SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-25 |
| Reported value | $392,860,230 |
| Positions | 240 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| ISHARES TR | IVV | CORE S&P500 ETF | $35,833,659 | 47,849 |
| PUTNAM ETF TRUST | PVAL | FOCUSED LAR CAP | $17,243,116 | 338,432 |
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $13,215,599 | 19,242 |
| APPLE INC | AAPL | COM | $12,817,052 | 44,294 |
| J P MORGAN EXCHANGE TRADED F | JCPB | CORE PLUS BD ETF | $11,409,061 | 243,056 |
| BLACKROCK ETF TRUST | DYNF | ISHARES US EQUIT | $9,843,528 | 144,736 |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $8,345,974 | 16,679 |
| AMERICAN CENTY ETF TR | AVUV | US SML CP VALU | $8,343,050 | 66,873 |
| ISHARES TR | USMV | MSCI USA MIN ETF | $7,939,985 | 82,314 |
| NVIDIA CORPORATION | NVDA | COM | $7,159,570 | 35,782 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.