SEC Form 13F

Duncan Williams Asset Management, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-23
Reported value$443,610,227
Positions172

Largest disclosed positions

IssuerTickerClassReported valueReported amount
VANGUARD GROWTH ETFVUGETF$52,353,872607,777
WISDOMTREE US QUALITY DIVIDEND GROWTH FUNDDGRWETF$51,036,252533,740
ISHARES CORE S&P US VALUE ETFIUSVETF$31,097,294282,318
AVANTIS ALL INTERNATIONAL MARKETS EQUITY ETFAVNMETF$29,754,348361,184
FIDELITY ENHANCED MID CAP CORE ETFFMDEETF$21,666,982533,933
APPLE INCAAPLStock$17,271,53759,689
TR ACTIVEBETA US SMALL CAP EQUITY ETFGSSCETF$14,383,674157,612
VANGUARD FTSE DEVELOPED MARKETS ETFVEAETF$13,494,994189,403
VANGUARD VALUE ETFVTVETF$10,863,58249,849
VANGUARD S&P 500 ETFVOOETF$10,837,82615,780

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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