Holders — by stockHoldings — by fund
Wealth Management Nebraska
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0002042783
$1.12B
disclosed book value
106
positions
18.8%
largest position share
Positions, as of 2026-06-30
top 100 of 106 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | SPIBSPDR SERIES TRUST | 6.3M | $211.1M | 18.8% |
| 2 | AVUVAMERICAN CENTY ETF TR | 1.1M | $141.4M | 12.6% |
| 3 | AVLVAMERICAN CENTY ETF TR | 1.0M | $94.9M | 8.5% |
| 4 | DFIVDIMENSIONAL ETF TRUST | 1.4M | $76.5M | 6.8% |
| 5 | DFUSDIMENSIONAL ETF TRUST | 882,866 | $72.3M | 6.5% |
| 6 | DFAWDIMENSIONAL ETF TRUST | 853,135 | $70.6M | 6.3% |
| 7 | DFASDIMENSIONAL ETF TRUST | 808,407 | $66.6M | 5.9% |
| 8 | AVDVAMERICAN CENTY ETF TR | 574,120 | $59.2M | 5.3% |
| 9 | SPYMSPDR SERIES TRUST | 542,815 | $47.7M | 4.3% |
| 10 | DFUVDIMENSIONAL ETF TRUST | 698,114 | $38.4M | 3.4% |
| 11 | SPABSPDR SERIES TRUST | 1.4M | $36.3M | 3.2% |
| 12 | DFAEDIMENSIONAL ETF TRUST | 702,365 | $28.2M | 2.5% |
| 13 | DFISDIMENSIONAL ETF TRUST | 579,166 | $20.3M | 1.8% |
| 14 | DFGRDIMENSIONAL ETF TRUST | 659,883 | $19.1M | 1.7% |
| 15 | VCSHVANGUARD SCOTTSDALE FDS | 211,733 | $16.7M | 1.5% |
| 16 | DFATDIMENSIONAL ETF TRUST | 212,794 | $14.9M | 1.3% |
| 17 | VCITVANGUARD SCOTTSDALE FDS | 129,276 | $10.7M | 1% |
| 18 | VTVANGUARD INTL EQUITY INDEX F | 44,203 | $6.9M | 0.6% |
| 19 | AVIVAMERICAN CENTY ETF TR | 68,037 | $5.3M | 0.5% |
| 20 | BOXXEA SERIES TRUST | 42,150 | $4.9M | 0.4% |
| 21 | BRK/BBERKSHIRE HATHAWAY INC DEL | 9,296 | $4.7M | 0.4% |
| 22 | IVVISHARES TR | 5,972 | $4.5M | 0.4% |
| 23 | PMPHILIP MORRIS INTL INC | 21,142 | $3.8M | 0.3% |
| 24 | QQQMINVESCO EXCH TRADED FD TR II | 10,919 | $3.3M | 0.3% |
| 25 | PRIVSSGA ACTIVE TR | 102,891 | $2.6M | 0.2% |
| 26 | IWPISHARES TR | 17,428 | $2.6M | 0.2% |
| 27 | SPSBSPDR SERIES TRUST | 84,468 | $2.5M | 0.2% |
| 28 | AAPLAPPLE INC | 8,007 | $2.3M | 0.2% |
| 29 | VTIVANGUARD INDEX FDS | 5,652 | $2.1M | 0.2% |
| 30 | TXNTEXAS INSTRS INC | 6,810 | $2.0M | 0.2% |
| 31 | VYMVANGUARD WHITEHALL FDS | 12,786 | $2.0M | 0.2% |
| 32 | MSFTMICROSOFT CORP | 5,293 | $2.0M | 0.2% |
| 33 | GLDMWORLD GOLD TR | 23,468 | $1.9M | 0.2% |
| 34 | NVDANVIDIA CORPORATION | 8,617 | $1.7M | 0.2% |
| 35 | DFSVDIMENSIONAL ETF TRUST | 41,175 | $1.6M | 0.1% |
| 36 | SPYSTATE STR SPDR S&P 500 ETF T | 2,081 | $1.6M | 0.1% |
| 37 | BNDVANGUARD BD INDEX FDS | 19,469 | $1.4M | 0.1% |
| 38 | WMTWALMART INC | 11,990 | $1.4M | 0.1% |
| 39 | IJRISHARES TR | 9,016 | $1.3M | 0.1% |
| 40 | VOOVANGUARD INDEX FDS | 1,888 | $1.3M | 0.1% |
| 41 | VOVANGUARD INDEX FDS | 15,113 | $1.2M | 0.1% |
| 42 | QQQINVESCO QQQ TR | 1,568 | $1.2M | 0.1% |
| 43 | AMZNAMAZON COM INC | 4,639 | $1.1M | 0.1% |
| 44 | SPXLDIREXION SHARES ETF TRUST | 3,902 | $1.1M | 0.1% |
| 45 | CATCATERPILLAR INC | 978 | $1.0M | 0.1% |
| 46 | AXONAXON ENTERPRISE INC | 1,783 | $999,568 | 0.1% |
| 47 | AVUSAMERICAN CENTY ETF TR | 7,443 | $953,299 | 0.1% |
| 48 | GOOGLALPHABET INC | 2,501 | $893,782 | 0.1% |
| 49 | DEDEERE & CO | 1,273 | $807,502 | 0.1% |
| 50 | MGKVANGUARD WORLD FD | 8,935 | $785,490 | 0.1% |
| 51 | MDLZMONDELEZ INTL INC | 13,376 | $773,668 | 0.1% |
| 52 | VBRVANGUARD INDEX FDS | 3,142 | $763,475 | 0.1% |
| 53 | DFEVDIMENSIONAL ETF TRUST | 17,561 | $749,277 | 0.1% |
| 54 | DFLVDIMENSIONAL ETF TRUST | 16,696 | $660,160 | 0.1% |
| 55 | DFEMDIMENSIONAL ETF TRUST | 15,776 | $641,137 | 0.1% |
| 56 | AVIGAMERICAN CENTY ETF TR | 15,266 | $632,165 | 0.1% |
| 57 | TSMTAIWAN SEMICONDUCTOR MANUFAC | 1,306 | $623,706 | 0.1% |
| 58 | VBVANGUARD INDEX FDS | 2,008 | $608,665 | 0.1% |
| 59 | VVISA INC | 1,758 | $603,255 | 0.1% |
| 60 | VEAVANGUARD TAX-MANAGED FDS | 8,014 | $570,998 | 0.1% |
| 61 | GOOGALPHABET INC | 1,611 | $569,215 | 0.1% |
| 62 | BIVVANGUARD BD INDEX FDS | 7,417 | $568,884 | 0.1% |
| 63 | MUBISHARES TR | 5,206 | $560,270 | 0% |
| 64 | SCHGSCHWAB STRATEGIC TR | 15,632 | $528,987 | 0% |
| 65 | GLDSPDR GOLD TR | 1,379 | $507,996 | 0% |
| 66 | METAMETA PLATFORMS INC | 883 | $497,385 | 0% |
| 67 | AVGOBROADCOM INC | 1,276 | $482,186 | 0% |
| 68 | JPMJPMORGAN CHASE & CO | 1,464 | $479,266 | 0% |
| 69 | STCESCHWAB STRATEGIC TR | 6,691 | $468,063 | 0% |
| 70 | EXMOCEXXON MOBIL CORP | 3,420 | $467,678 | 0% |
| 71 | HUBBHUBBELL INC | 852 | $445,766 | 0% |
| 72 | DFARDIMENSIONAL ETF TRUST | 16,816 | $439,907 | 0% |
| 73 | SOSOUTHERN CO | 4,388 | $420,014 | 0% |
| 74 | NEENEXTERA ENERGY INC | 4,707 | $413,133 | 0% |
| 75 | SLYVSPDR SERIES TRUST | 3,682 | $401,812 | 0% |
| 76 | LLYELI LILLY & CO | 328 | $393,413 | 0% |
| 77 | VWOVANGUARD INTL EQUITY INDEX F | 6,455 | $385,299 | 0% |
| 78 | ITAISHARES TR | 1,551 | $375,994 | 0% |
| 79 | VTEBVANGUARD MUN BD FDS | 7,397 | $374,140 | 0% |
| 80 | GBUGSPROTT FDS TR | 9,063 | $353,882 | 0% |
| 81 | VUGVANGUARD INDEX FDS | 3,765 | $324,317 | 0% |
| 82 | XMMOINVESCO EXCHANGE TRADED FD T | 1,883 | $320,374 | 0% |
| 83 | ESGDISHARES TR | 3,111 | $319,842 | 0% |
| 84 | UNPUNION PAC CORP | 1,161 | $315,792 | 0% |
| 85 | TSLATESLA INC | 748 | $314,609 | 0% |
| 86 | SCHBSCHWAB STRATEGIC TR | 10,100 | $292,496 | 0% |
| 87 | NUENUCOR CORP | 1,293 | $288,016 | 0% |
| 88 | CVXCHEVRON CORPORATION | 1,714 | $284,153 | 0% |
| 89 | FBTCFIDELITY WISE ORIGIN BITCOIN | 5,445 | $277,967 | 0% |
| 90 | CSXCSX CORP | 5,706 | $271,206 | 0% |
| 91 | HDHOME DEPOT INC | 750 | $264,564 | 0% |
| 92 | AXPAMERICAN EXPRESS CO | 768 | $259,776 | 0% |
| 93 | FITBFIFTH THIRD BANCORP | 4,418 | $249,093 | 0% |
| 94 | AMATAPPLIED MATLS INC | 339 | $245,097 | 0% |
| 95 | BITOPROSHARES TR | 30,590 | $244,112 | 0% |
| 96 | SCHVSCHWAB STRATEGIC TR | 6,798 | $236,638 | 0% |
| 97 | ORCLORACLE CORP | 1,531 | $224,471 | 0% |
| 98 | DUKDUKE ENERGY CORP NEW | 1,769 | $223,995 | 0% |
| 99 | EMREMERSON ELEC CO | 1,465 | $209,715 | 0% |
| 100 | QCOMQUALCOMM INC | 1,131 | $208,997 | 0% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.