SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-13 |
| Reported value | $625,801,366 |
| Positions | 166 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| ISHARES TR | IVW | S&P 500 GRWT ETF | $45,771,934 | 332,814 |
| APPLE INC | AAPL | COM | $18,792,389 | 64,945 |
| ISHARES TR | IWO | RUS 2000 GRW ETF | $18,713,494 | 47,501 |
| VANGUARD INDEX FDS | VBR | SM CP VAL ETF | $18,493,483 | 76,108 |
| WALMART INC | WMT | COM | $17,977,029 | 158,724 |
| ISHARES TR | IWP | RUS MD CP GR ETF | $14,964,859 | 102,212 |
| ISHARES TR | AGG | CORE US AGGBD ET | $13,494,636 | 136,337 |
| STATE STR SPDR S&P 500 ETF T | SPY | TR UNIT | $13,385,467 | 17,924 |
| MICROSOFT CORP | MSFT | COM | $13,264,321 | 35,559 |
| CHEVRON CORPORATION | CVX | COM | $12,199,578 | 73,598 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.