SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-10 |
| Reported value | $593,948,356 |
| Positions | 87 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| ALPHABET INC | GOOGL | CAP STK CL A | $56,464,415 | 158,000 |
| SIMPLIFY EXCHANGE TRADED FUN | MTBA | MBS ETF | $53,523,485 | 1,090,758 |
| APPLE INC | AAPL | COM | $47,845,008 | 165,348 |
| ISHARES TR | IWM | RUSSELL 2000 ETF | $34,315,081 | 114,212 |
| LITMAN GREGORY FDS TR | DBMF | IMGP DBI MAN ETF | $32,578,601 | 1,064,312 |
| ISHARES TR | SHY | 1 3 YR TREAS BD | $32,306,754 | 393,457 |
| MICROSOFT CORP | MSFT | COM | $29,219,228 | 78,332 |
| JPMORGAN CHASE & CO | JPM | COM | $27,897,482 | 85,227 |
| WALMART INC | WMT | COM | $23,586,974 | 208,255 |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $20,071,099 | 40,143 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.