SEC Form 13F
| Report period | 2026-03-31 |
|---|---|
| Publicly available | 2026-05-16 |
| Reported value | $207,490,498 |
| Positions | 119 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| BNY MELLON MUNI INT ETF | BKMI | OTHER | $11,982,446 | 459,087 |
| APPLE INC | AAPL | COMMON STOCK | $11,004,588 | 43,361 |
| ALPHABET INC CL A | GOOGL | COMMON STOCK | $8,711,342 | 30,294 |
| MICROSOFT CORP | MSFT | COMMON STOCK | $7,810,587 | 21,100 |
| BERKSHIRE HATHAWAY INC DEL CL | BRK.B | COMMON STOCK | $7,618,801 | 15,899 |
| VANGUARD TOT WORLD STK ETF | VT | OTHER | $5,725,065 | 41,390 |
| WALMART INC | WMT | COMMON STOCK | $5,397,481 | 43,430 |
| ORACLE CORP | ORCL | COMMON STOCK | $4,307,234 | 29,279 |
| THERMO FISHER SCIENTIFIC INC. | TMO | COMMON STOCK | $4,216,836 | 8,579 |
| RTX CORP | RTX | COMMON STOCK | $4,148,507 | 21,506 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.