NATIONS FINANCIAL GROUP INC, /IA/ /ADV

Name: NATIONS FINANCIAL GROUP INC, /IA/ /ADV — 13F holdings
Creator: Fundocap
License: https://creativecommons.org/licenses/by/4.0/

CIK 0001109767 · CEDAR RAPIDS, IA · Quarter end: 2026-06-30 · Filed on: 2026-07-23 · Open the SEC source ↗

NATIONS FINANCIAL GROUP INC, /IA/ /ADV reported 789 positions worth $2.09B as of June 30, 2026 (13F filed July 23, 2026). Largest holding: IVV (2.7%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.

$2.09B

2026 Q2

Positions

789

Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.

18.7%

Est. Net Flow (Q)

—

2026 Q2

Positions Changes Mix History BacktestPRO

10 / 789 positions shown

#	Symbol	Company	Type	Value ↓	% Port.	Shares	1Y	YTD
▸ 1	IVV	ISHARES CORE S&P 500 ETF	SH	$56.1M	2.68%	74,901	—	—
▸ 2	NVDA	NVIDIA CORPORATION COM	SH	$51.5M	2.46%	257,336	—	—
▸ 3	AAPL	APPLE INC COM	SH	$51.4M	2.46%	177,677	—	—
▸ 4	QQQ	INVESCO QQQ TRUST SERIES I	SH	$38.0M	1.82%	51,660	—	—
▸ 5	GOOGL	ALPHABET INC CAP STK CL A	SH	$36.4M	1.74%	101,726	—	—
▸ 6	FBCG	FIDELITY BLUE CHIP GROWTH ETF	SH	$34.4M	1.64%	553,610	—	—
▸ 7	SPY	STATE STREET SPDR S&P 500 ETF	SH	$34.3M	1.64%	45,987	—	—
▸ 8	VUG	VANGUARD GROWTH ETF	SH	$31.4M	1.50%	364,203	—	—
▸ 9	IWV	ISHARES RUSSELL 3000 ETF	SH	$29.3M	1.40%	68,656	—	—
▸ 10	XLK	STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF	SH	$29.1M	1.39%	152,811	—	—

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does NATIONS FINANCIAL GROUP INC, /IA/ /ADV hold as of Q2 2026?

NATIONS FINANCIAL GROUP INC, /IA/ /ADV reported 789 positions worth $2.09B in its Q2 2026 13F filing. Largest positions: IVV (2.7%), NVDA (2.5%), AAPL (2.5%), QQQ (1.8%) and GOOGL (1.7%).

What did NATIONS FINANCIAL GROUP INC, /IA/ /ADV buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did NATIONS FINANCIAL GROUP INC, /IA/ /ADV sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.