NATIONS FINANCIAL GROUP INC, /IA/ /ADV
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1109767
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Email me the moment this fund files its next 13F
13F Reported Value
ⓘ$2.1B
Holdings
789
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
NATIONS FINANCIAL GROUP INC, /IA/ /ADV disclosed 789 positions worth $2.1B in its Form 13F-HR for Q2 2026, followed by $NVDA and $AAPL. During the quarter the fund opened 67 new positions and exited 51. The portfolio is most concentrated in Other (51.3% of disclosed assets). All figures are sourced directly from NATIONS FINANCIAL GROUP INC, /IA/ /ADV’s Form 13F-HR filing with the SEC under CIK 1109767.
AI Fund Analysis
ConcentratingISHARES CORE S&P 500 ETF -
2.7% weight
Held 10 quarters
$NVDA2.5% weight
Held 10 quarters
$AAPL2.5% weight
Held 10 quarters
$QQQ1.8% weight
Held 10 quarters
$GOOG1.7% weight
Held 10 quarters
ISHARES MORNINGSTAR MID-CA
9 quarters accumulating
JPMORGAN CORE PLUS BOND ET
9 quarters accumulating
ISHARES CORE MSCI EAFE ETF
9 quarters accumulating
PIMCO ACTIVE BOND EXCHANGE
9 quarters accumulating
FIRST TRUST NASDAQ CYBERSE
9 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsIndustrialsConsumer DiscretionaryEnergy
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
ISHARES CORE S&P 500 ETF - ETF
—Quality
$56.1M74,901 sh- 85.9#5
Quality
$51.5M257,336 sh - 76.4#84
Quality
$51.4M177,677 sh - —
Quality
$38.0M51,660 sh - 78.2
Quality
$36.4M101,726 sh FIDELITY BLUE CHIP GROWTH ETF - ETF
—Quality
$34.4M553,610 sh- —
Quality
$34.3M45,987 sh VANGUARD GROWTH ETF - ETF
—Quality
$31.4M364,203 shISHARES RUSSELL 3000 ETF - ETF
—Quality
$29.3M68,656 shSTATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF - ETF
—Quality
$29.1M152,811 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| ISHARES CORE S&P 500 ETF - ETF | — | $56.1M | 74,901 |
| NVIDIA CORP$NVDA | 85.9#5 | $51.5M | 257,336 |
| Apple Inc.$AAPL | 76.4#84 | $51.4M | 177,677 |
| INVESCO QQQ TRUST, SERIES 1$QQQ | — | $38.0M | 51,660 |
| Alphabet Inc.$GOOG | 78.2 | $36.4M | 101,726 |
| FIDELITY BLUE CHIP GROWTH ETF - ETF | — | $34.4M | 553,610 |
 SPDR S&P 500 ETF TRUST$SPY | — | $34.3M | 45,987 |
| VANGUARD GROWTH ETF - ETF | — | $31.4M | 364,203 |
| ISHARES RUSSELL 3000 ETF - ETF | — | $29.3M | 68,656 |
| STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF - ETF | — | $29.1M | 152,811 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of NATIONS FINANCIAL GROUP INC, /IA/ /ADV's 789 positions.
Showing top 10 of 789 holdings.
Sector Allocation
Other
$1.1B
Technology
$409.3M
Financials
$205.4M
Industrials
$84.1M
Consumer Discretionary
$72.2M
Energy
$67.5M
Healthcare
$63.2M
Materials
$42.2M
Top Holdings — NATIONS FINANCIAL GROUP INC, /IA/ /ADV (Q2 2026)
Top 150 of 789 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | ISHARES CORE S&P 500 ETF - ETF | $56.1M | 2.7% | +1% | — |
| 2 | $NVDA | NVIDIA CORP | $51.5M | 2.5% | -7% | 85.9 |
| 3 | $AAPL | Apple Inc. | $51.4M | 2.5% | +4% | 76.4 |
| 4 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | $38.0M | 1.8% | -2% | — |
| 5 | $GOOG | Alphabet Inc. | $36.4M | 1.7% | -3% | 78.2 |
| 6 | — | FIDELITY BLUE CHIP GROWTH ETF - ETF | $34.4M | 1.6% | +7% | — |
| 7 | $SPY | SPDR S&P 500 ETF TRUST | $34.3M | 1.6% | +2% | — |
| 8 | — | VANGUARD GROWTH ETF - ETF | $31.4M | 1.5% | +504% | — |
| 9 | — | ISHARES RUSSELL 3000 ETF - ETF | $29.3M | 1.4% | -4% | — |
| 10 | — | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF - ETF | $29.1M | 1.4% | +0% | — |
| 11 |  $MSFT | MICROSOFT CORP | $29.1M | 1.4% | +0% | 79.8 |
| 12 |  $BRK.B | BERKSHIRE HATHAWAY INC | $25.6M | 1.2% | -2% | 73.8 |
| 13 | — | ISHARES CORE S&P MID-CAP ETF - ETF | $25.1M | 1.2% | -29% | — |
| 14 |  $AMZN | AMAZON COM INC | $23.7M | 1.1% | +1% | 68.7 |
| 15 |  $AVGO | Broadcom Inc. | $22.2M | 1.1% | -0% | 84.5 |
| 16 | — | VANGUARD HIGH DIVIDEND YIELD INDEX ETF - ETF | $20.9M | 1.0% | +0% | — |
| 17 | — | STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST - ETF | $19.6M | 0.9% | +2% | — |
| 18 |  $META | Meta Platforms, Inc. | $18.8M | 0.9% | +1% | 79.6 |
| 19 | — | VANGUARD FTSE EMERGING MARKETS ETF - ETF | $18.3M | 0.9% | +1% | — |
| 20 |  $JPM | JPMORGAN CHASE & CO | $17.9M | 0.9% | +1% | 70.7 |
| 21 | — | VANGUARD MID-CAP ETF - ETF | $16.3M | 0.8% | +309% | — |
| 22 | — | CAPITAL GROUP DIVIDEND VALUE ETF - ETF | $15.5M | 0.7% | +3% | — |
| 23 | — | SCHWAB U.S. LARGE-CAP ETF - ETF | $14.4M | 0.7% | +4% | — |
| 24 | — | ISHARES MORNINGSTAR MID-CAP GROWTH ETF - ETF | $14.3M | 0.7% | +5% | — |
| 25 | — | JPMORGAN CORE PLUS BOND ETF - ETF | $14.2M | 0.7% | +11% | — |
| 26 | — | VANGUARD S&P 500 ETF - ETF | $13.7M | 0.7% | +4% | — |
| 27 |  $LLY | ELI LILLY & Co | $13.5M | 0.7% | +61% | 87.5 |
| 28 |  $KLAC | KLA CORP | $13.3M | 0.6% | +637% | 78.6 |
| 29 |  $MU | MICRON TECHNOLOGY INC | $12.6M | 0.6% | -4% | 86.2 |
| 30 |  $GLD | SPDR GOLD TRUST | $12.4M | 0.6% | +2% | — |
| 31 | — | VANGUARD VALUE ETF - ETF | $12.0M | 0.6% | +2% | — |
| 32 | — | ISHARES S&P MID-CAP 400 VALUE ETF - ETF | $11.8M | 0.6% | -1% | — |
| 33 | — | AVANTIS U.S. LARGE CAP VALUE ETF - ETF | $11.8M | 0.6% | +5% | — |
| 34 | — | ISHARES CORE S&P SMALL CAP ETF - ETF | $11.8M | 0.6% | -12% | — |
| 35 |  $GLW | CORNING INC /NY | $11.6M | 0.6% | +13% | 73.7 |
| 36 |  $CORZ | Core Scientific, Inc./tx | $11.3M | 0.5% | +81% | 14.1 |
| 37 |  $GOOGL | Alphabet Inc. | $11.1M | 0.5% | -1% | 78.2 |
| 38 |  $XOM.R34088 | EXXON MOBIL CORP | $10.9M | 0.5% | -6% | 57.9 |
| 39 |  $BAH | Booz Allen Hamilton Holding Corp | $10.9M | 0.5% | +2% | 58 |
| 40 |  $AMD | ADVANCED MICRO DEVICES INC | $10.9M | 0.5% | -22% | 79.8 |
| 41 | — | ISHARES CORE MSCI EAFE ETF - ETF | $10.7M | 0.5% | +3% | — |
| 42 |  $IVZ | Invesco Ltd. | $10.5M | 0.5% | -5% | — |
| 43 |  $COST | COSTCO WHOLESALE CORP /NEW | $10.5M | 0.5% | -1% | 66.2 |
| 44 | — | ISHARES 3-7 YEAR TREASURY BOND ETF - ETF | $10.4M | 0.5% | +15% | — |
| 45 | — | VANGUARD FTSE DEVELOPED MARKETS ETF - ETF | $10.0M | 0.5% | +1% | — |
| 46 |  $V | VISA INC. | $9.7M | 0.5% | -4% | 82.9 |
| 47 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $9.7M | 0.5% | +2% | — |
| 48 |  $JNJ | JOHNSON & JOHNSON | $9.5M | 0.5% | +5% | 69 |
| 49 | — | FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF - ETF | $9.2M | 0.4% | -5% | — |
| 50 |  $CVX | CHEVRON CORP | $9.2M | 0.4% | -19% | 62.8 |
| 51 | $IVZ | Invesco Ltd. | $9.1M | 0.4% | -7% | — |
| 52 | — | VANGUARD DIVIDEND APPRECIATION ETF - ETF | $9.1M | 0.4% | +3% | — |
| 53 | — | FIDELITY TOTAL BOND ETF - ETF | $9.1M | 0.4% | +7% | — |
| 54 |  $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $9.1M | 0.4% | -4% | 61.4 |
| 55 | — | US TREASURY 12 MONTH BILL ETF - ETF | $8.7M | 0.4% | +17% | — |
| 56 | — | STATE STREET SPDR PORTFOLIO S&P 500 ETF - ETF | $8.6M | 0.4% | -10% | — |
| 57 |  $CSCO | CISCO SYSTEMS, INC. | $8.5M | 0.4% | +2% | 70.3 |
| 58 |  $LRCX | LAM RESEARCH CORP | $8.5M | 0.4% | +64% | 79.4 |
| 59 | — | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF - ETF | $8.4M | 0.4% | -1% | — |
| 60 | — | BNY MELLON DYNAMIC VALUE ETF - ETF | $8.2M | 0.4% | +20% | — |
| 61 |  $WMT | Walmart Inc. | $8.1M | 0.4% | -9% | 60.2 |
| 62 | — | FIDELITY FUNDAMENTAL LARGE CAP CORE ETF - ETF | $8.1M | 0.4% | +1% | — |
| 63 | — | VANGUARD TOTAL STOCK MARKET ETF - ETF | $8.0M | 0.4% | +4% | — |
| 64 |  $GS | GOLDMAN SACHS GROUP INC | $7.6M | 0.4% | +0% | 73.5 |
| 65 |  $CASY | CASEYS GENERAL STORES INC | $7.6M | 0.4% | +0% | 65.1 |
| 66 |  $BRK.A | BERKSHIRE HATHAWAY INC | $7.5M | 0.4% | +0% | 73.8 |
| 67 | — | ISHARES CORE MSCI EMERGING MARKETS ETF - ETF | $7.4M | 0.3% | -6% | — |
| 68 |  $PANW | Palo Alto Networks Inc | $7.1M | 0.3% | -13% | 65.5 |
| 69 |  $SA | SEABRIDGE GOLD INC | $7.1M | 0.3% | +4% | — |
| 70 |  $RTX | RTX Corp | $7.1M | 0.3% | +3% | 73.2 |
| 71 | — | PIMCO ACTIVE BOND EXCHANGE-TRADED FUND - ETF | $6.8M | 0.3% | +4% | — |
| 72 | — | AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF - ETF | $6.6M | 0.3% | -3% | — |
| 73 |  $BA | BOEING CO | $6.4M | 0.3% | +1% | 61.6 |
| 74 | — | PACER US SMALL CAP CASH COWS ETF - ETF | $6.4M | 0.3% | +1% | — |
| 75 | — | CAPITAL GROUP INTERNATIONAL EQUITY ETF - ETF | $6.4M | 0.3% | +21% | — |
| 76 |  $PWR | QUANTA SERVICES, INC. | $6.3M | 0.3% | -1% | 72.1 |
| 77 |  $FINS | Angel Oak Financial Strategies Income Term Trust | $6.2M | 0.3% | +0% | — |
| 78 |  $CAT | CATERPILLAR INC | $6.1M | 0.3% | -2% | 66.5 |
| 79 | — | ISHARES S&P 500 GROWTH ETF - ETF | $6.1M | 0.3% | +1% | — |
| 80 |  $AMGN | AMGEN INC | $6.0M | 0.3% | +1% | 79.2 |
| 81 |  $YMM | Full Truck Alliance Co. Ltd. | $6.0M | 0.3% | -31% | — |
| 82 | — | PACER US CASH COWS 100 ETF - ETF | $5.9M | 0.3% | +2% | — |
| 83 |  $MRVL | Marvell Technology, Inc. | $5.7M | 0.3% | +170% | 76.5 |
| 84 |  $ET | Energy Transfer LP | $5.7M | 0.3% | -1% | 64.4 |
| 85 |  $SLV | iShares Silver Trust | $5.6M | 0.3% | -0% | — |
| 86 |  $EMR | EMERSON ELECTRIC CO | $5.5M | 0.3% | +2% | 65.3 |
| 87 |  $VZ | VERIZON COMMUNICATIONS INC | $5.5M | 0.3% | -9% | 65.8 |
| 88 | — | FIRST TRUST RISING DIVIDEND ACHIEVERS ETF - ETF | $5.5M | 0.3% | +3% | — |
| 89 |  $ADI | ANALOG DEVICES INC | $5.4M | 0.3% | +1% | 79.2 |
| 90 |  $ABBV | AbbVie Inc. | $5.4M | 0.3% | -1% | 72.6 |
| 91 |  $GNRC | GENERAC HOLDINGS INC. | $5.3M | 0.3% | +225% | 54.4 |
| 92 | — | INNOVATOR U.S. EQUITY POWER BUFFER ETF - NOVEMBER - ETF | $5.2M | 0.3% | -1% | — |
| 93 | — | TR ACTIVEBETA US LARGE CAP EQUITY ETF - ETF | $5.1M | 0.2% | -1% | — |
| 94 | — | FIRST TRUST NASDAQ CYBERSECURITY ETF - ETF | $5.0M | 0.2% | +3% | — |
| 95 |  $BAR | GraniteShares Gold Trust | $5.0M | 0.2% | -39% | — |
| 96 |  $BXMT | BLACKSTONE MORTGAGE TRUST, INC. | $5.0M | 0.2% | +0% | 41.1 |
| 97 |  $GEV | GE Vernova Inc. | $4.9M | 0.2% | +24% | 81.1 |
| 98 |  $CEF | Sprott Physical Gold & Silver Trust | $4.9M | 0.2% | -5% | — |
| 99 | — | TWEEDY BROWNE INSIDER VALUE ETF TRUST UNITS - ETF | $4.9M | 0.2% | +3% | — |
| 100 | — | SCHWAB EMERGING MARKETS EQUITY ETF - ETF | $4.9M | 0.2% | -0% | — |
| 101 | — | VICTORYSHARES SHORT-TERM BOND ETF - ETF | $4.8M | 0.2% | +12% | — |
| 102 | — | CAMBRIA EMERGING SHAREHOLDER YIELD ETF - ETF | $4.8M | 0.2% | +3% | — |
| 103 |  $PSX | Phillips 66 | $4.7M | 0.2% | +1% | 57.8 |
| 104 | — | VICTORYSHARES US 500 VOLATILITY WTD ETF - ETF | $4.7M | 0.2% | -3% | — |
| 105 | — | JANUS HENDERSON AAA CLO ETF - ETF | $4.7M | 0.2% | +13% | — |
| 106 |  $PG | PROCTER & GAMBLE Co | $4.6M | 0.2% | +1% | 64.6 |
| 107 |  $SIVR | abrdn Silver ETF Trust | $4.6M | 0.2% | +17% | — |
| 108 |  $HWKN | HAWKINS INC | $4.6M | 0.2% | +1% | 55.6 |
| 109 | — | JPMORGAN EQUITY PREMIUM INCOME ETF - ETF | $4.6M | 0.2% | +24% | — |
| 110 |  $GD | GENERAL DYNAMICS CORP | $4.5M | 0.2% | +6% | 68.7 |
| 111 |  $NEE | NEXTERA ENERGY INC | $4.5M | 0.2% | +4% | 64.6 |
| 112 | — | ROUNDHILL MEMORY ETF - ETF | $4.5M | 0.2% | NEW | — |
| 113 |  $APH | AMPHENOL CORP /DE/ | $4.4M | 0.2% | +373% | 79.3 |
| 114 |  $KMI | KINDER MORGAN, INC. | $4.4M | 0.2% | +7% | 71.3 |
| 115 | — | GLOBAL X ADAPTIVE U.S. FACTOR ETF - ETF | $4.3M | 0.2% | +21% | — |
| 116 | — | ISHARES MSCI SOUTH KOREA ETF - ETF | $4.2M | 0.2% | -30% | — |
| 117 |  $BX | Blackstone Inc. | $4.2M | 0.2% | +6% | 74.4 |
| 118 |  $DE | DEERE & CO | $4.2M | 0.2% | +0% | 55.4 |
| 119 |  $ETN | Eaton Corp plc | $4.2M | 0.2% | +174% | — |
| 120 |  $SNDK | Sandisk Corp | $4.2M | 0.2% | NEW | 87.7 |
| 121 | — | VANGUARD LONG-TERM CORPORATE BOND ETF - ETF | $4.2M | 0.2% | +7% | — |
| 122 |  $AEP | AMERICAN ELECTRIC POWER CO INC | $4.1M | 0.2% | +2% | 66.8 |
| 123 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $4.1M | 0.2% | -37% | 70 |
| 124 | $IVZ | Invesco Ltd. | $4.1M | 0.2% | +49% | — |
| 125 |  $AMAT | APPLIED MATERIALS INC /DE | $4.0M | 0.2% | -2% | 72.3 |
| 126 |  $PLTR | Palantir Technologies Inc. | $3.9M | 0.2% | -5% | 84.6 |
| 127 |  $LIN | LINDE PLC | $3.9M | 0.2% | +7% | — |
| 128 | — | CAPITAL GROUP CORE PLUS INCOME ETF - ETF | $3.8M | 0.2% | +10% | — |
| 129 | — | GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF - ETF | $3.8M | 0.2% | +1% | — |
| 130 | — | PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF - ETF | $3.8M | 0.2% | +95% | — |
| 131 | — | ISHARES U.S. AEROSPACE & DEFENSE ETF - ETF | $3.7M | 0.2% | -3% | — |
| 132 |  $CLS | CELESTICA INC | $3.7M | 0.2% | +3% | 69.8 |
| 133 | — | VANGUARD RUSSELL 3000 ETF - ETF | $3.7M | 0.2% | -1% | — |
| 134 |  $RGLD | ROYAL GOLD INC | $3.7M | 0.2% | +6% | 79.7 |
| 135 | — | PROSHARES MSCI EAFE DIVIDEND GROWERS ETF - ETF | $3.6M | 0.2% | +6% | — |
| 136 | — | ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF - ETF | $3.6M | 0.2% | +7% | — |
| 137 | — | ISHARES S&P 500 VALUE ETF - ETF | $3.5M | 0.2% | +5% | — |
| 138 | — | ALERIAN MLP ETF - ETF | $3.5M | 0.2% | +1% | — |
| 139 |  $PNW | PINNACLE WEST CAPITAL CORP | $3.5M | 0.2% | +1% | 53.6 |
| 140 | — | CAPITAL GROUP NEW GEOGRAPHY EQUITY ETF - ETF | $3.4M | 0.2% | +5% | — |
| 141 | — | ISHARES INTEREST RATE HEDGED HIGH YIELD BOND ETF - ETF | $3.4M | 0.2% | +23% | — |
| 142 |  $HWM | Howmet Aerospace Inc. | $3.4M | 0.2% | +1% | 73.9 |
| 143 |  $TEL | TE Connectivity plc | $3.3M | 0.2% | +3% | — |
| 144 |  $TSLA | Tesla, Inc. | $3.3M | 0.2% | -2% | 53.9 |
| 145 | — | DIREXION NASDAQ-100 EQUAL WEIGHTED INDEX ETF - ETF | $3.3M | 0.2% | -9% | — |
| 146 |  $INTC | INTEL CORP | $3.3M | 0.2% | +1% | 45.6 |
| 147 | — | JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF - ETF | $3.3M | 0.2% | +8% | — |
| 148 |  $ASML | ASML HOLDING NV | $3.3M | 0.2% | +648% | — |
| 149 | — | ISHARES CORE HIGH DIVIDEND ETF - ETF | $3.2M | 0.1% | +401% | — |
| 150 |  $GE | GENERAL ELECTRIC CO | $3.2M | 0.1% | +2% | 73.8 |
New Positions (67)
ROUNDHILL MEMORY ETF - ETF$4.5M
$SNDK Sandisk Corp$4.2M
$AIZ ASSURANT, INC.$2.3M
$NOMD Nomad Foods Ltd$2.2M
$STRL STERLING INFRASTRUCTURE, INC.$1.8M
$NBIS Nebius Group N.V.$1.8M
$TTWO TAKE TWO INTERACTIVE SOFTWARE INC$1.3M AVANTIS U.S. SMALL CAP VALUE ETF - ETF$1.2M
ERSHARES PRIVATE-PUBLIC CROSSOVER ETF - ETF$1.2M
INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - JUNE - ETF$1.1M
$LITE Lumentum Holdings Inc.$966,176 FT VEST LADDERED MODERATE BUFFER ETF - ETF$960,932
$FRPT Freshpet, Inc.$904,240
$MRP Millrose Properties, Inc.$901,500
$SPCX SPACE EXPLORATION TECHNOLOGIES CORP$817,053Exited Positions (51)
FIRST TRUST SENIOR LOAN FUND
INSPIRE 500 ETF
$LNG Cheniere Energy, Inc.
$ENSG ENSIGN GROUP, INC INSPIRE 100 ETF
INSPIRE GLOBAL HOPE ETF
$CME CME GROUP INC.
$RMD RESMED INC INSPIRE INTERNATIONAL ETF
INSPIRE CORPORATE BOND ETF
INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - JULY
INSPIRE CAPITAL APPRECIATION ETF
INSPIRE GROWTH ETF
TIMOTHY PLAN HIGH DIVIDEND STOCK ETF
INNOVATOR U.S. EQUITY POWER BUFFER ETF - JULY
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