SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-12 |
| Reported value | $188,898,186 |
| Positions | 84 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| Vanguard Dividend Appreciation | VIG | Equity Funds | $19,814,638 | 83,740 |
| Apple Inc. | AAPL | COM | $18,905,046 | 65,334 |
| Alphabet, Inc. - Cl A | GOOGL | COM | $10,896,926 | 30,492 |
| Microsoft Corp. | MSFT | COM | $9,863,395 | 26,442 |
| Berkshire Hathaway, Inc. - Cla | BRK.B | COM | $9,047,552 | 18,081 |
| Alphabet, Inc. - Cl C | GOOG | COM | $8,186,310 | 23,169 |
| McKesson Corp. | MCK | COM | $7,032,369 | 9,307 |
| Walmart Inc. | WMT | COM | $6,707,484 | 59,222 |
| Home Depot, Inc. | HD | COM | $5,795,590 | 16,433 |
| Vanguard Total Stock Market ET | VTI | Equity Funds | $5,487,323 | 14,829 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.