SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-10 |
| Reported value | $160,631,512 |
| Positions | 130 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| APPLE INC | AAPL | COMMON STOCK | $8,159,374 | 28,198 |
| CATERPILLAR INC | CAT | COMMON STOCK | $7,956,934 | 7,472 |
| JOHNSON & JOHNSON | JNJ | COMMON STOCK | $6,806,401 | 26,800 |
| VANGUARD TOTAL STOCK MARKET ETF | VTI | MUTUAL FUNDS/EQ | $4,945,954 | 13,366 |
| ISHARES NATIONAL AMT-FREE MUNI | MUB | MUTUAL FUNDS / | $4,610,225 | 42,838 |
| ISHARES CORE TOTAL US BOND | AGG | MUTUAL FUNDS/FI | $3,664,042 | 37,018 |
| CHEVRON CORP | CVX | COMMON STOCK | $3,661,475 | 22,089 |
| MICROSOFT CORP | MSFT | COMMON STOCK | $3,604,489 | 9,663 |
| JP MORGAN CHASE & CO | JPM | COMMON STOCK | $3,554,153 | 10,858 |
| ALPHABET INC DEP SHS | GOOGL | COMMON STOCK | $3,551,545 | 9,938 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.