SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-14 |
| Reported value | $166,222,822 |
| Positions | 122 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| CAPITAL GROUP DIVIDEND VALUE | CGDV | SHS CREATION UNI | $21,052,402 | 427,200 |
| APPLE INC | AAPL | COM | $10,144,199 | 35,057 |
| VANGUARD INDEX FDS | VBR | SM CP VAL ETF | $9,680,032 | 39,837 |
| CHEVRON CORPORATION | CVX | COM | $6,369,139 | 38,424 |
| ISHARES TR | IJH | CORE S&P MCP ETF | $4,953,753 | 64,243 |
| CAPITAL GROUP GBL GROWTH EQT | CGGO | SHS CREATION UNI | $4,604,761 | 108,782 |
| ISHARES TR | ITOT | CORE S&P TTL STK | $4,073,896 | 24,800 |
| VANECK ETF TRUST | ANGL | FALLEN ANGEL HG | $3,608,204 | 123,400 |
| ISHARES TR | IVV | CORE S&P500 ETF | $3,201,505 | 4,275 |
| ISHARES TR | IXN | GLOBAL TECH ETF | $3,149,664 | 21,800 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.