SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-25 |
| Reported value | $74,709,503 |
| Positions | 131 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| STATE STREET SPDR S&P 500 ETF | SPY | ETF | $8,633,408 | 11,561 |
| ISHARES CORE U.S. AGGREGATE BOND ETF | AGG | ETF | $3,441,337 | 34,768 |
| ISHARES RUSSELL 2000 GROWTH ETF | IWO | ETF | $2,146,688 | 5,449 |
| ISHARES PREFERRED & INCOME SECURITIES ETF | PFF | ETF | $2,033,104 | 66,681 |
| BLACKSTONE SECD LENDING FD COMMON STOCK | BXSL | CEF | $1,921,885 | 81,058 |
| MICROSOFT CORP COM | MSFT | Stock | $1,788,258 | 4,794 |
| ISHARES 3-7 YEAR TREASURY BOND ETF | IEI | ETF | $1,538,360 | 13,098 |
| ISHARES 20 YEAR TREASURY BOND ETF | TLT | ETF | $1,410,202 | 16,318 |
| APPLE INC COM | AAPL | Stock | $1,409,472 | 4,871 |
| ISHARES 1-3 YEAR TREASURY BOND ETF | SHY | ETF | $1,318,112 | 16,053 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.