NATIONS FINANCIAL GROUP INC, /IA/ /ADV

Est. AUM

$1.93B

13F long equity, this entity only

Positions

764

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES CORE S&P 500 ETF	ETF	$48.3M	73937	2.51%	SOLE
2	NVIDIA CORPORATION COM	Stock	$48.0M	275320	2.49%	SOLE
3	APPLE INC COM	Stock	$43.5M	171512	2.26%	SOLE
4	ISHARES CORE S&P MID-CAP ETF	ETF	$30.9M	458188	1.61%	SOLE
5	INVESCO QQQ TRUST SERIES I	ETF	$30.5M	52814	1.58%	SOLE
6	ALPHABET INC CAP STK CL A	Stock	$30.3M	105273	1.57%	SOLE
7	STATE STREET SPDR S&P 500 ETF	ETF	$29.4M	45208	1.53%	SOLE
8	MICROSOFT CORP COM	Stock	$28.8M	77872	1.50%	SOLE
9	ISHARES RUSSELL 3000 ETF	ETF	$26.4M	71164	1.37%	SOLE
10	VANGUARD GROWTH ETF	ETF	$26.4M	60338	1.37%	SOLE
11	FIDELITY BLUE CHIP GROWTH ETF	ETF	$25.9M	516531	1.34%	SOLE
12	BERKSHIRE HATHAWAY INC DEL CL B NEW	Stock	$25.1M	52467	1.31%	SOLE
13	AMAZON COM INC COM	Stock	$20.4M	98041	1.06%	SOLE
14	STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF	ETF	$20.3M	152731	1.05%	SOLE
15	VANGUARD HIGH DIVIDEND YIELD INDEX ETF	ETF	$19.5M	131649	1.01%	SOLE
16	META PLATFORMS INC CL A	Stock	$19.0M	33122	0.98%	SOLE
17	BROADCOM INC COM	Stock	$18.2M	58720	0.94%	SOLE
18	STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST	ETF	$17.0M	36701	0.88%	SOLE
19	VANGUARD FTSE EMERGING MARKETS ETF	ETF	$16.4M	304088	0.85%	SOLE
20	JPMORGAN CHASE & CO COM	Stock	$15.9M	54126	0.83%	SOLE
21	EXXON MOBIL CORP COM	Stock	$14.4M	84608	0.75%	SOLE
22	SPDR GOLD SHARES	ETF	$14.3M	33207	0.74%	SOLE
23	CHEVRON CORPORATION COM	Stock	$14.2M	68592	0.74%	SOLE
24	VANGUARD MID-CAP ETF	ETF	$14.2M	49414	0.74%	SOLE
25	CAPITAL GROUP DIVIDEND VALUE ETF	ETF	$13.0M	304615	0.67%	SOLE
26	JPMORGAN CORE PLUS BOND ETF	ETF	$12.9M	274077	0.67%	SOLE
27	SCHWAB US DIVIDEND EQUITY ETF	ETF	$12.8M	415578	0.66%	SOLE
28	SCHWAB U.S. LARGE-CAP ETF	ETF	$12.1M	471088	0.63%	SOLE
29	VANGUARD S&P 500 ETF	ETF	$11.4M	19131	0.59%	SOLE
30	COSTCO WHOLESALE CORPORATION COM	Stock	$11.4M	11397	0.59%	SOLE
31	ISHARES MSCI USA MIN VOL FACTOR ETF	ETF	$11.3M	122252	0.59%	SOLE
32	ISHARES CORE S&P SMALL CAP ETF	ETF	$11.3M	90584	0.58%	SOLE
33	ISHARES MORNINGSTAR MID-CAP GROWTH ETF	ETF	$10.9M	138725	0.57%	SOLE
34	ISHARES S&P MID-CAP 400 VALUE ETF	ETF	$10.7M	80683	0.56%	SOLE
35	VANGUARD VALUE ETF	ETF	$10.7M	54346	0.55%	SOLE
36	AVANTIS U.S. LARGE CAP VALUE ETF	ETF	$9.9M	123347	0.52%	SOLE
37	WALMART INC COM	Stock	$9.8M	78896	0.51%	SOLE
38	ENTERPRISE PRODS PARTNERS L P COM	Stock	$9.8M	258379	0.51%	SOLE
39	ISHARES CORE MSCI EAFE ETF	ETF	$9.7M	107274	0.50%	SOLE
40	GRANITESHARES GOLD SHARES	ETF	$9.6M	208685	0.50%	SOLE
41	GLOBAL X URANIUM ETF	ETF	$9.6M	198521	0.50%	SOLE
42	T. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF	ETF	$9.3M	259896	0.48%	SOLE
43	ALPHABET INC CAP STK CL C	Stock	$9.1M	31726	0.47%	SOLE
44	ISHARES 3-7 YEAR TREASURY BOND ETF	ETF	$9.1M	76706	0.47%	SOLE
45	VISA INC COM CL A	Stock	$8.9M	29360	0.46%	SOLE
46	FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF	ETF	$8.9M	224997	0.46%	SOLE
47	VANGUARD FTSE DEVELOPED MARKETS ETF	ETF	$8.9M	138314	0.46%	SOLE
48	KLA CORP COM NEW	Stock	$8.8M	6001	0.46%	SOLE
49	INVESCO S&P 500 EQUAL WEIGHT ETF	ETF	$8.8M	46041	0.46%	SOLE
50	JOHNSON & JOHNSON COM	Stock	$8.6M	35360	0.45%	SOLE

1–50 of 764

1 / 16

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.