SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-10 |
| Reported value | $224,980,768 |
| Positions | 97 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| CAPITAL GROUP GROWTH ETF | CGGR | SHS CREAT UNIT | $33,786,641 | 715,819 |
| CAPITAL GROUP DIVIDEND VALUE | CGDV | SHS CREAT UNIT | $33,742,668 | 684,713 |
| CAPITAL GROUP GBL GROWTH EQT | CGGO | SHS CREAT UNIT | $28,323,833 | 669,120 |
| VANGUARD INDEX FDS | VO | MID CAP ETF | $9,963,667 | 123,665 |
| CAPITAL GRP FIXED INCM ETF T | CGSD | SHORT DURATION | $9,063,919 | 352,270 |
| NVIDIA CORPORATION | NVDA | COM | $5,822,619 | 29,100 |
| BROADCOM INC | AVGO | COM | $5,617,520 | 14,871 |
| VANGUARD INDEX FDS | VB | SMALL CP ETF | $5,205,764 | 17,174 |
| ALPHABET INC | GOOGL | CAP STK CL A | $4,662,606 | 13,047 |
| CAPITAL GRP FIXED INCM ETF T | CGUI | ULTRA SHORT ETF | $4,587,375 | 181,463 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.