 2026.

WM
CIK 0002042783 · last filed Jun 30, 2026
Total AUM
$1.1B
as of Q2 2026
Holdings
106
positions
Whale Score
69
69
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Wealth Management Nebraska filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
SPIB
SPDR SERIES TRUST
$211M6.3M18.8%
02
AVUV
AMERICAN CENTY ETF TR
$141M1.1M12.6%
03
AVLV
AMERICAN CENTY ETF TR
$95M1.0M8.5%
04
DFIV
DIMENSIONAL ETF TRUST
$77M1.4M6.8%
05
DFUS
DIMENSIONAL ETF TRUST
$72M883K6.5%
06
DFAW
DIMENSIONAL ETF TRUST
$71M853K6.3%
07
DFAS
DIMENSIONAL ETF TRUST
$67M808K5.9%
08
AVDV
AMERICAN CENTY ETF TR
$59M574K5.3%
09
SPYM
SPDR SERIES TRUST
$48M543K4.3%
10
DFUV
DIMENSIONAL ETF TRUST
$38M698K3.4%

Filing history

2026Q2Jun 30
$1.1B 13.5%
106 positionsView →
2026Q1Mar 31
$987M 12.9%
100 positionsView →
2025Q4Dec 31
$875M 4.3%
91 positionsView →
2025Q3Sep 30
$839M 13.4%
92 positionsView →
2025Q2Jun 30
$740M 12.5%
82 positionsLocked
2025Q1Mar 31
$657M 6.9%
74 positionsLocked
2024Q4Dec 31
$615M
71 positionsLocked