Wealth Management Nebraska

Norfolk, NE · CIK 2042783 · 13F filing filed 2026-07-27

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyNorfolk, NE

$1.1bn reported value +13.5% vs Q1 2026

106positions

78.4%in top 10

11 new 39 added 40 reduced 5 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	SPDR SER TR PORTFOLIO INTRMD SPIB	SPIB	6,308,768	$211.1m18.83%	18.83%	Added +465.9k	+465,886 8.0%
2	AMERICAN CENTY ETF TR US SML CP VALU AVUV	AVUV	1,133,259	$141.4m12.61%	12.61%	New
3	AMERICAN CENTY ETF TR US LARGE CAP VLU AVLV	AVLV	1,040,364	$94.9m8.47%	8.47%	Added +102.7k	+102,651 10.9%
4	DIMENSIONAL ETF TRUST INTERNATNAL VAL DFIV	DFIV	1,416,453	$76.5m6.83%	6.83%	Added +88.3k	+88,332 6.7%
5	DIMENSIONAL ETF TRUST US EQUITY MARKET DFUS	DFUS	882,866	$72.3m6.45%	6.45%	Added +47.6k	+47,612 5.7%
6	DIMENSIONAL ETF TRUST WORLD EQUITY ETF DFAW	DFAW	853,135	$70.6m6.30%	6.30%	Added +48.8k	+48,780 6.1%
7	DIMENSIONAL ETF TRUST US SMALL CAP ETF DFAS	DFAS	808,407	$66.6m5.94%	5.94%	Added +58.0k	+58,050 7.7%
8	AMERICAN CENTY ETF TR INTL SMCP VLU AVDV	AVDV	574,120	$59.2m5.28%	5.28%	Added +9.1k	+9,076 1.6%
9	SPDR SERIES TRUST PORTFOLIO S&P500 SPYM	SPYM	542,815	$47.7m4.26%	4.26%	Reduced -1.7k	-1,716 -0.3%
10	DIMENSIONAL ETF TRUST US MKTWIDE VALUE DFUV	DFUV	698,114	$38.4m3.43%	3.43%	Reduced -8.7k	-8,739 -1.2%
11	SPDR SER TR PORTFOLIO AGRGTE SPAB	SPAB	1,420,593	$36.3m3.23%	3.23%	Added +456	+456 0.0%
12	DIMENSIONAL ETF TRUST EMGR CRE EQT MNG DFAE	DFAE	702,365	$28.2m2.52%	2.52%	Added +26.7k	+26,735 4.0%
13	DIMENSIONAL ETF TRUST INTL SMALL CAP E DFIS	DFIS	579,166	$20.3m1.81%	1.81%	Added +48.8k	+48,806 9.2%
14	DIMENSIONAL ETF TRUST GLOBAL REAL EST DFGR	DFGR	659,883	$19.1m1.71%	1.71%	Added +39.4k	+39,370 6.3%
15	VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD VCSH	VCSH	211,733	$16.7m1.49%	1.49%	Reduced -10.2k	-10,222 -4.6%
16	DIMENSIONAL ETF TRUST US TARGETED VLU DFAT	DFAT	212,794	$14.9m1.33%	1.33%	Reduced -2.2k	-2,192 -1.0%
17	VANGUARD SCOTTSDALE FDS INT-TERM CORP VCIT	VCIT	129,276	$10.7m0.95%	0.95%	Added +1.3k	+1,256 1.0%
18	VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF VT	VT	44,203	$6.9m0.62%	0.62%	Reduced -16.1k	-16,062 -26.6%
19	AMERICAN CENTY ETF TR INTERNATIONAL LR AVIV	AVIV	68,037	$5.3m0.47%	0.47%	Reduced -4.8k	-4,778 -6.6%
20	EA SERIES TRUST ALPHA ARCH 1-3 BOXX	BOXX	42,150	$4.9m0.44%	0.44%	Added +7.5k	+7,495 21.6%
21	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	9,296	$4.7m0.42%	0.42%	Added +30	+30 0.3%
22	ISHARES TR CORE S&P500 ETF IVV	IVV	5,972	$4.5m0.40%	0.40%	Reduced -233	-233 -3.8%
23	PHILIP MORRIS INTL INC COM PM	PM	21,142	$3.8m0.34%	0.34%	Added +8	+8 0.0%
24	INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF QQQM	QQQM	10,919	$3.3m0.30%	0.30%	Added +491	+491 4.7%
25	SSGA ACTIVE TR SPDR SSGA IG PUB PRIV	PRIV	102,891	$2.6m0.23%	0.23%	Added +34.7k	+34,726 50.9%
26	ISHARES TR RUS MD CP GR ETF IWP	IWP	17,428	$2.6m0.23%	0.23%	Reduced -882	-882 -4.8%
27	SPDR SER TR PORTFOLIO SHORT SPSB	SPSB	84,468	$2.5m0.23%	0.23%	Reduced -67	-67 -0.1%
28	APPLE INC COM AAPL	AAPL	8,007	$2.3m0.21%	0.21%	Reduced -178	-178 -2.2%
29	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	5,652	$2.1m0.19%	0.19%	Added +1.5k	+1,494 35.9%
30	TEXAS INSTRS INC COM TXN	TXN	6,810	$2.0m0.18%	0.18%	Added +37	+37 0.6%
31	VANGUARD WHITEHALL FDS HIGH DIV YLD VYM	VYM	12,786	$2.0m0.18%	0.18%	Unchanged
32	MICROSOFT CORP COM MSFT	MSFT	5,293	$2.0m0.18%	0.18%	Reduced -18	-18 -0.3%
33	WORLD GOLD TR SPDR GLD MINIS GLDM	GLDM	23,468	$1.9m0.17%	0.17%	New
34	NVIDIA CORPORATION COM NVDA	NVDA	8,617	$1.7m0.15%	0.15%	Reduced -495	-495 -5.4%
35	DIMENSIONAL ETF TRUST US SMALL CAP VAL US SMALL CAP VAL		41,175	$1.6m0.14%	0.14%	Reduced -57	-57 -0.1%
36	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	2,081	$1.6m0.14%	0.14%	Reduced -8	-8 -0.4%
37	VANGUARD BD INDEX FDS TOTAL BND MRKT BND	BND	19,469	$1.4m0.13%	0.13%	Added +7.8k	+7,750 66.1%
38	WALMART INC COM WMT	WMT	11,990	$1.4m0.12%	0.12%	Reduced -303	-303 -2.5%
39	ISHARES TR CORE S&P SCP ETF IJR	IJR	9,016	$1.3m0.12%	0.12%	Reduced -549	-549 -5.7%
40	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	1,888	$1.3m0.12%	0.12%	Reduced -10	-10 -0.5%
41	VANGUARD INDEX FDS MID CAP ETF VO	VO	15,113	$1.2m0.11%	0.11%	Added +289	+289 1.9%
42	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	1,568	$1.2m0.10%	0.10%	Reduced -38	-38 -2.4%
43	AMAZON COM INC COM AMZN	AMZN	4,639	$1.1m0.10%	0.10%	Added +90	+90 2.0%
44	DIREXION SHS ETF TR DRX S&P500BULL SPXL	SPXL	3,902	$1.1m0.09%	0.09%	Reduced -4.2k	-4,178 -51.7%
45	CATERPILLAR INC COM CAT	CAT	978	$1.0m0.09%	0.09%	Reduced -61	-61 -5.9%
46	AXON ENTERPRISE INC COM AXON	AXON	1,783	$999.6k0.09%	0.09%	Reduced -150	-150 -7.8%
47	AMERICAN CENTY ETF TR US EQT ETF AVUS	AVUS	7,443	$953.3k0.09%	0.09%	Reduced -123	-123 -1.6%
48	ALPHABET INC CAP STK CL A GOOGL	GOOGL	2,501	$893.8k0.08%	0.08%	Added +45	+45 1.8%
49	DEERE & CO COM DE	DE	1,273	$807.5k0.07%	0.07%	New
50	VANGUARD WORLD FD MEGA GRWTH IND MGK	MGK	8,935	$785.5k0.07%	0.07%	Added +235	+235 2.7%
51	MONDELEZ INTL INC CL A MDLZ	MDLZ	13,376	$773.7k0.07%	0.07%	Unchanged
52	VANGUARD INDEX FDS SM CP VAL ETF VBR	VBR	3,142	$763.5k0.07%	0.07%	Added +126	+126 4.2%
53	DIMENSIONAL ETF TRUST EMERGING MKTS VA DFEV	DFEV	17,561	$749.3k0.07%	0.07%	Added +284	+284 1.6%
54	DIMENSIONAL ETF TRUST US LARGE CAP VAL DFLV	DFLV	16,696	$660.2k0.06%	0.06%	Added +502	+502 3.1%
55	DIMENSIONAL ETF TRUST EMERGING MKTS CO DFEM	DFEM	15,776	$641.1k0.06%	0.06%	Unchanged
56	AMERICAN CENTY ETF TR AVANTIS CORE FI AVIG	AVIG	15,266	$632.2k0.06%	0.06%	Reduced -204	-204 -1.3%
57	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	1,306	$623.7k0.06%	0.06%	Unchanged
58	VANGUARD INDEX FDS SMALL CP ETF VB	VB	2,008	$608.7k0.05%	0.05%	Unchanged
59	VISA INC COM CL A V	V	1,758	$603.3k0.05%	0.05%	Reduced -100	-100 -5.4%
60	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	8,014	$571.0k0.05%	0.05%	Reduced -344	-344 -4.1%
61	ALPHABET INC CAP STK CL C GOOG	GOOG	1,611	$569.2k0.05%	0.05%	Reduced -33	-33 -2.0%
62	VANGUARD BD INDEX FDS INTERMED TERM BIV	BIV	7,417	$568.9k0.05%	0.05%	Unchanged
63	ISHARES TR NATIONAL MUN ETF MUB	MUB	5,206	$560.3k0.05%	0.05%	Reduced -1	-1 -0.0%
64	SCHWAB STRATEGIC TR US LCAP GR ETF SCHG	SCHG	15,632	$529.0k0.05%	0.05%	New
65	SPDR GOLD TR GOLD SHS GLD	GLD	1,379	$508.0k0.05%	0.05%	Reduced -22	-22 -1.6%
66	META PLATFORMS INC CL A META	META	883	$497.4k0.04%	0.04%	Reduced -54	-54 -5.8%
67	BROADCOM INC COM AVGO	AVGO	1,276	$482.2k0.04%	0.04%	Added +17	+17 1.4%
68	JPMORGAN CHASE & CO COM JPM	JPM	1,464	$479.3k0.04%	0.04%	Reduced -68	-68 -4.4%
69	SCHWAB STRATEGIC TR CRYPTO THEMATIC STCE	STCE	6,691	$468.1k0.04%	0.04%	Added +715	+715 12.0%
70	EXXON MOBIL CORP COM XOM	XOM	3,420	$467.7k0.04%	0.04%	Unchanged
71	HUBBELL INC COM HUBB	HUBB	852	$445.8k0.04%	0.04%	Unchanged
72	DIMENSIONAL ETF TRUST US REAL ESTATE E US REAL ESTATE E		16,816	$439.9k0.04%	0.04%	Added +201	+201 1.2%
73	SOUTHERN CO COM SO	SO	4,388	$420.0k0.04%	0.04%	Reduced -106	-106 -2.4%
74	NEXTERA ENERGY INC COM NEE	NEE	4,707	$413.1k0.04%	0.04%	Unchanged
75	SPDR SER TR S&P 600 SMCP VAL SLYV	SLYV	3,682	$401.8k0.04%	0.04%	Reduced -151	-151 -3.9%
76	ELI LILLY & CO COM LLY	LLY	328	$393.4k0.04%	0.04%	Unchanged
77	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	6,455	$385.3k0.03%	0.03%	Reduced -674	-674 -9.4%
78	ISHARES TR US AER DEF ETF ITA	ITA	1,551	$376.0k0.03%	0.03%	Added +42	+42 2.8%
79	VANGUARD MUN BD FDS TAX EXEMPT BD VTEB	VTEB	7,397	$374.1k0.03%	0.03%	Unchanged
80	SPROTT FDS TR ACTIVE GOLD & SI GBUG	GBUG	9,063	$353.9k0.03%	0.03%	Added +1.2k	+1,221 15.6%
81	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	3,765	$324.3k0.03%	0.03%	Added +129	+129 3.5%
82	INVESCO EXCHANGE TRADED FD T S&P MDCP MOMNTUM XMMO	XMMO	1,883	$320.4k0.03%	0.03%	Reduced -71	-71 -3.6%
83	ISHARES TR ESG AW MSCI EAFE ESGD	ESGD	3,111	$319.8k0.03%	0.03%	Unchanged
84	UNION PAC CORP COM UNP	UNP	1,161	$315.8k0.03%	0.03%	New
85	TESLA INC COM TSLA	TSLA	748	$314.6k0.03%	0.03%	Added +57	+57 8.2%
86	SCHWAB STRATEGIC TR US BRD MKT ETF SCHB	SCHB	10,100	$292.5k0.03%	0.03%	New
87	NUCOR CORP COM NUE	NUE	1,293	$288.0k0.03%	0.03%	Unchanged
88	CHEVRON CORP NEW COM CVX	CVX	1,714	$284.2k0.03%	0.03%	Reduced -105	-105 -5.8%
89	FIDELITY WISE ORIGIN BITCOIN SHS FBTC	FBTC	5,445	$278.0k0.02%	0.02%	Added +860	+860 18.8%
90	CSX CORP COM CSX	CSX	5,706	$271.2k0.02%	0.02%	Unchanged
91	HOME DEPOT INC COM HD	HD	750	$264.6k0.02%	0.02%	Reduced -38	-38 -4.8%
92	AMERICAN EXPRESS CO COM AXP	AXP	768	$259.8k0.02%	0.02%	Unchanged
93	FIFTH THIRD BANCORP COM FITB	FITB	4,418	$249.1k0.02%	0.02%	Added +24	+24 0.6%
94	APPLIED MATLS INC COM AMAT	AMAT	339	$245.1k0.02%	0.02%	New
95	PROSHARES TR BITCOIN STRATE BITO	BITO	30,590	$244.1k0.02%	0.02%	Added +1.3k	+1,259 4.3%
96	SCHWAB STRATEGIC TR US LCAP VA ETF SCHV	SCHV	6,798	$236.6k0.02%	0.02%	Unchanged
97	ORACLE CORP COM ORCL	ORCL	1,531	$224.5k0.02%	0.02%	Reduced -30	-30 -1.9%
98	DUKE ENERGY CORP NEW COM NEW DUK	DUK	1,769	$224.0k0.02%	0.02%	Added +108	+108 6.5%
99	EMERSON ELEC CO COM EMR	EMR	1,465	$209.7k0.02%	0.02%	Reduced -84	-84 -5.4%
100	QUALCOMM INC COM QCOM	QCOM	1,131	$209.0k0.02%	0.02%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
AMERICAN CENTY ETF TR AVSC	AVSC	1,089,651	$120.4m1.1m shares
SPDR SER TR SPTS	SPTS	25,480	$2.4m25.5k shares
BANK AMERICA CORP BAC	BAC	5,328	$259.7k5.3k shares
EQUIFAX INC EFX	EFX	1,399	$251.9k1.4k shares
CONSTELLATION ENERGY CORP CEG	CEG	744	$207.8k744 shares