SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-04 |
| Reported value | $133,623,311 |
| Positions | 141 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| Apple Inc (AAPL) | AAPL | Stock | $11,546,615 | 39,904 |
| Tesla Inc (TSLA) | TSLA | Stock | $10,735,000 | 25,523 |
| iShares Select Dividend ETF (DVY) | DVY | ETF | $6,050,373 | 38,710 |
| Capital Group New Geography (CCNG) | CGNG | ETF | $5,625,443 | 150,172 |
| Eaton Vance Mortgage Opportunities ETF (EVMO) | EVMO | ETF | $4,439,394 | 88,419 |
| iShares Core S&P 500 ETF (IVV) | IVV | ETF | $3,604,458 | 4,813 |
| Microsoft Corp (MSFT) | MSFT | Stock | $3,317,468 | 8,894 |
| Alphabet Inc (GOOG) | GOOG | Stock | $3,276,185 | 9,272 |
| Vanguard FTSE Developed Markets ETF (VEA) | VEA | ETF | $3,211,879 | 45,079 |
| Schwab US TIPS ETF (SCHP) | SCHP | ETF | $2,796,958 | 105,546 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.