SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-16 |
| Reported value | $194,509,883 |
| Positions | 135 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| AMERICAN EXPRESS CO | AXP | COM | $21,008,485 | 62,109 |
| BERKSHIRE HATHAWAY INC DEL | BRK.A | CL A | $14,977,000 | 20 |
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $14,583,355 | 21,233 |
| APPLE INC | AAPL | COM | $7,401,306 | 25,578 |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $5,807,054 | 11,605 |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $5,369,542 | 75,362 |
| HOME DEPOT INC | HD | COM | $4,944,601 | 14,020 |
| ISHARES TR | IJR | CORE S&P SCP ETF | $4,860,401 | 32,772 |
| PROSHARES TR | IQMM | GENIUS MONEY MRK | $4,725,973 | 47,231 |
| AMERIPRISE FINL INC | AMP | COM | $4,655,240 | 10,147 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.