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 Market Cap. of $2 Billions to $10 Billions

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

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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