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 | $33.10 | -0.18% | 2.79% | 8.08% | $211.1M | 18.83% | — | HELD |
| 2 | AVUV | AMERICAN CENTY ETF TR | $125.29 | 0.04% | 40.62% | 80.36% | $141.4M | 12.61% | — | HELD |
| 3 | AVLV | AMERICAN CENTY ETF TR | $92.13 | 0.11% | 36.33% | 87.67% | $94.9M | 8.47% | — | HELD |
| 4 | DFIV | DIMENSIONAL ETF TRUST | $57.19 | -0.62% | 38.08% | 104.44% | $76.5M | 6.83% | — | HELD |
| 5 | DFUS | DIMENSIONAL ETF TRUST | $81.36 | 0.40% | 21.34% | 73.84% | $72.3M | 6.45% | — | HELD |
| 6 | DFAW | DIMENSIONAL ETF TRUST | $82.63 | -0.16% | 25.42% | 80.49% | $70.6M | 6.30% | — | HELD |
| 7 | DFAS | DIMENSIONAL ETF TRUST | $81.07 | -0.12% | 29.25% | 48.05% | $66.6M | 5.94% | — | HELD |
| 8 | AVDV | AMERICAN CENTY ETF TR | $104.50 | -0.61% | 34.85% | 88.40% | $59.2M | 5.28% | — | HELD |
| 9 | SPYM | SPDR SERIES TRUST | $87.68 | 0.42% | 20.71% | 76.35% | $47.7M | 4.26% | — | HELD |
| 10 | DFUV | DIMENSIONAL ETF TRUST | $55.57 | 0.18% | 34.35% | 87.90% | $38.4M | 3.43% | — | HELD |
| 11 | SPAB | SPDR SERIES TRUST | $25.08 | -0.30% | 2.04% | -1.73% | $36.3M | 3.23% | — | HELD |
| 12 | DFAE | DIMENSIONAL ETF TRUST | $37.58 | 0.62% | 32.16% | 48.39% | $28.2M | 2.52% | — | HELD |
| 13 | DFIS | DIMENSIONAL ETF TRUST | $35.84 | -0.60% | 23.09% | 70.06% | $20.3M | 1.81% | — | HELD |
| 14 | DFGR | DIMENSIONAL ETF TRUST | $29.82 | -0.43% | 17.46% | 26.12% | $19.1M | 1.71% | — | HELD |
| 15 | VCSH | VANGUARD SCOTTSDALE FDS | $78.56 | -0.14% | 3.13% | 12.21% | $16.7M | 1.49% | — | HELD |
| 16 | DFAT | DIMENSIONAL ETF TRUST | $70.72 | -0.17% | 34.83% | 68.29% | $14.9M | 1.33% | — | HELD |
| 17 | VCIT | VANGUARD SCOTTSDALE FDS | $81.14 | -0.30% | 2.35% | 3.75% | $10.7M | 0.95% | — | HELD |
| 18 | VT | VANGUARD INTL EQUITY INDEX F | $155.66 | 0.14% | 23.18% | 61.25% | $6.9M | 0.62% | — | HELD |
| 19 | AVIV | AMERICAN CENTY ETF TR | $80.67 | -0.62% | 34.06% | 84.21% | $5.3M | 0.47% | — | HELD |
| 20 | BOXX | EA SERIES TRUST | $117.69 | 0.05% | 4.01% | 17.42% | $4.9M | 0.44% | — | HELD |
| 21 | BRK/B | BERKSHIRE HATHAWAY INC DEL | — | — | — | — | $4.7M | 0.42% | — | HELD |
| 22 | IVV | ISHARES TR | $748.38 | 0.43% | 20.75% | 76.27% | $4.5M | 0.40% | — | HELD |
| 23 | PM | PHILIP MORRIS INTL INC | $192.37 | 0.19% | 22.86% | 136.97% | $3.8M | 0.34% | — | HELD |
| 24 | QQQM | INVESCO EXCH TRADED FD TR II | $282.98 | 0.58% | 24.01% | 85.99% | $3.3M | 0.30% | — | HELD |
| 25 | PRIV | SSGA ACTIVE TR | $24.74 | -0.34% | 2.45% | 4.85% | $2.6M | 0.23% | — | HELD |
| 26 | IWP | ISHARES TR | $137.07 | -0.30% | -1.25% | 18.97% | $2.6M | 0.23% | — | HELD |
| 27 | SPSB | SPDR SERIES TRUST | $29.93 | -0.10% | 3.48% | 14.72% | $2.5M | 0.23% | — | HELD |
| 28 | AAPL | APPLE INC | $300.58 | -9.85% | 65.41% | 124.96% | $2.3M | 0.21% | — | HELD |
| 29 | VTI | VANGUARD INDEX FDS | $367.54 | 0.35% | 21.20% | 68.49% | $2.1M | 0.19% | — | HELD |
| 30 | TXN | TEXAS INSTRS INC | $276.90 | -0.67% | 57.32% | 67.38% | $2.0M | 0.18% | — | HELD |
| 31 | VYM | VANGUARD WHITEHALL FDS | $162.03 | 0.04% | — | — | $2.0M | 0.18% | — | HELD |
| 32 | MSFT | MICROSOFT CORP | $463.94 | 2.85% | — | — | $2.0M | 0.18% | — | HELD |
| 33 | GLDM | WORLD GOLD TR | $80.10 | -1.51% | — | — | $1.9M | 0.17% | — | HELD |
| 34 | NVDA | NVIDIA CORPORATION | $198.08 | 1.56% | — | — | $1.7M | 0.15% | — | HELD |
| 35 | DFSV | DIMENSIONAL ETF TRUST | $39.60 | -0.15% | — | — | $1.6M | 0.14% | — | HELD |
| 36 | SPY | STATE STR SPDR S&P 500 ETF T | $744.52 | 0.38% | — | — | $1.6M | 0.14% | — | HELD |
| 37 | BND | VANGUARD BD INDEX FDS | $72.17 | -0.35% | — | — | $1.4M | 0.13% | — | HELD |
| 38 | WMT | WALMART INC | $111.48 | 0.34% | — | — | $1.4M | 0.12% | — | HELD |
| 39 | IJR | ISHARES TR | $145.44 | -0.04% | — | — | $1.3M | 0.12% | — | HELD |
| 40 | VOO | VANGUARD INDEX FDS | $684.66 | 0.42% | — | — | $1.3M | 0.12% | — | HELD |
| 41 | VO | VANGUARD INDEX FDS | $81.01 | 0.02% | — | — | $1.2M | 0.11% | — | HELD |
| 42 | QQQ | INVESCO QQQ TR | $687.04 | 0.51% | — | — | $1.2M | 0.10% | — | HELD |
| 43 | AMZN | AMAZON COM INC | $270.97 | 15.06% | — | — | $1.1M | 0.10% | — | HELD |
| 44 | SPXL | DIREXION SHARES ETF TRUST | $265.93 | 1.15% | — | — | $1.1M | 0.09% | — | HELD |
| 45 | CAT | CATERPILLAR INC | $819.58 | 1.29% | — | — | $1.0M | 0.09% | — | HELD |
| 46 | AXON | AXON ENTERPRISE INC | $521.87 | -0.65% | — | — | $1000K | 0.09% | — | HELD |
| 47 | AVUS | AMERICAN CENTY ETF TR | $127.33 | 0.35% | — | — | $953K | 0.09% | — | HELD |
| 48 | GOOGL | ALPHABET INC | $354.58 | 6.27% | — | — | $894K | 0.08% | — | HELD |
| 49 | DE | DEERE & CO | $596.60 | -0.48% | — | — | $808K | 0.07% | — | HELD |
| 50 | MGK | VANGUARD WORLD FD | $85.82 | 0.52% | — | — | $785K | 0.07% | — | HELD |
| 51 | MDLZ | MONDELEZ INTL INC | $62.15 | -1.47% | — | — | $774K | 0.07% | — | HELD |
| 52 | VBR | VANGUARD INDEX FDS | $244.80 | -0.13% | — | — | $763K | 0.07% | — | HELD |
| 53 | DFEV | DIMENSIONAL ETF TRUST | $39.69 | 0.03% | — | — | $749K | 0.07% | — | HELD |
| 54 | DFLV | DIMENSIONAL ETF TRUST | $40.69 | 0.36% | — | — | $660K | 0.06% | — | HELD |
| 55 | DFEM | DIMENSIONAL ETF TRUST | $37.76 | 0.59% | — | — | $641K | 0.06% | — | HELD |
| 56 | AVIG | AMERICAN CENTY ETF TR | $40.72 | -0.39% | — | — | $632K | 0.06% | — | HELD |
| 57 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $407.33 | 1.00% | — | — | $624K | 0.06% | — | HELD |
| 58 | VB | VANGUARD INDEX FDS | $295.29 | -0.17% | — | — | $609K | 0.05% | — | HELD |
| 59 | V | VISA INC | $365.17 | -0.30% | — | — | $603K | 0.05% | — | HELD |
| 60 | VEA | VANGUARD TAX-MANAGED FDS | $70.71 | -0.53% | — | — | $571K | 0.05% | — | HELD |
| 61 | GOOG | ALPHABET INC | $353.20 | 5.85% | — | — | $569K | 0.05% | — | HELD |
| 62 | BIV | VANGUARD BD INDEX FDS | $75.43 | -0.35% | — | — | $569K | 0.05% | — | HELD |
| 63 | MUB | ISHARES TR | $105.54 | -0.21% | — | — | $560K | 0.05% | — | HELD |
| 64 | SCHG | SCHWAB STRATEGIC TR | $33.99 | 0.58% | — | — | $529K | 0.05% | — | HELD |
| 65 | GLD | SPDR GOLD TR | $371.46 | -1.51% | — | — | $508K | 0.05% | — | HELD |
| 66 | META | META PLATFORMS INC | $549.42 | 1.93% | — | — | $497K | 0.04% | — | HELD |
| 67 | AVGO | BROADCOM INC | $388.14 | 0.08% | — | — | $482K | 0.04% | — | HELD |
| 68 | JPM | JPMORGAN CHASE & CO | $353.69 | 0.81% | — | — | $479K | 0.04% | — | HELD |
| 69 | STCE | SCHWAB STRATEGIC TR | $62.47 | -4.07% | — | — | $468K | 0.04% | — | HELD |
| 70 | XOM | EXXON MOBIL CORP | $153.96 | -1.92% | — | — | $468K | 0.04% | — | HELD |
| 71 | HUBB | HUBBELL INC | $476.38 | 0.57% | — | — | $446K | 0.04% | — | HELD |
| 72 | DFAR | DIMENSIONAL ETF TRUST | $26.82 | -0.43% | — | — | $440K | 0.04% | — | HELD |
| 73 | SO | SOUTHERN CO | $94.85 | 0.54% | — | — | $420K | 0.04% | — | HELD |
| 74 | NEE | NEXTERA ENERGY INC | $87.82 | -0.13% | — | — | $413K | 0.04% | — | HELD |
| 75 | SLYV | SPDR SERIES TRUST | $108.26 | -0.05% | — | — | $402K | 0.04% | — | HELD |
| 76 | LLY | ELI LILLY & CO | $1143.39 | -1.00% | — | — | $393K | 0.04% | — | HELD |
| 77 | VWO | VANGUARD INTL EQUITY INDEX F | $58.74 | 0.94% | — | — | $385K | 0.03% | — | HELD |
| 78 | ITA | ISHARES TR | $239.65 | 0.64% | — | — | $376K | 0.03% | — | HELD |
| 79 | VTEB | VANGUARD MUN BD FDS | $49.54 | -0.22% | — | — | $374K | 0.03% | — | HELD |
| 80 | GBUG | SPROTT FDS TR | $38.93 | -2.90% | — | — | $354K | 0.03% | — | HELD |
| 81 | VUG | VANGUARD INDEX FDS | $84.74 | 0.55% | — | — | $324K | 0.03% | — | HELD |
| 82 | XMMO | INVESCO EXCHANGE TRADED FD T | $154.73 | 0.50% | — | — | $320K | 0.03% | — | HELD |
| 83 | ESGD | ISHARES TR | $104.58 | -0.72% | — | — | $320K | 0.03% | — | HELD |
| 84 | UNP | UNION PAC CORP | $292.55 | 1.07% | — | — | $316K | 0.03% | — | HELD |
| 85 | TSLA | TESLA INC | $309.49 | 0.21% | — | — | $315K | 0.03% | — | HELD |
| 86 | SCHB | SCHWAB STRATEGIC TR | $28.77 | 0.32% | — | — | $292K | 0.03% | — | HELD |
| 87 | NUE | NUCOR CORP | $256.69 | -0.14% | — | — | $288K | 0.03% | — | HELD |
| 88 | CVX | CHEVRON CORPORATION | $195.43 | 1.62% | — | — | $284K | 0.03% | — | HELD |
| 89 | FBTC | FIDELITY WISE ORIGIN BITCOIN | $54.60 | -3.11% | — | — | $278K | 0.02% | — | HELD |
| 90 | CSX | CSX CORP | $50.31 | 0.23% | — | — | $271K | 0.02% | — | HELD |
| 91 | HD | HOME DEPOT INC | $331.52 | -0.55% | — | — | $265K | 0.02% | — | HELD |
| 92 | AXP | AMERICAN EXPRESS CO | $337.13 | -0.12% | — | — | $260K | 0.02% | — | HELD |
| 93 | FITB | FIFTH THIRD BANCORP | $56.70 | 0.19% | — | — | $249K | 0.02% | — | HELD |
| 94 | AMAT | APPLIED MATLS INC | $518.99 | 3.43% | — | — | $245K | 0.02% | — | HELD |
| 95 | BITO | PROSHARES TR | $8.49 | -3.14% | — | — | $244K | 0.02% | — | HELD |
| 96 | SCHV | SCHWAB STRATEGIC TR | $34.15 | -0.03% | — | — | $237K | 0.02% | — | HELD |
| 97 | ORCL | ORACLE CORP | $128.30 | 0.58% | — | — | $224K | 0.02% | — | HELD |
| 98 | DUK | DUKE ENERGY CORP NEW | $125.92 | -0.28% | — | — | $224K | 0.02% | — | HELD |
| 99 | EMR | EMERSON ELEC CO | $149.95 | 0.88% | — | — | $210K | 0.02% | — | HELD |
| 100 | QCOM | QUALCOMM INC | $148.82 | -1.83% | — | — | $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.