SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-17 |
| Reported value | $1,100,327,701 |
| Positions | 377 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUND | DGRW | US QTLY DIV GRT | $55,507,360 | 580,499 |
| ISHARES CORE S&P 500 ETF | IVV | CORE S&P500 ETF | $48,401,463 | 64,631 |
| VANGUARD GROWTH INDEX FUND ETF SHARES | VUG | GROWTH ETF | $31,449,730 | 365,100 |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND ETF SHARES | VYM | HIGH DIV YLD | $27,380,072 | 173,259 |
| ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF | DYNF | ISHARES US EQUIT | $25,688,384 | 377,715 |
| BERKSHIRE HATHAWAY CLASS B | BRK.B | CL B NEW | $24,034,232 | 48,031 |
| FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND | FDL | SHS | $23,245,063 | 477,704 |
| VANGUARD VALUE INDEX FUND ETF SHARES | VTV | VALUE ETF | $21,804,589 | 100,053 |
| STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | BIL | ST STR BLO 1 ETF | $21,253,655 | 231,926 |
| ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | ITOT | CORE S&P TTL STK | $21,094,232 | 128,412 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.