SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-17 |
| Reported value | $455,428,643 |
| Positions | 156 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| ISHARES TR | IVV | CORE S&P500 ETF | $80,174,791 | 107,058 |
| WISDOMTREE TR | DLN | US LARGECAP DIVD | $44,372,139 | 460,674 |
| APPLE INC | AAPL | COM | $21,851,307 | 75,516 |
| CAPITAL GROUP GROWTH ETF | CGGR | SHS CREAT UNIT | $16,440,896 | 348,324 |
| PIMCO ETF TR | PYLD | MULTISECTOR BD | $14,708,287 | 554,611 |
| FIDELITY COVINGTON TRUST | FBCG | BLUE CHIP GRWTH | $14,341,558 | 230,906 |
| CHEVRON CORPORATION | CVX | COM | $12,916,924 | 77,925 |
| ECHOSTAR CORP | ECHO | CL A | $12,562,125 | 123,765 |
| CAPITAL GROUP CORE BALANCED | CGBL | SHS | $11,407,523 | 300,514 |
| CAPITAL GROUP DIVIDEND VALUE | CGDV | SHS CREAT UNIT | $11,391,842 | 231,166 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.