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Filers›Family Office›Wealth Management Nebraska
DOSSIER · 13F-HR · Q1 2026

Wealth Management Nebraska

Wealth Nebraska's family office based in Omaha, NE — $987M in tracked AUM across 100 positions as of Q1 2026.

WN
Wealth Nebraska·Omaha, NE·Family Office
CIK 0002042783 · last filed Mar 31, 2026
Total AUM
$987M
▼ 19.5%
vs prior
Holdings
100
—
positions
Whale Score
66
66
tracked
Activity
—
no data
changes this Q
Top sector
Tech
27% weight
concentration
AI Analysis · Q1 2026 · 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

Filing history loading…
AI Agent · grounded in Wealth
haiku-4-5 · 100 positions indexed
Sector mix
  • Tech27%
  • Health Care19%
  • Communications9%
  • Industrials10%
  • Energy5%
  • Other30%
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