SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-11 |
| Reported value | $102,544,395 |
| Positions | 130 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| CAPITAL GROUP GROWTH ETF SHS CREATION UNIT | CGGR | SHS CREAT UNIT | $6,631,331 | 140,494 |
| CAPITAL GROUP CORE EQUITY ETF SHS CREATION UNIT | CGUS | SHS CREAT UNIT | $4,532,146 | 101,892 |
| FT VEST RISING DIVIDEND ACHIEVERS TARGET | RDVI | FT VEST RIS | $4,051,176 | 137,795 |
| NVIDIA CORPORATION | NVDA | COM | $3,441,124 | 17,198 |
| INVESCO QQQ TRUST | QQQ | UNIT SER 1 | $3,108,536 | 4,221 |
| CAPITAL GROUP DIVID VALUE ETF SHS CREATION UNIT | CGDV | SHS CREAT UNIT | $2,550,367 | 51,753 |
| APPLE INCORPORATED | AAPL | COM | $2,505,921 | 8,660 |
| CATERPILLAR INCORPORATED | CAT | COM | $2,280,847 | 2,142 |
| WALMART INC | WMT | COM | $2,188,219 | 19,320 |
| MICROSOFT CORPORATION | MSFT | COM | $2,039,694 | 5,468 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.