StockDriftsStockDriftsTop 50 Wealth Management Nebraska Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPIB | SPDR SERIES TRUST | 18.83% | 6.31M | $211.1M | +7.97%(+465.89K) | $33.36(-0.73%) | 2026-06-30 | |
| AVUV | AMERICAN CENTY ETF TR | 12.61% | 1.13M | $141.4M | new | $116.51(+9.40%) | 2026-06-30 | |
| AVLV | AMERICAN CENTY ETF TR | 8.47% | 1.04M | $94.9M | +10.95%(+102.65K) | $69.98(+34.94%) | 2026-06-30 | |
| DFIV | DIMENSIONAL ETF TRUST | 6.83% | 1.42M | $76.5M | +6.65%(+88.33K) | $39.28(+47.49%) | 2026-06-30 | |
| DFUS | DIMENSIONAL ETF TRUST | 6.45% | 882.9K | $72.3M | +5.70%(+47.61K) | $64.77(+30.64%) | 2026-06-30 | |
| DFAW | DIMENSIONAL ETF TRUST | 6.3% | 853.1K | $70.6M | +6.06%(+48.78K) | $67.22(+27.28%) | 2026-06-30 | |
| DFAS | DIMENSIONAL ETF TRUST | 5.94% | 808.4K | $66.6M | +7.74%(+58.05K) | $65.87(+26.94%) | 2026-06-30 | |
| AVDV | AMERICAN CENTY ETF TR | 5.28% | 574.1K | $59.2M | +1.61%(+9.08K) | $69.56(+57.82%) | 2026-06-30 | |
| SPYM | SPDR SERIES TRUST | 4.26% | 542.8K | $47.7M | -0.32%(-1.72K) | $67.36(+35.16%) | 2026-06-30 | |
| DFUV | DIMENSIONAL ETF TRUST | 3.43% | 698.1K | $38.4M | -1.24%(-8.74K) | $41.31(+38.84%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +27.07% |
| Top 20 Holdings Unweighted | — | — | — | — | +28.85% |
Wealth Management Nebraska reports $1.12B in US-listed equity holdings across 106 positions in its most recent 13F filing. Its largest disclosed positions are SPIB (18.8%), AVUV (12.6%) and AVLV (8.5%). The top 20 holdings account for 92.97% of reported assets. Its disclosed equity book has returned +27.07% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Wealth Management Nebraska’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2042783). View Wealth Management Nebraska’s 13F filings on SEC