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 Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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