SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-06 |
| Reported value | $545,895,911 |
| Positions | 263 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| APPLE INC | AAPL | COM | $60,171,723 | 207,948 |
| ISHARES TR | IVV | CORE S&P500 ETF | $30,010,201 | 40,073 |
| ALPHABET INC | GOOGL | CAP STK CL A | $17,104,254 | 47,861 |
| ISHARES TR | DGRO | CORE DIV GRWTH | $15,369,647 | 202,793 |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $14,421,547 | 28,821 |
| ALPHABET INC | GOOG | CAP STK CL C | $12,551,916 | 35,525 |
| AMAZON COM INC | AMZN | COM | $11,084,025 | 46,505 |
| VANGUARD WHITEHALL FDS | VYM | HIGH DIV YLD | $10,079,867 | 63,785 |
| MASTERCARD INCORPORATED | MA | CL A | $9,201,066 | 17,915 |
| VANGUARD INDEX FDS | VTV | VALUE ETF | $9,137,909 | 41,930 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.