SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-14 |
| Reported value | $235,546,712 |
| Positions | 56 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| WISDOMTREE US QUALITY DIVIDEND GROWTH FUND | DGRW | ETF | $38,955,098 | 407,395 |
| WISDOMTREE U.S. LARGECAP FUND | EPS | ETF | $35,581,964 | 457,411 |
| WISDOMTREE FLOATING RATE TREASURY FUND | USFR | ETF | $19,453,107 | 386,358 |
| SCHWAB U.S. LARGE-CAP GROWTH ETF | SCHG | ETF | $18,865,108 | 557,480 |
| WISDOMTREE U.S. MULTIFACTOR FUND | USMF | ETF | $15,502,553 | 285,798 |
| PGIM TOTAL RETURN BOND ETF | PTRB | ETF | $13,292,461 | 320,609 |
| PGIM SHORT DURATION MULTI-SECTOR BOND ETF | PSDM | ETF | $11,119,979 | 218,467 |
| WISDOMTREE US VALUE FUND OF BENEF INTEREST | WTV | ETF | $10,811,390 | 106,286 |
| AVANTIS U.S. LARGE CAP VALUE ETF | AVLV | ETF | $10,305,098 | 112,982 |
| PACER US LARGE CAP CASH COWS GROWTH LEADERS ETF | COWG | ETF | $9,220,033 | 229,660 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.