Wealth Management Nebraska
CIK: 0002042783SEC EDGAR →
Portfolio Value
$874.8B
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 | $182.6B | 20.88% |
| 2 | AMERICAN CENTY ETF TR | 1,010,452 | $103.0B | 11.78% |
| 3 | AMERICAN CENTY ETF TR | 866,040 | $65.6B | 7.50% |
| 4 | DIMENSIONAL ETF TRUST | 1,272,627 | $63.5B | 7.26% |
| 5 | DIMENSIONAL ETF TRUST | 781,383 | $58.0B | 6.63% |
| 6 | AMERICAN CENTY ETF TR | 552,689 | $51.9B | 5.94% |
| 7 | DIMENSIONAL ETF TRUST | 675,204 | $50.0B | 5.71% |
| 8 | DIMENSIONAL ETF TRUST | 704,276 | $49.1B | 5.61% |
| 9 | SPDR SERIES TRUST | 1,419,003 | $36.5B | 4.18% |
| 10 | DIMENSIONAL ETF TRUST | 708,882 | $33.0B | 3.78% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (91)
$182.6B · 5.4M shares
$103.0B · 1.0M shares
$65.6B · 866K shares
$63.5B · 1.3M shares
$58.0B · 781K shares
$51.9B · 553K shares
$50.0B · 675K shares
$49.1B · 704K shares
$36.5B · 1.4M shares
$33.0B · 709K shares
$21.2B · 651K shares
$17.8B · 223K shares
$16.1B · 488K shares
$14.9B · 563K shares
$12.9B · 216K shares
$12.4B · 88K shares
$11.8B · 141K shares
$5.3B · 75K shares
$4.6B · 9K shares
$4.2B · 6K shares
$3.5B · 30K shares
$3.4B · 21K shares
$2.7B · 20K shares
$2.7B · 11K shares
$2.6B · 5K shares
$2.6B · 85K shares
$2.3B · 8K shares
$2.1B · 25K shares
$1.8B · 13K shares
$1.6B · 9K shares
$1.5B · 4K shares
$1.5B · 59K shares
$1.4B · 2K shares
$1.4B · 12K shares
$1.3B · 11K shares
$1.3B · 2K shares
$1.2B · 7K shares
$1.2B · 35K shares
$1.1B · 2K shares
$980.0M · 4K shares
$924.0M · 2K shares
$886.0M · 12K shares
$868.0M · 8K shares
$712.0M · 2K shares
$653.0M · 16K shares
$652.0M · 3K shares
$642.0M · 2K shares
$635.0M · 2K shares
$627.0M · 950 shares
$604.0M · 1K shares
$602.0M · 8K shares
$577.0M · 1K shares
$573.0M · 1K shares
$526.0M · 43K shares
$522.0M · 3K shares
$520.0M · 8K shares
$517.0M · 2K shares
$494.0M · 2K shares
$471.0M · 4K shares
$456.0M · 1K shares
$445.0M · 7K shares
$443.0M · 1K shares
$429.0M · 880 shares
$416.0M · 5K shares
$415.0M · 3K shares
$397.0M · 5K shares
$385.0M · 7K shares
$380.0M · 11K shares
$380.0M · 17K shares
$378.0M · 852 shares
$371.0M · 7K shares
$366.0M · 1K shares
$362.0M · 337 shares
$358.0M · 4K shares
$333.0M · 17K shares
$303.0M · 1K shares
$295.0M · 3K shares
$292.0M · 5K shares
$284.0M · 768 shares
$277.0M · 2K shares
$267.0M · 4K shares
$266.0M · 592 shares
$262.0M · 744 shares
$253.0M · 737 shares
$240.0M · 2K shares
$230.0M · 1K shares
$209.0M · 8K shares
$203.0M · 6K shares
$202.0M · 427 shares
$201.0M · 7K shares
$164.0M · 21K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 59 | $844.2B | 96.5% |
| Technology | 10 | $11.7B | 1.3% |
| Unknown | 4 | $9.5B | 1.1% |
| Industrials | 5 | $2.6B | 0.3% |
| Communication Services | 3 | $1.8B | 0.2% |
| Consumer Cyclical | 3 | $1.5B | 0.2% |
| Consumer Defensive | 1 | $1.4B | 0.2% |
| Utilities | 3 | $1.1B | 0.1% |
| Energy | 2 | $692.0M | 0.1% |
| Healthcare | 1 | $362.0M | 0.0% |