Wealth Management Nebraska
Annual return '25
+28.4%
SPY '25
+17.7%
Alpha
+10.7ptsvs SPY
Invested
$987.3M
Holdings
100
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SPIB
SPDR SERIES TRUST
Q4 2025: Increased +9.9% (4.92M → 5.40M shares)
19.8%
02
$AVSC
AMERICAN CENTY ETF TR
Q4 2025: Increased +11.6% (905.3k → 1.01M shares)
12.2%
03
$AVLV
AMERICAN CENTY ETF TR
Q4 2025: Increased +12.6% (769.2k → 866.0k shares)
7.7%
04
$DFIV
DIMENSIONAL ETF TRUST
Q4 2025: Increased +5.5% (1.21M → 1.27M shares)
7.1%
05
$DFAW
DIMENSIONAL ETF TRUST
Q4 2025: Increased +13.7% (593.9k → 675.2k shares)
6.0%
06
$DFUS
DIMENSIONAL ETF TRUST
Q4 2025: Increased +4.7% (746.5k → 781.4k shares)
6.0%
07
$AVDV
AMERICAN CENTY ETF TR
Q4 2025: Increased +0.9% (547.8k → 552.7k shares)
5.7%
08
$DFAS
DIMENSIONAL ETF TRUST
Q4 2025: Increased +6.8% (659.6k → 704.3k shares)
5.4%
09
$SPYM
SPDR SERIES TRUST
Q4 2025: Exited (was 561.4k shares)
4.2%
10
$SPAB
SPDR SERIES TRUST
Q4 2025: Increased +4.2% (1.36M → 1.42M shares)
3.7%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 12:12 UTC.