SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-30 |
| Reported value | $256,333,841 |
| Positions | 190 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| APPLE INC | AAPL | Equities | $16,348,262 | 56,498 |
| MICROSOFT CORP | MSFT | Equities | $14,946,538 | 40,069 |
| ABBVIE INC COM | ABBV | Equities | $8,527,073 | 33,886 |
| VANGUARD VALUE ETF | VTV | Equities | $6,779,336 | 31,106 |
| VANGUARD GROWTH ETF (MKT) | VUG | Equities | $6,474,657 | 75,169 |
| ISHARES CORE MSCI TOT INTL STOC | IXUS | Equities | $5,756,511 | 60,317 |
| ISHARES CORE S&P 500 (MKT) ETF | IVV | Equities | $5,450,852 | 7,278 |
| SCHWAB U S LARGE CAP ETF | SCHX | Equities | $5,366,119 | 182,335 |
| ALPHABET INC CAP STK CL C | GOOG | Equities | $5,179,464 | 14,659 |
| ISHARES RUSSELL MID-CAP (MKT) | IWR | Equities | $4,750,708 | 43,063 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.