SEC Form 13F

Integrated Wealth Management 13F Holdings

Report period2026-06-30
Publicly available2026-08-12
Reported value$94,676,615
Positions91

Largest disclosed positions

IssuerTickerClassReported valueReported amount
SPDR SERIES TRUSTSPYMST STR P500ETF$8,076,67891,906
AIM ETF PRODUCTS TRUSTMAYWALLIA US MAY ETF$6,323,898181,878
AIM ETF PRODUCTS TRUSTJUNWALLIA US JUN ETF$4,632,574134,707
ELEVATION SERIES TRUSTONEZTRUE SE BUFF ETF$4,351,545157,722
VANGUARD INDEX FDSVUGGROWTH ETF$4,083,11947,401
AIM ETF PRODUCTS TRUSTSIXDALLIANZIM US EQT$3,344,858108,476
PIMCO ETF TRBILZULTR SH GO AC FD$2,868,06228,416
BLACKROCK ETF TRUSTDYNFISHARES US EQUIT$2,467,45036,281
VANGUARD INDEX FDSVTVVALUE ETF$2,329,92610,691
APPLE INCAAPLCOM$2,278,5467,874

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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