SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-08 |
| Reported value | $2,732,630,289 |
| Positions | 742 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| J P MORGAN EXCHANGE TRADED F | JMUB | MUNICIPAL ETF | $222,368,140 | 4,389,856 |
| ISHARES TR | IEFA | CORE MSCI EAFE | $160,367,262 | 1,660,460 |
| NVIDIA CORPORATION | NVDA | COM | $126,331,848 | 631,375 |
| ISHARES INC | IEMG | CORE MSCI EMKT | $122,377,289 | 1,477,273 |
| APPLE INC | AAPL | COM | $112,091,030 | 387,376 |
| NEW YORK LIFE INVTS ACTIVE E | MMIT | MACKAY MUN INTER | $74,273,838 | 3,050,260 |
| MICROSOFT CORP | MSFT | COM | $63,090,726 | 169,135 |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $60,157,522 | 844,316 |
| FRANKLIN TEMPLETON ETF TR | FLMI | FRANKLIN DYN MUN | $59,576,740 | 2,366,974 |
| ALPHABET INC | GOOGL | CAP STK CL A | $55,168,203 | 154,373 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.