SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-11 |
| Reported value | $209,834,064 |
| Positions | 221 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| ALPHABET INC CAP STK CL C | GOOG | Exchange-Traded Equity Securities | $18,180,413 | 51,454 |
| VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF | VTI | Securities Issued by Registered Investment Companies or Business Development Companies | $17,193,839 | 46,463 |
| APPLE INC COM | AAPL | Exchange-Traded Equity Securities | $17,048,197 | 58,916 |
| AMERICAN EXPRESS CO COM | AXP | Exchange-Traded Equity Securities | $13,002,863 | 38,441 |
| JPMORGAN CHASE & CO COM | JPM | Exchange-Traded Equity Securities | $12,873,729 | 39,329 |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | BRK.B | Exchange-Traded Equity Securities | $12,808,214 | 25,596 |
| NVIDIA CORPORATION COM | NVDA | Exchange-Traded Equity Securities | $12,329,172 | 61,618 |
| AMAZON COM INC COM | AMZN | Exchange-Traded Equity Securities | $12,031,763 | 50,481 |
| WALMART INC COM | WMT | Exchange-Traded Equity Securities | $11,301,149 | 99,780 |
| COSTCO WHOLESALE CORPORATION COM | COST | Exchange-Traded Equity Securities | $11,141,801 | 11,910 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.