Wealth Management Nebraska Portfolio Holdings

Wealth Management Nebraska

  • $740 Billion
  • Q2 2025

Wealth Management Nebraska has filed its 13F form on July 23, 2025 for Q2 2025 where it was disclosed a total value porftolio of $740 Billion distributed in 82 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio Intermediate Te with a value of $147B, American Centy ETF Tr Avantis with a value of $75.5B, Dimensional ETF Tr with a value of $49.6B, Dimensional ETF Tr U S Equity with a value of $48.1B, and American Centy ETF Tr Avantis with a value of $46.7B.

Examining the 13F form we can see an increase of $82.4B in the current position value, from $657B to 740B.

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 $740 Billion
ETFs: $547 Billion
Technology: $6.62 Billion
Financial Services: $3.49 Billion
Industrials: $2.56 Billion
Consumer Cyclical: $1.37 Billion
Communication Services: $1.35 Billion
Consumer Defensive: $1.14 Billion
Utilities: $686 Million
Other: $514 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$147 Billion 19.92% of portfolio
4,398,143
Q2 2025 Added 0.89%
$0
$75.5 Billion 10.21% of portfolio
827,779
Q2 2025 Added 20.16%
$0
$49.6 Billion 6.71% of portfolio
1,160,172
Q2 2025 Added 4.67%
$0
$48.1 Billion 6.51% of portfolio
721,271
Q2 2025 Added 5.09%
$0
$46.7 Billion 6.32% of portfolio
686,247
Q2 2025 Added 10.6%
$0
$42.6 Billion 5.76% of portfolio
540,154
Q2 2025 Added 2.56%
$0
$41.6 Billion 5.63% of portfolio
575,614
Q2 2025 Added 0.52%
$0
$40.6 Billion 5.48% of portfolio
656,567
Q2 2025 Added 18.45%
Dimensional ETF Trust
-
$32.6 Billion 4.4% of portfolio
-
Q2 2025 Added 22.13%
$0
$32.2 Billion 4.36% of portfolio
1,263,272
Q2 2025 Added 2.24%
$0
$30.1 Billion 4.07% of portfolio
713,723
Q2 2025 Added 0.24%
$0
$17.3 Billion 2.34% of portfolio
601,614
Q2 2025 Added 4.76%
$0
$16.9 Billion 2.29% of portfolio
213,099
Q2 2025 Reduced 7.32%
$0
$16.2 Billion 2.2% of portfolio
126,869
Q2 2025 Reduced 6.48%
$0
$12.6 Billion 1.71% of portfolio
424,985
Q2 2025 Added 6.92%
$0
$11.8 Billion 1.59% of portfolio
142,541
Q2 2025 Reduced 1.87%
Dimensional ETF Trust
-
$11.2 Billion 1.52% of portfolio
-
Q2 2025 Added 7.6%
$0
$5 Billion 0.68% of portfolio
80,463
Q2 2025 Reduced 0.06%
$0
$3.9 Billion 0.53% of portfolio
6,312
Q2 2025 Added 5.75%
Ea Series Trust
-
$3.03 Billion 0.41% of portfolio
-
Q2 2025 Added 305.1%
$0
$3.02 Billion 0.41% of portfolio
21,964
Q2 2025 Added 8.28%
$0
$2.36 Billion 0.32% of portfolio
78,171
Q2 2025 Reduced 2.36%
$3.88T
$1.95 Billion 0.26% of portfolio
3,939
Q2 2025 Added 0.64%
$611B
$1.96 Billion 0.26% of portfolio
4,028
Q2 2025 Added 3.31%
$0
$1.8 Billion 0.24% of portfolio
13,613
Q2 2025 New
$0
$1.53 Billion 0.21% of portfolio
6,774
Q2 2025 New
$61.9B
$1.58 Billion 0.21% of portfolio
1,933
Q2 2025 Reduced 6.93%
$0
$1.39 Billion 0.19% of portfolio
4,586
Q2 2025 Reduced 16.89%
$177B
$1.43 Billion 0.19% of portfolio
6,922
Q2 2025 Added 0.67%
$450B
$1.4 Billion 0.19% of portfolio
8,845
Q2 2025 Reduced 3.54%
$0
$1.32 Billion 0.18% of portfolio
12,060
Q2 2025 Added 7.81%
$3.54T
$1.27 Billion 0.17% of portfolio
6,313
Q2 2025 Added 5.23%
$0
$1.25 Billion 0.17% of portfolio
2,207
Q2 2025 Added 15.25%
$280B
$1.14 Billion 0.15% of portfolio
11,730
Q2 2025 Reduced 1.24%
$9.88B
$1.03 Billion 0.14% of portfolio
15,847
Q2 2025 New
$0
$986 Million 0.13% of portfolio
1,603
Q2 2025 New
$0
$855 Million 0.12% of portfolio
11,653
Q2 2025 Reduced 22.84%
$2.27T
$918 Million 0.12% of portfolio
4,113
Q1 2025 Added 37.93%
$0
$845 Million 0.11% of portfolio
1,541
Q2 2025 Reduced 40.16%
$0
$828 Million 0.11% of portfolio
8,244
Q2 2025 Added 0.16%
$1.71T
$648 Million 0.09% of portfolio
883
Q2 2025 Reduced 5.26%
$0
$648 Million 0.09% of portfolio
6,215
Q2 2025 Reduced 4.0%
$0
$597 Million 0.08% of portfolio
2,140
Q2 2025 Added 11.52%
$0
$606 Million 0.08% of portfolio
14,618
Q2 2025 Reduced 14.32%
$0
$522 Million 0.07% of portfolio
6,768
Q2 2025 New
$543B
$546 Million 0.07% of portfolio
1,566
Q1 2025 Added 1.1%
$0
$458 Million 0.06% of portfolio
8,067
Q2 2025 Added 11.96%
$1.17T
$425 Million 0.06% of portfolio
2,383
Q1 2025 Added 37.11%
$0
$467 Million 0.06% of portfolio
1,966
Q2 2025 Added 4.02%

Summary

  • Portfolio
  • No. of Stocks 82
  • Current Value $740 Billion
  • Prior Value $657 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 23, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 15 stocks
  • Additional Purchases 35 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 19 stocks
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