13F Insight
DOSSIER · 13F-HR · Q1 2026

Wealth Management Nebraska

$987M in tracked AUM across 100 positions as of Q1 2026.

WM
CIK 0002042783 · last filed Mar 31, 2026
Total AUM
$987M
as of Q1 2026
Holdings
100
—
positions
Whale Score
64
64
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Wealth Management Nebraska filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
SPIB
SPDR SERIES TRUST
$196M5.8M19.8%02
AVSC
AMERICAN CENTY ETF TR
$120M1.1M12.2%03
AVLV
AMERICAN CENTY ETF TR
$76M938K7.7%04
DFIV
DIMENSIONAL ETF TRUST
$70M1.3M7.1%05
DFAW
DIMENSIONAL ETF TRUST
$59M804K6.0%06
DFUS
DIMENSIONAL ETF TRUST
$59M835K6.0%07
AVDV
AMERICAN CENTY ETF TR
$56M565K5.7%08
DFAS
DIMENSIONAL ETF TRUST
$53M750K5.4%09
SPYM
SPDR SERIES TRUST
$42M545K4.2%10
SPAB
SPDR SERIES TRUST
$36M1.4M3.7%

Filing history

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 positionsLocked2025Q1Mar 31
$657M▲ 6.9%
74 positionsLocked2024Q4Dec 31
$615M—
71 positionsLocked