SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-15 |
| Reported value | $127,111,204 |
| Positions | 70 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $7,966,209 | 15,920 |
| NUVEEN PFD & INCOME OPPORTUN | JPC | COM | $7,019,993 | 890,862 |
| ARES CAPITAL CORP | ARCC | COM | $6,481,164 | 349,766 |
| VANGUARD WORLD FD | VGT | INF TECH ETF | $5,459,674 | 45,680 |
| CALAMOS STRATEGIC TOTAL RETU | CSQ | COM SH BEN INT | $4,659,019 | 226,606 |
| STATE STR SPDR S&P 500 ETF T | SPY | TR UNIT | $4,491,079 | 6,014 |
| DNP SELECT INCOME FD INC | DNP | COM | $4,274,498 | 396,153 |
| ALLIANCEBERNSTEIN GLOBAL HIG | AWF | COM | $3,981,781 | 386,580 |
| APPLE INC | AAPL | COM | $3,846,549 | 13,293 |
| COHEN & STEERS TOTAL RETURN | RFI | COM | $3,776,971 | 333,654 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.