SEC Form 13F

Wellington Capital Management, Inc. 13F Holdings

Report period2025-06-30
Publicly available2025-08-19
Reported value$66,933,000
Positions81

Largest disclosed positions

IssuerTickerClassReported valueReported amount
MICROSOFT CORPMSFTCOM$9,941,00019,987
SEI INVTS COSEICCOM$4,510,00050,200
WALMART INCWMTCOM$2,950,00030,171
LOWES COS INCLOWCOM$2,900,00013,068
TEXAS INSTRS INCTXNCOM$2,450,00011,800
VANGUARD INDEX FDSVTITOTAL STK MKT$2,232,0007,346
NOVARTIS AGNVSSPONSORED ADR$1,711,00014,141
MONDELEZ INTL INCMDLZCL A$1,417,00021,021
JOHNSON & JOHNSONJNJCOM$1,211,0007,928
VANGUARD INTL EQUITY INDEX FVWOFTSE EMR MKT ETF$1,065,00021,542

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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