2026 Q2 Portfolio Activity
In 2026 Q2, Wealth Management Nebraska maintained a portfolio of 111 distinct positions. The most significant new addition was AMERICAN CENTY ETF TR, now representing 12.61% of the total fund value. They heavily accumulated shares in AMERICAN CENTY ETF TR, increasing the position by 10.9%. Conversely, Wealth Management Nebraska completely exited their position in AMERICAN CENTY ETF TR.
Position History
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Wealth Management Nebraska
AUM $1,119M
Total Positions
111
Quarter
2026 Q2
Top Holding
SPIB (18.8%)
Top 10 Concentration
78.4%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 111
Wealth Management Nebraska Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
SPIB
SPDR SERIES TRU...
|
Bond/Debt | 18.83% | 19.85% |
#1
Prev: #1
|
8.0 |
—
|
465,886 | 8.0% |
P
S
|
6,308,768 | $211,091,387 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-27 | |||
|
AVUV
AMERICAN CENTY ...
|
ETF | 12.61% | — |
#2
Prev: #—
|
9.0 |
—
|
1,133,259 | — |
NEW
|
1,133,259 | $141,385,427 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-27 | |||
|
AVLV
AMERICAN CENTY ...
|
ETF | 8.47% | 7.66% |
#3
Prev: #3
|
6.4 |
—
|
102,651 | 10.9% |
P
S
|
1,040,364 | $94,891,660 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-27 | |||
|
DFIV
DIMENSIONAL ETF...
|
Bond/Debt | 6.83% | 7.10% |
#4
Prev: #4
|
5.2 |
—
|
88,332 | 6.7% |
P
S
|
1,416,453 | $76,516,843 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-27 | |||
|
DFUS
DIMENSIONAL ETF...
|
ETF | 6.45% | 6.00% |
#5
1
Prev: #6
|
5.1 |
—
|
47,612 | 5.7% |
P
S
|
882,866 | $72,342,076 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-27 | |||
|
DFAW
DIMENSIONAL ETF...
|
ETF | 6.30% | 6.01% |
#6
1
Prev: #5
|
4.5 |
—
|
48,780 | 6.1% |
P
S
|
853,135 | $70,631,112 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-27 | |||
|
DFAS
DIMENSIONAL ETF...
|
ETF | 5.94% | 5.41% |
#7
1
Prev: #8
|
4.4 |
—
|
58,050 | 7.7% |
P
S
|
808,407 | $66,564,264 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-27 | |||
|
AVDV
AMERICAN CENTY ...
|
Bond/Debt | 5.28% | 5.72% |
#8
1
Prev: #7
|
2.6 |
—
|
9,076 | 1.6% |
P
S
|
574,120 | $59,163,087 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-27 | |||
|
SPLG
SPDR SERIES TRU...
|
ETF | 4.26% | 4.22% |
#9
Prev: #9
|
2.2 |
—
|
-1,716 | -0.3% |
P
S
|
542,815 | $47,702,648 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-07-27 | |||
|
DFUV
DIMENSIONAL ETF...
|
ETF | 3.43% | 3.47% |
#10
1
Prev: #11
|
1.9 |
—
|
-8,739 | -1.2% |
P
S
|
698,114 | $38,403,251 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-27 | |||
|
SPAB
SPDR SERIES TRU...
|
ETF | 3.23% | 3.69% |
#11
1
Prev: #10
|
1.8 |
—
|
456 | 0.0% |
P
S
|
1,420,593 | $36,253,556 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-27 | |||
|
DFAE
DIMENSIONAL ETF...
|
ETF | 2.52% | 2.32% |
#12
Prev: #12
|
1.5 |
—
|
26,735 | 4.0% |
P
S
|
702,365 | $28,242,134 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-27 | |||
|
DFIS
DIMENSIONAL ETF...
|
Bond/Debt | 1.81% | 1.81% |
#13
Prev: #13
|
2.7 |
—
|
48,806 | 9.2% |
P
S
|
579,166 | $20,288,197 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-27 | |||
|
DFGR
DIMENSIONAL ETF...
|
ETF | 1.71% | 1.67% |
#14
1
Prev: #15
|
2.7 |
—
|
39,370 | 6.3% |
P
S
|
659,883 | $19,116,821 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-27 | |||
|
VCSH
VANGUARD SCOTTS...
|
ETF | 1.49% | 1.78% |
#15
1
Prev: #14
|
1.1 |
—
|
-10,222 | -4.6% |
P
S
|
211,733 | $16,733,287 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-27 | |||
|
DFAT
DIMENSIONAL ETF...
|
ETF | 1.33% | 1.36% |
#16
Prev: #16
|
1.0 |
—
|
-2,192 | -1.0% |
P
S
|
212,794 | $14,874,334 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-27 | |||
|
VCIT
VANGUARD SCOTTS...
|
Bond/Debt | 0.95% | 1.07% |
#17
Prev: #17
|
0.9 |
—
|
1,256 | 1.0% |
P
S
|
129,276 | $10,684,665 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-27 | |||
|
VT
VANGUARD INTL E...
|
ETF | 0.62% | 0.84% |
#18
Prev: #18
|
0.2 |
—
|
-16,062 | -26.7% |
P
S
|
44,203 | $6,937,772 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-07-27 | |||
|
AVIV
AMERICAN CENTY ...
|
Bond/Debt | 0.47% | 0.55% |
#19
Prev: #19
|
0.7 |
—
|
-4,778 | -6.6% |
P
S
|
68,037 | $5,267,425 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-27 | |||
|
BOXX
EA SERIES TRUST
|
Unknown | 0.44% | 0.41% |
#20
2
Prev: #22
|
2.7 |
—
|
7,495 | 21.6% |
P
S
|
42,150 | $4,948,832 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-27 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 0.42% | 0.45% |
#21
1
Prev: #20
|
0.7 |
—
|
30 | 0.3% |
P
S
|
9,296 | $4,651,686 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-27 | |||
|
IVV
ISHARES TR
|
ETF | 0.40% | 0.41% |
#22
1
Prev: #21
|
0.7 |
—
|
-233 | -3.8% |
P
S
|
5,972 | $4,472,875 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-27 | |||
|
PM
PHILIP MORRIS I...
|
Consumer Defensive | 0.34% | 0.35% |
#23
Prev: #23
|
0.6 |
—
|
8 | 0.0% |
P
S
|
21,142 | $3,824,897 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-27 | |||
|
QQQM
INVESCO EXCH TR...
|
ETF | 0.30% | 0.25% |
#24
1
Prev: #25
|
0.6 |
—
|
491 | 4.7% |
P
S
|
10,919 | $3,308,171 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-07-27 | |||
|
PRIV
SSGA ACTIVE TR
|
Unknown | 0.23% | 0.17% |
#25
6
Prev: #31
|
3.1 |
—
|
34,726 | 50.9% |
P
S
|
102,891 | $2,590,281 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-07-27 | |||
|
IWP
ISHARES TR
|
ETF | 0.23% | 0.24% |
#26
1
Prev: #27
|
0.6 |
—
|
-882 | -4.8% |
P
S
|
17,428 | $2,551,685 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-07-27 | |||
|
SPSB
SPDR SERIES TRU...
|
ETF | 0.23% | 0.26% |
#27
3
Prev: #24
|
0.6 |
—
|
-67 | -0.1% |
P
S
|
84,468 | $2,534,894 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-27 | |||
|
AAPL
APPLE INC
|
Technology | 0.21% | 0.21% |
#28
Prev: #28
|
0.6 |
—
|
-178 | -2.2% |
P
S
|
8,007 | $2,316,979 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-27 | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 0.19% | 0.14% |
#29
7
Prev: #36
|
2.6 |
—
|
1,494 | 35.9% |
P
S
|
5,652 | $2,091,554 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-27 | |||
|
TXN
TEXAS INSTRS IN...
|
Technology | 0.18% | 0.13% |
#30
7
Prev: #37
|
0.6 |
—
|
37 | 0.5% |
P
S
|
6,810 | $2,030,014 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-27 | |||
|
VYM
VANGUARD WHITEH...
|
ETF | 0.18% | 0.19% |
#31
1
Prev: #30
|
1.1 |
—
|
no change | no change |
P
S
|
12,786 | $2,020,572 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-07-27 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 0.18% | 0.20% |
#32
3
Prev: #29
|
0.6 |
—
|
-18 | -0.3% |
P
S
|
5,293 | $1,974,555 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-27 | |||
|
GLDM
WORLD GOLD TR
|
ETF | 0.17% | — |
#33
Prev: #—
|
3.6 |
—
|
23,468 | — |
NEW
|
23,468 | $1,863,829 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-07-27 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 0.15% | 0.16% |
#34
2
Prev: #32
|
0.6 |
—
|
-495 | -5.4% |
P
S
|
8,617 | $1,724,183 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-27 | |||
|
DFSV
DIMENSIONAL ETF...
|
ETF | 0.14% | 0.15% |
#35
1
Prev: #34
|
0.6 |
—
|
-57 | -0.1% |
P
S
|
41,175 | $1,597,178 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-07-27 | |||
|
SPY
STATE STR SPDR ...
|
ETF | 0.14% | 0.14% |
#36
1
Prev: #35
|
0.6 |
—
|
-8 | -0.4% |
P
S
|
2,081 | $1,554,595 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-27 | |||
|
BND
VANGUARD BD IND...
|
ETF | 0.13% | 0.09% |
#37
6
Prev: #43
|
3.1 |
—
|
7,750 | 66.1% |
P
S
|
19,469 | $1,429,219 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-27 | |||
|
WMT
WALMART INC
|
Consumer Defensive | 0.12% | 0.15% |
#38
5
Prev: #33
|
0.5 |
—
|
-303 | -2.5% |
P
S
|
11,990 | $1,358,094 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-27 | |||
|
IJR
ISHARES TR
|
ETF | 0.12% | 0.12% |
#39
1
Prev: #38
|
0.5 |
—
|
-549 | -5.7% |
P
S
|
9,016 | $1,337,237 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-27 | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 0.12% | 0.11% |
#40
1
Prev: #39
|
0.5 |
—
|
-10 | -0.5% |
P
S
|
1,888 | $1,296,697 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-27 | |||
|
VO
VANGUARD INDEX ...
|
ETF | 0.11% | 0.11% |
#41
1
Prev: #40
|
3.0 |
—
|
11,407 | 307.8% |
P
S
|
15,113 | $1,217,654 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-27 | |||
|
QQQ
INVESCO QQQ TR
|
ETF | 0.10% | 0.09% |
#42
Prev: #42
|
0.5 |
—
|
-38 | -2.4% |
P
S
|
1,568 | $1,154,869 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-27 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 0.10% | 0.10% |
#43
2
Prev: #41
|
0.5 |
—
|
90 | 2.0% |
P
S
|
4,639 | $1,105,659 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-27 | |||
|
SPXL
DIREXION SHARES...
|
ETF | 0.09% | 0.05% |
#44
19
Prev: #63
|
0.0 |
—
|
-4,178 | -51.7% |
P
S
|
3,902 | $1,056,185 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-07-27 | |||
|
CAT
CATERPILLAR INC
|
Industrials | 0.09% | 0.07% |
#45
2
Prev: #47
|
0.5 |
—
|
-61 | -5.9% |
P
S
|
978 | $1,041,647 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-27 | |||
|
AXON
AXON ENTERPRISE...
|
Industrials | 0.09% | 0.08% |
#46
1
Prev: #45
|
0.5 |
—
|
-150 | -7.8% |
P
S
|
1,783 | $999,568 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-27 | |||
|
AVUS
AMERICAN CENTY ...
|
ETF | 0.09% | 0.09% |
#47
3
Prev: #44
|
0.5 |
—
|
-123 | -1.6% |
P
S
|
7,443 | $953,299 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-07-27 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 0.08% | 0.07% |
#48
Prev: #48
|
0.5 |
—
|
45 | 1.8% |
P
S
|
2,501 | $893,782 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-27 | |||
|
DE
DEERE & CO
|
Industrials | 0.07% | — |
#49
Prev: #—
|
3.5 |
—
|
1,273 | — |
NEW
|
1,273 | $807,502 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-27 | |||
|
MGK
VANGUARD WORLD ...
|
Warrant | 0.07% | 0.06% |
#50
1
Prev: #51
|
3.0 |
—
|
7,195 | 413.5% |
P
S
|
8,935 | $785,490 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-07-27 |
Showing 1-50 of 111 holdings