13F Insight
DOSSIER · 13F-HR · Q1 2026

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

$1.9B in tracked AUM across 773 positions as of Q1 2026.

NF
CIK 0001109767 · last filed Mar 31, 2026
Total AUM
$1.9B
as of Q1 2026
Holdings
773
—
positions
Whale Score
49
49
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

NATIONS FINANCIAL GROUP INC, /IA/ /ADV filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES CORE S&P 500 ETF
$48M74K2.5%02
NVDA
NVIDIA CORPORATION COM
$48M275K2.5%03
AAPL
APPLE INC COM
$44M172K2.2%04
IJH
ISHARES CORE S&P MID-CAP ETF
$31M458K1.6%05
QQQ
INVESCO QQQ TRUST SERIES I
$30M53K1.6%06
GOOGL
ALPHABET INC CAP STK CL A
$30M105K1.6%07
SPY
STATE STREET SPDR S&P 500 ETF
$29M45K1.5%08
MSFT
MICROSOFT CORP COM
$29M78K1.5%09
IWV
ISHARES RUSSELL 3000 ETF
$26M71K1.4%10
VUG
VANGUARD GROWTH ETF
$26M60K1.4%

Filing history

2026Q1Mar 31
$1.9B▲ 2.2%
773 positionsView →2025Q4Dec 31
$1.9B▲ 18.3%
746 positionsView →2025Q3Sep 30
$1.6B▲ 10.4%
711 positionsView →2025Q2Jun 30
$1.5B▲ 11.1%
678 positionsLocked2025Q1Mar 31
$1.3B▼ 4.1%
655 positionsLocked2024Q4Dec 31
$1.4B▼ 0.8%
667 positionsLocked2024Q3Sep 30
$1.4B▲ 12.5%
671 positionsLocked2024Q2Jun 30
$1.2B▲ 3.1%
629 positionsLocked2024Q1Mar 31
$1.2B▲ 9.9%
621 positionsLocked2023Q4Dec 31
$1.1B▲ 8.7%
619 positionsLocked2023Q3Sep 30
$993M▼ 2.4%
613 positionsLocked2023Q2Jun 30
$1.0B▲ 6.8%
614 positionsLocked
Showing 12 of 39