SEC Form 13F

High Note Wealth, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-24
Reported value$586,166,680
Positions959

Largest disclosed positions

IssuerTickerClassReported valueReported amount
ISHARES CORE S&P 500 ETFIVVETF$62,981,11584,099
STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETFXLKETF$34,382,839180,468
SCHWAB U.S. MID-CAP ETFSCHMETF$33,796,502916,640
ISHARES ESG AWARE MSCI EAFE ETFESGDETF$32,197,339313,173
STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETFBILETF$24,602,230268,466
XTRACKERS MSCI EAFE HEDGED EQUITY ETFDBEFETF$24,104,418441,230
APPLE INC COMAAPLStock$21,815,54175,392
ALPHABET INC CAP STK CL AGOOGLStock$18,222,08550,989
FREEDOM 100 EMERGING MARKETS ETFFRDMETF$17,579,153241,141
VANGUARD SMALL-CAP ETFVBETF$14,561,08048,037

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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