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Wealth Management Nebraska reported holdings

Quarter ended 30 June 2026. Filed with the SEC on 27 July 2026, signed by Nate Raabe, Chief Compliance Officer. Retrieved 14 October 2026. Page updated 21 October 2026.

Wealth Management Nebraska’s reported 13F holdings total $1.12B across 106 positions as of 30 June 2026. The ten largest make up 78.4% of it, and its value rose 13.5% from the prior quarter.

$1.12B
Reported 13F value
106
Positions
78.4%
In the 10 largest
+13.5%
Value vs. prior quarter

Largest positions

SPDR Series TrustST INTER BD ETF$211M
Class
ST INTER BD ETF
Share
18.8%
American Centy ETF TRUS SML CP VALU$141M
Class
US SML CP VALU
Share
12.6%
American Centy ETF TRUS LARGE CAP VLU$94.9M
Class
US LARGE CAP VLU
Share
8.5%
Dimensional ETF TrustINTERNATNAL VAL$76.5M
Class
INTERNATNAL VAL
Share
6.8%
Dimensional ETF TrustUS EQUI MARK ETF$72.3M
Class
US EQUI MARK ETF
Share
6.5%
Dimensional ETF TrustWORLD EQUITY ETF$70.6M
Class
WORLD EQUITY ETF
Share
6.3%
Dimensional ETF TrustUS SMALL CAP ETF$66.6M
Class
US SMALL CAP ETF
Share
5.9%
American Centy ETF TRINTL SMCP VLU$59.2M
Class
INTL SMCP VLU
Share
5.3%
SPDR Series TrustST STR P500ETF$47.7M
Class
ST STR P500ETF
Share
4.3%
Dimensional ETF TrustUS MKTWIDE VALUE$38.4M
Class
US MKTWIDE VALUE
Share
3.4%
SPDR Series TrustST STR AGGRE ETF$36.3M
Class
ST STR AGGRE ETF
Share
3.2%
Dimensional ETF TrustEMGR CRE EQT MNG$28.2M
Class
EMGR CRE EQT MNG
Share
2.5%
Dimensional ETF TrustINTL SMALL CAP E$20.3M
Class
INTL SMALL CAP E
Share
1.8%
Dimensional ETF TrustGLOBAL REAL EST$19.1M
Class
GLOBAL REAL EST
Share
1.7%
Vanguard Scottsdale FdsSHRT TRM CORP BD$16.7M
Class
SHRT TRM CORP BD
Share
1.5%
Dimensional ETF TrustUS TARGETED VLU$14.9M
Class
US TARGETED VLU
Share
1.3%
Vanguard Scottsdale FdsINT-TERM CORP$10.7M
Class
INT-TERM CORP
Share
1.0%
Vanguard Intl Equity Index FTT WRLD ST ETF$6.94M
Class
TT WRLD ST ETF
Share
0.6%
American Centy ETF TRINTERNATIONAL LR$5.27M
Class
INTERNATIONAL LR
Share
0.5%
EA Series TrustALPHA ARCH 1-3$4.95M
Class
ALPHA ARCH 1-3
Share
0.4%
Berkshire Hathaway Inc. DelCL B NEW$4.65M
Class
CL B NEW
Share
0.4%
iShares TRCORE S&P500 ETF$4.47M
Class
CORE S&P500 ETF
Share
0.4%
Philip Morris Intl Inc.COM$3.82M
Class
COM
Share
0.3%
Invesco Exch Traded FD TR IINASDAQ 100 ETF$3.31M
Class
NASDAQ 100 ETF
Share
0.3%
Ssga Active TRSTATE STREET IG$2.59M
Class
STATE STREET IG
Share
0.2%
iShares TRRUS MD CP GR ETF$2.55M
Class
RUS MD CP GR ETF
Share
0.2%
SPDR Series TrustST SHOR CORP ETF$2.53M
Class
ST SHOR CORP ETF
Share
0.2%
Apple Inc.COM$2.32M
Class
COM
Share
0.2%
Vanguard Index FdsTOTAL STK MKT$2.09M
Class
TOTAL STK MKT
Share
0.2%
Texas Instrs Inc.COM$2.03M
Class
COM
Share
0.2%
Vanguard Whitehall FdsHIGH DIV YLD$2.02M
Class
HIGH DIV YLD
Share
0.2%
Microsoft Corp.COM$1.97M
Class
COM
Share
0.2%
World Gold TRSPDR GLD MINIS$1.86M
Class
SPDR GLD MINIS
Share
0.2%
Nvidia CorporationCOM$1.72M
Class
COM
Share
0.2%
Dimensional ETF TrustUS SMALL CAP ETF$1.6M
Class
US SMALL CAP ETF
Share
0.1%
State Str SPDR S&P 500 ETF TTR UNIT$1.55M
Class
TR UNIT
Share
0.1%
Vanguard BD Index FdsTOTAL BND MRKT$1.43M
Class
TOTAL BND MRKT
Share
0.1%
Walmart Inc.COM$1.36M
Class
COM
Share
0.1%
iShares TRCORE S&P SCP ETF$1.34M
Class
CORE S&P SCP ETF
Share
0.1%
Vanguard Index FdsS&P 500 ETF SHS$1.3M
Class
S&P 500 ETF SHS
Share
0.1%
Vanguard Index FdsMID CAP ETF$1.22M
Class
MID CAP ETF
Share
0.1%
Invesco Qqq TRUNIT SER 1$1.15M
Class
UNIT SER 1
Share
0.1%
Amazon Com Inc.COM$1.11M
Class
COM
Share
0.1%
Direxion Shares ETF TrustDA 500 BU 3X ETF$1.06M
Class
DA 500 BU 3X ETF
Share
0.1%
Caterpillar Inc.COM$1.04M
Class
COM
Share
0.1%
Axon Enterprise Inc.COM$1M
Class
COM
Share
0.1%
American Centy ETF TRUS EQT ETF$953K
Class
US EQT ETF
Share
0.1%
Alphabet Inc.CAP STK CL A$894K
Class
CAP STK CL A
Share
0.1%
Deere & COCOM$808K
Class
COM
Share
0.1%
Vanguard World FDMEGA GRWTH IND$785K
Class
MEGA GRWTH IND
Share
0.1%

The share class is shown on a wider screen.

The 50 largest of 106 positions by value, with holdings of the same security combined. The 106 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR

This filing

Form
13F-HR
CIK
2042783
File number
028-24723
Options
0 call, 0 put
In the 25 largest
94.6%
Prior quarter
$987M at 31 March 2026
Positions opened
11
Positions closed
5

Common questions

What are Wealth Management Nebraska’s 13F holdings worth?

$1.12 billion across 106 positions for the quarter ended 30 June 2026.

What is Wealth Management Nebraska’s largest 13F holding?

SPDR SERIES TRUST (ST INTER BD ETF) was the largest position at $211 million, or 18.8% of reported 13F value, as of 30 June 2026.

How concentrated is Wealth Management Nebraska’s 13F portfolio?

The ten largest positions accounted for 78.4% of reported value and the twenty-five largest for 94.6%, across 106 positions as of 30 June 2026.

Does Form 13F show everything Wealth Management Nebraska manages?

No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.

How often does Wealth Management Nebraska file its 13F?

Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.

Answered from this filing and the prior quarter's.

Back to the Wealth Management Nebraska profile

Sources

  1. Form 13F-HR, accession 0001172661-26-002814, filed 27 July 2026 for the quarter ended 30 June 2026.
  2. Form 13F-HR, accession 0001172661-26-002265, filed 15 May 2026 for the quarter ended 31 March 2026.
  3. All 13F filings by this firm on EDGAR.

Retrieved 14 October 2026. Values are as reported by the filer in whole dollars; percentages and quarter-over-quarter figures are arithmetic on the filed tables.

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This page restates a public SEC filing for informational purposes only. It is not a recommendation of any security or of Wealth Management Nebraska LLC, and Niva is not affiliated with the firm. Holdings change; the filing reflects one quarter-end date.