SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-07 |
| Reported value | $983,988,171 |
| Positions | 442 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL CL B NEW | BRK.B | Stock | $118,927,691 | 237,670 |
| ISHARES 0-3 MONTH TREASURY BOND ETF | SGOV | ETF | $100,923,257 | 1,002,516 |
| AGNICO EAGLE MINES LTD COM | AEM | Stock | $63,566,224 | 409,761 |
| ALPHABET INC CAP STK CL A | GOOGL | Stock | $56,814,582 | 158,980 |
| STATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF | TOTL | ETF | $53,997,015 | 1,368,052 |
| JOHNSON & JOHNSON COM | JNJ | Stock | $39,287,774 | 154,695 |
| ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF | LQD | ETF | $35,329,944 | 323,920 |
| FLEXSHARES IBOXX 5 YEAR TARGET DURATION TIPS INDEX FUND | TDTF | ETF | $32,632,857 | 1,372,859 |
| VISA INC COM CL A | V | Stock | $27,586,720 | 80,407 |
| META PLATFORMS INC CL A | META | Stock | $24,682,263 | 43,818 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.