SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-25 |
| Reported value | $743,357,876 |
| Positions | 202 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| ISHARES TR | IVV | CORE S&P500 ETF | $92,872,018 | 124,013 |
| BERKSHIRE HATHAWAY INC DEL | BRK.A | CL A | $83,871,200 | 112 |
| AMERICAN CENTY ETF TR | AVLC | AVANTIS US LARG | $32,715,124 | 363,663 |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $25,844,143 | 51,648 |
| ISHARES TR | IJH | CORE S&P MCP ETF | $23,347,731 | 302,785 |
| ISHARES TR | USMV | MSCI USA MIN ETF | $22,218,267 | 230,337 |
| ISHARES TR | QUAL | MSCI USA QLT FCT | $17,959,194 | 81,845 |
| DIMENSIONAL ETF TRUST | DFSV | US SMALL CAP ETF | $17,763,416 | 457,938 |
| ISHARES TR | MTUM | MSCI USA MMENTM | $17,043,977 | 49,716 |
| EA SERIES TRUST | BOXX | ALPHA ARCH 1-3 | $16,616,828 | 141,915 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.