SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-08 |
| Reported value | $494,523,036 |
| Positions | 275 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| APPLE INC | AAPL | COM | $18,079,150 | 62,480 |
| DIMENSIONAL ETF TRUST | DFAI | INTL CORE EQT MK | $13,807,908 | 334,737 |
| J P MORGAN EXCHANGE TRADED F | JEPI | EQUITY PREMIUM | $13,577,423 | 240,393 |
| VANECK ETF TRUST | MOAT | MRNGSTR WDE MOAT | $12,725,885 | 122,411 |
| CAPITAL GROUP DIVIDEND VALUE | CGDV | SHS CREAT UNIT | $12,309,290 | 249,783 |
| INVESCO QQQ TR | QQQ | UNIT SER 1 | $12,194,425 | 16,560 |
| MFS ACTIVE EXCHANGE TRADED F | MFSB | CORE PLUS BD ETF | $11,544,563 | 463,079 |
| PACER FDS TR | COWZ | US CASH COWS 100 | $11,399,080 | 183,265 |
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $10,578,644 | 15,403 |
| LATTICE STRATEGIES TR | ROUS | HARTFORD US EQTY | $8,258,530 | 122,530 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.