SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-07 |
| Reported value | $489,090,661 |
| Positions | 152 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| PROFESIONALLY MANAGED PORTFO | AKRE | AKRE FOCUS ETF | $42,538,991 | 799,755 |
| FIRST TR EXCH TRADED FD III | FPEI | INSTL PFD SECS | $36,725,418 | 1,903,858 |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $34,115,235 | 478,810 |
| INVESCO EXCHANGE TRADED FD T | RSP | S&P500 EQL WGT | $29,431,756 | 138,327 |
| ISHARES TR | IEFA | CORE MSCI EAFE | $27,694,992 | 286,757 |
| VANGUARD WHITEHALL FDS | VYM | HIGH DIV YLD | $24,175,897 | 152,983 |
| SCHWAB STRATEGIC TR | SCHD | US DIVIDEND EQ | $21,336,507 | 672,864 |
| APPLE INC | AAPL | COM | $21,201,025 | 73,269 |
| SPDR SERIES TRUST | BIL | ST STR BLO 1 ETF | $13,758,832 | 150,140 |
| ISHARES TR | IVV | CORE S&P500 ETF | $11,306,642 | 15,098 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.