Wealth Management Nebraska

CIK

2042783

Location

Norfolk, NE

Portfolio Value

Micro $37,363,808

Diversification

Diversified

Filing Date

Global Rank

#7,258 / 8,517 ▲ 499

Top Industry

Semiconductors 15.8%

3Y Alpha vs SPY

-1.9%

Period ended 46 days ago

Filed Jul 27, 2026 · 19d

7 quarters · since Dec 2024

Clone Performance

Feb 2025–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+23.3%

SPY

+27.3%

Annualised alpha

-2.5%

Max drawdown

−19.4%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 7 quarters. Past performance does not predict future results.

Portfolio Concentration

43 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

12.4%

−0.7 pts

Top 5

39.6%

−0.7 pts

Top 10

60.1%

+1.0 pts

HHI

506

Diversified−4

Portfolio Trend

7 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	26.3%	$9,829,507	9
Financial Services	17.1%	$6,392,875	6
Consumer Defensive	15.9%	$5,956,453	3
Unclassified	14.3%	$5,358,494	5
Industrials	10.9%	$4,091,019	7
Consumer Cyclical	5.0%	$1,854,143	4
Communication Services	3.7%	$1,391,167	2
Utilities	2.8%	$1,057,028	3
Energy	2.0%	$751,694	2
Healthcare	1.1%	$393,413	1
Basic Materials	0.8%	$288,015	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

10 positions

Ticker	Company	Δ Shares	Shares	Value
QS	QuantumScape Corp	+1,414	22,403	$169,366
FBTC	Fidelity Wise Origin Bitcoin Fund	+860	5,445	$277,967
DUK	Duke Energy CORP	+108	1,769	$223,920
AMZN	Amazon Com Inc	+90	4,639	$1,105,659
TSLA	Tesla, Inc.	+57	748	$314,608
TXN	Texas Instruments Inc	+37	6,810	$2,029,856
BRK-B	Berkshire Hathaway Inc	+30	9,296	$4,651,625
FITB	Fifth Third Bancorp	+24	4,418	$249,042
AVGO	Broadcom Inc.	+17	1,276	$482,009
PM	Philip Morris International Inc.	+8	21,142	$3,824,799
No positions match the current search.

Trimmed

Positions the filer reduced

19 positions

Ticker	Company	Δ Shares	Shares	Value
GOOGL	Alphabet Inc.	−1,599	2,501	$893,782
CRF	Cornerstone Total Return Fund Inc	−806	20,901	$150,069
NVDA	Nvidia Corp	−495	8,617	$1,724,175
WMT	Walmart Inc.	−303	11,990	$1,357,987
AAPL	Apple Inc.	−178	8,007	$2,316,905
AXON	Axon Enterprise, Inc.	−150	1,783	$999,567
SO	Southern Co	−106	4,388	$419,975
CVX	Chevron Corp	−105	1,714	$284,112
V	Visa Inc.	−100	1,758	$603,152
EMR	Emerson Electric Co	−84	1,465	$209,714
JPM	Jpmorgan Chase & Co	−68	1,464	$479,211
CAT	Caterpillar Inc	−61	978	$1,041,472
META	Meta Platforms, Inc.	−54	883	$497,385
QQQ	Invesco Qqq Trust, Series 1	−38	1,568	$1,154,675
HD	Home Depot, Inc.	−38	750	$264,510
ORCL	Oracle Corp	−30	1,531	$224,368
GLD	Spdr Gold Trust	−22	1,379	$507,996
MSFT	Microsoft Corp	−18	5,293	$1,974,394
SPY	Spdr S&P 500 ETF Trust	−8	2,081	$1,554,028
No positions match the current search.

New Positions

Positions the filer opened this quarter

5 positions

Ticker	Company	Shares	Value
GLDM	World Gold Trust	23,468	$1,863,828
DE	Deere & Co	1,273	$807,502
UNP	Union Pacific Corp	1,161	$315,792
AMAT	Applied Materials Inc /De	339	$245,097
QCOM	Qualcomm Inc/De	1,131	$208,997
No positions match the current search.

Sold Out

Positions the filer fully exited

6 positions

Ticker	Company	Shares	Value
BIV	Vanguard Intermediate-Term Bond ETF	7,417	$572,444
VEA	Vanguard FTSE Developed Markets ETF	8,358	$535,580
VB	Vanguard Morningstar Small-Cap ETF	2,008	$525,935
BAC	Bank Of America Corp /De/	5,328	$259,740
EFX	Equifax Inc	1,399	$251,917
CEG	Constellation Energy Corp	744	$207,762
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

43 tracked positions · $37,363,808 total · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
BRK-B	Berkshire Hathaway Inc Financial Services	Added	9,296	+30	$4,651,625	+4.8%	12.45%
PM	Philip Morris International Inc. Consumer Defensive	Added	21,142	+8	$3,824,799	+9.5%	10.24%
AAPL	Apple Inc. Technology	Reduced	8,007	-178	$2,316,905	+11.5%	6.20%
TXN	Texas Instruments Inc Technology	Added	6,810	+37	$2,029,856	+54.4%	5.43%
MSFT	Microsoft Corp Technology	Reduced	5,293	-18	$1,974,394	+0.4%	5.28%
GLDM	World Gold Trust	NEW	23,468	NEW	$1,863,828	NEW	4.99%
NVDA	Nvidia Corp Technology	Reduced	8,617	-495	$1,724,175	+8.5%	4.61%
SPY	Spdr S&P 500 ETF Trust	Reduced	2,081	-8	$1,554,028	+14.4%	4.16%
WMT	Walmart Inc. Consumer Defensive	Reduced	11,990	-303	$1,357,987	−11.1%	3.63%
QQQ	Invesco Qqq Trust, Series 1	Reduced	1,568	-38	$1,154,675	+24.6%	3.09%
AMZN	Amazon Com Inc Consumer Cyclical	Added	4,639	+90	$1,105,659	+16.7%	2.96%
CAT	Caterpillar Inc Industrials	Reduced	978	-61	$1,041,472	+41.5%	2.79%
AXON	Axon Enterprise, Inc. Industrials	Reduced	1,783	-150	$999,567	+21.8%	2.68%
GOOGL	Alphabet Inc. Communication Services	Reduced	2,501	-1,599	$893,782	−24.1%	2.39%
DE	Deere & Co Industrials	NEW	1,273	NEW	$807,502	NEW	2.16%
MDLZ	Mondelez International, Inc. Consumer Defensive	Held	13,376	0	$773,667	+0.3%	2.07%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Held	1,306	0	$623,706	+41.3%	1.67%
V	Visa Inc. Financial Services	Reduced	1,758	-100	$603,152	+7.4%	1.61%
GLD	Spdr Gold Trust	Reduced	1,379	-22	$507,996	−15.7%	1.36%
META	Meta Platforms, Inc. Communication Services	Reduced	883	-54	$497,385	−7.2%	1.33%
AVGO	Broadcom Inc. Technology	Added	1,276	+17	$482,009	+23.7%	1.29%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	1,464	-68	$479,211	+6.3%	1.28%
XOM	ExxonMobil Holdings Corp Energy	Held	3,420	0	$467,582	−19.4%	1.25%
HUBB	Hubbell Inc Industrials	Held	852	0	$445,766	+6.6%	1.19%
SO	Southern Co Utilities	Reduced	4,388	-106	$419,975	−3.2%	1.12%
NEE	Nextera Energy Inc Utilities	Held	4,707	0	$413,133	−5.5%	1.11%
LLY	ELI LILLY & Co Healthcare	Held	328	0	$393,413	+30.4%	1.05%
UNP	Union Pacific Corp Industrials	NEW	1,161	NEW	$315,792	NEW	0.85%
TSLA	Tesla, Inc. Consumer Cyclical	Added	748	+57	$314,608	+22.5%	0.84%
NUE	Nucor Corp Basic Materials	Held	1,293	0	$288,015	+31.7%	0.77%
CVX	Chevron Corp Energy	Reduced	1,714	-105	$284,112	−24.5%	0.76%
FBTC	Fidelity Wise Origin Bitcoin Fund	Added	5,445	+860	$277,967	+2.7%	0.74%
CSX	Csx Corp Industrials	Held	5,706	0	$271,206	+15.8%	0.73%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	750	-38	$264,510	+2.1%	0.71%
AXP	American Express Co Financial Services	Held	768	0	$259,776	+11.8%	0.70%
FITB	Fifth Third Bancorp Financial Services	Added	4,418	+24	$249,042	+22.0%	0.67%
AMAT	Applied Materials Inc /De Technology	NEW	339	NEW	$245,097	NEW	0.66%
ORCL	Oracle Corp Technology	Reduced	1,531	-30	$224,368	−2.3%	0.60%
DUK	Duke Energy CORP Utilities	Added	1,769	+108	$223,920	+3.0%	0.60%
EMR	Emerson Electric Co Industrials	Reduced	1,465	-84	$209,714	+3.3%	0.56%
QCOM	Qualcomm Inc/De Technology	NEW	1,131	NEW	$208,997	NEW	0.56%
QS	QuantumScape Corp Consumer Cyclical	Added	22,403	+1,414	$169,366	+26.5%	0.45%
CRF	Cornerstone Total Return Fund Inc Financial Services	Reduced	20,901	-806	$150,069	−0.5%	0.40%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.