SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-07 |
| Reported value | $118,876,594 |
| Positions | 34 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| PUTNAM ETF TRUST | PVAL | FOCUSED LAR CAP | $48,138,834 | 944,825 |
| HARBOR ETF TRUST | WINN | LONG TERM GROWER | $45,932,379 | 1,414,610 |
| APPLE INC | AAPL | COM | $8,928,607 | 30,856 |
| J P MORGAN EXCHANGE TRADED F | JPST | ULTRA SHRT ETF | $2,508,518 | 49,605 |
| WELLS FARGO & CO | WFC | COM | $1,051,484 | 12,724 |
| ALPHABET INC | GOOG | CAP STK CL C | $1,043,383 | 2,953 |
| COLGATE PALMOLIVE CO | CL | COM | $916,800 | 10,000 |
| MICROSOFT CORP | MSFT | COM | $705,008 | 1,890 |
| NVIDIA CORPORATION | NVDA | COM | $620,079 | 3,099 |
| CAPITAL GROUP CORE EQUITY ET | CGUS | SHS CREAT UNIT | $617,738 | 13,888 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.