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Wealth Management Nebraska

Wealth Management Nebraska is an institution, managing $838.6M across 91 long positions as of Q3 2025 with 97% ETF concentration, 76% concentrated in top 10 holdings, and 20% allocation to SPIB.

Portfolio Value
$838.6M
Positions
91
Top Holding
SPIB at 19.86%
Last Reported
Q3 2025

Top Holdings

Largest long holdings in Wealth Management Nebraska's portfolio (76% of total portfolio)

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HoldingSectorPositionWeightTradedOwnership
ETF
ETF
$166.6M
19.86%
+$17.5M
Bought
4.9M shares
ETF
ETF
$90.1M
10.74%
+$7.7M
Bought
905.3K shares
ETF
ETF
$55.7M
6.64%
+$2.2M
Bought
1.2M shares
ETF
ETF
$55.6M
6.63%
+$6.0M
Bought
769.2K shares
ETF
ETF
$54.1M
6.45%
+$1.8M
Bought
746.5K shares
ETF
ETF
$48.8M
5.82%
+$680.5K
Bought
547.8K shares
ETF
ETF
$45.2M
5.38%
+$205.7K
Bought
659.6K shares
ETF
ETF
$44.0M
5.24%
-$1.1M
Sold
561.4K shares
ETF
ETF
$42.7M
5.09%
+$7.6M
Bought
593.9K shares
ETF
ETF
$35.2M
4.20%
+$2.5M
Bought
1.4M shares

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Wealth Management Nebraska's latest filing

See all changes
Market Value
$838.6M
Prior: $739.8M
Q/Q Change
+13.36%
+$98.8M
Net Flows % of MV
+6.1%
Turnover Ratio
3.88%
New Purchases
8 stocks
$3.2M
Added To
45 stocks
+$54.3M
Sold Out Of
3 stocks
$623.6K
Reduced Holdings
26 stocks
-$5.6M

Increased Positions

PositionShares Δ
New
New
New
New
New

Decreased Positions

PositionShares Δ
Sold
Sold
Sold
-19.87%
-13.01%

Analytics

Portfolio insights and performance metrics for Wealth Management Nebraska

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Sector Allocation

ETF: 96.50%ETFTechnology: 0.90%Financial Services: 0.70%Industrials: 0.30%Communication Services: 0.20%Consumer Cyclical: 0.20%Consumer Defensive: 0.10%Utilities: 0.10%
ETF
96.50%
Technology
0.90%
Financial Services
0.70%
Industrials
0.30%
Communication Services
0.20%
Consumer Cyclical
0.20%
Consumer Defensive
0.10%
Utilities
0.10%

Market Cap Distribution

Mega Cap (> $200B): 2.06%Large Cap ($10B - $200B): 0.47%N/A (ETF or Unknown): 97.47%N/A (ETF or Unknown)
Mega Cap (> $200B)
2.06%
Large Cap ($10B - $200B)
0.47%
N/A (ETF or Unknown)
97.47%

Portfolio Concentration

Top 10 Holdings %
76.05%
Top 20 Holdings %
93.28%
Top 50 Holdings %
98.36%
Top 100 Holdings %
100.0%

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