SEC Form 13F

Millstone Evans Group, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-08-12
Reported value$184,847,509
Positions877

Largest disclosed positions

IssuerTickerClassReported valueReported amount
NVIDIA CORPORATIONNVDACOM$16,029,61080,112
APPLE INCORPORATEDAAPLCOM$15,246,50852,690
IMPAX GLOBAL SUSTAINABLE INFRASTRUCTURE ETFBLDXGLOB SUS INF ETF$10,506,631403,194
MICROSOFT CORPORATIONMSFTCOM$6,463,11817,326
BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEWBRK.BCL B NEW$5,309,63810,611
ALPHABET INCORPORATED CAP STK CLASS CGOOGCAP STK CL C$3,909,59611,065
JPMORGAN CHASE & COMPANYJPMCOM$3,685,06011,258
ISHARES TR MRGSTR MD CP VALIMCVMRGSTR MD CP VAL$3,359,22036,762
ISHARES TR RUS MDCP VAL ETFIWSRUS MDCP VAL ETF$3,252,99019,763
ORACLE CORPORATIONORCLCOM$3,058,79220,872

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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