SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-10 |
| Reported value | $902,794,296 |
| Positions | 493 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| CAPITAL GROUP DIVIDEND VALUE | CGDV | SHS CREAT UNIT | $54,252,590 | 1,100,905 |
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $42,478,142 | 114,793 |
| APPLE INC | AAPL | COM | $24,591,430 | 84,986 |
| FIDELITY MERRIMACK STR TR | FBND | TOTAL BD ETF | $23,154,274 | 508,997 |
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $22,756,551 | 33,134 |
| NVIDIA CORPORATION | NVDA | COM | $22,374,296 | 111,821 |
| AMAZON COM INC | AMZN | COM | $20,595,650 | 86,413 |
| ISHARES TR | IVV | CORE S&P500 ETF | $19,824,532 | 26,472 |
| VANGUARD INDEX FDS | VUG | GROWTH ETF | $16,902,773 | 196,224 |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $13,574,449 | 27,128 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.