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Wealth Management Nebraska - Q1 2026 13F Filings

WE

Wealth Management Nebraska

CIK: 0002042783
Address: Nebraska Norfolk 125 South 4Th St
$987.31 M
Portfolio Value
100
Assets Held
Reporting Period: Q1 2026
Filing Status:
Active
Last Updated: 07/27/2026

Portfolio Summary (Q1 2026)

View Full Portfolio Analysis

Top Buys

Q1 2026
1. SPLG Spdr Portfolio S&P 500 Etf
+$41.68 M
2. SPIB State Street Spdr Portfolio Intermediate Term Corporate Bond Etf
+$14.79 M
3. DFAW Dimensional World Equity Etf
+$9.53 M
4. AVSC Avantis Us Small Cap Equity Etf
+$8.75 M
5. AVLV Avantis Us Large Cap Value Etf
+$5.78 M

Top Sells

Q1 2026
1. VT Vanguard Total World Stock Etf
−$3.79 M
2. GLDM Spdr Gold Minishares Trust Of Beneficial Interest
−$2.1 M
3. VCIT Vanguard Intermediate-Term Corporate Bond Etf
−$1.05 M
4. AGQ Proshares Ultra Silver
−$522,134
5. PLTM Graniteshares Platinum Trust
−$333,062

Asset Allocation

Stocks/ETFs
+12.87%
$987.31 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Wealth Management Nebraska Q1 2026 Filing Summary

Wealth Management Nebraska filed its 13F report for Q1 2026 on May 15, 2026. The portfolio totaled 987.31 M reflecting a +12.87% change from the prior quarter, spanning 100 assets. The top 10 holdings comprised 77.8% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 13 new positions and 4 complete exits.

Report Type

Status

Data Summary

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Total Value:

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Issuer Name Class Value Shares Option Type

FAQs for Wealth Management Nebraska’s Q1 2026 Filing

Wealth Management Nebraska submitted their Form 13F-HR for the Q1 2026 period on 05/15/2026. This was the only submission for the quarter.

In the Q1 2026 filing, Wealth Management Nebraska reported a managed portfolio value of 987.31 M, consisting of 100 individual positions.

This page displays the raw filing documents. To see which stocks Wealth Management Nebraska bought or sold during Q1 2026, please visit Wealth Management Nebraska's Portfolio Analysis page.