SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-10 |
| Reported value | $1,413,672,543 |
| Positions | 391 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| SPDR SERIES TRUST | SPYV | ST STR P500VAL | $117,402,235 | 1,931,275 |
| VANGUARD INDEX FDS | VUG | GROWTH ETF | $73,243,793 | 850,288 |
| ISHARES TR | IJH | CORE S&P MCP ETF | $68,978,573 | 894,548 |
| ISHARES INC | IEMG | CORE MSCI EMKT | $50,357,687 | 607,891 |
| ISHARES TR | IJR | CORE S&P SCP ETF | $48,571,191 | 327,498 |
| APPLE INC | AAPL | COM | $39,825,660 | 137,634 |
| TORTOISE CAPITAL SERIES TRUS | TPYP | NORTH AMRCN PIPE | $36,206,398 | 863,496 |
| FIRST TR EXCH TRADED FD III | FPE | PFD SECS INC ETF | $35,039,775 | 1,959,719 |
| J P MORGAN EXCHANGE TRADED F | JEPQ | NASDAQ EQT PREM | $33,195,108 | 540,109 |
| AMERICAN CENTY ETF TR | AVDV | INTL SMCP VLU | $30,699,689 | 297,911 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.