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WEALTH MANAGEMENT NEBRASKA
WEALTH MANAGEMENT NEBRASKA
Latest filing: 2026-06-30
WEALTH MANAGEMENT NEBRASKA runs WEALTH MANAGEMENT NEBRASKA and currently holds 106 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $1.12B. Their top holdings are SPIB, AVUV, AVLV, DFIV, DFUS. The top five represent 53.2% of reported portfolio weight. WEALTH MANAGEMENT NEBRASKA ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, WEALTH MANAGEMENT NEBRASKA initiated 8 new positions. They added to 39 existing positions. They trimmed 37 positions. Their current best-performing preview position is SPXL with returns of +135.94%.
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106 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 SPIB SPDR SERIES TRUST | 18.83% | $33.06 | $33.09 | +0.08% | Added +7.97% |
 AVUV AMERICAN CENTY ETF TR | 12.61% | $124.76 | $126.43 | +1.34% | New Buy |
 AVLV AMERICAN CENTY ETF TR | 8.47% | $71.38 | $94.63 | +32.57% | Added +10.95% |
 DFIV DIMENSIONAL ETF TRUST | 6.83% | $38.60 | $58.30 | +51.02% | Added +6.65% |
 DFUS DIMENSIONAL ETF TRUST | 6.45% | $65.64 | $83.66 | +27.45% | Added +5.70% |
 DFAW DIMENSIONAL ETF TRUST | 6.30% | $67.98 | $85.32 | +25.51% | Added +6.06% |
 DFAS DIMENSIONAL ETF TRUST | 5.94% | $66.76 | $83.03 | +24.37% | Added +7.74% |
 AVDV AMERICAN CENTY ETF TR | 5.28% | $67.56 | $111.97 | +65.73% | Added +1.61% |
 DFUV DIMENSIONAL ETF TRUST | 3.43% | $40.92 | $57.42 | +40.32% | Trimmed -1.24% |
 SPAB SPDR SERIES TRUST | 3.23% | $25.11 | $25.10 | -0.04% | Added +0.03% |
Showing 1-10 of 106