SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-07 |
| Reported value | $294,568,485 |
| Positions | 85 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| ISHARES TR | IVV | CORE S&P500 ETF | $39,849,182 | 53,211 |
| INVESCO QQQ TR | QQQ | UNIT SER 1 | $33,468,932 | 45,449 |
| SCHWAB STRATEGIC TR | FNDF | FUNDAMENTAL INTL | $21,902,499 | 415,135 |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $20,595,052 | 41,158 |
| ISHARES TR | IJH | CORE S&P MCP ETF | $16,988,677 | 220,317 |
| VANGUARD INDEX FDS | VB | SMALL CP ETF | $10,850,577 | 35,796 |
| WELLTOWER INC | WELL | COM | $9,681,963 | 42,657 |
| ISHARES TR | SOXX | ISHARES SEMICDTR | $9,607,825 | 14,994 |
| SCHWAB STRATEGIC TR | SCHD | US DIVIDEND EQ | $9,519,050 | 300,191 |
| INVESCO ACTIVELY MANAGED EXC | GTO | TOTAL RETURN | $9,002,856 | 192,081 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.