SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-13 |
| Reported value | $22,805,018,172 |
| Positions | 1,818 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF | IVV | Common Stock | $1,851,190,178 | 2,471,912 |
| ISHARES CORE MSCI EAFE ETF | IEFA | Common Stock | $1,045,265,155 | 10,822,791 |
| ALPHABET INC-CL C | GOOG | Common Stock | $948,419,921 | 2,684,233 |
| KLA CORP | KLAC | Common Stock | $914,678,874 | 3,031,649 |
| APPLE INC | AAPL | Common Stock | $801,563,659 | 2,770,126 |
| MICROSOFT CORP | MSFT | Common Stock | $767,327,132 | 2,057,067 |
| BERKSHIRE HATHAWAY INC-CL B | BRK.B | Common Stock | $572,694,353 | 1,144,496 |
| AMAZON.COM INC | AMZN | Common Stock | $544,312,550 | 2,283,765 |
| APPLIED MATERIALS INC | AMAT | Common Stock | $482,466,576 | 667,312 |
| BBH SELECT LARGE CAP ETF | BBHL | Common Stock | $473,054,809 | 27,187,058 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.