SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-24 |
| Reported value | $248,905,331 |
| Positions | 322 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| INVESCO S&P 500 QUALITY ETF | SPHQ | ETF - LARGE CAP | $44,297,774 | 491,653 |
| BERKSHIRE HATHAWAY INC COM | BRK.A | COMMON STOCK | $23,963,200 | 32 |
| ISHARES CORE S&P MID-CAP ETF | IJH | ETF - MID CAP | $16,679,429 | 216,309 |
| SPDR S&P 500 ETF TRUST | SPY | ETF - LARGE CAP | $13,071,434 | 17,504 |
| ISHARES RUSSELL 2000 INDEX | IWM | ETF - SMALL CAP | $7,603,451 | 25,308 |
| MICROSOFT CORP | MSFT | COMMON STOCK | $6,008,031 | 16,107 |
| VANGUARD HIGH DIVIDEND YIELD ETF | VYM | ETF - LARGE CAP | $5,955,812 | 37,688 |
| APPLE INCORPORATED | AAPL | COMMON STOCK | $5,694,657 | 19,681 |
| ALPHABET INC | GOOGL | COMMON STOCK | $5,119,511 | 14,326 |
| ETF ISHS INTER GOVT CR BD | GVI | ETF - INTERM | $4,785,479 | 45,108 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.