SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-18 |
| Reported value | $380,910,331 |
| Positions | 78 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $107,300,375 | 156,230 |
| INVESCO QQQ TR | QQQ | UNIT SER 1 | $66,217,859 | 89,921 |
| ISHARES TR | IJH | CORE S&P MCP ETF | $41,026,783 | 532,055 |
| ISHARES TR | IJR | CORE S&P SCP ETF | $25,215,931 | 170,022 |
| CAPITAL GROUP DIVIDEND VALUE | CGDV | SHS CREAT UNIT | $24,569,198 | 498,563 |
| VANGUARD INDEX FDS | VTV | VALUE ETF | $13,861,881 | 63,607 |
| VANGUARD INDEX FDS | VBK | SML CP GRW ETF | $10,941,603 | 29,920 |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $7,655,003 | 15,298 |
| ISHARES TR | IWF | RUS 1000 GRW ETF | $6,937,285 | 55,869 |
| EXXON MOBIL CORP | XOM | COM | $6,355,606 | 46,486 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.