Wealth Management Nebraska
All 13F Filings
- Location
- Norfolk, NE
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 1,120,855
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/27/2026 | 106 | 1,120,855 | 13F-HR | Wealth Management Nebraska |
| Q1 2026 | 5/15/2026 | 100 | 987,307 | 13F-HR | Wealth Management Nebraska |
| Q4 2025 | 1/28/2026 | 91 | 874,767 | 13F-HR | Wealth Management Nebraska |
| Q3 2025 | 11/3/2025 | 92 | 838,956 | 13F-HR | Wealth Management Nebraska |
| Q2 2025 | 7/23/2025 | 82 | 739,793 | 13F-HR | Wealth Management Nebraska |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 40.4 K | 3.6% | 5.168 K | 0 | 5.168 K |
| ETFs | 1.08 M | 96.4% | 128.4 K | 0 | 128.4 K |
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Fund Snapshot
Q2 2026
Latest filed
7/27/2026
Total value ($000)
1,120,855
Holdings
106
QoQ value change ($000)
133,548
(13.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.