SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-12 |
| Reported value | $217,739,770 |
| Positions | 204 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| HOME DEPOT INC | HD | COM | $11,015,994 | 31,235 |
| CAPITAL GROUP GBL GROWTH EQT | CGGO | SHS CREAT UNIT | $10,278,238 | 242,812 |
| CAPITAL GROUP CONSERVATIVE E | CGCV | SHS | $9,884,335 | 301,168 |
| T ROWE PRICE EXCHANGE-TRADED | TCAF | CAP APPRECIATION | $9,346,902 | 227,419 |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $7,692,495 | 15,373 |
| SOUTHERN CO | SO | COM | $6,736,899 | 70,389 |
| APPLE INC | AAPL | COM | $5,683,204 | 19,641 |
| EDISON INTL | EIX | COM | $5,347,531 | 71,827 |
| DOMINION ENERGY INC | D | COM | $5,056,194 | 74,040 |
| BLACKROCK ETF TRUST II | BINC | ISHA FLEX IN ETF | $4,942,165 | 94,424 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.