SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-25 |
| Reported value | $392,481,573 |
| Positions | 276 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| SRH U S QUALITY ETF | SRHQ | SRHQ | $197,629,645 | 4,309,525 |
| SRH REIT COVERED CALL ETF | SRHR | SRHR | $52,130,267 | 877,013 |
| Sch US Div Equity Etf | SCHD | SCHD | $27,685,399 | 873,081 |
| Jpmorgan Chase & Co | JPM | JPM | $18,706,910 | 57,150 |
| Schw US Brd Mkt Etf | SCHB | SCHB | $11,363,404 | 392,383 |
| Cohen & Steers | UTF | UTF | $11,267,007 | 408,373 |
| AVANTIS U S LARGE CAP VALUE ETF | AVLV | AVLV | $7,156,428 | 78,461 |
| Berkshire Hathaway Inc B | BRK.B | BRK.B | $5,157,520 | 10,307 |
| Evercore Inc | EVR | EVR | $3,935,096 | 11,525 |
| Ishares Core S&P 500 | IVV | IVV | $3,653,834 | 4,879 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.