SEC Form 13F

Aureum Wealth Management, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-23
Reported value$161,289,667
Positions62

Largest disclosed positions

IssuerTickerClassReported valueReported amount
SPDR SERIES TRUSTSPYGST STR P500GRW$14,588,053122,599
SPDR SERIES TRUSTSPYVST STR P500VAL$13,558,301223,035
ISHARES TRIEFACORE MSCI EAFE$13,213,185136,811
ISHARES TRMBBMBS ETF$8,853,68893,670
J P MORGAN EXCHANGE TRADED FJEPIEQUITY PREMIUM$6,617,012117,157
ISHARES TRHDVCORE HIGH DV ETF$6,125,422223,474
WORLD GOLD TRGLDMSPDR GLD MINIS$6,025,99275,875
SPDR SERIES TRUSTSPYMST STR P500ETF$5,452,38362,044
FIRST TR EXCHANGE-TRADED FDFTCBCORE INVESTMENT$5,403,239259,086
ISHARES TRIJRCORE S&P SCP ETF$5,219,18835,191

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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