SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-14 |
| Reported value | $168,694,981 |
| Positions | 113 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| APPLE INC COM | AAPL | Common Stock | $8,496,767 | 29,364 |
| ISHARES MSCI EAFE ETF | EFA | International Equity ETF | $8,175,979 | 78,706 |
| ALPHABET INC | GOOGL | Common Stock | $7,836,767 | 21,929 |
| ISHARES TR NATIONAL MUN ETF | MUB | Exchange Traded Fund | $6,590,434 | 61,238 |
| MICROSOFT CORP COM | MSFT | Common Stock | $5,644,166 | 15,131 |
| AMAZON COM INC | AMZN | Common Stock | $5,623,394 | 23,594 |
| NVIDIA CORP | NVDA | Common Stock | $5,372,217 | 26,849 |
| ISHARES TR CORE S&P MCP ETF | IJH | Exchange Traded Fund | $5,146,861 | 66,747 |
| JPMORGAN CHASE & CO COM | JPM | Common Stock | $3,901,446 | 11,919 |
| ISHARES TR SHRT NAT MUN ETF | SUB | Exchange Traded Fund | $3,854,853 | 36,206 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.