SEC Form 13F
| Report period | 2025-06-30 |
|---|---|
| Publicly available | 2025-07-26 |
| Reported value | $115,486,910 |
| Positions | 53 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| SPDR SERIES TRUST | SPLG | PORTFOLIO S&P500 | $28,781,521 | 395,949 |
| DAVIS FUNDAMENTAL ETF TR | DUSA | SELECT US EQTY | $7,697,058 | 166,315 |
| FIDELITY COVINGTON TRUST | FELC | ENHANCED LARGE | $7,542,791 | 218,695 |
| SIMPLIFY EXCHANGE TRADED FUN | MTBA | MBS ETF | $6,166,079 | 123,100 |
| ARK ETF TR | ARKW | NEXT GNRTN INTER | $5,882,896 | 39,852 |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $5,366,787 | 11,048 |
| FIRST TR EXCHANGE-TRADED FD | SDVY | SMID RISNG ETF | $4,917,221 | 139,377 |
| SPDR SERIES TRUST | SPYG | PRTFLO S&P500 GW | $3,583,458 | 37,594 |
| SPDR SERIES TRUST | BILS | BLOOMBERG 3-12 M | $3,353,933 | 33,732 |
| ADAMS DIVERSIFIED EQUITY FD | ADX | COM | $3,242,671 | 149,363 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.