SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-13 |
| Reported value | $1,615,831,416 |
| Positions | 1,460 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| SWP GROWTH & INCOME ETF | SWP | ETF | $141,685,458 | 5,084,437 |
| ISHARES MBS ETF | MBB | ETF | $48,937,736 | 517,750 |
| MICROSOFT CORP COM | MSFT | Stock | $45,560,014 | 122,138 |
| APPLE INC COM | AAPL | Stock | $44,701,786 | 154,485 |
| ALPHABET INC CAP STK CL A | GOOGL | Stock | $43,995,432 | 123,109 |
| ISHARES MSCI EAFE ETF | EFA | ETF | $41,470,304 | 399,214 |
| STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF | SPSB | ETF | $40,803,885 | 1,359,676 |
| BROADCOM INC COM | AVGO | Stock | $34,680,981 | 91,809 |
| ISHARES 3-7 YEAR TREASURY BOND ETF | IEI | ETF | $30,505,993 | 259,736 |
| INVESCO INTERNATIONAL DIVIDEND ACHIEVERS ETF | PID | ETF | $25,596,076 | 1,152,976 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.