SEC Form 13F

Belleair Asset Management, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-16
Reported value$118,849,601
Positions84

Largest disclosed positions

IssuerTickerClassReported valueReported amount
VANGUARD SCOTTSDALE FDSVGITINTER TERM TREAS$9,601,354162,790
DIMENSIONAL ETF TRUSTDFUVUS MKTWIDE VALUE$9,250,097168,153
DIMENSIONAL ETF TRUSTDFSDSHOR DUR FIX ETF$8,593,429179,967
DIMENSIONAL ETF TRUSTDFAXWORLD EX US CORE$5,198,050141,098
ISHARES TRITOTCORE S&P TTL STK$5,116,26531,145
VANGUARD BD INDEX FDSBSVSHORT TRM BOND$5,101,29665,477
VANGUARD MALVERN FDSVTIPSTRM INFPROIDX$4,675,28393,078
DIMENSIONAL ETF TRUSTDFACUS COR EQU 2 ETF$4,586,159103,385
DIMENSIONAL ETF TRUSTDFATUS TARGETED VLU$4,516,44564,613
DIMENSIONAL ETF TRUSTDFASUS SMALL CAP ETF$3,659,68444,446

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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