Wealth Management Nebraska

CIK

2042783

Location

Norfolk, NE

Portfolio Value

Micro $31,536,594

Diversification

Diversified

Filing Date

Global Rank

#7,367 / 8,605 ▲ 42 · as of Mar 2026

Top Industry

Insurance - Diversified 15.6%

3Y Alpha vs SPY

-3.2%

Period ended 3 months ago

Filed May 15, 2026 · 55d

6 quarters · since Dec 2024

Clone Performance

Feb 2025–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+19.9%

SPY

+24.4%

Annualised alpha

-3.1%

Max drawdown

−19.4%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

41 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

14.1%

+0.3 pts

Top 5

43.0%

−1.5 pts

Top 10

62.3%

−2.1 pts

HHI

563

Diversified−7

Portfolio Trend

6 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	25.4%	$8,007,958	7
Financial Services	20.0%	$6,299,533	7
Consumer Defensive	18.4%	$5,793,061	3
Unclassified	10.0%	$3,158,999	4
Industrials	8.4%	$2,664,221	6
Consumer Cyclical	5.1%	$1,597,373	4
Utilities	4.1%	$1,296,199	4
Communication Services	3.9%	$1,242,332	2
Energy	3.0%	$956,588	2
Healthcare	1.0%	$301,684	1
Basic Materials	0.7%	$218,646	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

17 positions

Ticker	Company	Δ Shares	Shares	Value
CRF	Cornerstone Total Return Fund Inc	+1,161	21,707	$150,863
FBTC	Fidelity Wise Origin Bitcoin Fund	+1,080	4,585	$270,652
ORCL	Oracle Corp	+381	1,561	$229,638
NVDA	Nvidia Corp	+345	9,112	$1,589,132
AMZN	Amazon Com Inc	+300	4,549	$947,420
GOOGL	Alphabet Inc.	+180	2,456	$706,247
WMT	Walmart Inc.	+141	12,293	$1,527,774
QQQ	Invesco Qqq Trust, Series 1	+101	1,606	$926,951
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+100	1,306	$441,362
CSX	Csx Corp	+99	5,706	$234,231
TSLA	Tesla, Inc.	+99	691	$256,879
BRK-B	Berkshire Hathaway Inc	+55	9,266	$4,440,267
HD	Home Depot, Inc.	+51	788	$259,165
V	Visa Inc.	+46	1,858	$561,561
SPY	Spdr S&P 500 ETF Trust	+38	2,089	$1,358,560
CAT	Caterpillar Inc	+31	1,039	$736,089
BAC	Bank Of America Corp /De/	+18	5,328	$259,740
No positions match the current search.

Trimmed

Positions the filer reduced

12 positions

Ticker	Company	Δ Shares	Shares	Value
NEE	Nextera Energy Inc	−475	4,707	$437,186
TXN	Texas Instruments Inc	−154	6,773	$1,314,910
AAPL	Apple Inc.	−132	8,185	$2,077,271
SO	Southern Co	−68	4,494	$433,760
AVGO	Broadcom Inc.	−59	1,259	$389,673
MSFT	Microsoft Corp	−58	5,311	$1,965,972
GLD	Spdr Gold Trust	−46	1,401	$602,836
XOM	Exxon Mobil Corp	−34	3,420	$580,237
META	Meta Platforms, Inc.	−13	937	$536,085
LLY	ELI LILLY & Co	−9	328	$301,684
JPM	Jpmorgan Chase & Co	−1	1,532	$450,653
CVX	Chevron Corp	−1	1,819	$376,351
No positions match the current search.

New Positions

Positions the filer opened this quarter

6 positions

Ticker	Company	Shares	Value
MDLZ	Mondelez International, Inc.	13,376	$770,992
NUE	Nucor Corp	1,293	$218,646
DUK	Duke Energy CORP	1,661	$217,491
FITB	Fifth Third Bancorp	4,394	$204,145
EMR	Emerson Electric Co	1,549	$202,949
QS	QuantumScape Corp	20,989	$133,909
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
GLDM	World Gold Trust	24,616	$2,101,467
AGQ	ProShares Trust II	3,366	$522,133
PLTM	GraniteShares Platinum Trust	16,881	$333,062
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

41 positions · $31,536,594 total · as of Mar 31, 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	9,266	+55	$4,440,267	−4.1%	14.08%
PM	Philip Morris International Inc. Consumer Defensive	Held	21,134	0	$3,494,295	+3.1%	11.08%
AAPL	Apple Inc. Technology	Reduced	8,185	-132	$2,077,271	−8.1%	6.59%
MSFT	Microsoft Corp Technology	Reduced	5,311	-58	$1,965,972	−24.3%	6.23%
NVDA	Nvidia Corp Technology	Added	9,112	+345	$1,589,132	−2.8%	5.04%
WMT	Walmart Inc. Consumer Defensive	Added	12,293	+141	$1,527,774	+12.8%	4.84%
SPY	Spdr S&P 500 ETF Trust	Added	2,089	+38	$1,358,560	−2.9%	4.31%
TXN	Texas Instruments Inc Technology	Reduced	6,773	-154	$1,314,910	+9.4%	4.17%
AMZN	Amazon Com Inc Consumer Cyclical	Added	4,549	+300	$947,420	−3.4%	3.00%
QQQ	Invesco Qqq Trust, Series 1	Added	1,606	+101	$926,951	+0.3%	2.94%
AXON	Axon Enterprise, Inc. Industrials	Held	1,933	0	$820,925	−25.2%	2.60%
MDLZ	Mondelez International, Inc. Consumer Defensive	NEW	13,376	NEW	$770,992	NEW	2.44%
CAT	Caterpillar Inc Industrials	Added	1,039	+31	$736,089	+27.5%	2.33%
GOOGL	Alphabet Inc. Communication Services	Added	2,456	+180	$706,247	−0.9%	2.24%
GLD	Spdr Gold Trust	Reduced	1,401	-46	$602,836	+5.1%	1.91%
XOM	Exxon Mobil Corp Energy	Reduced	3,420	-34	$580,237	+39.6%	1.84%
V	Visa Inc. Financial Services	Added	1,858	+46	$561,561	−11.6%	1.78%
META	Meta Platforms, Inc. Communication Services	Reduced	937	-13	$536,085	−14.5%	1.70%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	1,532	-1	$450,653	−8.8%	1.43%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	1,306	+100	$441,362	+20.4%	1.40%
NEE	Nextera Energy Inc Utilities	Reduced	4,707	-475	$437,186	+5.1%	1.39%
SO	Southern Co Utilities	Reduced	4,494	-68	$433,760	+9.0%	1.38%
HUBB	Hubbell Inc Industrials	Held	852	0	$418,110	+10.5%	1.33%
AVGO	Broadcom Inc. Technology	Reduced	1,259	-59	$389,673	−14.6%	1.24%
CVX	Chevron Corp Energy	Reduced	1,819	-1	$376,351	+35.7%	1.19%
LLY	ELI LILLY & Co Healthcare	Reduced	328	-9	$301,684	−16.7%	0.96%
FBTC	Fidelity Wise Origin Bitcoin Fund	Added	4,585	+1,080	$270,652	+1.3%	0.86%
BAC	Bank Of America Corp /De/ Financial Services	Added	5,328	+18	$259,740	−11.1%	0.82%
HD	Home Depot, Inc. Consumer Cyclical	Added	788	+51	$259,165	+2.2%	0.82%
TSLA	Tesla, Inc. Consumer Cyclical	Added	691	+99	$256,879	−3.5%	0.81%
EFX	Equifax Inc Industrials	Held	1,399	0	$251,917	−17.0%	0.80%
CSX	Csx Corp Industrials	Added	5,706	+99	$234,231	+15.2%	0.74%
AXP	American Express Co Financial Services	Held	768	0	$232,304	−18.2%	0.74%
ORCL	Oracle Corp Technology	Added	1,561	+381	$229,638	−0.2%	0.73%
NUE	Nucor Corp Basic Materials	NEW	1,293	NEW	$218,646	NEW	0.69%
DUK	Duke Energy CORP Utilities	NEW	1,661	NEW	$217,491	NEW	0.69%
CEG	Constellation Energy Corp Utilities	Held	744	0	$207,762	−21.0%	0.66%
FITB	Fifth Third Bancorp Financial Services	NEW	4,394	NEW	$204,145	NEW	0.65%
EMR	Emerson Electric Co Industrials	NEW	1,549	NEW	$202,949	NEW	0.64%
CRF	Cornerstone Total Return Fund Inc Financial Services	Added	21,707	+1,161	$150,863	−8.3%	0.48%
QS	QuantumScape Corp Consumer Cyclical	NEW	20,989	NEW	$133,909	NEW	0.42%