NATIONS FINANCIAL GROUP INC, /IA/ /ADV

NATIONS FINANCIAL GROUP INC, /IA/ /ADV is an Investment Adviser institutional filer with the SEC under CIK 1109767, reporting 789 portfolio positions, with 14 historical 13F filings on file. Most recent reporting period: 2026-06-30.

A Form 13F reports a manager's US-listed stock and option positions only. It does not include real estate, private funds, bonds, cash or non-US holdings, so a 13F portfolio value is not the firm's total assets under management (AUM).

• State of incorporation: IA
• Filing type: 13F-HR
• Latest reporting period: 2026-06-30
• Last filed: 2026-07-23

Top 10 portfolio positions

The largest reported holdings in NATIONS FINANCIAL GROUP INC, /IA/ /ADV's most recent 13F filing, ranked by reported market value.

1. ISHARES CORE S&P 500 ETF (IVV)
2. NVIDIA CORPORATION COM (NVDA)
3. APPLE INC COM (AAPL)
4. INVESCO QQQ TRUST SERIES I (QQQ)
5. ALPHABET INC CAP STK CL A (GOOGL)
6. FIDELITY BLUE CHIP GROWTH ETF (FBCG)
7. STATE STREET SPDR S&P 500 ETF (SPY)
8. VANGUARD GROWTH ETF (VUG)
9. ISHARES RUSSELL 3000 ETF (IWV)
10. STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF (XLK)