SEC Form 13F
| Report period | 2026-03-31 |
|---|---|
| Publicly available | 2026-04-30 |
| Reported value | $608,583,317 |
| Positions | 146 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| APPLE INC | AAPL | COM | $92,406,948 | 364,108 |
| SCHWAB STRATEGIC TR | FNDF | FUNDAMENTAL INTL | $34,932,937 | 713,937 |
| ISHARES TR | CMF | CALIF MUN BD ETF | $26,609,229 | 467,978 |
| GILEAD SCIENCES INC | GILD | COM | $23,644,399 | 169,652 |
| SCHWAB STRATEGIC TR | FNDB | FUNDAMENTAL US B | $20,257,604 | 744,765 |
| J P MORGAN EXCHANGE TRADED F | JBND | ACTIVE BOND ETF | $20,043,413 | 372,762 |
| APPLE INC | AAPL | COM | $17,511,510 | 69,000 |
| ISHARES TR | IUSB | CORE UNIVRSL USD | $16,049,224 | 347,461 |
| VANGUARD INDEX FDS | VOT | MCAP GR IDXVIP | $14,533,228 | 56,473 |
| INVESCO EXCHANGE TRADED FD T | SPHQ | S&P500 QUALITY | $14,009,175 | 186,317 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.