SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-29 |
| Reported value | $864,058,539 |
| Positions | 322 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $154,556,752 | 417,676 |
| J P MORGAN EXCHANGE TRADED F | JPIE | INCOME ETF | $45,652,005 | 991,357 |
| ISHARES TR | IQLT | MSCI INTL QUALTY | $44,923,324 | 906,626 |
| INVESCO EXCH TRADED FD TR II | QQQM | NASDAQ 100 ETF | $42,746,585 | 141,092 |
| BOOZ ALLEN HAMILTON HLDG COR | BAH | CL A | $42,355,177 | 698,124 |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $41,796,251 | 586,614 |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $34,154,721 | 68,256 |
| ISHARES TR | DGRO | CORE DIV GRWTH | $32,018,961 | 422,469 |
| VANGUARD MALVERN FDS | VCRB | CORE BD ETF | $23,785,026 | 307,966 |
| INVESCO QQQ TR | QQQ | UNIT SER 1 | $23,738,296 | 32,236 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.