SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-10 |
| Reported value | $262,551,743 |
| Positions | 58 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| DAVIS FUNDAMENTAL ETF TR | DUSA | SELECT US EQTY | $18,417,680 | 327,833 |
| CAPITAL GROUP DIVIDEND VALUE | CGDV | SHS CREAT UNIT | $17,971,614 | 364,684 |
| ISHARES TR | IJR | CORE S&P SCP ETF | $16,913,000 | 114,038 |
| WISDOMTREE TR | USFR | FLOATNG RAT TREA | $16,722,471 | 332,125 |
| SPDR SERIES TRUST | SPTI | ST INTER ETF | $14,559,078 | 512,824 |
| NUVEEN MUN CR INCOME FD | NZF | COM SH BEN INT | $12,335,567 | 972,837 |
| SPDR SERIES TRUST | SPYG | ST STR P500GRW | $11,930,780 | 100,267 |
| WISDOMTREE TR | IHDG | ITL HDG QTLY DIV | $10,751,720 | 205,264 |
| VANECK ETF TRUST | ANGL | FALLEN ANGEL HG | $10,571,722 | 361,550 |
| NUVEEN AMT FREE QLTY MUN INC | NEA | COM | $10,128,149 | 862,704 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.