SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-21 |
| Reported value | $796,508,465 |
| Positions | 110 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| SCHWAB US DIVIDEND EQUITY ETF | SCHD | ETF | $59,342,058 | 1,871,398 |
| VANGUARD HEALTH CARE ETF | VHT | ETF | $54,102,869 | 180,940 |
| MICROSOFT CORP COM | MSFT | Stock | $25,412,167 | 68,125 |
| JPMORGAN CHASE & CO COM | JPM | Stock | $23,128,082 | 70,656 |
| CATERPILLAR INC COM | CAT | Stock | $21,386,387 | 20,083 |
| VANGUARD SHORT-TERM BOND ETF | BSV | ETF | $21,346,639 | 273,991 |
| STATE STR CORP COM | STT | Stock | $20,817,552 | 122,745 |
| GOLDMAN SACHS GROUP INC COM | GS | Stock | $20,782,642 | 20,549 |
| JOHNSON & JOHNSON COM | JNJ | Stock | $19,296,385 | 75,978 |
| RTX CORPORATION COM | RTX | Stock | $19,198,210 | 101,187 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.