SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-25 |
| Reported value | $248,000,522 |
| Positions | 141 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| APPLE INC | AAPL | COM | $15,973,531 | 55,203 |
| CAPITAL GROUP DIVIDEND VALUE | CGDV | SHS CREAT UNIT | $12,284,568 | 249,281 |
| J P MORGAN EXCHANGE TRADED F | JQUA | US QUALTY FCTR | $11,218,236 | 155,205 |
| AMAZON COM INC | AMZN | COM | $10,699,798 | 44,893 |
| CAPITAL GROUP CORE BALANCED | CGBL | SHS | $9,798,004 | 258,114 |
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $9,116,055 | 24,635 |
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $7,325,201 | 10,666 |
| INVESCO QQQ TR | QQQ | UNIT SER 1 | $7,195,080 | 9,771 |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $7,043,990 | 14,077 |
| VANGUARD SPECIALIZED FUNDS | VIG | DIV APP ETF | $6,219,732 | 26,286 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.