SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-07 |
| Reported value | $905,738,194 |
| Positions | 326 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| SPDR SERIES TRUST | SPYM | ST STR P500ETF | $81,419,870 | 926,489 |
| APPLE INC | AAPL | COM | $41,524,551 | 143,505 |
| ISHARES TR | IVW | S&P 500 GRWT ETF | $31,357,627 | 228,006 |
| BLACKROCK ETF TRUST | DYNF | ISHARES US EQUIT | $31,277,958 | 459,902 |
| ISHARES TR | IUSB | CORE UNIVRSL USD | $28,690,275 | 621,674 |
| ISHARES TR | IVV | CORE S&P500 ETF | $27,605,222 | 36,862 |
| VANGUARD MUN BD FDS | VTEB | TAX EXEMPT BD | $27,489,876 | 543,493 |
| ISHARES TR | MUB | NATIONAL MUN ETF | $27,347,318 | 254,110 |
| ISHARES TR | IVE | S&P 500 VAL ETF | $24,371,951 | 107,337 |
| SCHWAB STRATEGIC TR | SCHZ | US AGGREGATE B | $21,214,568 | 917,188 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.