SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-23 |
| Reported value | $177,623,103 |
| Positions | 133 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| AKRE FOCUS ETF | AKRE | AKRE FOCUS ETF | $15,459,461 | 290,646 |
| APPLE INC | AAPL | COM | $13,386,346 | 46,262 |
| BERKSHIRE HATHAWAY CLASS B | BRK.B | CL B NEW | $8,281,955 | 16,551 |
| CATERPILLAR INC | CAT | COM | $7,221,087 | 6,781 |
| AMAZON.COM INC | AMZN | COM | $6,420,403 | 26,938 |
| DIMENSIONAL US MARKETWIDE VALUE ETF | DFUV | US CORE EQT MKT | $5,716,089 | 10,391 |
| ALPHABET INC CLASS A | GOOGL | CAP STK CL A | $4,891,288 | 13,687 |
| BLACKSTONE INC | BX | COM | $4,336,503 | 36,853 |
| CONOCOPHILLIPS | COP | COM | $4,135,523 | 3,978 |
| ALPHABET INC CLASS C | GOOG | CAP STK CL C | $3,738,767 | 10,582 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.