SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-04 |
| Reported value | $164,747,022 |
| Positions | 140 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| APPLE INC | AAPL | COM | $12,726,224 | 43,981 |
| VANGUARD INDEX FDS | VTV | VALUE ETF | $7,557,380 | 34,678 |
| VANGUARD INDEX FDS | VUG | GROWTH ETF | $7,494,212 | 87,000 |
| SPDR S&P 500 ETF | SPY | TR UNIT | $5,888,316 | 7,885 |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $5,459,290 | 76,622 |
| ALPHABET INC. | GOOGL | CAP STK CL A | $5,143,688 | 14,393 |
| INVESCO EXCHANGE TRADED FD T | XLG | S&P 500 TOP 50 | $4,350,635 | 71,054 |
| NVIDIA CORP | NVDA | COM | $4,056,307 | 20,272 |
| SELECT SECTOR SPDR TR | XLK | TECHNOLOGY | $4,013,575 | 21,066 |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B New | $3,790,454 | 7,575 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.