Wealth Management Nebraska
Wealth Management Nebraska reported 109 stocks worth $1.1B in its 13F filing for Q3 2026, filed Oct 26, 2026. Its largest holdings are SPIB (20.0%), AVUV (12.0%) and AVLV (8.4%). Compared with Q2 2026, the fund opened new positions in XOM, SPLB and KO, added to SPIB, AVUV and AVLV, trimmed SPYM, DFUV and SPAB and sold out of XOM, VTEB and DUK.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SPIB Spdr Series Trust | $228M | 20.0% | 7.1M | +761K (+12%) | 8 of 8 | |
| 2 |  AVUV American Centy ETF TR | $137M | 12.0% | 1.2M | +29K (+3%) | 2 of 8 | |
| 3 |  AVLV American Centy ETF TR | $96.4M | 8.4% | 1.1M | +25K (+2%) | 8 of 8 | |
| 4 |  DFIV Dimensional ETF Trust | $82M | 7.2% | 1.5M | +51K (+4%) | 8 of 8 | |
| 5 |  DFUS Dimensional US Equity Market ETF | $74.6M | 6.5% | 899K | +16K (+2%) | 8 of 8 | |
| 6 |  DFAW Dimensional World Equity | $73.4M | 6.4% | 891K | +38K (+4%) | 8 of 8 | |
| 7 | DIMENSIONAL U S SMALL CAP ETF | $64.4M | 5.6% | 832K | +23K (+3%) | 8 of 8 | |
| 8 |  AVDV Avantis International Small Cap Value ETF | $64M | 5.6% | 585K | +11K (+2%) | 8 of 8 | |
| 9 |  SPYM Spdr Series Trust | $48.4M | 4.2% | 540K | −3,285 (−1%) | 6 of 8 | |
| 10 |  DFUV Dimensional US Marketwide Value ETF | $37.8M | 3.3% | 687K | −12K (−2%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
DIMENSIONAL ETF TRUST | $1.6M | 41K |
 XOM Exxon Mobil Corp | $468K | 3,420 |
DIMENSIONAL US REAL | $440K | 17K |
 VTEB Vanguard Mun BD Fds | $374K | 7,397 |
 DUK Duke Energy Corp New | $224K | 1,769 |
🔒 Free account: see all 6.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 26, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Wealth Management Nebraska 13F FAQ
What does Wealth Management Nebraska own?
Wealth Management Nebraska reported 109 stocks worth $1.1B in its 13F filing for Q3 2026, filed Oct 26, 2026. Its largest holdings are SPIB (20.0%), AVUV (12.0%) and AVLV (8.4%). The table above lists every position in the filing (the top 10 without an account).
What did Wealth Management Nebraska buy and sell in Q3 2026?
Compared with Q2 2026: 9 new positions, 48 added to, 34 trimmed and 6 sold out. New positions include XOM, SPLB and KO. It sold all of XOM, VTEB and DUK.
When will Wealth Management Nebraska file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Wealth Management Nebraska's portfolio worth?
The Q3 2026 filing reports $1.1B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.