SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-23 |
| Reported value | $1,045,970,726 |
| Positions | 291 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| LENNOX INTL INC | LII | COM | $92,307,975 | 161,110 |
| APPLE INC | AAPL | COM | $86,922,348 | 300,395 |
| SCHWAB STRATEGIC TR | FNDX | FUNDAMENTAL US L | $66,581,350 | 2,140,879 |
| AMERICAN CENTY ETF TR | AVDS | AVANTIS INTL SML | $33,832,717 | 449,544 |
| ALPHABET INC | GOOGL | CAP STK CL A | $32,774,341 | 92,303 |
| AMAZON COM INC | AMZN | COM | $31,591,982 | 132,550 |
| STATE STR SPDR S&P 500 ETF T | SPY | TR UNIT | $31,077,206 | 41,616 |
| NVIDIA CORPORATION | NVDA | COM | $27,630,482 | 138,090 |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $24,647,923 | 49,257 |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $22,522,876 | 316,111 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.