SEC Form 13F

Richard Young Associates, Ltd. 13F Holdings

Report period2026-06-30
Publicly available2026-07-28
Reported value$150,457,132
Positions29

Largest disclosed positions

IssuerTickerClassReported valueReported amount
DIMENSIONAL ETF TRUSTDFATUS TARGETED VLU$39,048,140558,629
DIMENSIONAL ETF TRUSTDFUVUS MKTWIDE VALUE$38,970,684708,429
DIMENSIONAL ETF TRUSTDFASUS SMALL CAP ETF$38,192,459463,838
DIMENSIONAL ETF TRUSTDFUSUS EQUI MARK ETF$9,888,231120,676
DIMENSIONAL ETF TRUSTDFIVINTERNATNAL VAL$7,809,429144,566
NVIDIA CORPORATIONNVDACOM$3,480,04017,392
APPLE INCAAPLCOM$2,239,9237,741
TESLA INCTSLACOM$1,251,2852,975
COCA COLA COKOCOM$1,183,67714,565
AMAZON COM INCAMZNCOM$871,8733,658

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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