SEC Form 13F

Shum Financial Group, Inc. 13F Holdings

Report period2026-06-30
Publicly available2026-07-23
Reported value$165,922,342
Positions106

Largest disclosed positions

IssuerTickerClassReported valueReported amount
APPLE INCAAPLCOM$14,207,75649,101
ISHARES TREFVEAFE VALUE ETF$11,907,526155,552
ISHARES TRQUALMSCI USA QLT FCT$7,102,73032,369
SPDR SERIES TRUSTSPSMST STR SP600 SML$5,451,75994,534
ISHARES TRIGLB10+ YR INVST GRD$4,894,71397,816
MICROSOFT CORPMSFTCOM$4,832,70212,956
ISHARES TRIQLTMSCI INTL QUALTY$4,731,57995,491
NVIDIA CORPORATIONNVDACOM$4,719,22123,585
SPDR INDEX SHS FDSSPEMST PORT MARK ETF$4,378,16384,553
SPDR SERIES TRUSTSPYVST STR P500VAL$4,158,93068,415

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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