Wealth Management Nebraska has filed its 13F form on November 03, 2025 for Q3 2025 where it was disclosed a total value porftolio of $839 Billion distributed in 92 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio Intermediate Te with a value of $167B, American Centy ETF Tr Avantis with a value of $90.1B, American Centy ETF Tr Avantis with a value of $55.6B, Dimensional ETF Tr with a value of $55.7B, and Dimensional ETF Tr U S Equity with a value of $54.1B.

Examining the 13F form we can see an increase of $99.2B in the current position value, from $740B to 839B.

Wealth Management Nebraska is based out at Norfolk, NE

Below you can find more details about Wealth Management Nebraska portfolio as well as his latest detailed transactions.

Portfolio value $839 Billion
ETFs: $605 Billion
Technology: $7.81 Billion
Financial Services: $6.01 Billion
Industrials: $2.47 Billion
Communication Services: $1.58 Billion
Consumer Cyclical: $1.49 Billion
Consumer Defensive: $1.19 Billion
Utilities: $674 Million
Other: $515 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 92
  • Current Value $839 Billion
  • Prior Value $740 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 03, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 13 stocks
  • Additional Purchases 45 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 26 stocks
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