Wealth Management Nebraska Portfolio Holdings

Wealth Management Nebraska

  • $875 Billion
  • Q4 2025

Wealth Management Nebraska has filed its 13F form on January 28, 2026 for Q4 2025 where it was disclosed a total value porftolio of $875 Billion distributed in 91 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio Intermediate Te with a value of $183B, American Centy ETF Tr Avantis with a value of $103B, American Centy ETF Tr Avantis with a value of $65.6B, Dimensional ETF Tr with a value of $63.5B, and Dimensional ETF Tr U S Equity with a value of $58B.

Examining the 13F form we can see an increase of $35.8B in the current position value, from $839B to 875B.

Wealth Management Nebraska is based out at Norfolk, NE

Below you can find more details about Wealth Management Nebraska portfolio as well as his latest detailed transactions.

Portfolio value $875 Billion
ETFs: $602 Billion
Technology: $8.75 Billion
Financial Services: $6.5 Billion
Consumer Defensive: $4.74 Billion
Industrials: $2.56 Billion
Communication Services: $1.78 Billion
Consumer Cyclical: $1.5 Billion
Utilities: $1.08 Billion
Other: $1.06 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$183 Billion 20.88% of portfolio
5,401,994
Q4 2025 Added 9.9%
$0
$103 Billion 11.78% of portfolio
1,010,452
Q4 2025 Added 11.62%
$0
$65.6 Billion 7.5% of portfolio
866,040
Q4 2025 Added 12.59%
$0
$63.5 Billion 7.26% of portfolio
1,272,627
Q4 2025 Added 5.45%
$0
$58 Billion 6.63% of portfolio
781,383
Q4 2025 Added 4.67%
$0
$51.9 Billion 5.94% of portfolio
552,689
Q4 2025 Added 0.89%
Dimensional ETF Trust
-
$50 Billion 5.71% of portfolio
-
Q4 2025 Added 13.69%
$0
$49.1 Billion 5.61% of portfolio
704,276
Q4 2025 Added 6.78%
$0
$36.5 Billion 4.18% of portfolio
1,419,003
Q4 2025 Added 4.23%
$0
$33 Billion 3.78% of portfolio
708,882
Q4 2025 Reduced 0.65%
$0
$21.2 Billion 2.43% of portfolio
651,422
Q4 2025 Added 5.13%
$0
$17.8 Billion 2.03% of portfolio
223,101
Q4 2025 Added 2.09%
$0
$16.1 Billion 1.84% of portfolio
488,398
Q4 2025 Added 7.3%
Dimensional ETF Trust
-
$14.9 Billion 1.7% of portfolio
-
Q4 2025 Added 18.69%
$0
$12.9 Billion 1.47% of portfolio
216,187
Q4 2025 Reduced 0.07%
$0
$12.4 Billion 1.41% of portfolio
87,636
Q4 2025 Reduced 13.79%
$0
$5.32 Billion 0.61% of portfolio
74,636
Q4 2025 Reduced 3.06%
$662B
$4.63 Billion 0.53% of portfolio
9,211
Q4 2025 Added 5.47%
$0
$4.23 Billion 0.48% of portfolio
6,180
Q4 2025 Added 0.24%
Ea Series Trust
-
$3.49 Billion 0.4% of portfolio
-
Q4 2025 Added 6.83%
$237B
$3.39 Billion 0.39% of portfolio
21,134
Q4 2025 New
$0
$2.72 Billion 0.31% of portfolio
19,850
Q4 2025 Reduced 2.97%
$0
$2.69 Billion 0.31% of portfolio
10,620
Q4 2025 Added 20.92%
$3.78T
$2.6 Billion 0.3% of portfolio
5,369
Q4 2025 Added 35.82%
$0
$2.56 Billion 0.29% of portfolio
84,912
Q4 2025 Added 4.63%
$4.3T
$2.26 Billion 0.26% of portfolio
8,317
Q4 2025 Added 10.31%
$11.9B
$2.1 Billion 0.24% of portfolio
24,616
Q4 2025 Added 16.17%
$0
$1.85 Billion 0.21% of portfolio
12,870
Q4 2025 Reduced 5.51%
$465B
$1.64 Billion 0.19% of portfolio
8,767
Q4 2025 Added 1.04%
$0
$1.5 Billion 0.17% of portfolio
4,482
Q4 2025 Reduced 0.69%
Ssga Active Tr
-
$1.49 Billion 0.17% of portfolio
-
Q4 2025 Added 373.82%
$0
$1.4 Billion 0.16% of portfolio
2,051
Q4 2025 Added 27.95%
$279B
$1.35 Billion 0.15% of portfolio
12,152
Q4 2025 Added 5.5%
$0
$1.29 Billion 0.15% of portfolio
10,760
Q4 2025 Reduced 4.8%
$177B
$1.2 Billion 0.14% of portfolio
6,927
Q4 2025 Added 0.25%
$0
$1.25 Billion 0.14% of portfolio
1,997
Q4 2025 Reduced 2.73%
$0
$1.16 Billion 0.13% of portfolio
35,233
Q4 2025 Reduced 6.45%
$39.4B
$1.1 Billion 0.13% of portfolio
1,933
Q4 2025 Reduced 0.1%
$2.39T
$981 Million 0.11% of portfolio
4,249
Q4 2025 Added 0.43%
$0
$925 Million 0.11% of portfolio
1,505
Q4 2025 Reduced 5.46%
$0
$887 Million 0.1% of portfolio
11,972
Q4 2025 Added 2.78%
$0
$869 Million 0.1% of portfolio
7,773
Q3 2025 Reduced 5.71%
$1.65T
$712 Million 0.08% of portfolio
2,276
Q4 2025 Reduced 3.8%
$0
$604 Million 0.07% of portfolio
1,463
Q4 2025 Added 29.93%
$130B
$573 Million 0.07% of portfolio
1,447
Q4 2025 Reduced 3.53%
$533B
$636 Million 0.07% of portfolio
1,812
Q4 2025 Added 15.49%
$0
$603 Million 0.07% of portfolio
7,738
Q4 2025 Reduced 3.02%
$1.37T
$627 Million 0.07% of portfolio
950
Q4 2025 Added 8.32%
$0
$643 Million 0.07% of portfolio
2,214
Q4 2025 Added 3.02%

Summary

  • Portfolio
  • No. of Stocks 91
  • Current Value $875 Billion
  • Prior Value $839 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 28, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 5 stocks
  • Additional Purchases 51 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 29 stocks
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