SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-30 |
| Reported value | $282,362,299 |
| Positions | 148 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| ISHARES TR | IVE | S&P 500 VAL ETF | $14,001,504 | 61,664 |
| APPLE INC | AAPL | COM | $13,125,629 | 45,360 |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $12,904,763 | 181,119 |
| ISHARES TR | IVW | S&P 500 GRWT ETF | $11,898,641 | 86,516 |
| DBX ETF TR | DEUS | XTRA RU 1000 ETF | $10,738,339 | 164,445 |
| MICROSOFT CORP | MSFT | COM | $9,443,420 | 25,316 |
| BROADCOM INC | AVGO | COM | $7,297,022 | 19,317 |
| ALPHABET INC | GOOGL | CAP STK CL A | $7,184,570 | 20,104 |
| JPMORGAN CHASE & CO | JPM | COM | $6,860,880 | 20,960 |
| VANGUARD INDEX FDS | VO | MID CAP ETF | $6,018,324 | 74,696 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.