Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
NATIONS FINANCIAL GROUP INC, /IA/ /ADV (CIK 1109767) reported $2.09B across 789 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: IVV ($56.1M, 2.68%), AAPL ($51.4M, 2.46%), NVDA ($51.5M, 2.46%), QQQ ($38.0M, 1.82%), GOOGL ($36.4M, 1.74%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES CORE S&P 500 ETF | $56.1M | 2.68% | 74,901 | Added |
| 2 | AAPL | APPLE INC COM | $51.4M | 2.46% | 177,677 | Added |
| 3 | NVDA | NVIDIA CORPORATION COM | $51.5M | 2.46% | 257,336 | Trimmed |
| 4 | QQQ | INVESCO QQQ TRUST SERIES I | $38.0M | 1.82% | 51,660 | Trimmed |
| 5 | GOOGL | ALPHABET INC CAP STK CL A | $36.4M | 1.74% | 101,726 | Trimmed |
| 6 | FBCG | FIDELITY BLUE CHIP GROWTH ETF | $34.4M | 1.64% | 553,610 | Added |
| 7 | SPY | STATE STREET SPDR S&P 500 ETF | $34.3M | 1.64% | 45,987 | Added |
| 8 | VUG | VANGUARD GROWTH ETF | $31.4M | 1.50% | 364,203 | Added |
| 9 | IWV | ISHARES RUSSELL 3000 ETF | $29.3M | 1.40% | 68,656 | Trimmed |
| 10 | XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $29.1M | 1.39% | 152,811 | Added |
| 11 | MSFT | MICROSOFT CORP COM | $29.1M | 1.39% | 77,996 | Added |
| 12 | BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $25.6M | 1.22% | 51,206 | Trimmed |
| 13 | IJH | ISHARES CORE S&P MID-CAP ETF | $25.1M | 1.20% | 325,484 | Trimmed |
| 14 | AMZN | AMAZON COM INC COM | $23.7M | 1.13% | 99,436 | Added |
| 15 | AVGO | BROADCOM INC COM | $22.2M | 1.06% | 58,684 | Trimmed |
| 16 | VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | $20.9M | 1.00% | 132,109 | Added |
| 17 | DIA | STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | $19.6M | 0.93% | 37,426 | Added |
| 18 | META | META PLATFORMS INC CL A | $18.8M | 0.90% | 33,408 | Added |
| 19 | VWO | VANGUARD FTSE EMERGING MARKETS ETF | $18.3M | 0.87% | 305,790 | Added |
| 20 | JPM | JPMORGAN CHASE & CO COM | $17.9M | 0.86% | 54,774 | Added |
| 21 | VO | VANGUARD MID-CAP ETF | $16.3M | 0.78% | 202,011 | Added |
| 22 | CGDV | CAPITAL GROUP DIVIDEND VALUE ETF | $15.5M | 0.74% | 314,047 | Added |
| 23 | SCHX | SCHWAB U.S. LARGE-CAP ETF | $14.4M | 0.69% | 490,607 | Added |
| 24 | JCPB | JPMORGAN CORE PLUS BOND ETF | $14.2M | 0.68% | 303,529 | Added |
| 25 | IMCG | ISHARES MORNINGSTAR MID-CAP GROWTH ETF | $14.3M | 0.68% | 145,713 | Added |
Source: SEC Form 13F filings · as of 2026-06-30