NATIONS FINANCIAL GROUP INC, /IA/ /ADV

DOSSIER · 13F-HR · Q2 2026

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

$2.1B in tracked AUM across 789 positions as of Q2 2026.

NF

CIK 0001109767 · last filed Jun 30, 2026

Total AUM

$2.1B

as of Q2 2026

Holdings

789

—

positions

Whale Score

52

52

tracked

Activity

—

no data

changes this Q

AI Analysis · Q2 2026

NATIONS FINANCIAL GROUP INC, /IA/ /ADV filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight

01

IVV

ISHARES CORE S&P 500 ETF

$56M75K2.7%02

NVDA

NVIDIA CORPORATION COM

$51M257K2.5%03

AAPL

APPLE INC COM

$51M178K2.5%04

QQQ

INVESCO QQQ TRUST SERIES I

$38M52K1.8%05

GOOGL

ALPHABET INC CAP STK CL A

$36M102K1.7%06

FBCG

FIDELITY BLUE CHIP GROWTH ETF

$34M554K1.6%07

SPY

STATE STREET SPDR S&P 500 ETF

$34M46K1.6%08

VUG

VANGUARD GROWTH ETF

$31M364K1.5%09

IWV

ISHARES RUSSELL 3000 ETF

$29M69K1.4%10

XLK

STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF