§ 13F · FUND PROFILE
NATIONS FINANCIAL GROUP INC, /IA/ /ADV.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1454.7T (13F)Positions · 678Turnover · — · Q4Filed · Jan 26, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$44.4T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 26, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES CORE S&P 500 ETF | 73K | $50.0T | 2.6% | +261% |
| 2 | NVDA | NVIDIA CORPORATION COM | 260K | $48.6T | 2.6% | +11% |
| 3 | AAPL | APPLE INC COM | 162K | $44.1T | 2.3% | +7% |
| 4 | MSFT | MICROSOFT CORP COM | 84K | $40.5T | 2.1% | +14% |
| 5 | QQQ | INVESCO QQQ TRUST SERIES I | 52K | $32.1T | 1.7% | +9% |
| 6 | GOOGL | ALPHABET INC CAP STK CL A | 99K | $31.0T | 1.6% | +19% |
| 7 | VUG | VANGUARD GROWTH ETF | 63K | $30.9T | 1.6% | +123% |
| 8 | IJH | ISHARES CORE S&P MID-CAP ETF | 465K | $30.7T | 1.6% | +8% |
| 9 | SPY | SPDR S&P 500 ETF TRUST | 44K | $30.3T | 1.6% | +117% |
| 10 | BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | 54K | $27.1T | 1.4% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE NATIONS SIGNAL
AC read
NATIONS FINANCIAL GROUP INC, /IA/ /ADV is a Other fund managing $1454670.8 trillion in assets. The fund runs a broad portfolio of 678 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed