SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-01 |
| Reported value | $213,278,932 |
| Positions | 55 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| VANGUARD SPECIALIZED FUNDS | VIG | DIV APP ETF | $16,339,220 | 69,053 |
| VANGUARD WHITEHALL FDS | VYM | HIGH DIV YLD | $11,474,509 | 72,610 |
| VANGUARD BD INDEX FDS | BLV | LONG TERM BOND | $11,114,339 | 161,241 |
| PITNEY BOWES INC | PBI | COM | $10,606,165 | 605,375 |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $10,284,877 | 20,554 |
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $9,110,805 | 24,621 |
| AMAZON COM INC | AMZN | COM | $8,914,874 | 37,404 |
| MARKEL GROUP INC | MKL | COM | $8,852,857 | 4,533 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | SPONSORED ADS | $7,833,907 | 16,404 |
| ALPHABET INC | GOOGL | CAP STK CL A | $7,795,174 | 21,813 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.