account_balance

Investment manager · 13F filer · SEC CIK 2042783

Wealth Management Nebraska

Reported value$1.14Bas of Sep 30, 2026
Positions109 7 new, 4 sold out
Top 10 weight79.4%SPIB alone is 20%
FiledOct 2626 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
SPIB SPDR Series Trust 20.0% Added +12%
AVUV American Centy ETF Tr 12.0% Added +3%
AVLV American Centy ETF Tr 8.4% Added +2%
DFIV Dimensional ETF Trust 7.2% Added +4%
DFUS Dimensional ETF Trust 6.5% Held
DFAW Dimensional ETF Trust 6.4% Added +4%
DFAS Dimensional ETF Trust 5.6% Added +3%
AVDV American Centy ETF Tr 5.6% Held
SPYM SPDR Series Trust 4.2% Held
DFUV Dimensional ETF Trust 3.3% Held
SPAB SPDR Series Trust 3.0% Held
DFAE Dimensional ETF Trust 2.5% Added +2%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 26, 2026, compared with the Jul 27, 2026 filing
add_circleNew
arrow_upwardAdded
  • PRIV +81%
  • SPIB +12%
  • VCIT +12%
  • VTI +8%
arrow_downwardTrimmed
  • VCSH −43%
  • VT −27%
  • IWP −4%
  • BOXX −3%
remove_circleSold out
  • DFSV $1.6M
  • VTEB $374K
  • DUK $224K
  • SCHF $204K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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