SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-15 |
| Reported value | $123,760,354 |
| Positions | 5 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| STATE STR SPDR S&P 500 ETF T | SPY | TR UNIT | $40,685,272 | 54,482 |
| ISHARES TR | IWM | RUSSELL 2000 ETF | $31,406,522 | 104,532 |
| BERKSHIRE HATHAWAY INC DEL | BRK.A | CL A | $22,465,500 | 30 |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $19,497,615 | 273,651 |
| ISHARES TR | EEM | MSCI EMG MKT ETF | $9,705,445 | 141,872 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.