SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-14 |
| Reported value | $136,139,620 |
| Positions | 137 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| APPLE INC | AAPL | COM | $6,250,557 | 21,601 |
| SPDR GOLD TR | GLD | GOLD SHS | $6,198,362 | 16,826 |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $5,878,081 | 11,747 |
| AMAZON COM INC | AMZN | COM | $4,829,960 | 20,265 |
| STATE STR SPDR S&P 500 ETF T | SPY | TR UNIT | $4,595,805 | 6,154 |
| SCHWAB STRATEGIC TR | SCHX | US LRG CAP ETF | $4,461,382 | 151,593 |
| CORNERSTONE STRATEGIC INVEST | CLM | COM | $3,810,193 | 503,994 |
| ISHARES TR | TLT | 20 YR TR BD ETF | $3,113,078 | 36,023 |
| ISHARES TR | PFF | PFD AND INCM SEC | $2,984,636 | 97,889 |
| SCHWAB STRATEGIC TR | SCHM | US MID-CAP ETF | $2,731,704 | 74,090 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.