CIK 1109767
NATIONS FINANCIAL GROUP INC, /IA/ /ADV
Institutional 13F holdings & portfolio
Holdings
746
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
3
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 746
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IVV | ISHARES CORE S&P 500 ETF | 73K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION COM | 260K | $1M+ | SH |
| AAPL | APPLE INC COM | 162K | $1M+ | SH |
| MSFT | MICROSOFT CORP COM | 84K | $1M+ | SH |
| QQQ | INVESCO QQQ TRUST SERIES I | 52K | $1M+ | SH |
| GOOGL | ALPHABET INC CAP STK CL A | 99K | $1M+ | SH |
| VUG | VANGUARD GROWTH ETF | 63K | $1M+ | SH |
| IJH | ISHARES CORE S&P MID-CAP ETF | 465K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TRUST | 44K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL CL B NEW | 54K | $1M+ | SH |
| IWV | ISHARES RUSSELL 3000 ETF | 67K | $1M+ | SH |
| FBCG | FIDELITY BLUE CHIP GROWTH ETF | 442K | $1M+ | SH |
| AMZN | AMAZON COM INC COM | 96K | $1M+ | SH |
| META | META PLATFORMS INC CL A | 33K | $1M+ | SH |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | 150K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. COM | 64K | $1M+ | SH |
| AVGO | BROADCOM INC COM | 58K | $1M+ | SH |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | 138K | $1M+ | SH |
| DIA | SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | 36K | $1M+ | SH |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | 295K | $1M+ | SH |
| GLD | SPDR GOLD SHARES | 38K | $1M+ | SH |
| VO | VANGUARD MID-CAP ETF | 48K | $1M+ | SH |
| CGDV | CAPITAL GROUP DIVIDEND VALUE ETF | 294K | $1M+ | SH |
| XOM | EXXON MOBIL CORP COM | 99K | $1M+ | SH |
| SCHX | SCHWAB U.S. LARGE-CAP ETF | 441K | $1M+ | SH |
| SLV | ISHARES SILVER TRUST | 182K | $1M+ | SH |
| V | VISA INC COM CL A | 33K | $1M+ | SH |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | 419K | $1M+ | SH |
| USMV | ISHARES MSCI USA MIN VOL FACTOR ETF | 122K | $1M+ | SH |
| JCPB | JPMORGAN CORE PLUS BOND ETF | 235K | $1M+ | SH |
| IJR | ISHARES CORE S&P SMALL CAP ETF | 90K | $1M+ | SH |
| IJJ | ISHARES S&P MID-CAP 400 VALUE ETF | 82K | $1M+ | SH |
| IMCG | ISHARES MORNINGSTAR MID-CAP GROWTH ETF | 130K | $1M+ | SH |
| VOO | VANGUARD S&P 500 ETF | 17K | $1M+ | SH |
| VTV | VANGUARD VALUE ETF | 53K | $1M+ | SH |
| TCAF | T. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF | 253K | $1M+ | SH |
| COST | COSTCO WHOLESALE CORPORATION COM | 11K | $1M+ | SH |
| IEFA | ISHARES CORE MSCI EAFE ETF | 105K | $1M+ | SH |
| SA | SEABRIDGE GOLD INC COM | 311K | $1M+ | SH |
| AVLV | AVANTIS U.S. LARGE CAP VALUE ETF | 118K | $1M+ | SH |
| URA | GLOBAL X URANIUM ETF | 203K | $1M+ | SH |
| IEI | ISHARES 3-7 YEAR TREASURY BOND ETF | 71K | $1M+ | SH |
| SPYM | STATE STREET SPDR PORTFOLIO S&P 500 ETF | 105K | $1M+ | SH |
| GOOG | ALPHABET INC CAP STK CL C | 26K | $1M+ | SH |
| EPD | ENTERPRISE PRODS PARTNERS L P COM | 256K | $1M+ | SH |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 131K | $1M+ | SH |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | 43K | $1M+ | SH |
| WMT | WALMART INC COM | 73K | $1M+ | SH |
| SDVY | FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF | 205K | $1M+ | SH |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | 36K | $1M+ | SH |