SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-18 |
| Reported value | $178,296,836 |
| Positions | 259 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| ALPS ETF TR | SMTH | SMITH CORE PLUS | $7,960,561 | 309,268 |
| ISHARES TR | IVW | S&P 500 GRWT ETF | $5,816,600 | 42,293 |
| J P MORGAN EXCHANGE TRADED F | JBND | ACTIVE BOND ETF | $5,724,312 | 106,996 |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $5,280,502 | 10,553 |
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $4,282,328 | 11,573 |
| J P MORGAN EXCHANGE TRADED F | JPST | ULTRA SHRT ETF | $3,909,225 | 77,303 |
| ISHARES INC | EMXC | MSCI EMRG CHN | $3,595,001 | 35,142 |
| APPLE INC | AAPL | COM | $2,941,905 | 10,167 |
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $2,867,179 | 4,175 |
| ISHARES TR | IVV | CORE S&P500 ETF | $2,697,812 | 3,602 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.