SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-07 |
| Reported value | $762,190,496 |
| Positions | 269 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| Apple | AAPL | COM | $34,934,646 | 120,730 |
| Schwab Fundemental US Small Company ETF | FNDA | SCHWAB FDT US SC | $34,531,464 | 907,290 |
| Microsoft | MSFT | COM | $30,499,966 | 81,764 |
| Alphabet Inc Class A | GOOGL | CAP STK CL A | $21,940,040 | 61,393 |
| Akre Focus ETF | AKRE | AKRE FOCUS ETF | $18,220,900 | 342,562 |
| Schwab Fundamental US Large Company ETF | FNDX | SCHWAB FDT US LG | $17,535,731 | 563,849 |
| Amazon.com Inc. | AMZN | COM | $17,287,511 | 72,532 |
| Johnson & Johnson | JNJ | COM | $16,202,051 | 63,795 |
| KLA Corporation | KLAC | COM NEW | $13,569,345 | 44,974 |
| Berkshire Hathaway Inc Class B | Unresolved | CL B NEW | $12,746,332 | 25,472 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.