SEC Form 13F

Kagan Cocozza Asset Management 13F Holdings

Report period2026-06-30
Publicly available2026-08-07
Reported value$159,574,666
Positions67

Largest disclosed positions

IssuerTickerClassReported valueReported amount
SPDR SERIES TRUSTSPYMST STR P500ETF$25,191,296286,656
SPDR SERIES TRUSTSPABST STR AGGRE ETF$17,932,675702,691
SPDR INDEX SHS FDSSPDWST STR PO EX ETF$14,120,423280,223
SPDR SERIES TRUSTSPIBST INTER BD ETF$9,159,002273,730
VANGUARD INDEX FDSVOMID CAP ETF$9,150,882113,577
VANGUARD SPECIALIZED FUNDSVIGDIV APP ETF$9,075,65438,355
ISHARES TRAGGCORE US AGGBD ET$7,132,89272,064
VANGUARD INTL EQUITY INDEX FVWOFTSE EMR MKT ETF$6,330,451106,055
VANGUARD INDEX FDSVNQREAL ESTATE ETF$5,586,80857,936
ISHARES TRIJRCORE S&P SCP ETF$4,869,16032,831

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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