SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-17 |
| Reported value | $668,405,659 |
| Positions | 271 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| ISHARES RUSSELL 1000 GROWTH ETF | IWF | Equities | $35,501,569 | 285,911 |
| NVIDIA CORP | NVDA | Equities | $31,776,493 | 158,811 |
| ISHARES CORE S&P 500 ETF | IVV | Equities | $19,298,895 | 25,770 |
| MICROSOFT CORP | MSFT | Equities | $15,211,756 | 40,780 |
| VANGUARD INTERMEDIATE-TERM BOND | BIV | Fixed Income | $15,158,374 | 197,632 |
| ISHARES CORE U.S. AGGREGATE BON | AGG | Fixed Income | $14,941,031 | 150,950 |
| ALPHABET INC-CL A | GOOGL | Equities | $14,673,969 | 41,061 |
| VANGUARD SHORT-TERM TREASURY ET | VGSH | Fixed Income | $14,360,442 | 246,743 |
| SPDR S&P 500 ETF TRUST | SPY | Equities | $14,228,956 | 19,054 |
| ISHARES CORE MSCI EAFE ETF | IEFA | Equities | $13,843,971 | 143,342 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.