SEC Form 13F

Carroll Advisory Group, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-24
Reported value$304,544,977
Positions74

Largest disclosed positions

IssuerTickerClassReported valueReported amount
VANGUARD INDEX FDSVOOS&P 500 ETF SHS$28,640,35041,700
INVESCO EXCHANGE TRADED FD TRSPS&P500 EQL WGT$25,192,897118,405
ISHARES TRHAWXMSCI ACWI EXUS$23,297,302501,020
INVESCO EXCH TRADED FD TR IIQQQMNASDAQ 100 ETF$19,266,33063,591
ISHARES TRIJHCORE S&P MCP ETF$18,377,307238,326
SPDR SERIES TRUSTSPSMST STR SP600 SML$17,322,395300,371
VANGUARD TAX-MANAGED FDSVEAVAN FTSE DEV MKT$15,691,364220,230
PROSHARES TRNOBLS&P 500 DV ARIST$15,495,967275,925
NVIDIA CORPORATIONNVDACOM$13,064,51565,293
VANGUARD INDEX FDSVTITOTAL STK MKT$9,484,31625,631

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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