SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-10 |
| Reported value | $155,999,531 |
| Positions | 903 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| APPLE INC COM | AAPL | Stock | $21,248,032 | 67,800 |
| MICROSOFT CORP COM | MSFT | Stock | $9,251,574 | 24,134 |
| VANGUARD S&P 500 ETF | VOO | ETF | $7,364,498 | 10,747 |
| CAPITAL GROUP DIVIDEND VALUE ETF | CGDV | ETF | $7,177,628 | 147,354 |
| AMAZON COM INC COM | AMZN | Stock | $4,636,229 | 19,030 |
| NVIDIA CORPORATION COM | NVDA | Stock | $4,587,968 | 22,476 |
| AVANTIS INTERNATIONAL EQUITY ETF | AVDE | ETF | $4,055,445 | 45,515 |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | BRK.B | Stock | $3,959,525 | 8,002 |
| ISHARES 0-3 MONTH TREASURY BOND ETF | SGOV | ETF | $3,506,302 | 34,899 |
| AMERICAN CENTURY DIVERSIFIED MUNICIPAL BOND ETF | TAXF | ETF | $2,214,047 | 43,894 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.