NATIONS FINANCIAL GROUP INC, /IA/ /ADV
Q2 2026 13F filing
Updated 49 days ago789 disclosed positions worth $2.1B
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | E ETHA ISHARES CORE S&P 500 ETF | $56.1M | 74.9K | 2.68% | Added(+1.3%) |
| 2 | N NVDA NVIDIA CORPORATION COM | $51.5M | 257.3K | 2.46% | Trimmed(-6.5%) |
| 3 | A AAPL APPLE INC COM | $51.4M | 177.7K | 2.46% | Added(+3.6%) |
| 4 | Q QQQ INVESCO QQQ TRUST SERIES I | $38M | 51.7K | 1.82% | Trimmed(-2.2%) |
| 5 | G GOOGN ALPHABET INC CAP STK CL A | $36.4M | 101.7K | 1.74% | Trimmed(-3.4%) |
| 6 | ? N/A FIDELITY BLUE CHIP GROWTH ETF | $34.4M | 553.6K | 1.64% | Added(+7.2%) |
| 7 | S SPY STATE STREET SPDR S&P 500 ETF | $34.3M | 46.0K | 1.64% | Added(+1.7%) |
| 8 | V VGES VANGUARD GROWTH ETF | $31.4M | 364.2K | 1.50% | Added(+503.6%) |
| 9 | E ETHA ISHARES RUSSELL 3000 ETF | $29.3M | 68.7K | 1.40% | Trimmed(-3.5%) |
| 10 | S STT-PG STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $29.1M | 152.8K | 1.39% | Added(+0.1%) |
| 11 | M MSFT MICROSOFT CORP COM | $29.1M | 78.0K | 1.39% | Added(+0.2%) |
| 12 | B BRK-A BERKSHIRE HATHAWAY INC DEL CL B NEW | $25.6M | 51.2K | 1.22% | Trimmed(-2.4%) |
| 13 | E ETHA ISHARES CORE S&P MID-CAP ETF | $25.1M | 325.5K | 1.20% | Trimmed(-29.0%) |
| 14 | A AMZN AMAZON COM INC COM | $23.7M | 99.4K | 1.13% | Added(+1.4%) |
| 15 | A AVGO BROADCOM INC COM | $22.2M | 58.7K | 1.06% | Trimmed(-0.1%) |
| 16 | V VGES VANGUARD HIGH DIVIDEND YIELD INDEX ETF | $20.9M | 132.1K | 1.00% | Added(+0.3%) |
| 17 | D DIA STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | $19.6M | 37.4K | 0.93% | Added(+2.0%) |
| 18 | M META META PLATFORMS INC CL A | $18.8M | 33.4K | 0.90% | Added(+0.9%) |
| 19 | V VGES VANGUARD FTSE EMERGING MARKETS ETF | $18.3M | 305.8K | 0.87% | Added(+0.6%) |
| 20 | J JPM-PM JPMORGAN CHASE & CO COM | $17.9M | 54.8K | 0.86% | Added(+1.2%) |
| 21 | V VGES VANGUARD MID-CAP ETF | $16.3M | 202.0K | 0.78% | Added(+308.8%) |
| 22 | C COF-PN CAPITAL GROUP DIVIDEND VALUE ETF | $15.5M | 314.0K | 0.74% | Added(+3.1%) |
| 23 | S SCHW-PJ SCHWAB U.S. LARGE-CAP ETF | $14.4M | 490.6K | 0.69% | Added(+4.1%) |
| 24 | E ETHA ISHARES MORNINGSTAR MID-CAP GROWTH ETF | $14.3M | 145.7K | 0.68% | Added(+5.0%) |
| 25 | J JPM-PM JPMORGAN CORE PLUS BOND ETF | $14.2M | 303.5K | 0.68% | Added(+10.8%) |
| 26 | V VGES VANGUARD S&P 500 ETF | $13.7M | 19.9K | 0.65% | Added(+3.9%) |
| 27 | L LLY ELI LILLY & CO COM | $13.5M | 11.3K | 0.65% | Added(+60.7%) |
| 28 | K KLAC KLA CORP COM NEW | $13.3M | 44.2K | 0.64% | Added(+636.6%) |
| 29 | M MU MICRON TECHNOLOGY INC COM | $12.6M | 10.9K | 0.60% | Trimmed(-3.8%) |
| 30 | G GLD SPDR GOLD SHARES | $12.4M | 33.7K | 0.59% | Added(+1.5%) |
| 31 | V VGES VANGUARD VALUE ETF | $12M | 55.2K | 0.57% | Added(+1.6%) |
| 32 | I ISMCF ISHARES S&P MID-CAP 400 VALUE ETF | $11.8M | 80.1K | 0.57% | Trimmed(-0.7%) |
| 33 | ? N/A AVANTIS U.S. LARGE CAP VALUE ETF | $11.8M | 129.6K | 0.56% | Added(+5.1%) |
| 34 | E ETHA ISHARES CORE S&P SMALL CAP ETF | $11.8M | 79.4K | 0.56% | Trimmed(-12.3%) |
| 35 | G GLW CORNING INC COM | $11.6M | 45.2K | 0.55% | Added(+12.9%) |
| 36 | ? N/A CORE SCIENTIFIC INC NEW COM | $11.3M | 441.9K | 0.54% | Added(+81.2%) |
| 37 | G GOOGN ALPHABET INC CAP STK CL C | $11.1M | 31.5K | 0.53% | Trimmed(-0.6%) |
| 38 | X XOM EXXONMOBIL HOLDINGS CORP COM SHS | $10.9M | 79.9K | 0.52% | — |
| 39 | ? N/A T. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF | $10.9M | 265.2K | 0.52% | Added(+2.0%) |
| 40 | A AMD ADVANCED MICRO DEVICES INC COM | $10.9M | 18.7K | 0.52% | Trimmed(-21.7%) |
| 41 | E ETHA ISHARES CORE MSCI EAFE ETF | $10.7M | 110.4K | 0.51% | Added(+2.9%) |
| 42 | ? N/A INVESCO S&P 500 MOMENTUM ETF | $10.5M | 65.2K | 0.50% | Trimmed(-4.9%) |
| 43 | C COST COSTCO WHOLESALE CORPORATION COM | $10.5M | 11.2K | 0.50% | Trimmed(-1.4%) |
| 44 | E ETHA ISHARES 3-7 YEAR TREASURY BOND ETF | $10.4M | 88.5K | 0.50% | Added(+15.3%) |
| 45 | V VGES VANGUARD FTSE DEVELOPED MARKETS ETF | $10M | 140.4K | 0.48% | Added(+1.5%) |
| 46 | V V VISA INC COM CL A | $9.7M | 28.2K | 0.46% | Trimmed(-3.8%) |
| 47 | T TSMWF TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | $9.7M | 20.2K | 0.46% | Added(+1.5%) |
| 48 | J JNJ JOHNSON & JOHNSON COM | $9.5M | 37.3K | 0.45% | Added(+5.4%) |
| 49 | F FPF FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF | $9.2M | 214.3K | 0.44% | Trimmed(-4.8%) |
| 50 | C CVX CHEVRON CORPORATION COM | $9.2M | 55.3K | 0.44% | Trimmed(-19.4%) |