SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-15 |
| Reported value | $226,956,475 |
| Positions | 140 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| CAPITAL GROUP DIVIDEND VALUE | CGDV | SHS CREAT UNIT | $12,491,259 | 254,612 |
| CAPITAL GROUP GROWTH ETF | CGGR | SHS CREAT UNIT | $10,362,209 | 223,806 |
| VICTORY PORTFOLIOS II | USTB | SHORT TRM BD ETF | $7,129,656 | 141,546 |
| VICTORY PORTFOLIOS II | UITB | CORE BD ETF | $7,064,992 | 152,724 |
| CAPITAL GROUP GBL GROWTH EQT | CGGO | SHS CREAT UNIT | $6,967,995 | 174,374 |
| SPDR INDEX SHS FDS | SPDW | ST STR PO EX ETF | $6,548,218 | 132,394 |
| ISHARES TR | IWR | RUS MID CAP ETF | $6,287,207 | 57,271 |
| CAPITAL GRP FIXED INCM ETF T | CGCP | CORE PLUS INCM | $6,211,669 | 281,071 |
| ISHARES TR | IVV | CORE S&P500 ETF | $6,053,262 | 8,043 |
| ALPHABET INC | GOOGL | CAP STK CL A | $5,949,942 | 16,879 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.