SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-23 |
| Reported value | $783,115,042 |
| Positions | 162 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| ISHARES TR | IVV | CORE S&P500 ETF | $201,376,311 | 268,900 |
| ISHARES TR | IJH | CORE S&P MCP ETF | $103,038,257 | 1,336,250 |
| SCHWAB STRATEGIC TR | FNDX | FUNDAMENTAL US L | $67,705,870 | 2,177,038 |
| ISHARES TR | IVW | S&P 500 GRWT ETF | $48,816,642 | 354,953 |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $32,805,096 | 65,559 |
| FIRST TR EXCHANGE-TRADED FD | EMLP | NO AMER ENERGY | $30,170,176 | 693,567 |
| SPDR GOLD TR | GLD | GOLD SHS | $27,421,471 | 74,438 |
| INVESCO QQQ TR | QQQ | UNIT SER 1 | $21,184,977 | 28,746 |
| APPLE INC | AAPL | COM | $18,685,206 | 64,574 |
| ISHARES TR | SHV | TRUST ISHARE 0-1 | $11,705,156 | 106,073 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.