StockDriftsStockDriftsTop 50 Wealth Management Nebraska Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPIB | SPDR SERIES TRUST | 20% | 7.07M | $228.2M | +12.06%(+761.05K) | $33.31(-2.19%) | 2026-09-30 | |
| AVUV | AMERICAN CENTY ETF TR | 12% | 1.16M | $136.9M | +2.58%(+29.23K) | $116.63(+5.41%) | 2026-09-30 | |
| AVLV | AMERICAN CENTY ETF TR | 8.44% | 1.07M | $96.4M | +2.40%(+24.99K) | $70.47(+32.48%) | 2026-09-30 | |
| DFIV | DIMENSIONAL ETF TRUST | 7.18% | 1.47M | $82.0M | +3.59%(+50.84K) | $39.82(+41.25%) | 2026-09-30 | |
| DFUS | DIMENSIONAL ETF TRUST | 6.54% | 898.7K | $74.6M | +1.79%(+15.83K) | $65.08(+28.86%) | 2026-09-30 | |
| DFAW | DIMENSIONAL ETF TRUST | 6.43% | 891.2K | $73.4M | +4.46%(+38.08K) | $67.87(+23.26%) | 2026-09-30 | |
| DFAS | DIMENSIONAL ETF TRUST | 5.64% | 831.8K | $64.4M | +2.90%(+23.43K) | $66.27(+19.82%) | 2026-09-30 | |
| AVDV | AMERICAN CENTY ETF TR | 5.6% | 584.7K | $64.0M | +1.85%(+10.60K) | $70.23(+52.27%) | 2026-09-30 | |
| SPYM | SPDR SERIES TRUST | 4.24% | 539.5K | $48.4M | -0.61%(-3.29K) | $67.36(+34.50%) | 2026-09-30 | |
| DFUV | DIMENSIONAL ETF TRUST | 3.31% | 686.5K | $37.8M | -1.66%(-11.60K) | $41.31(+37.27%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (7 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +25.04% |
| Top 20 Holdings Unweighted | — | — | — | — | +27.47% |
Wealth Management Nebraska reports $1.14B in US-listed equity holdings across 109 positions in its most recent 13F filing. Its largest disclosed positions are SPIB (20.0%), AVUV (12.0%) and AVLV (8.4%). The top 20 holdings account for 92.73% of reported assets. Its disclosed equity book has returned +25.04% cumulatively over 7 quarters. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Wealth Management Nebraska, compare funds side by side, and get alerts the moment positions change.
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