SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-04 |
| Reported value | $402,704,892 |
| Positions | 226 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $70,657,552 | 190,946 |
| APPLE INC | AAPL | COM | $27,410,345 | 94,727 |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $16,701,707 | 234,410 |
| SSGA ACTIVE ETF TR | GAL | ST STR GLOBA ETF | $12,171,625 | 230,349 |
| AMAZON COM INC | AMZN | COM | $12,124,356 | 50,870 |
| ALPHABET INC | GOOG | CAP STK CL C | $10,633,113 | 30,094 |
| INVESCO EXCH TRADED FD TR II | PGX | PFD ETF | $8,143,896 | 751,282 |
| J P MORGAN EXCHANGE TRADED F | JPME | DIVERSFED RTRN | $7,873,672 | 63,388 |
| J P MORGAN EXCHANGE TRADED F | JPIB | INTL BD OPP ETF | $7,002,148 | 144,822 |
| ISHARES TR | SHYG | 0-5YR HI YL CP | $6,154,623 | 145,122 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.