SEC Form 13F

MB, LEVIS & ASSOCIATES, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-23
Reported value$271,357,047
Positions254

Largest disclosed positions

IssuerTickerClassReported valueReported amount
VANGUARD INDEX FDSVVLARGE CAP ETF$22,871,43666,504
VANGUARD INTL EQUITY INDEX FVEUALLWRLD EX US$22,431,286267,836
WISDOMTREE TRDHSUS HIGH DIVIDEND$18,037,905158,666
WISDOMTREE TRDGRWUS QTLY DIV GRT$16,680,081174,441
VANGUARD MUN BD FDSVCRMCORE TAX EXEMPT$13,971,933182,879
ISHARES TRIBCAIBONDS DEC 2035$13,882,354542,068
ISHARES TRIBCBIBONDS DEC 2036$13,865,998551,113
ISHARES TRIBDZIBONDS DEC 2034$13,430,091515,551
ISHARES TRIBDXIBONDS DEC 2032$13,288,879527,546
VANGUARD INDEX FDSVBSMALL CP ETF$12,776,44742,150

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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