SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-07 |
| Reported value | $704,847,455 |
| Positions | 1,053 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| ISHARES TR | IVV | CORE S&P500 ETF | $42,645,439 | 56,945 |
| INVESCO EXCHANGE TRADED FD T | RSP | S&P500 EQL WGT | $28,039,619 | 131,784 |
| BERKSHIRE HATHAWAY INC DEL | BRK.A | CL A | $23,963,200 | 32 |
| ALPHABET INC CAP STK CL C | GOOG | Common Stock | $19,190,766 | 54,314 |
| APPLE INC COM | AAPL | Common Stock | $16,264,805 | 56,210 |
| MICROSOFT CORP COM | MSFT | Common Stock | $14,266,083 | 38,245 |
| ALPHABET INC | GOOG | CAP STK CL C | $13,225,505 | 37,431 |
| APPLE INC | AAPL | COM | $13,212,582 | 45,661 |
| AMERICAN BALANCED FUND CLASS F2 | Unresolved | Mutual Fund | $12,285,521 | 299,647 |
| DIMENSIONAL ETF TRUST | DFAS | US SMALL CAP ETF | $11,048,900 | 134,186 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.