SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-25 |
| Reported value | $241,022,839 |
| Positions | 139 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $19,450,132 | 39,443 |
| FIDELITY COVINGTON TRUST | FBCG | BLUE CHIP GRWTH | $17,742,994 | 292,114 |
| SPDR SERIES TRUST | SPYM | ST STR P500ETF | $15,787,640 | 178,654 |
| ISHARES TR | IUSV | CORE S&P US VLU | $14,478,719 | 128,517 |
| RBB FUND TRUST | FEOE | FIRS EAGL OV ETF | $9,597,813 | 177,902 |
| ISHARES TR | IVW | S&P 500 GRWT ETF | $8,520,702 | 62,533 |
| VANGUARD INDEX FDS | VB | SMALL CP ETF | $4,803,258 | 16,122 |
| ISHARES TR | IVE | S&P 500 VAL ETF | $4,717,458 | 20,303 |
| BLACKROCK ETF TRUST | CORO | ISHA IN CTRY ETF | $4,276,289 | 120,561 |
| AMERICAN CENTY ETF TR | AVEM | AVANTIS EMGMKT | $3,990,552 | 44,148 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.