SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-31 |
| Reported value | $135,861,273 |
| Positions | 65 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| CAPITAL GROUP DIVIDEND VALUE | CGDV | SHS CREAT UNIT | $23,087,578 | 468,498 |
| CAPITAL GROUP GROWTH ETF | CGGR | SHS CREAT UNIT | $20,265,183 | 429,347 |
| CAPITAL GROUP CORE EQUITY ET | CGUS | SHS CREAT UNIT | $11,421,174 | 256,771 |
| APPLE INC | AAPL | COM | $5,695,029 | 19,681 |
| CAPITAL GROUP CORE BALANCED | CGBL | SHS | $4,767,006 | 125,580 |
| TESLA INC | TSLA | COM | $4,654,780 | 11,067 |
| NVIDIA CORPORATION | NVDA | COM | $4,098,131 | 20,481 |
| AMAZON COM INC | AMZN | COM | $4,011,977 | 16,833 |
| EXXON MOBIL CORP | XOM | COM | $3,828,281 | 28,001 |
| ARES CAPITAL CORP | ARCC | COM | $3,639,935 | 196,435 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.