SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-06 |
| Reported value | $112,408,981 |
| Positions | 236 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL CL B NEW | BRK.B | Stock | $13,003,635 | 25,987 |
| APPLE INC | AAPL | Stock | $6,751,058 | 23,331 |
| ISHARES S&P SMALLCAP 600 ETF | IJR | ETF | $3,958,987 | 26,694 |
| BERKSHIRE HATHAWAY INC DEL CL A | BRK.A | Stock | $3,744,250 | 5 |
| VANGUARD VALUE ETF | VTV | ETF | $3,660,352 | 16,796 |
| CISCO SYS INC | CSCO | Stock | $3,553,048 | 30,249 |
| STATE STREET SPDR S&P 500 ETF | SPY | ETF | $3,296,243 | 4,414 |
| SPDR SER TR S&P DIVID ETF | SDY | ETF | $3,122,277 | 20,517 |
| ISHARES CORE S&P MID-CAP ETF | IJH | ETF | $3,058,105 | 39,659 |
| ISHARES GOLD TRUST | IAU | ETF | $2,905,021 | 38,472 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.