SEC Form 13F

Colter Lewis Investment Partners LLC 13F Holdings

Report period2026-06-30
Publicly available2026-08-15
Reported value$224,979,564
Positions114

Largest disclosed positions

IssuerTickerClassReported valueReported amount
VANGUARD SCOTTSDALE FDSVONEVNG RUS1000IDX$62,858,425185,576
VANGUARD WORLD FDVGTINF TECH ETF$24,292,565203,251
VANGUARD BD INDEX FDSBSVSHORT TRM BOND$12,719,946163,265
J P MORGAN EXCHANGE TRADED FJPIEINCOME ETF$8,167,271177,357
RIVIAN AUTOMOTIVE INCRIVNCOM CL A$6,414,416369,707
VANGUARD INDEX FDSVOOS&P 500 ETF SHS$5,229,1527,614
ISHARES TRESGUESG AWR MSCI USA$4,549,04427,794
VANGUARD STAR FDSVXUSVG TL INTL STK F$4,156,01748,614
AMERICAN EXPRESS COAXPCOM$4,043,77911,955
STATE STR SPDR S&P 500 ETF TSPYTR UNIT$3,373,5234,506

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

NexusTrade Loading NexusTrade… Taking too long? Reload this page