SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-14 |
| Reported value | $163,804,352 |
| Positions | 123 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $25,359,724 | 36,924 |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $11,851,212 | 166,333 |
| FRANKLIN TEMPLETON ETF TR | FLQM | US MID CP MLTFCT | $10,009,289 | 172,917 |
| STATE STR SPDR S&P 500 ETF T | SPY | TR UNIT | $7,842,991 | 10,503 |
| LEGG MASON ETF INVT | LVHI | FRANKLIN INTL LW | $7,766,209 | 191,357 |
| BERKSHIRE HATHAWAY INC DEL | BRK.A | CL A | $6,739,650 | 9 |
| ISHARES TR | IWD | RUS 1000 VAL ETF | $6,666,825 | 27,500 |
| ISHARES TR | IVV | CORE S&P500 ETF | $5,485,619 | 7,325 |
| APPLE INC | AAPL | COM | $4,458,673 | 15,409 |
| NVIDIA CORPORATION | NVDA | COM | $4,453,301 | 22,256 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.