Institutional
Wealth Management Nebraska
CIK 0002042783
$1.12B
Reported AUM
106
Positions
Q2 2026
Period
2026-07-27
Filed
Editorial summary
Summary for Wealth Management Nebraska · Q2 2026 is not yet generated. It will appear here after the next nightly run.
Portfolio · Q2 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | SPIB | SPDR SERIES TRUST | $33.13 | -0.12% | 2.58% | 7.86% | $211.1M | 18.83% | — | HELD |
| 2 | AVUV | AMERICAN CENTY ETF TR | $125.12 | -0.85% | 40.57% | 80.30% | $141.4M | 12.61% | — | HELD |
| 3 | AVLV | AMERICAN CENTY ETF TR | $91.17 | -1.22% | 36.73% | 88.22% | $94.9M | 8.47% | — | HELD |
| 4 | DFIV | DIMENSIONAL ETF TRUST | $56.23 | 0.07% | 34.84% | 99.65% | $76.5M | 6.83% | — | HELD |
| 5 | DFUS | DIMENSIONAL ETF TRUST | $79.62 | -1.66% | 21.23% | 73.69% | $72.3M | 6.45% | — | HELD |
| 6 | DFAW | DIMENSIONAL ETF TRUST | $81.55 | -1.18% | 23.58% | 77.84% | $70.6M | 6.30% | — | HELD |
| 7 | DFAS | DIMENSIONAL ETF TRUST | $80.55 | -1.35% | 28.48% | 47.18% | $66.6M | 5.94% | — | HELD |
| 8 | AVDV | AMERICAN CENTY ETF TR | $102.22 | -1.10% | 32.57% | 85.21% | $59.2M | 5.28% | — | HELD |
| 9 | SPYM | SPDR SERIES TRUST | $85.93 | -1.45% | 20.54% | 76.10% | $47.7M | 4.26% | — | HELD |
| 10 | DFUV | DIMENSIONAL ETF TRUST | $55.02 | -1.40% | 35.15% | 89.02% | $38.4M | 3.43% | — | HELD |
| 11 | SPAB | SPDR SERIES TRUST | $25.16 | -0.36% | 2.41% | -1.37% | $36.3M | 3.23% | — | HELD |
| 12 | DFAE | DIMENSIONAL ETF TRUST | $35.99 | -2.12% | 26.74% | 42.31% | $28.2M | 2.52% | — | HELD |
| 13 | DFIS | DIMENSIONAL ETF TRUST | $35.30 | -0.68% | 20.93% | 67.08% | $20.3M | 1.81% | — | HELD |
| 14 | DFGR | DIMENSIONAL ETF TRUST | $30.18 | -0.20% | 18.36% | 27.08% | $19.1M | 1.71% | — | HELD |
| 15 | VCSH | VANGUARD SCOTTSDALE FDS | $78.61 | -0.01% | 3.06% | 12.13% | $16.7M | 1.49% | — | HELD |
| 16 | DFAT | DIMENSIONAL ETF TRUST | $70.98 | -0.76% | 36.12% | 69.90% | $14.9M | 1.33% | — | HELD |
| 17 | VCIT | VANGUARD SCOTTSDALE FDS | $81.26 | -0.31% | 2.51% | 3.92% | $10.7M | 0.95% | — | HELD |
| 18 | VT | VANGUARD INTL EQUITY INDEX F | $152.22 | -1.38% | 22.31% | 60.11% | $6.9M | 0.62% | — | HELD |
| 19 | AVIV | AMERICAN CENTY ETF TR | $79.30 | -0.25% | 30.97% | 79.96% | $5.3M | 0.47% | — | HELD |
| 20 | BOXX | EA SERIES TRUST | $117.62 | 0.02% | 3.99% | 17.39% | $4.9M | 0.44% | — | HELD |
| 21 | BRK/B | BERKSHIRE HATHAWAY INC DEL | — | — | — | — | $4.7M | 0.42% | — | HELD |
| 22 | IVV | ISHARES TR | $733.12 | -1.49% | 20.42% | 75.78% | $4.5M | 0.40% | — | HELD |
| 23 | PM | PHILIP MORRIS INTL INC | $198.44 | -0.86% | 28.05% | 146.98% | $3.8M | 0.34% | — | HELD |
| 24 | QQQM | INVESCO EXCH TRADED FD TR II | $272.51 | -2.02% | 22.59% | 83.87% | $3.3M | 0.30% | — | HELD |
| 25 | PRIV | SSGA ACTIVE TR | $24.82 | -0.28% | 3.05% | 5.47% | $2.6M | 0.23% | — | HELD |
| 26 | IWP | ISHARES TR | $134.32 | -1.34% | -2.67% | 17.26% | $2.6M | 0.23% | — | HELD |
| 27 | SPSB | SPDR SERIES TRUST | $29.94 | 0.10% | 3.24% | 14.45% | $2.5M | 0.23% | — | HELD |
| 28 | AAPL | APPLE INC | $338.19 | -0.56% | 67.77% | 128.17% | $2.3M | 0.21% | — | HELD |
| 29 | VTI | VANGUARD INDEX FDS | $360.42 | -1.52% | 21.10% | 68.36% | $2.1M | 0.19% | — | HELD |
| 30 | TXN | TEXAS INSTRS INC | $271.30 | -2.08% | 56.36% | 66.36% | $2.0M | 0.18% | — | HELD |
| 31 | VYM | VANGUARD WHITEHALL FDS | $161.67 | -1.32% | — | — | $2.0M | 0.18% | — | HELD |
| 32 | MSFT | MICROSOFT CORP | $390.54 | -0.71% | — | — | $2.0M | 0.18% | — | HELD |
| 33 | GLDM | WORLD GOLD TR | $80.02 | 0.45% | — | — | $1.9M | 0.17% | — | HELD |
| 34 | NVDA | NVIDIA CORPORATION | $190.01 | -3.55% | — | — | $1.7M | 0.15% | — | HELD |
| 35 | DFSV | DIMENSIONAL ETF TRUST | $39.68 | -0.70% | — | — | $1.6M | 0.14% | — | HELD |
| 36 | SPY | STATE STR SPDR S&P 500 ETF T | $729.46 | -1.54% | — | — | $1.6M | 0.14% | — | HELD |
| 37 | BND | VANGUARD BD INDEX FDS | $72.38 | -0.36% | — | — | $1.4M | 0.13% | — | HELD |
| 38 | WMT | WALMART INC | $114.22 | 0.99% | — | — | $1.4M | 0.12% | — | HELD |
| 39 | IJR | ISHARES TR | $144.32 | -1.36% | — | — | $1.3M | 0.12% | — | HELD |
| 40 | VOO | VANGUARD INDEX FDS | $670.63 | -1.52% | — | — | $1.3M | 0.12% | — | HELD |
| 41 | VO | VANGUARD INDEX FDS | $80.62 | -0.90% | — | — | $1.2M | 0.11% | — | HELD |
| 42 | QQQ | INVESCO QQQ TR | $661.73 | -2.04% | — | — | $1.2M | 0.10% | — | HELD |
| 43 | AMZN | AMAZON COM INC | $226.65 | -1.82% | — | — | $1.1M | 0.10% | — | HELD |
| 44 | SPXL | DIREXION SHARES ETF TRUST | $250.20 | -4.66% | — | — | $1.1M | 0.09% | — | HELD |
| 45 | CAT | CATERPILLAR INC | $782.71 | -6.91% | — | — | $1.0M | 0.09% | — | HELD |
| 46 | AXON | AXON ENTERPRISE INC | $531.20 | -3.00% | — | — | $1000K | 0.09% | — | HELD |
| 47 | AVUS | AMERICAN CENTY ETF TR | $124.78 | -1.61% | — | — | $953K | 0.09% | — | HELD |
| 48 | GOOGL | ALPHABET INC | $336.71 | 0.90% | — | — | $894K | 0.08% | — | HELD |
| 49 | DE | DEERE & CO | $610.95 | -4.52% | — | — | $808K | 0.07% | — | HELD |
| 50 | MGK | VANGUARD WORLD FD | $83.11 | -1.60% | — | — | $785K | 0.07% | — | HELD |
| 51 | MDLZ | MONDELEZ INTL INC | $64.99 | 4.02% | — | — | $774K | 0.07% | — | HELD |
| 52 | VBR | VANGUARD INDEX FDS | $245.01 | -1.25% | — | — | $763K | 0.07% | — | HELD |
| 53 | DFEV | DIMENSIONAL ETF TRUST | $38.27 | -2.07% | — | — | $749K | 0.07% | — | HELD |
| 54 | DFLV | DIMENSIONAL ETF TRUST | $40.38 | -1.20% | — | — | $660K | 0.06% | — | HELD |
| 55 | DFEM | DIMENSIONAL ETF TRUST | $36.28 | -2.21% | — | — | $641K | 0.06% | — | HELD |
| 56 | AVIG | AMERICAN CENTY ETF TR | $40.84 | -0.23% | — | — | $632K | 0.06% | — | HELD |
| 57 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $374.67 | -4.50% | — | — | $624K | 0.06% | — | HELD |
| 58 | VB | VANGUARD INDEX FDS | $293.00 | -1.66% | — | — | $609K | 0.05% | — | HELD |
| 59 | V | VISA INC | $368.73 | 0.58% | — | — | $603K | 0.05% | — | HELD |
| 60 | VEA | VANGUARD TAX-MANAGED FDS | $68.95 | -0.93% | — | — | $571K | 0.05% | — | HELD |
| 61 | GOOG | ALPHABET INC | $335.76 | 0.95% | — | — | $569K | 0.05% | — | HELD |
| 62 | BIV | VANGUARD BD INDEX FDS | $75.61 | -0.33% | — | — | $569K | 0.05% | — | HELD |
| 63 | MUB | ISHARES TR | $105.77 | -0.22% | — | — | $560K | 0.05% | — | HELD |
| 64 | SCHG | SCHWAB STRATEGIC TR | $33.24 | -1.48% | — | — | $529K | 0.05% | — | HELD |
| 65 | GLD | SPDR GOLD TR | $371.08 | 0.46% | — | — | $508K | 0.05% | — | HELD |
| 66 | META | META PLATFORMS INC | $585.61 | -1.31% | — | — | $497K | 0.04% | — | HELD |
| 67 | AVGO | BROADCOM INC | $370.32 | -2.78% | — | — | $482K | 0.04% | — | HELD |
| 68 | JPM | JPMORGAN CHASE & CO | $344.71 | -3.53% | — | — | $479K | 0.04% | — | HELD |
| 69 | STCE | SCHWAB STRATEGIC TR | $58.11 | -7.26% | — | — | $468K | 0.04% | — | HELD |
| 70 | XOM | EXXON MOBIL CORP | $156.75 | 2.42% | — | — | $468K | 0.04% | — | HELD |
| 71 | HUBB | HUBBELL INC | $460.96 | -4.69% | — | — | $446K | 0.04% | — | HELD |
| 72 | DFAR | DIMENSIONAL ETF TRUST | $27.32 | -0.15% | — | — | $440K | 0.04% | — | HELD |
| 73 | SO | SOUTHERN CO | $96.05 | -0.75% | — | — | $420K | 0.04% | — | HELD |
| 74 | NEE | NEXTERA ENERGY INC | $88.46 | -0.92% | — | — | $413K | 0.04% | — | HELD |
| 75 | SLYV | SPDR SERIES TRUST | $108.38 | -1.01% | — | — | $402K | 0.04% | — | HELD |
| 76 | LLY | ELI LILLY & CO | $1210.02 | -0.87% | — | — | $393K | 0.04% | — | HELD |
| 77 | VWO | VANGUARD INTL EQUITY INDEX F | $56.92 | -1.42% | — | — | $385K | 0.03% | — | HELD |
| 78 | ITA | ISHARES TR | $236.26 | -3.56% | — | — | $376K | 0.03% | — | HELD |
| 79 | VTEB | VANGUARD MUN BD FDS | $49.70 | -0.14% | — | — | $374K | 0.03% | — | HELD |
| 80 | GBUG | SPROTT FDS TR | $38.67 | -0.91% | — | — | $354K | 0.03% | — | HELD |
| 81 | VUG | VANGUARD INDEX FDS | $82.07 | -1.51% | — | — | $324K | 0.03% | — | HELD |
| 82 | XMMO | INVESCO EXCHANGE TRADED FD T | $149.65 | -3.57% | — | — | $320K | 0.03% | — | HELD |
| 83 | ESGD | ISHARES TR | $102.52 | -0.46% | — | — | $320K | 0.03% | — | HELD |
| 84 | UNP | UNION PAC CORP | $292.19 | -0.77% | — | — | $316K | 0.03% | — | HELD |
| 85 | TSLA | TESLA INC | $298.32 | -2.97% | — | — | $315K | 0.03% | — | HELD |
| 86 | SCHB | SCHWAB STRATEGIC TR | $28.22 | -1.54% | — | — | $292K | 0.03% | — | HELD |
| 87 | NUE | NUCOR CORP | $256.02 | -3.61% | — | — | $288K | 0.03% | — | HELD |
| 88 | CVX | CHEVRON CORPORATION | $191.86 | 2.28% | — | — | $284K | 0.03% | — | HELD |
| 89 | FBTC | FIDELITY WISE ORIGIN BITCOIN | $55.29 | -0.45% | — | — | $278K | 0.02% | — | HELD |
| 90 | CSX | CSX CORP | $50.74 | -0.20% | — | — | $271K | 0.02% | — | HELD |
| 91 | HD | HOME DEPOT INC | $338.27 | -1.80% | — | — | $265K | 0.02% | — | HELD |
| 92 | AXP | AMERICAN EXPRESS CO | $331.50 | -1.52% | — | — | $260K | 0.02% | — | HELD |
| 93 | FITB | FIFTH THIRD BANCORP | $56.57 | -2.13% | — | — | $249K | 0.02% | — | HELD |
| 94 | AMAT | APPLIED MATLS INC | $436.45 | -8.40% | — | — | $245K | 0.02% | — | HELD |
| 95 | BITO | PROSHARES TR | $8.61 | -0.35% | — | — | $244K | 0.02% | — | HELD |
| 96 | SCHV | SCHWAB STRATEGIC TR | $33.76 | -1.57% | — | — | $237K | 0.02% | — | HELD |
| 97 | ORCL | ORACLE CORP | $117.74 | -1.85% | — | — | $224K | 0.02% | — | HELD |
| 98 | DUK | DUKE ENERGY CORP NEW | $129.08 | -0.12% | — | — | $224K | 0.02% | — | HELD |
| 99 | EMR | EMERSON ELEC CO | $145.73 | -4.01% | — | — | $210K | 0.02% | — | HELD |
| 100 | QCOM | QUALCOMM INC | $155.68 | -4.42% | — | — | $209K | 0.02% | — | HELD |
| 101 | VTV | VANGUARD INDEX FDS | — | — | — | — | $208K | 0.02% | — | HELD |
| 102 | SCHF | SCHWAB STRATEGIC TR | — | — | — | — | $204K | 0.02% | — | HELD |
| 103 | SCHX | SCHWAB STRATEGIC TR | — | — | — | — | $203K | 0.02% | — | HELD |
| 104 | MGC | VANGUARD WORLD FD | — | — | — | — | $201K | 0.02% | — | HELD |
| 105 | QS | QUANTUMSCAPE CORP | — | — | — | — | $169K | 0.02% | — | HELD |
| 106 | CRF | CORNERSTONE TOTAL RETURN FD | — | — | — | — | $150K | 0.01% | — | HELD |
Source: SEC EDGAR · accession 0001172661-26-002814. 13F discloses long positions only — shorts, foreign equities, and options are excluded.