SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-05 |
| Reported value | $547,124,523 |
| Positions | 2,144 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| MORGAN STANLEY ETF TRUST | CVIE | CALVE INDEX ETF | $33,599,144 | 395,225 |
| MORGAN STANLEY ETF TRUST | CVLC | CALVERT US LARCP | $22,952,148 | 242,957 |
| ISHARES TR | SMMD | RUSEL 2500 ETF | $12,502,639 | 136,447 |
| EA SERIES TRUST | FRDM | FREEDOM 100 EM | $12,427,190 | 170,469 |
| SCHWAB STRATEGIC TR | SCHG | US LCAP GR ETF | $11,251,582 | 332,494 |
| NVIDIA CORPORATION | NVDA | COM | $10,151,950 | 50,737 |
| APPLE INC | AAPL | COM | $9,711,494 | 33,562 |
| STATE STR SPDR S&P 500 ETF T | SPY | TR UNIT | $8,553,196 | 11,454 |
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $8,119,083 | 11,821 |
| ISHARES TR | EAGG | ESG AWR US AGRGT | $7,056,272 | 148,835 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.