SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-14 |
| Reported value | $227,534,680 |
| Positions | 240 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET ETF | VTI | COM | $15,583,184 | 41,812 |
| ISHARES TR PFD AND INCM SEC | PFF | COM | $5,828,132 | 190,836 |
| ELI LILLY & COMPANY | LLY | COM | $5,610,418 | 4,720 |
| ALTRIA GROUP INCORPORATED | MO | COM | $4,967,405 | 69,193 |
| AMAZON COM INCORPORATED | AMZN | COM | $4,686,975 | 19,104 |
| AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF | DIVO | COM | $4,446,268 | 95,701 |
| APPLE INCORPORATED | AAPL | COM | $4,201,450 | 13,324 |
| VANECK PREFERRED SECURITIES EX FINANCIALS ETF | PFXF | COM | $4,158,021 | 233,334 |
| ISHARES TR S&P 500 GRWT ETF | IVW | COM | $3,848,550 | 27,769 |
| VANGUARD TOTAL BOND MARKET ETF | BND | COM | $3,697,611 | 50,812 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.