SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-14 |
| Reported value | $152,748,012 |
| Positions | 80 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| ISHARES TR | EEM | MSCI EMG MKT ETF | $24,380,298 | 356,385 |
| BERKSHIRE HATHAWAY INC DEL | BRK.A | CL A | $20,967,800 | 28 |
| ISHARES TR | IVV | CORE S&P500 ETF | $12,562,352 | 16,775 |
| NVIDIA CORPORATION | NVDA | COM | $6,704,492 | 33,507 |
| APPLE INC | AAPL | COM | $6,562,450 | 22,679 |
| PIMCO DYNAMIC INCOME FD | PDI | SHS | $6,203,887 | 371,490 |
| COSTCO WHOLESALE CORPORATION | COST | COM | $4,871,124 | 5,207 |
| NATIONAL STORAGE AFFILIATES | Unresolved | COM SHS BEN IN | $4,328,443 | 97,334 |
| DIMENSIONAL ETF TRUST | DFAC | US COR EQU 2 ETF | $4,083,654 | 92,057 |
| ISHARES TR | IWR | RUS MID CAP ETF | $4,050,575 | 36,717 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.