SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-21 |
| Reported value | $753,481,601 |
| Positions | 223 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| ISHARES TR | AGG | CORE US AGGBD ET | $56,165,903 | 567,447 |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $52,498,912 | 736,827 |
| PIMCO ETF TR | PYLD | MULTISECTOR BD | $42,878,862 | 1,616,850 |
| SPDR SERIES TRUST | SPTS | ST SHO TREAS ETF | $41,723,481 | 1,438,245 |
| ISHARES GOLD TR | IAU | ISHARES NEW | $37,785,884 | 500,409 |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $30,535,299 | 61,023 |
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $29,930,847 | 43,580 |
| AMERICAN CENTY ETF TR | AVUV | US SML CP VALU | $29,854,799 | 239,298 |
| ISHARES BITCOIN TRUST ETF | IBIT | SHS BEN INT | $28,274,662 | 849,344 |
| ELI LILLY & CO | LLY | COM | $27,601,283 | 23,012 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.