SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-06 |
| Reported value | $1,064,312,574 |
| Positions | 177 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| FEDERATED HERMES INC | FHI | CL B | $196,118,138 | 3,551,578 |
| SPDR INDEX SHS FDS | SPDW | ST STR PO EX ETF | $91,847,379 | 1,822,730 |
| VANGUARD INDEX FDS | VO | MID CAP ETF | $80,925,832 | 1,004,416 |
| NEW YORK LIFE INVTS ACTIVE E | MMIT | MACKAY MUN INTER | $64,769,183 | 2,659,925 |
| SCHWAB STRATEGIC TR | SCHG | US LCAP GR ETF | $56,853,395 | 1,680,065 |
| ISHARES INC | IEMG | CORE MSCI EMKT | $54,067,217 | 652,670 |
| SCHWAB STRATEGIC TR | SCHX | US LRG CAP ETF | $42,216,200 | 1,434,461 |
| ISHARES TR | MUB | NATIONAL MUN ETF | $41,165,767 | 382,510 |
| JANUS DETROIT STR TR | VNLA | HENDRSN SHRT ETF | $32,700,944 | 669,210 |
| ISHARES TR | IJT | S&P SML 600 GWT | $30,268,204 | 169,475 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.