SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-23 |
| Reported value | $153,148,521 |
| Positions | 65 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| J P MORGAN EXCHANGE TRADED F | JEPI | EQUITY PREMIUM | $14,373,753 | 254,043 |
| J P MORGAN EXCHANGE TRADED F | JCPB | CORE PLUS BD ETF | $11,769,898 | 253,334 |
| NVIDIA CORPORATION | NVDA | COM | $11,356,928 | 53,621 |
| AMAZON COM INC | AMZN | COM | $7,571,709 | 30,594 |
| ALPHABET INC | GOOGL | CAP STK CL A | $6,875,197 | 19,124 |
| SCHWAB STRATEGIC TR | SCHX | US LRG CAP ETF | $6,530,837 | 220,413 |
| SCHWAB STRATEGIC TR | SCHA | US SML CAP ETF | $6,332,878 | 183,190 |
| SELECT SECTOR SPDR TR | XLU | ST STR UTIL ETF | $5,621,423 | 123,034 |
| MICROSOFT CORP | MSFT | COM | $4,698,810 | 12,207 |
| FIRST TR EXCHANGE-TRADED FD | CIBR | NASDAQ CYB ETF | $4,397,177 | 46,418 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.