SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-07 |
| Reported value | $527,970,564 |
| Positions | 394 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| MICROSOFT CORP | MSFT | COM | $17,870,771 | 47,908 |
| APPLE INC | AAPL | COM | $17,214,223 | 59,491 |
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $16,205,204 | 23,595 |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $10,472,043 | 146,976 |
| ISHARES TR | SGOV | 0-3 MTH TREASURY | $10,283,665 | 102,152 |
| VANGUARD WHITEHALL FDS | VYM | HIGH DIV YLD | $10,146,975 | 64,209 |
| J P MORGAN EXCHANGE TRADED F | JPST | ULTRA SHRT ETF | $7,950,024 | 157,208 |
| INTERNATIONAL BUSINESS MACHS | IBM | COM | $6,926,108 | 24,630 |
| JOHNSON & JOHNSON | JNJ | COM | $6,574,870 | 25,888 |
| SCHWAB STRATEGIC TR | SCHG | US LCAP GR ETF | $6,350,444 | 187,661 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.