SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-01 |
| Reported value | $173,043,976 |
| Positions | 149 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| VANGUARD INDEX FDS | VTV | VALUE ETF | $7,645,160 | 35,081 |
| SCHWAB STRATEGIC TR | FNDF | FUNDAMENTAL INTL | $7,344,885 | 139,213 |
| VANGUARD INDEX FDS | VUG | GROWTH ETF | $6,376,439 | 74,024 |
| LAM RESEARCH CORP | LRCX | COM NEW | $6,260,594 | 14,448 |
| CAPITAL GROUP GROWTH ETF | CGGR | SHS CREAT UNIT | $6,071,761 | 128,639 |
| APPLE INC | AAPL | COM | $5,779,576 | 19,974 |
| NVIDIA CORPORATION | NVDA | COM | $5,387,422 | 26,925 |
| CAPITAL GROUP DIVIDEND VALUE | CGDV | SHS CREAT UNIT | $4,665,092 | 94,665 |
| ELI LILLY & CO | LLY | COM | $3,883,755 | 3,238 |
| WELLS FARGO & CO | WFC | COM | $3,718,966 | 45,002 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.