ETF Holders

Wealth Management Nebraska ETF holdings

Norfolk, NE

Reported $1.1B in 67 ETFs in its Form 13F for June 30, 2026.

ETF value
$1.1B
ETFs held
67
Change from prior quarter
+13.5%
With price moves
ETFs as a share of its 13F
97.1%
of $1.1B

Top 10 of 67 ETF holdings

TickerFundValueSharesChange
SPIBState Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF$211.1M6,308,768+465,886 shares
AVUVAvantis US Small Cap Value ETF$141.4M1,133,259New position
AVLVAvantis US Large Cap Value ETF$94.9M1,040,364+102,651 shares
DFIVDimensional International Value ETF$76.5M1,416,453+88,332 shares
DFUSDimensional U.S. Equity Market ETF$72.3M882,866+47,612 shares
DFAWDimensional World Equity ETF$70.6M853,135+48,780 shares
DFASDimensional U.S. Small Cap ETF$66.6M808,407+58,050 shares
AVDVAvantis International Small Cap Value ETF$59.2M574,120+9,076 shares
SPYMState Street SPDR Portfolio S&P 500 ETF$47.7M542,815−1,716 shares
DFUVDimensional US Marketwide Value ETF$38.4M698,114−8,739 shares
57 more ETF positions

The full list comes with the Advisors and Institutions package.

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From SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002042783. Filings on SEC EDGAR.

Frequently asked questions

What ETFs does Wealth Management Nebraska own?

Wealth Management Nebraska reported 67 ETF positions worth $1.1B in its Form 13F for June 30, 2026. The largest was SPIB, at $211.1M.

Where does this data come from?

From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.

How current is it?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November.