SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-15 |
| Reported value | $1,053,312,817 |
| Positions | 334 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| ISHARES TR | IVV | CORE S&P500 ETF | $54,155,165 | 72,314 |
| WISDOMTREE TR | DGRW | US QTLY DIV GRT | $31,434,058 | 328,739 |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $30,034,435 | 421,536 |
| ISHARES TR | IVW | S&P 500 GRWT ETF | $28,944,370 | 210,459 |
| MORGAN STANLEY ETF TRUST | EVSD | EATO VA DURA ETF | $27,584,097 | 542,407 |
| CAPITAL GROUP DIVIDEND VALUE | CGDV | SHS CREAT UNIT | $26,397,298 | 535,659 |
| ISHARES TR | IVE | S&P 500 VAL ETF | $23,441,722 | 103,240 |
| CAPITAL GROUP GROWTH ETF | CGGR | SHS CREAT UNIT | $18,854,908 | 399,468 |
| FIRST TR EXCHNG TRADED FD VI | FIXD | SMITH OPPORT FXD | $18,365,126 | 421,122 |
| FIRST TR EXCHANGE-TRADED FD | FIIG | INTER GRADE ETF | $18,306,860 | 883,962 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.