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 $1.94B across 773 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($48.3M, 2.49%), NVDA ($48.0M, 2.47%), AAPL ($43.5M, 2.24%), IJH ($30.9M, 1.59%), QQQ ($30.5M, 1.57%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES CORE S&P 500 ETF | $48.3M | 2.49% | 73,937 | Added |
| 2 | NVDA | NVIDIA CORPORATION COM | $48.0M | 2.47% | 275,320 | Added |
| 3 | AAPL | APPLE INC COM | $43.5M | 2.24% | 171,512 | Added |
| 4 | IJH | ISHARES CORE S&P MID-CAP ETF | $30.9M | 1.59% | 458,188 | Trimmed |
| 5 | QQQ | INVESCO QQQ TRUST SERIES I | $30.5M | 1.57% | 52,814 | Added |
| 6 | GOOGL | ALPHABET INC CAP STK CL A | $30.3M | 1.56% | 105,273 | Added |
| 7 | SPY | STATE STREET SPDR S&P 500 ETF | $29.4M | 1.51% | 45,208 | Added |
| 8 | MSFT | MICROSOFT CORP COM | $28.8M | 1.48% | 77,872 | Trimmed |
| 9 | VUG | VANGUARD GROWTH ETF | $26.4M | 1.36% | 60,338 | Trimmed |
| 10 | IWV | ISHARES RUSSELL 3000 ETF | $26.4M | 1.36% | 71,164 | Added |
| 11 | FBCG | FIDELITY BLUE CHIP GROWTH ETF | $25.9M | 1.33% | 516,531 | Added |
| 12 | BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $25.1M | 1.30% | 52,467 | Trimmed |
| 13 | XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $20.3M | 1.05% | 152,731 | Added |
| 14 | AMZN | AMAZON COM INC COM | $20.4M | 1.05% | 98,041 | Added |
| 15 | VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | $19.5M | 1.00% | 131,649 | Trimmed |
| 16 | META | META PLATFORMS INC CL A | $19.0M | 0.98% | 33,122 | Added |
| 17 | AVGO | BROADCOM INC COM | $18.2M | 0.94% | 58,720 | Added |
| 18 | DIA | STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | $17.0M | 0.88% | 36,701 | Added |
| 19 | VWO | VANGUARD FTSE EMERGING MARKETS ETF | $16.4M | 0.85% | 304,088 | Added |
| 20 | JPM | JPMORGAN CHASE & CO COM | $15.9M | 0.82% | 54,126 | Trimmed |
| 21 | GLD | SPDR GOLD SHARES | $14.3M | 0.74% | 33,207 | Trimmed |
| 22 | XOM | EXXON MOBIL CORP COM | $14.4M | 0.74% | 84,608 | Trimmed |
| 23 | VO | VANGUARD MID-CAP ETF | $14.2M | 0.73% | 49,414 | Added |
| 24 | CVX | CHEVRON CORPORATION COM | $14.2M | 0.73% | 68,592 | Added |
| 25 | CGDV | CAPITAL GROUP DIVIDEND VALUE ETF | $13.0M | 0.67% | 304,615 | Added |
Source: SEC Form 13F filings · as of 2026-03-31