SEC Form 13F

BELLEVUE ASSET MANAGEMENT, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-08-05
Reported value$216,736,787
Positions578

Largest disclosed positions

IssuerTickerClassReported valueReported amount
MICROSOFT CORPMSFTCOM$48,526,223130,090
APPLE INCAAPLCOM$15,512,53453,609
CAPITAL GROUP GROWTH ETFCGGRSHS CREAT UNIT$11,826,621250,564
FIRST TR EXCHANGE-TRADED FDRDVYRISNG DIVD ACHIV$11,604,964143,165
FIRST TR EXCHANGE- TRADED FDLMBSFST LOW OPPT ETF$8,948,198179,754
AMAZON COM INCAMZNCOM$6,326,97326,546
COSTCO WHOLESALE CORPORATIONCOSTCOM$6,199,2396,626
VANGUARD WORLD FDVGTINF TECH ETF$6,102,52751,058
BLACKROCK ETF TRUSTDYNFISHARES US EQUIT$5,997,99688,192
J P MORGAN EXCHANGE TRADED FJIREINTRNL RES EQT$5,496,70566,634

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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