SEC Form 13F

Bucket List Wealth Management, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-17
Reported value$202,986,695
Positions63

Largest disclosed positions

IssuerTickerClassReported valueReported amount
VANGUARD INDEX FDSVTITOTAL STK MKT$27,735,67174,953
PUTNAM ETF TRUSTPVALFOCUSED LAR CAP$26,658,630523,231
AMERICAN CENTY ETF TRAVUVUS SML CP VALU$17,510,624140,354
INVESCO EXCH TRADED FD TR IIQQQMNASDAQ 100 ETF$17,432,27657,538
SPDR SERIES TRUSTSPYGST STR P500GRW$15,544,518130,637
INVESCO EXCH TRADED FD TR IIIDMOS&P INTL MOMNT$15,266,881253,224
PROSHARES TRREGLS&P MDCP 400 DIV$10,024,971109,479
INVESCO QQQ TRQQQUNIT SER 1$6,323,5378,587
SPDR SERIES TRUSTSPYVST STR P500VAL$5,523,30890,859
THOR FINL TECHNOLOGIES TRTHIRINDEX ROTATION$4,937,330143,111

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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