SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-11 |
| Reported value | $147,947,821 |
| Positions | 67 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| ELI LILLY & CO COM | LLY | Stock | $25,382,338 | 21,162 |
| INVESCO S&P 500 EQUAL WEIGHT ETF | RSP | ETF | $25,285,800 | 118,841 |
| ISHARES CORE S&P MID-CAP ETF | IJH | ETF | $12,633,046 | 163,831 |
| STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | SPDW | ETF | $10,989,660 | 218,092 |
| ISHARES CORE S&P SMALL CAP ETF | IJR | ETF | $10,510,641 | 70,869 |
| STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF | SPYV | ETF | $3,200,025 | 52,641 |
| ISHARES MSCI EAFE SMALL-CAP ETF | SCZ | ETF | $3,185,203 | 38,716 |
| ISHARES RUSSELL 1000 GROWTH ETF | IWF | ETF | $3,184,543 | 25,647 |
| STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF | SPEM | ETF | $3,047,485 | 58,854 |
| TRANE TECHNOLOGIES PLC SHS | TT | Stock | $2,578,590 | 5,250 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.