Data as of Q4 2025 (Dec 31, 2025)

Wealth Management Nebraska

•CIK: 2042783•Filing: Q4 2025

**Wealth Management Nebraska** manages $875M across a portfolio of 91 positions. The fund exhibits significant concentration in specific names, notably maintaining a substantial $182.6M position in SPIB. Further allocations include $103.0M in AVSC and $65.6M in AVLV, indicating a focused, sector-specific investment thesis. This top-ten grouping alone represents over $600M of the total assets under management.

Total AUM
$874.8M
QoQ Performance
+4.3%
Positions
57
Top 10 Concentration
79.3%
Latest Filing
Q4 2025

Top Holdings Allocation

SPIB
AVSC
AVLV
DFIV
DFUS
AVDV
DFAW
DFAS
SPIB20.9%
AVSC11.8%
AVLV7.5%
DFIV7.3%
DFUS6.6%
AVDV5.9%
DFAW5.7%
DFAS5.6%

📈 Biggest Buys

SPIB
SPDR SERIES TRUST
+9.9%
20.9% of portfolio
AVSC
AMERICAN CENTY ETF TR
+11.6%
11.8% of portfolio
AVLV
AMERICAN CENTY ETF TR
+12.6%
7.5% of portfolio
DFAW
DIMENSIONAL ETF TRUST
+13.7%
5.7% of portfolio
4I1
PHILIP MORRIS INTL INC
NEW
0.4% of portfolio

📉 Biggest Sells

VT
VANGUARD INTL EQUITY INDEX F
-13.8%
1.4% of portfolio
DFUV
DIMENSIONAL ETF TRUST
-0.7%
3.8% of portfolio
VCIT
VANGUARD SCOTTSDALE FDS
-1.8%
1.3% of portfolio
AVIV
AMERICAN CENTY ETF TR
-3.1%
0.6% of portfolio
MUB
ISHARES TR
-23.1%
0.1% of portfolio

Sector Breakdown

Other96.8%
Technology1.2%
ETF0.8%
Financial0.7%
Consumer0.3%
Utilities0.1%
Industrial0.1%
Energy0.0%

🚪 Exited Positionssold since Q3 2025

SPYM
SPDR SERIES TRUST
SOLD
$44.0M
DFEV
DIMENSIONAL ETF TRUST
SOLD
$441.0K
DFEM
DIMENSIONAL ETF TRUST
SOLD
$439.9K
—
DIREXION SHS ETF TR
SOLD
$399.6K
IBIT
ISHARES BITCOIN TRUST ETF
SOLD
$275.1K
+1 more exited positions

Changes from Q3 2025

NEW5 new positions
↑51 increased
↓29 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024

📌 Top Holdings

SPIB20.9%
SPDR SERIES TRUST
$182.6M
AVSC11.8%
AMERICAN CENTY ETF TR
$103.0M
AVLV7.5%
AMERICAN CENTY ETF TR
$65.6M
DFIV7.3%
DIMENSIONAL ETF TRUST
$63.5M
DFUS6.6%
DIMENSIONAL ETF TRUST
$58.0M

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