SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-12 |
| Reported value | $185,301,206 |
| Positions | 341 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| MCKESSON CORP | MCK | COM | $15,165,721 | 17,236 |
| AMAZON COM INC | AMZN | COM | $4,922,750 | 17,702 |
| DIMENSIONAL ETF TRUST | DFSV | US SMALL CAP ETF | $4,504,793 | 111,726 |
| MICROSOFT CORP | MSFT | COM | $4,411,443 | 8,717 |
| LAM RESEARCH CORP | LRCX | COM NEW | $4,267,846 | 13,929 |
| SPDR INDEX SHS FDS | SPDW | ST STR PO EX ETF | $3,995,104 | 77,756 |
| VANGUARD INDEX FDS | VBK | SML CP GRW ETF | $3,981,657 | 11,078 |
| BOEING CO | BA | COM | $3,695,542 | 15,875 |
| BANK OF AMER CORP | BAC | COM | $3,503,685 | 54,865 |
| VANGUARD SCOTTSDALE FDS | VCLT | LG-TERM COR BD | $3,489,665 | 48,650 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.