SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-14 |
| Reported value | $926,297,635 |
| Positions | 530 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| APPLE INC | AAPL | COMMON STOCK | $107,364,129 | 371,053 |
| ISHARES CORE S&P 500 ETF | IVV | ETF/EQUITY | $35,382,781 | 47,247 |
| ISHARES CORE MSCI EAFE ETF | IEFA | ETF/INTERNATIONAL EQUITY | $30,898,132 | 319,923 |
| INTL BUSINESS MACHINES CORP | IBM | COMMON STOCK | $25,147,713 | 89,430 |
| VANGUARD S&P 500 ETF | VOO | ETF/EQUITY | $23,190,487 | 33,766 |
| MICROSOFT CORP | MSFT | COMMON STOCK | $22,368,143 | 59,967 |
| JPMORGAN CHASE & CO | JPM | COMMON STOCK | $22,103,856 | 67,530 |
| ISHARES CORE S&P SMALLCAP ETF | IJR | ETF/EQUITY | $18,069,469 | 121,836 |
| ALPHABET INC CLASS A | GOOGL | COMMON STOCK | $17,941,209 | 50,205 |
| ISHARES CORE S&P MIDCAP ETF | IJH | ETF/EQUITY | $17,375,854 | 225,339 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.