SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-14 |
| Reported value | $323,406,625 |
| Positions | 533 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL CL B NEW COM | BRK.B | COMMON STOCK | $30,200,538 | 60,354 |
| ISHARES GOLD TR SHARES REPRESENT ETF | IAUM | EXCHANGE-TRADED FUNDS | $13,897,954 | 347,362 |
| INVESCO EXCHANGE TRADED FD TR ETF | PBP | EXCHANGE-TRADED FUNDS | $11,363,553 | 496,225 |
| ISHARES MSCI EAFE ETF | EFA | EXCHANGE-TRADED FUNDS | $9,613,886 | 92,548 |
| ISHARES TR CORE S&P500 ETF | IVV | EXCHANGE-TRADED FUNDS | $8,328,406 | 11,121 |
| VANGUARD IDX FDS VANG TOTAL STK MKT ETF | VTI | EXCHANGE-TRADED FUNDS | $7,889,623 | 21,321 |
| INVESCO EXCHANGE TRADED FD TR S&P500 | SPHQ | EXCHANGE-TRADED FUNDS | $6,936,349 | 76,985 |
| ISHARES CORE S&P MIDCAP ETF | IJH | EXCHANGE-TRADED FUNDS | $6,918,849 | 89,727 |
| VANGUARD TOTAL INTL STOCK ET | VXUS | EXCHANGE-TRADED FUNDS | $6,731,141 | 78,736 |
| MICROSOFT CORP COM | MSFT | COMMON STOCK | $6,537,176 | 17,525 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.