SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-15 |
| Reported value | $1,454,534,898 |
| Positions | 12 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| ARDENT HEALTH INC | ARDT | COM | $760,105,550 | 77,246,499 |
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $201,565,887 | 544,714 |
| INVESCO EXCHANGE TRADED FD T | RSP | S&P500 EQL WGT | $120,622,171 | 1,870,111 |
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $102,991,280 | 149,956 |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $94,406,340 | 1,325,001 |
| ISHARES INC | IEMG | CORE MSCI EMKT | $49,482,165 | 597,322 |
| EQUITY RESIDENTIAL | EQR | SH BEN INT | $46,261,621 | 681,019 |
| EQUITY LIFESTYLE PROPERTIES | ELS | COM | $34,053,318 | 528,368 |
| VANGUARD WORLD FD | VHT | HEALTH CAR ETF | $19,265,647 | 64,431 |
| VANGUARD INTL EQUITY INDEX F | VWO | FTSE EMR MKT ETF | $15,210,265 | 254,821 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.