SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-14 |
| Reported value | $294,461,000 |
| Positions | 219 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| APPLE INC | AAPL | COM | $13,339,000 | 46,099 |
| SCHWAB STRATEGIC TR | SCHD | US DIVIDEND EQ | $12,592,000 | 397,125 |
| MICROSOFT CORP | MSFT | COM | $11,951,000 | 32,040 |
| INVESCO QQQ TR | QQQ | UNIT SER 1 | $10,812,000 | 14,683 |
| CATERPILLAR INC | CAT | COM | $9,995,000 | 9,387 |
| VANGUARD INDEX FDS | VTV | VALUE ETF | $7,497,000 | 34,405 |
| SPDR SERIES TRUST | BIL | ST STR BLO 1 ETF | $7,297,000 | 79,637 |
| AMAZON COM INC | AMZN | COM | $6,577,000 | 27,599 |
| VANGUARD WHITEHALL FDS | VYM | HIGH DIV YLD | $5,432,000 | 34,378 |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $5,066,000 | 10,125 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.