SEC Form 13F

Carmel Capital Partners, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-31
Reported value$303,291,880
Positions148

Largest disclosed positions

IssuerTickerClassReported valueReported amount
WISDOMTREE TRUSFRFLOATNG RAT TREA$44,041,876874,714
HOME DEPOT INCHDCOM$25,029,49470,969
PROSHARES TRNOBLS&P 500 DV ARIST$13,160,422234,338
CAPITAL GRP FIXED INCM ETF TCGMSUS MULTI-SECTOR$10,091,986369,264
ISHARES TRIBTIIBONDS 28 TRM TS$10,041,907453,564
AMAZON COM INCAMZNCOM$7,676,21632,207
ISHARES TRIVES&P 500 VAL ETF$6,981,41430,747
SERIES PORTFOLIOS TRCLOXELDR AAA CLO ETF$6,632,364258,925
INVESCO EXCH TRD SLF IDX FDBSCTBULETSHS 2029$6,544,140352,309
INVESCO EXCH TRD SLF IDX FDBSCSINVSCO BLSH 28$6,478,596318,124

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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