Wealth Management Nebraska
CIK: 0002042783SEC EDGAR →
Portfolio Value
$874.8M
Holdings
91
As of
Q4 2025
New Positions
91
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SPDR SERIES TRUST | 5,401,994 | $182.6M | 20.88% |
| 2 | AMERICAN CENTY ETF TR | 1,010,452 | $103.0M | 11.78% |
| 3 | AMERICAN CENTY ETF TR | 866,040 | $65.6M | 7.50% |
| 4 | DIMENSIONAL ETF TRUST | 1,272,627 | $63.5M | 7.26% |
| 5 | DIMENSIONAL ETF TRUST | 781,383 | $58.0M | 6.63% |
| 6 | AMERICAN CENTY ETF TR | 552,689 | $51.9M | 5.94% |
| 7 | DIMENSIONAL ETF TRUST | 675,204 | $50.0M | 5.71% |
| 8 | DIMENSIONAL ETF TRUST | 704,276 | $49.1M | 5.61% |
| 9 | SPDR SERIES TRUST | 1,419,003 | $36.5M | 4.18% |
| 10 | DIMENSIONAL ETF TRUST | 708,882 | $33.0M | 3.78% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (91)
$182.6M · 5.4M shares
$103.0M · 1.0M shares
$65.6M · 866K shares
$63.5M · 1.3M shares
$58.0M · 781K shares
$51.9M · 553K shares
$50.0M · 675K shares
$49.1M · 704K shares
$36.5M · 1.4M shares
$33.0M · 709K shares
$21.2M · 651K shares
$17.8M · 223K shares
$16.1M · 488K shares
$14.9M · 563K shares
$12.9M · 216K shares
$12.4M · 88K shares
$11.8M · 141K shares
$5.3M · 75K shares
$4.6M · 9K shares
$4.2M · 6K shares
$3.5M · 30K shares
$3.4M · 21K shares
$2.7M · 20K shares
$2.7M · 11K shares
$2.6M · 5K shares
$2.6M · 85K shares
$2.3M · 8K shares
$2.1M · 25K shares
$1.8M · 13K shares
$1.6M · 9K shares
$1.5M · 4K shares
$1.5M · 59K shares
$1.4M · 2K shares
$1.4M · 12K shares
$1.3M · 11K shares
$1.3M · 2K shares
$1.2M · 7K shares
$1.2M · 35K shares
$1.1M · 2K shares
$980K · 4K shares
$924K · 2K shares
$886K · 12K shares
$868K · 8K shares
$712K · 2K shares
$653K · 16K shares
$652K · 3K shares
$642K · 2K shares
$635K · 2K shares
$627K · 950 shares
$604K · 1K shares
$602K · 8K shares
$577K · 1K shares
$573K · 1K shares
$526K · 43K shares
$522K · 3K shares
$520K · 8K shares
$517K · 2K shares
$494K · 2K shares
$471K · 4K shares
$456K · 1K shares
$445K · 7K shares
$443K · 1K shares
$429K · 880 shares
$416K · 5K shares
$415K · 3K shares
$397K · 5K shares
$385K · 7K shares
$380K · 11K shares
$380K · 17K shares
$378K · 852 shares
$371K · 7K shares
$366K · 1K shares
$362K · 337 shares
$358K · 4K shares
$333K · 17K shares
$303K · 1K shares
$295K · 3K shares
$292K · 5K shares
$284K · 768 shares
$277K · 2K shares
$267K · 4K shares
$266K · 592 shares
$262K · 744 shares
$253K · 737 shares
$240K · 2K shares
$230K · 1K shares
$209K · 8K shares
$203K · 6K shares
$202K · 427 shares
$201K · 7K shares
$164K · 21K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 59 | $844.2M | 96.5% |
| Technology | 10 | $11.7M | 1.3% |
| Unknown | 4 | $9.5M | 1.1% |
| Industrials | 5 | $2.6M | 0.3% |
| Communication Services | 3 | $1.8M | 0.2% |
| Consumer Cyclical | 3 | $1.5M | 0.2% |
| Consumer Defensive | 1 | $1.4M | 0.2% |
| Utilities | 3 | $1.1M | 0.1% |
| Energy | 2 | $692K | 0.1% |
| Healthcare | 1 | $362K | 0.0% |