SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-17 |
| Reported value | $131,903,633 |
| Positions | 138 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| VERTIV HOLDINGS CO | VRT | COM CL A | $24,285,164 | 72,532 |
| ISHARES TR | IVV | CORE S&P500 ETF | $9,865,499 | 13,173 |
| SCHWAB STRATEGIC TR | SCHA | US SML CAP ETF | $3,174,418 | 87,861 |
| SCHWAB STRATEGIC TR | SCHX | US LRG CAP ETF | $3,055,423 | 103,820 |
| INVESCO QQQ TR | QQQ | UNIT SER 1 | $2,591,577 | 3,519 |
| COLUMBIA ETF TR I | RECS | RESH ENHNC COR | $2,396,457 | 55,371 |
| SCHWAB STRATEGIC TR | SCHD | US DIVIDEND EQ | $1,796,213 | 56,645 |
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $1,753,620 | 4,739 |
| APPLE INC | AAPL | COM | $1,739,320 | 6,011 |
| MICROSOFT CORP | MSFT | COM | $1,718,279 | 4,606 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.