SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-25 |
| Reported value | $355,090,655 |
| Positions | 229 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| MICROSOFT CORP | MSFT | COM | $36,504,483 | 97,862 |
| ISHARES TR | IVV | CORE S&P500 ETF | $30,060,614 | 40,140 |
| ISHARES TR | MUB | NATIONAL MUN ETF | $14,569,202 | 135,376 |
| ISHARES TR | IUSB | CORE UNIVRSL USD | $13,604,970 | 294,799 |
| BLACKROCK ETF TRUST | DYNF | ISHARES US EQUIT | $11,901,002 | 174,989 |
| ISHARES TR | IVW | S&P 500 GRWT ETF | $10,690,207 | 77,730 |
| BROADCOM INC | AVGO | COM | $10,686,548 | 28,290 |
| NVIDIA CORPORATION | NVDA | COM | $10,557,977 | 52,766 |
| ISHARES TR | IVE | S&P 500 VAL ETF | $8,185,286 | 36,049 |
| ISHARES INC | IEMG | CORE MSCI EMKT | $7,691,611 | 92,849 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.