SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-30 |
| Reported value | $1,064,748,561 |
| Positions | 309 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| ELI LILLY & CO | LLY | COM | $393,650,045 | 328,198 |
| DIMENSIONAL ETF TRUST | DFAI | INTL CORE EQT MK | $65,275,577 | 1,582,438 |
| VANGUARD MUN BD FDS | VTEB | TAX EXEMPT BD | $35,586,759 | 703,574 |
| DIMENSIONAL ETF TRUST | DFAE | EMGR CRE EQT MNG | $32,230,636 | 801,558 |
| APPLE INC | AAPL | COM | $24,338,016 | 84,110 |
| ELI LILLY & CO | LLY | COM | $22,069,512 | 18,400 |
| AMERICAN CENTY ETF TR | AVDV | INTL SMCP VLU | $18,432,291 | 178,867 |
| ISHARES TR | IMCG | MRGSTR MD CP GRW | $16,452,076 | 167,366 |
| ISHARES TR | EFG | EAFE GRWTH ETF | $15,502,689 | 124,600 |
| STATE STR SPDR S&P 500 ETF T | SPY | TR UNIT | $14,758,767 | 19,763 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.