SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-21 |
| Reported value | $811,558,465 |
| Positions | 204 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| SCHWAB STRATEGIC TR | SCHX | US LRG CAP ETF | $51,973,700 | 1,766,011 |
| SCHWAB STRATEGIC TR | FNDX | FUNDAMENTAL US L | $51,339,755 | 1,650,796 |
| APPLE INC | AAPL | COM | $43,787,062 | 151,324 |
| SCHWAB STRATEGIC TR | SCHF | INTL EQTY ETF | $42,624,850 | 1,538,803 |
| ALPHABET INC | GOOGL | CAP STK CL A | $35,350,022 | 98,917 |
| NVIDIA CORPORATION | NVDA | COM | $32,268,858 | 161,272 |
| CATERPILLAR INC | CAT | COM | $25,200,379 | 23,665 |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $20,914,694 | 42,370 |
| AMERICAN CENTY ETF TR | AVEM | AVANTIS EMGMKT | $17,454,763 | 180,897 |
| MICROSOFT CORP | MSFT | COM | $16,244,387 | 43,548 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.