SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-09 |
| Reported value | $274,942,926 |
| Positions | 1,231 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| APPLE INC | AAPL | Common Stock | $8,455,514 | 29,219 |
| MICROSOFT CORP | MSFT | Common Stock | $7,979,314 | 21,388 |
| NVIDIA CORP | NVDA | Common Stock | $7,072,468 | 35,346 |
| ELI LILLY & CO | LLY | Common Stock | $5,956,696 | 4,965 |
| ORACLE CORPORATION | ORCL | Common Stock | $5,621,394 | 38,358 |
| FIRST TRUST RISING ETF | RDVY | Equity Fund | $4,600,068 | 56,748 |
| BERKSHIRE HATHAWAY INC | BRK.B | Common Stock | $3,561,716 | 7,118 |
| ISHARES CORE S&P 500 ETF | IVV | Equity Fund | $3,513,381 | 4,691 |
| AMAZON COM INC | AMZN | Common Stock | $3,467,536 | 14,549 |
| BROADCOM INC | AVGO | Common Stock | $3,458,651 | 9,156 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.