Managers / Q4 2024 · view latest →
Wealth Management Nebraska
CIK 0002042783 · 125 SOUTH 4TH ST, NORFOLK, NE, 68701 · 4023711160
Reported Value
$615M
Q4 2024
Positions
71
Filings on Record
6
2019–present window
Filed
Feb 3, 2025
original filing
Summary
Wealth Management Nebraska reported $615M in U.S.-listed holdings across 71 positions for Q4 2024.
The portfolio is heavily concentrated: SPIB alone accounts for 22.2% of reported value.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
- ETP · 97.7% · $601M
- Common Stock · 2.2% · $14M
- ADR · 0.0% · $225,336
- Closed-End Fund · 0.0% · $164,318
Quarter-over-Quarter Changes full breakdown →
Holdings — Q4 2024
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $987M | 100 | May 15, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $875M | 91 | Jan 28, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $839M | 92 | Nov 3, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $740M | 82 | Jul 23, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $657M | 74 | May 15, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $615M | 71 | Feb 3, 2025 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.