SEC Form 13F

Sierra Legacy Group 13F Holdings

Report period2026-06-30
Publicly available2026-07-18
Reported value$129,055,052
Positions79

Largest disclosed positions

IssuerTickerClassReported valueReported amount
ISHARES TRSHVTRUST ISHARE 0-1$17,780,190161,125
BERKSHIRE HATHAWAY INC DELBRK.BCL B NEW$6,606,14913,202
MICROSOFT CORPMSFTCOM$6,008,97916,109
ROSS STORES INCROSTCOM$5,504,94025,863
TJX COS INC NEWTJXCOM$5,130,09333,862
APPLE INCAAPLCOM$4,030,54113,929
CUMMINS INCCMICOM$3,725,0965,223
ALLEGION PLCALLEORD SHS$3,329,05123,696
LOCKHEED MARTIN CORPLMTCOM$3,263,6016,406
VISA INCVCOM CL A$3,031,8868,837

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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