SEC Form 13F

Gerald Baker Financial Group LLC 13F Holdings

Report period2026-06-30
Publicly available2026-08-04
Reported value$351,417,610
Positions126

Largest disclosed positions

IssuerTickerClassReported valueReported amount
GLACIER BANCORP INC NEWGBCICOM$21,679,377420,306
VANGUARD SPECIALIZED FUNDSVIGDIV APP ETF$21,497,96190,854
EXXON MOBIL CORPXOMCOM$19,216,076140,551
INVESCO QQQ TRQQQUNIT SER 1$18,241,87924,772
ISHARES TRIVVCORE S&P500 ETF$17,013,22122,718
CATERPILLAR INCCATCOM$16,322,39015,328
NNN REIT INCNNNCOM$16,124,911346,549
REAVES UTIL INCOME FDUTGCOM SH BEN INT$10,193,144250,323
PROSHARES TRNOBLS&P 500 DV ARIST$10,143,126180,611
FIRST TR EXCHNG TRADED FD VIBUFRFT LADD BUFF ETF$9,503,645260,160

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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