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NATIONS FINANCIAL GROUP INC, /IA/ /ADV — 13F Holdings & Portfolio

CIK 1109767 · latest 13F-HR filed 2026-04-15

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NATIONS FINANCIAL GROUP INC, /IA/ /ADV manages $1.94B in 13F-reported U.S. long-equity assets across 773 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are IVV (2.49%), NVDA (2.47%), AAPL (2.24%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 56 new positions, exited 29, added to 300, and trimmed 187.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM

$1.94B

Long-equity book

Holdings

773

Distinct positions

Period

2026-03-31

Filed 2026-04-15

Q/Q Activity

+56 / −29 / ↑300 / ↓187

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • CHEVRON CORPORATION COM$7.7M +117.1%
  • MICRON TECHNOLOGY INC COM$3.4M +860.0%
  • GRANITESHARES GOLD SHARES$2.9M +42.5%
  • CORNING INC COM$2.7M +95.7%
  • ELI LILLY & CO COM$2.6M +67.0%
Show all 300 →

Top Trims

  • MICROSOFT CORP COM-$11.7M -28.8%
  • JPMORGAN CHASE & CO COM-$4.6M -22.4%
  • VANGUARD GROWTH ETF-$4.5M -14.7%
  • ISHARES SILVER TRUST-$4.5M -38.7%
  • ALIBABA GROUP HLDG LTD SPONSORED ADS-$4.2M -57.0%
Show all 187 →

New Positions

  • CHENIERE ENERGY INC COM NEW$5.0M
  • HALLIBURTON CO COM$3.7M
  • VANECK RARE EARTH AND STRATEGIC METALS ETF$2.2M
  • BLUE OWL CAPITAL INC COM CL A$2.1M
  • CARDINAL HEALTH INC COM$2.0M
Show all 56 →

Exited Positions

  • BOOKING HOLDINGS INC COM$3.4M
  • KRATOS DEFENSE & SEC SOLUTIONS COM NEW$1.6M
  • MOLINA HEALTHCARE INC COM$1.3M
  • RADNET INC COM$1.1M
  • LEIDOS HOLDINGS INC COM$1.1M
Show all 29 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 ISHARES CORE S&P 500 ETF IVV 464287200 $48.3M 2.49% 73,937 SH
2 NVIDIA CORPORATION COM NVDA 67066G104 $48.0M 2.47% 275,320 SH
3 APPLE INC COM AAPL 037833100 $43.5M 2.24% 171,512 SH
4 ISHARES CORE S&P MID-CAP ETF IJH 464287507 $30.9M 1.59% 458,188 SH
5 INVESCO QQQ TRUST SERIES I QQQ 46090E103 $30.5M 1.57% 52,814 SH
6 ALPHABET INC CAP STK CL A GOOGL 02079K305 $30.3M 1.56% 105,273 SH
7 STATE STREET SPDR S&P 500 ETF SPY 78462F103 $29.4M 1.51% 45,208 SH
8 MICROSOFT CORP COM MSFT 594918104 $28.8M 1.48% 77,872 SH
9 ISHARES RUSSELL 3000 ETF IWV 464287689 $26.4M 1.36% 71,164 SH
10 VANGUARD GROWTH ETF VUG 922908736 $26.4M 1.36% 60,338 SH
11 FIDELITY BLUE CHIP GROWTH ETF FBCG 316092352 $25.9M 1.33% 516,531 SH
12 BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B 084670702 $25.1M 1.30% 52,467 SH
13 AMAZON COM INC COM AMZN 023135106 $20.4M 1.05% 98,041 SH
14 STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF XLK 81369Y803 $20.3M 1.05% 152,731 SH
15 VANGUARD HIGH DIVIDEND YIELD INDEX ETF VYM 921946406 $19.5M 1.00% 131,649 SH
16 META PLATFORMS INC CL A META 30303M102 $19.0M 0.98% 33,122 SH
17 BROADCOM INC COM AVGO 11135F101 $18.2M 0.94% 58,720 SH
18 STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST DIA 78467X109 $17.0M 0.88% 36,701 SH
19 VANGUARD FTSE EMERGING MARKETS ETF VWO 922042858 $16.4M 0.85% 304,088 SH
20 JPMORGAN CHASE & CO COM JPM 46625H100 $15.9M 0.82% 54,126 SH
21 EXXON MOBIL CORP COM XOM 30231G102 $14.4M 0.74% 84,608 SH
22 SPDR GOLD SHARES GLD 78463V107 $14.3M 0.74% 33,207 SH
23 CHEVRON CORPORATION COM CVX 166764100 $14.2M 0.73% 68,592 SH
24 VANGUARD MID-CAP ETF VO 922908629 $14.2M 0.73% 49,414 SH
25 CAPITAL GROUP DIVIDEND VALUE ETF CGDV 14020W106 $13.0M 0.67% 304,615 SH
26 JPMORGAN CORE PLUS BOND ETF JCPB 46641Q670 $12.9M 0.66% 274,077 SH
27 SCHWAB US DIVIDEND EQUITY ETF SCHD 808524797 $12.7M 0.66% 415,578 SH
28 SCHWAB U.S. LARGE-CAP ETF SCHX 808524201 $12.1M 0.62% 471,088 SH
29 VANGUARD S&P 500 ETF VOO 922908363 $11.4M 0.59% 19,131 SH
30 COSTCO WHOLESALE CORPORATION COM COST 22160K105 $11.4M 0.58% 11,397 SH
31 ISHARES MSCI USA MIN VOL FACTOR ETF USMV 46429B697 $11.3M 0.58% 122,252 SH
32 ISHARES CORE S&P SMALL CAP ETF IJR 464287804 $11.3M 0.58% 90,584 SH
33 ISHARES MORNINGSTAR MID-CAP GROWTH ETF IMCG 464288307 $10.9M 0.56% 138,725 SH
34 ISHARES S&P MID-CAP 400 VALUE ETF IJJ 464287705 $10.7M 0.55% 80,683 SH
35 VANGUARD VALUE ETF VTV 922908744 $10.7M 0.55% 54,346 SH
36 AVANTIS U.S. LARGE CAP VALUE ETF AVLV 025072349 $9.9M 0.51% 123,347 SH
37 WALMART INC COM WMT 931142103 $9.8M 0.51% 78,896 SH
38 ENTERPRISE PRODS PARTNERS L P COM EPD 293792107 $9.8M 0.50% 258,379 SH
39 ISHARES CORE MSCI EAFE ETF IEFA 46432F842 $9.7M 0.50% 107,274 SH
40 GRANITESHARES GOLD SHARES BAR 38748G101 $9.6M 0.50% 208,685 SH
41 GLOBAL X URANIUM ETF URA 37954Y871 $9.6M 0.50% 198,521 SH
42 T. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF TCAF 87283Q867 $9.2M 0.48% 259,896 SH
43 ALPHABET INC CAP STK CL C GOOG 02079K107 $9.1M 0.47% 31,726 SH
44 ISHARES 3-7 YEAR TREASURY BOND ETF IEI 464288661 $9.1M 0.47% 76,706 SH
45 VISA INC COM CL A V 92826C839 $8.9M 0.46% 29,360 SH
46 FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF SDVY 33741X102 $8.9M 0.46% 224,997 SH
47 VANGUARD FTSE DEVELOPED MARKETS ETF VEA 921943858 $8.9M 0.46% 138,314 SH
48 KLA CORP COM NEW KLAC 482480100 $8.8M 0.46% 6,001 SH
49 INVESCO S&P 500 EQUAL WEIGHT ETF RSP 46137V357 $8.8M 0.46% 46,041 SH
50 JOHNSON & JOHNSON COM JNJ 478160104 $8.6M 0.45% 35,360 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-04-15 $1.94B 773 0001109767-26-000007
2025-12-31 2026-01-26 $1.90B 746 0001109767-26-000002