SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-01 |
| Reported value | $529,245,023 |
| Positions | 216 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| CAPITAL GROUP CORE BALANCED | CGBL | SHS | $50,759,393 | 1,337,192 |
| CAPITAL GROUP DIVIDEND VALUE | CGDV | SHS CREAT UNIT | $39,707,587 | 805,749 |
| CAPITAL GROUP GBL GROWTH EQT | CGGO | SHS CREAT UNIT | $30,699,796 | 725,248 |
| CAPITAL GROUP DIVIDEND GROWE | CGDG | SHS ETF | $28,514,999 | 760,192 |
| CAPITAL GROUP GROWTH ETF | CGGR | SHS CREAT UNIT | $25,699,614 | 544,477 |
| CAPITAL GRP FIXED INCM ETF T | CGMU | MUN INM ETF | $24,326,858 | 885,576 |
| CAPITAL GRP FIXED INCM ETF T | CGMS | US MULTI-SECTOR | $21,010,439 | 768,767 |
| APPLE INC | AAPL | COM | $20,213,852 | 69,855 |
| CAPITAL GROUP CORE EQUITY ET | CGUS | SHS CREAT UNIT | $18,472,731 | 415,308 |
| TESLA INC | TSLA | COM | $16,878,728 | 40,130 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.